Forbidden
Book a meeting

Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks advanced sequencing, automated pipelines, and forecasting for the 20-person sales team.

Key outcomes enabled

  • Leadership gains real-time visibility into the £20k-£50k deal pipeline without manual spreadsheet consolidation.
  • Sales reps benefit from automated task management, reducing time spent on administrative 'fax-era' processes.
  • The business establishes a clean, centralised database of 1,600 active customers, replacing the fragmented ERP proxy.
  • Standardised sales stages ensure consistent commercial behaviour across Wendsbury, Rugby, Leeds, and Leicester sites.
  • Accurate forecasting allows for better inventory and warehouse planning at the Wendsbury super-site.
  • The platform provides a scalable blueprint that can be replicated across the 30+ other companies in the Boofab group.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

Apex requires a transition from manual, legacy-bound operations to a modern commercial platform. Sales Hub Professional provides the necessary automation and reporting depth to manage high-value distributor relationships without the complexity that might hinder the critical goal of sales rep adoption.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on anecdotal evidence and ERP data

    Capability

    Advanced forecasting and pipeline analytics

    Hub

    Sales Hub Professional
  • Challenge

    Manual follow-ups for high-value distributors

    Capability

    Sales automation and sequences

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented customer data across sites

    Capability

    Unified CRM record and custom properties

    Hub

    Sales Hub Professional
  • Challenge

    Need for a pilot for the Boofab group

    Capability

    Standardised playbooks and reporting templates

    Hub

    Sales Hub Professional