Forbidden
Book a meeting

Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Automates MEDDIC qualification and multi-pipeline management for standard, subcontracting, and tender deals.

  • Marketing Hub

    Professional

    Drives lead capture from social and website forms with automated nurture cadences for lost deals.

Key outcomes enabled

  • Leadership gains a Single Source of Truth across standard, subcontracting, and tender pipelines without manual consolidation.
  • Sales efficiency increases through automated contact cadences and task-based follow-ups for new enquiries.
  • PQQ compliance is secured via automated tracking of accreditation expiry and renewal outreach.
  • Forecasting accuracy improves by embedding MEDDIC qualification criteria into the daily deal management process.
  • Marketing ROI becomes visible by connecting social media engagement and website forms directly to deal revenue.
  • Lost deal recovery is systemised through automated 'nurture buckets' that re-engage prospects at key intervals.
  • Contract turnaround time is reduced via integrated DocuSign workflows that trigger immediate onboarding.

Why this setup

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

The combination of Sales and Marketing Professional tiers is essential for Servis to manage the complexity of three distinct revenue streams. This setup provides the automation required to handle high-volume PQQ updates and the sophisticated reporting needed to track contract values across standard and tender pipelines, ensuring the leadership team has a Single Source of Truth for all commercial activity.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual PQQ tracking and renewals

    Capability

    Automated workflows and task queues

    Hub

    Sales Hub Professional
  • Challenge

    Subjective deal qualification

    Capability

    Custom properties and MEDDIC framework

    Hub

    Sales Hub Professional
  • Challenge

    Disconnected social media leads

    Capability

    Social media integration and lead capture

    Hub

    Marketing Hub Professional
  • Challenge

    Complex contract value calculations

    Capability

    Calculated properties and custom reporting

    Hub

    Sales Hub Professional