Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalAutomates MEDDIC qualification and multi-pipeline management for standard, subcontracting, and tender deals.
Marketing Hub
ProfessionalDrives 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual PQQ tracking and renewals
Capability
Automated workflows and task queues
Hub
Sales Hub ProfessionalChallenge
Subjective deal qualification
Capability
Custom properties and MEDDIC framework
Hub
Sales Hub ProfessionalChallenge
Disconnected social media leads
Capability
Social media integration and lead capture
Hub
Marketing Hub ProfessionalChallenge
Complex contract value calculations
Capability
Calculated properties and custom reporting
Hub
Sales Hub Professional



