Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
EnterpriseUnlocks advanced regional permissions, custom objects for tendering, and sophisticated forecasting for leadership.
Marketing Hub
ProfessionalEnables automated lead nurturing and qualification to formalise the work-winning process before tendering.
Key outcomes enabled
- Leadership gains a Single Source of Truth across all regional work-winning activities and tender pipelines.
- Regional offices operate within a unified framework with appropriate data permissions and visibility controls.
- The 'go/no-go' tendering process is standardised through automated playbooks and mandatory qualification criteria.
- Manual data entry is significantly reduced through automated task management and pipeline movement.
- Forecasting accuracy is improved by tracking tender progression against real-time commercial data.
- Marketing activity is directly attributed to pipeline growth, providing clarity on lead generation ROI.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
Knights Brown requires a robust, high-governance platform to manage the complexity of regional construction tendering. Moving from manual spreadsheets to Sales Hub Enterprise provides the necessary control over regional data visibility and advanced forecasting, whilst Marketing Hub Professional ensures that the work-winning process is fed by a consistent, automated lead generation engine.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Forecasting relies on spreadsheet consolidation
Capability
Advanced forecasting and pipeline analytics
Hub
Sales Hub EnterpriseChallenge
Regional offices need data silos removed but permissions kept
Capability
Advanced permissions and Team partitioning
Hub
Sales Hub EnterpriseChallenge
Manual 'go/no-go' tender decisions
Capability
Sales Playbooks and mandatory properties
Hub
Sales Hub EnterpriseChallenge
Marketing is disconnected from sales results
Capability
Campaign reporting and lead nurturing automation
Hub
Marketing Hub Professional