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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks advanced deal management, automated approval workflows, and seamless Outlook connectivity for the sales team.

  • Revenue Hub

    Professional

    Provides the high-speed quoting engine and product library required to eliminate manual save cycles.

Key outcomes enabled

  • Sales team recovers 154 days of annual capacity by moving to a real-time, calculator-style quoting experience.
  • Leadership gains a Single Source of Truth for all construction projects and associated merchant opportunities.
  • Pricing integrity is secured through automated discount tiers and margin uplift rules that prevent unauthorised erosion.
  • Operational risk is reduced by removing the dependency on external developers for routine system changes.
  • Customer response times are accelerated through branded, automated quote generation and integrated tracking.
  • The business establishes a clean, documented data foundation ready for a robust Sage 50 integration.
  • User adoption is restored via a simplified interface and reliable Outlook thread synchronisation.

Why this setup

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

The combination of Sales and Revenue Hub Professional is specifically selected to eliminate the technical bottlenecks currently stalling Turtle Environmental's growth. This setup replaces a fragmented, developer-heavy Salesforce environment with a unified, high-velocity quoting engine that the internal team can own and adapt.

Capability mapping

How the platform supports your business goals.

  • Challenge

    10 second save lag per line item

    Capability

    High-speed native quoting engine

    Hub

    Revenue Hub Professional
  • Challenge

    Manual margin and discount application

    Capability

    Automated pricing and approval workflows

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented project and merchant tracking

    Capability

    Advanced deal associations and custom properties

    Hub

    Sales Hub Professional
  • Challenge

    Unreliable Outlook communication history

    Capability

    Native Outlook bi-directional sync

    Hub

    Sales Hub Professional