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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated sequences, advanced reporting, and integrated calling to drive BDR productivity and visibility.

Key outcomes enabled

  • Leadership gains clearer visibility across BDR activity, sequence engagement, and pipeline health without manual consolidation.
  • The sales team operates from a Single Source of Truth with a 95% reduction in duplicate company records.
  • Automated prospecting sequences increase the volume of outbound activity while maintaining vendor-specific messaging relevance.
  • Marketing and Sales alignment is formalised through clear lifecycle stage definitions and automated handovers.
  • Forecasting accuracy improves as a result of standardised data entry and real-time pipeline analytics.
  • Onboarding time for new BDRs is reduced through a structured, integrated workspace within HubSpot.

Why this setup

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

Enterprise Analytics requires a transition from a basic 'Starter' setup to a Professional-grade commercial engine. The current fragmentation between IFS and Acumatica data, coupled with the lack of BDR visibility, necessitates the advanced automation and reporting capabilities of Sales Hub Professional. This setup ensures that data integrity is maintained through structured processes rather than manual intervention.

Capability mapping

How the platform supports your business goals.

  • Challenge

    BDR activity is invisible in Outlook/Outreach

    Capability

    Sequences and Activity Tracking

    Hub

    Sales Hub Professional
  • Challenge

    Duplicate records for global accounts

    Capability

    Advanced Data Management and Deduplication

    Hub

    Sales Hub Professional
  • Challenge

    Inability to track BDR success metrics

    Capability

    Custom Reporting and Dashboards

    Hub

    Sales Hub Professional
  • Challenge

    Manual meeting scheduling friction

    Capability

    Integrated Meeting Tools and Calendars

    Hub

    Sales Hub Professional