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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks advanced forecasting, sales automation, and structured pipeline management for telesales and field teams.

Key outcomes enabled

  • Leadership gains real-time visibility into pipeline health and sales performance without manual spreadsheet consolidation.
  • Telesales teams operate with higher efficiency through structured task management and automated follow-up reminders.
  • Field sales representatives maintain consistent deal records, improving the accuracy of the commercial forecast.
  • Customer service teams receive clean, structured handovers, reducing friction in the installation process.
  • Marketing gains the ability to segment the customer base for targeted IT service cross-sell campaigns.
  • Management can track deal profitability and commissions directly within the CRM environment.

Why this setup

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

Chaser Communications requires a robust commercial engine to move beyond the limitations of ACT!. Sales Hub Professional provides the necessary automation and reporting depth to manage a complex mix of telecommunications and IT services without the overhead of Enterprise-level governance at this stage.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual commission and margin tracking

    Capability

    Calculated properties and custom reporting

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented sales follow-up

    Capability

    Sequences and task automation

    Hub

    Sales Hub Professional
  • Challenge

    Lack of renewal visibility

    Capability

    Pipeline automation and date-based triggers

    Hub

    Sales Hub Professional
  • Challenge

    Opaque management reporting

    Capability

    Advanced analytics dashboards

    Hub

    Sales Hub Professional