Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual commission and margin tracking
Capability
Calculated properties and custom reporting
Hub
Sales Hub ProfessionalChallenge
Fragmented sales follow-up
Capability
Sequences and task automation
Hub
Sales Hub ProfessionalChallenge
Lack of renewal visibility
Capability
Pipeline automation and date-based triggers
Hub
Sales Hub ProfessionalChallenge
Opaque management reporting
Capability
Advanced analytics dashboards
Hub
Sales Hub Professional



