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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated activity tracking and advanced pipeline management to eliminate manual spreadsheet forecasting.

  • Marketing Hub

    Starter

    Provides essential B2B lead capture and email tools while centralising fragmented contact data.

  • Revenue Hub

    Professional

    Enables sophisticated quoting and product library management to replace manual Word and Excel documents.

  • Data Hub

    Starter

    Facilitates the critical data sync between HubSpot and Makor ERP to ensure operational alignment.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all pipeline and revenue data without manual consolidation.
  • The sales team reduces time spent on administrative tasks through automated quoting and activity logging.
  • Commercial forecasting becomes reliable as simplified pipeline stages reflect real world sales behaviour.
  • Operational friction is reduced through the automated transfer of deal data to Makor ERP.
  • Marketing and Sales teams operate from a unified database, improving lead follow up and customer visibility.
  • Software licensing costs are optimised by reducing the need for sales staff to access Sage Intact for quoting.

Why this setup

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

The recommended stack prioritises the elimination of manual admin by upgrading to Professional tiers. This provides the automation and integration capabilities required to connect HubSpot with Makor and Sage, moving n2s away from its current reliance on Excel and Word for commercial operations.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual quoting in Excel and Word

    Capability

    Product Library and Branded Quotes

    Hub

    Revenue Hub Professional
  • Challenge

    Lack of pipeline visibility

    Capability

    Custom Reporting and Dashboards

    Hub

    Sales Hub Professional
  • Challenge

    Double handling of data into ERP

    Capability

    Data Sync and Integration

    Hub

    Data Hub Starter
  • Challenge

    Inconsistent sales activity logging

    Capability

    Sales Automation and Breeze AI

    Hub

    Sales Hub Professional