Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated activity tracking and advanced pipeline management to eliminate manual spreadsheet forecasting.
Marketing Hub
StarterProvides essential B2B lead capture and email tools while centralising fragmented contact data.
Revenue Hub
ProfessionalEnables sophisticated quoting and product library management to replace manual Word and Excel documents.
Data Hub
StarterFacilitates 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual quoting in Excel and Word
Capability
Product Library and Branded Quotes
Hub
Revenue Hub ProfessionalChallenge
Lack of pipeline visibility
Capability
Custom Reporting and Dashboards
Hub
Sales Hub ProfessionalChallenge
Double handling of data into ERP
Capability
Data Sync and Integration
Hub
Data Hub StarterChallenge
Inconsistent sales activity logging
Capability
Sales Automation and Breeze AI
Hub
Sales Hub Professional



