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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • HubSpot for Marketers

    Professional

    Automates lead generation and nurture for scientific buyers, replacing manual email newsletters with scalable campaigns.

  • Sales Hub

    Professional

    Unlocks automated sequences and advanced pipeline reporting to eliminate manual prospecting and spreadsheet-based forecasting.

  • Service Hub

    Professional

    Formalises complaint tracking and feedback loops to maintain ISO 9001 and 13485 compliance standards.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all sales, marketing, and service interactions across the business.
  • Sales capacity increases through automated prospecting sequences, reducing the time spent on manual event follow-up.
  • Marketing ROI becomes visible through closed-loop reporting that connects campaign activity to deal revenue.
  • ISO compliance is strengthened by moving complaint and feedback tracking from manual folders to automated ticketing.
  • Operational friction is reduced by establishing clear lifecycle stages and automated handoffs between teams.
  • Forecasting accuracy improves as pipeline data is captured consistently, removing reliance on siloed spreadsheets.
  • The business is prepared for future growth with a documented roadmap for Sage and MRP integrations.

Why this setup

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

Life Science Group requires a Professional-tier foundation to transition from manual, task-based work to an automated commercial engine. This configuration supports your high-spec manufacturing standards by providing the automation needed for ISO compliance and the sophisticated prospecting tools required to scale your sales team without increasing administrative overhead.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual event follow-up in Cambridge/London

    Capability

    Automated Sales Sequences

    Hub

    Sales Hub Professional
  • Challenge

    ISO-compliant complaint tracking

    Capability

    Automated Ticketing and SLAs

    Hub

    Service Hub Professional
  • Challenge

    Disconnected scientific lead nurture

    Capability

    Marketing Automation and Lead Scoring

    Hub

    Marketing Hub Professional
  • Challenge

    Lack of visibility into sales performance

    Capability

    Custom Reporting and Dashboards

    Hub

    Sales Hub Professional