Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
HubSpot for Marketers
ProfessionalAutomates lead generation and nurture for scientific buyers, replacing manual email newsletters with scalable campaigns.
Sales Hub
ProfessionalUnlocks automated sequences and advanced pipeline reporting to eliminate manual prospecting and spreadsheet-based forecasting.
Service Hub
ProfessionalFormalises 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual event follow-up in Cambridge/London
Capability
Automated Sales Sequences
Hub
Sales Hub ProfessionalChallenge
ISO-compliant complaint tracking
Capability
Automated Ticketing and SLAs
Hub
Service Hub ProfessionalChallenge
Disconnected scientific lead nurture
Capability
Marketing Automation and Lead Scoring
Hub
Marketing Hub ProfessionalChallenge
Lack of visibility into sales performance
Capability
Custom Reporting and Dashboards
Hub
Sales Hub Professional



