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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks the automation and reporting needed to eliminate spreadsheets and track £30k deals accurately.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all deal activity, removing the need for manual spreadsheet updates.
  • The sales team can leverage automated sequences and intent signals to engage prospects at the moment of highest interest.
  • Marketing and Sales are aligned through a formalised lead qualification process, ensuring only high-value opportunities enter the pipeline.
  • Data integrity is maintained through automated hygiene dashboards that flag missing information or duplicates in real-time.
  • Reporting moves from anecdotal to data-driven, providing clear visibility into conversion rates from event leads to won deals.
  • The business is prepared for scale, with a structured CRM environment that allows new sales hires to hit the ground running.

Why this setup

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

Slipcase requires Sales Hub Professional to break the cycle of manual spreadsheet management. The Professional tier is essential for the automation of lead qualification and the advanced reporting required to give the CEO visibility without manual intervention. This setup prioritises commercial momentum for Q3 by focusing on sales efficiency and data trust.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Client management lives in spreadsheets

    Capability

    Custom Deal Pipelines & Properties

    Hub

    Sales Hub Professional
  • Challenge

    Manual follow-up and reminders

    Capability

    Automated Sequences & Workflows

    Hub

    Sales Hub Professional
  • Challenge

    No visibility for CEO/CFO

    Capability

    Custom Analytics Dashboards

    Hub

    Sales Hub Professional
  • Challenge

    Missing intent signals

    Capability

    Sales Engagement & Activity Tracking

    Hub

    Sales Hub Professional