Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks advanced automation, pipeline management, and forecasting for the engineering and marketing teams.
Key outcomes enabled
- Leadership gains real-time visibility into project pipelines and revenue forecasts without manual spreadsheet consolidation.
- Marketing can execute targeted, multi-channel campaigns with automated list segmentation and performance tracking.
- The engineering team is freed from manual data entry through automated contact enrichment and workflow-driven task management.
- A standardised sales process ensures consistent lead handling and improved conversion rates across the business.
- Centralised reporting provides a clear view of marketing ROI and sales team productivity.
- The business establishes a scalable foundation that supports growth without increasing administrative complexity.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
SD Engineers requires a transition from a passive record-keeping tool to an active commercial platform. Sales Hub Professional is selected to provide the automation and reporting depth necessary to manage complex engineering project lifecycles and marketing campaigns without the overhead of Enterprise-level governance.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Engineers do not update contact data
Capability
Automated data enrichment and workflows
Hub
Sales Hub ProfessionalChallenge
Inability to group contacts for campaigns
Capability
Advanced segmentation and campaign reporting
Hub
Sales Hub ProfessionalChallenge
No visibility into project funnel
Capability
Customisable sales pipelines and deal automation
Hub
Sales Hub ProfessionalChallenge
Manual revenue forecasting
Capability
Standard forecasting and analytics dashboards
Hub
Sales Hub Professional



