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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks 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.

  • Challenge

    Engineers do not update contact data

    Capability

    Automated data enrichment and workflows

    Hub

    Sales Hub Professional
  • Challenge

    Inability to group contacts for campaigns

    Capability

    Advanced segmentation and campaign reporting

    Hub

    Sales Hub Professional
  • Challenge

    No visibility into project funnel

    Capability

    Customisable sales pipelines and deal automation

    Hub

    Sales Hub Professional
  • Challenge

    Manual revenue forecasting

    Capability

    Standard forecasting and analytics dashboards

    Hub

    Sales Hub Professional