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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    The engine for Phase 1: pipeline, sales process, quoting, dashboards and workflows that replace Salesforce for the core sales team.

  • Revenue Hub

    EnterpriseFuture phase

    Recommended subscription for the optional Phase 2 — unlocks CPQ, price books, multi-stream forecasting and revenue recognition across SaaS and Professional Services. Licensed now or later.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for pipeline performance and revenue forecasting without manual consolidation.
  • The sales team benefits from a structured, automated workflow that reduces administrative burden and improves data quality.
  • Commercial risk is mitigated through formalised quote approvals and governed international price book management.
  • Post-sale handovers are automated, ensuring Professional Services and Finance have immediate visibility of won deals.
  • Advanced reporting provides granular visibility into deal slippage and forecast movement for better decision-making.
  • A clean, scalable CRM foundation is established, enabling a smooth transition away from legacy Salesforce dependency.

Why this setup

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

Sales Hub Enterprise is essential for Commerce Decisions to manage the inherent complexity of a dual SaaS and Professional Services model. This tier provides the advanced governance and custom data architecture required to replace manual Excel-based forecasting with a scalable, automated system.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on spreadsheet consolidation

    Capability

    Advanced forecasting and pipeline analytics

    Hub

    Sales Hub Enterprise
  • Challenge

    Manual SaaS vs PS revenue splitting

    Capability

    Custom objects and calculated properties

    Hub

    Sales Hub Enterprise
  • Challenge

    Ungoverned quoting and pricing

    Capability

    Quote approvals and multi-currency price books

    Hub

    Sales Hub Enterprise
  • Challenge

    Messy Salesforce data hierarchy

    Capability

    Advanced permissions and data governance

    Hub

    Sales Hub Enterprise