Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalThe engine for Phase 1: pipeline, sales process, quoting, dashboards and workflows that replace Salesforce for the core sales team.
Revenue Hub
EnterpriseFuture phaseRecommended 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Forecasting relies on spreadsheet consolidation
Capability
Advanced forecasting and pipeline analytics
Hub
Sales Hub EnterpriseChallenge
Manual SaaS vs PS revenue splitting
Capability
Custom objects and calculated properties
Hub
Sales Hub EnterpriseChallenge
Ungoverned quoting and pricing
Capability
Quote approvals and multi-currency price books
Hub
Sales Hub EnterpriseChallenge
Messy Salesforce data hierarchy
Capability
Advanced permissions and data governance
Hub
Sales Hub Enterprise



