Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalUnlocks automated tender workflows, advanced forecasting, and custom reporting for work-winning teams.
Marketing Hub
ProfessionalEnables scalable lead nurturing, automated campaign management, and integrated construction industry sales feeds.
Key outcomes enabled
- Leadership gains a Single Source of Truth for all work-winning activity across every division.
- Manual administrative overhead is reduced through automated tender status updates and risk notifications.
- Commercial teams benefit from integrated Barber ABI feeds, eliminating manual data entry of new prospects.
- Forecasting accuracy improves through standardised pipeline stages and automated probability weighting.
- Marketing performance becomes measurable, allowing for clear ROI tracking on long-term construction prospects.
- Operational friction is reduced through automated handovers between sales, pre-con, and workforce planning.
- Data integrity is maintained via a structured migration of 11,000 historical records into a clean, modern schema.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
The combination of Sales and Marketing Professional tiers is essential to move Knights Brown from manual, disconnected processes to an automated, integrated commercial engine. This setup provides the necessary sophisticated automation for tender lifecycles and the custom reporting required to manage complex construction prospects across multiple divisions.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Fragmented prospect data in notebooks
Capability
Centralised CRM with custom objects
Hub
Sales Hub ProfessionalChallenge
Manual risk scoring and approvals
Capability
Automated workflows and task triggers
Hub
Sales Hub ProfessionalChallenge
Manual entry of Barber ABI leads
Capability
API-driven lead ingestion and automation
Hub
Marketing Hub ProfessionalChallenge
Lack of divisional pipeline visibility
Capability
Custom dashboards and multi-pipeline management
Hub
Sales Hub Professional



