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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Unlocks automated tender workflows, advanced forecasting, and custom reporting for work-winning teams.

  • Marketing Hub

    Professional

    Enables 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.

  • Challenge

    Fragmented prospect data in notebooks

    Capability

    Centralised CRM with custom objects

    Hub

    Sales Hub Professional
  • Challenge

    Manual risk scoring and approvals

    Capability

    Automated workflows and task triggers

    Hub

    Sales Hub Professional
  • Challenge

    Manual entry of Barber ABI leads

    Capability

    API-driven lead ingestion and automation

    Hub

    Marketing Hub Professional
  • Challenge

    Lack of divisional pipeline visibility

    Capability

    Custom dashboards and multi-pipeline management

    Hub

    Sales Hub Professional