Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
ProfessionalStandardises the sales process and eliminates manual quoting friction through automation and integrated templates.
Key outcomes enabled
- Leadership gains a Single Source of Truth for all sales activity across UK and US territories.
- The sales team reduces time spent on manual quote generation through integrated HubSpot templates.
- Automated sequences ensure consistent follow up for every lead, increasing conversion rates.
- Real time forecasting dashboards replace manual spreadsheet consolidation for the MD and owners.
- Seamless data flow between HubSpot, Makor ERP, and Sage Intacct reduces operational duplication.
- Standardised sales workflows enable rapid onboarding of new hires as the team scales.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
Sales Hub Professional is the foundational requirement to move Airquee away from manual admin and towards a scalable sales culture. It provides the automation and quoting tools necessary to support your UK and US teams whilst ensuring leadership has the visibility to manage growth effectively.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual quoting in Excel/Word
Capability
Integrated Quote Templates
Hub
Sales Hub ProfessionalChallenge
Lack of sales activity tracking
Capability
Automated Activity Logging
Hub
Sales Hub ProfessionalChallenge
Inconsistent lead follow up
Capability
Sales Sequences & Automation
Hub
Sales Hub ProfessionalChallenge
No real time forecasting
Capability
Advanced Reporting & Dashboards
Hub
Sales Hub Professional