Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Service Hub
ProfessionalCentralises support and trial data while automating site-level reporting and training verification.
Key outcomes enabled
- Clinical teams gain the ability to self-serve site-level reports and data exports without technical assistance.
- Support agents instantly verify contact training status, reducing resolution times for trial participants.
- Leadership achieves a clear view of study health by aggregating support tickets at the site and project level.
- Marketing and Sales databases are protected from non-commercial trial contacts through robust permissioning.
- The business successfully retires NetSuite, consolidating operational costs into a single, modern platform.
- Sales operations are streamlined through the removal of duplicate records and legacy NetSuite data clutter.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
Service Hub Professional is the cornerstone of this solution, providing the necessary automation and permissioning to manage clinical trial contacts securely. This setup ensures that trial participants remain a Single Source of Truth for support and operations without inflating marketing costs or cluttering sales pipelines.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
NetSuite retirement and support migration
Capability
Help Desk and Automated Ticketing
Hub
Service Hub ProfessionalChallenge
Tracking clinical sites and trial relationships
Capability
Custom Properties and Association Labels
Hub
Service Hub ProfessionalChallenge
Risk of marketing to trial contacts
Capability
Non-marketing contact status and Permission Sets
Hub
Service Hub ProfessionalChallenge
Manual training status verification
Capability
Custom Property Mapping and Knowledge Base
Hub
Service Hub Professional



