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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Service Hub

    Professional

    Centralises 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.

  • Challenge

    NetSuite retirement and support migration

    Capability

    Help Desk and Automated Ticketing

    Hub

    Service Hub Professional
  • Challenge

    Tracking clinical sites and trial relationships

    Capability

    Custom Properties and Association Labels

    Hub

    Service Hub Professional
  • Challenge

    Risk of marketing to trial contacts

    Capability

    Non-marketing contact status and Permission Sets

    Hub

    Service Hub Professional
  • Challenge

    Manual training status verification

    Capability

    Custom Property Mapping and Knowledge Base

    Hub

    Service Hub Professional