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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Marketing Hub

    Enterprise

    Central marketing infrastructure for campaign management, forms, segmentation, marketing permissions, attribution, nurturing and reporting.

  • Sales Hub

    Professional

    Structured Lead and Deal management, tasks, activity capture, follow-up automation, pipelines, ownership and sales reporting across 9 seats.

Key outcomes enabled

  • Sales and marketing work from one CRM instead of QContact, spreadsheets, inboxes and MailChimp.
  • Website, PPC, telesales, PMI and Health & Safety enquiries enter a controlled, owned process.
  • Leadership, Sales and Marketing dashboards give a shared view of volume, source, activity and progression.
  • The agreed QContact dataset is cleansed, mapped and migrated with classifications translated into HubSpot behaviour.
  • Broking, Healthcare and Risk relationships can be identified for reliable cross-sell segmentation.
  • Prospect renewal nurturing runs from HubSpot while existing-client renewals stay in Acturis.
  • The CRM architecture is repeatable enough to become the starting template for future brokerage onboarding.

Why this setup

A configuration matched to your stage of growth, not the loudest tier.

Ascend needs marketing infrastructure strong enough to govern permissions, segmentation and attribution across three service lines, and sales infrastructure structured enough to run commercial, telesales and PMI journeys side by side. Marketing Hub Enterprise and Sales Hub Professional provide that without asking HubSpot to recreate Acturis. A single Brand Domain supports the initial brand structure while the CRM is architected so future acquired brokerages can be introduced without rebuilding the core.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Fragmented commercial data across five systems

    Capability

    Structured Contacts, Companies, Leads, Deals and Activities with a governed association model

    Hub

    Sales Hub Professional

  • Challenge

    Manual triage of website and PPC enquiries

    Capability

    HubSpot forms with sector-based routing and follow-up tasks

    Hub

    Marketing Hub Enterprise

  • Challenge

    Telesales run from spreadsheets

    Capability

    Dedicated Telesales Lead Pipeline with activity capture

    Hub

    Sales Hub Professional

  • Challenge

    No joined-up campaign to Deal reporting

    Capability

    Campaign, source, category and type architecture feeding attribution reporting

    Hub

    Marketing Hub Enterprise

  • Challenge

    Uncertain marketing-permission data

    Capability

    Subscription types, permissions and suppression management

    Hub

    Marketing Hub Enterprise

  • Challenge

    Cross-sell across Broking, Healthcare and Risk

    Capability

    Service-line client status and segmentation lists

    Hub

    Marketing Hub Enterprise