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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Enterprise

    Unifies global sales pipelines, regional teams, forecasting, activity tracking and commercial approvals.

  • Marketing Hub

    Enterprise

    Supports group-wide campaigns, regional segmentation, multilingual communications and measurable marketing performance.

  • Service Hub

    Enterprise

    Supports customer onboarding, scanner-related support, ticket management and consistent customer service visibility.

  • Data Hub

    Enterprise

    Data Hub Enterprise will support data governance, quality and integration readiness within HubSpot. Development and implementation of regional KMS integrations are excluded from this engagement.

  • Revenue Hub

    Enterprise

    Supports regional price books, structured quoting, approval workflows and contract lifecycle management, subject to final process validation.

  • Core Users

    Core

    Provides access for leadership, operational stakeholders and supporting teams without requiring dedicated Sales or Service seats.

Key outcomes enabled

  • Leadership gains clearer visibility across pipeline performance, lifecycle movement, and regional sales activity without relying on spreadsheet consolidation.
  • The commercial team achieves a Single Source of Truth by resolving legacy data association issues between contacts and companies.
  • Global sales operations are protected by automated deal approvals and margin controls within Revenue Hub.
  • Marketing attribution becomes reliable across all four business units, enabling data-driven capital allocation.
  • Service teams gain real-time visibility into container fulfillment status through direct KMS integration.
  • Operational risk is reduced through rigorous Enterprise-grade data partitioning and permission governance.
  • User adoption is improved through standardised workflows and automated activity tracking across all territories.

Why this setup

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

Evaaro requires a sophisticated Enterprise architecture to consolidate four international business units into a Single Source of Truth. This setup addresses the critical need for data partitioning, advanced governance, and automated revenue operations identified during discovery, ensuring leadership can trust group-level forecasting as the business scales.

Capability mapping

How HubSpot Delivers EVAARO's Commercial Objectives

  • Challenge

    No consolidated view of global customers, pipelines and sales performance

    Capability

    Unified CRM, regional pipelines, forecasting and sales activity reporting

    Hub

    Sales Hub Enterprise
  • Challenge

    Inconsistent marketing activity across regions and a growing global customer database

    Capability

    Centralised campaigns, regional segmentation, multilingual communications and attribution

    Hub

    Marketing Hub Enterprise
  • Challenge

    Fragmented pricing, manual contract negotiation and inconsistent approvals

    Capability

    Regional price books, structured quoting, commercial approvals and contract lifecycle management

    Hub

    Revenue Hub
  • Challenge

    Limited visibility of customer onboarding, scanner support and service interactions

    Capability

    Centralised ticketing, customer support workflows and shared service history

    Hub

    Service Hub Enterprise
  • Challenge

    Disconnected CRM, KMS and finance data with inconsistent customer records

    Capability

    HubSpot data governance, quality controls and integration-ready architecture. Connections to regional KMS platforms will be scoped and delivered separately.

    Hub

    Data Hub Enterprise