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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Centralises guest, corporate and partner records into one governed contact structure.

  • Marketing Hub

    Professional

    Segmentation, campaign automation, follow-up and re-engagement workflows, plus reporting on engagement and repeat visits.

  • Data Hub

    Tier to be confirmed

    Supports the consolidation, management and quality of data imported from ResDiary, HBook, WooCommerce and Smart Gift/Newbridge. Tier and revised subscription price to be confirmed by Aoife at HubSpot.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for guest behaviour across restaurant, cottage, voucher and tour bookings.
  • Agreed exports are imported consistently, updating or enriching existing records rather than creating duplicates.
  • Local audiences are targeted accurately using postcode data, including relevant BS and BA groups.
  • Follow-up, review-request and re-engagement campaigns run from real booking and purchase history.
  • Reporting covers database growth, email performance, engagement and repeat visits.
  • Emily can build new segments, reports and campaigns without relying on Forbidden.

Why this setup

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

Sales Hub Professional and Marketing Hub Professional give Wraxall the CRM structure, segmentation and campaign automation the foundation depends on. Data Hub supports the consolidation, management and quality of data being brought into HubSpot from Wraxall's different systems, the tier and revised subscription price will be confirmed by Aoife at HubSpot.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Fragmented booking data across systems

    Capability

    One governed contact structure

    Hub

    Sales Hub Professional

  • Challenge

    Manual guest follow-up and review requests

    Capability

    Campaign and workflow automation

    Hub

    Marketing Hub Professional

  • Challenge

    Inconsistent, duplicated data from multiple sources

    Capability

    Data quality, deduplication and formatting

    Hub

    Data Hub

  • Challenge

    No visibility of repeat guest behaviour

    Capability

    Custom reporting dashboards

    Hub

    Marketing Hub Professional