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Recommended HubSpot setup

05 / 10

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Professional

    Provides Custom Object capabilities, automated contribution tracking and overdue reporting to protect renewal revenue.

  • Marketing Hub

    Professional

    Enables targeted member segmentation and professionalised communication workflows to protect renewals.

Key outcomes enabled

  • Leadership gains a Single Source of Truth for all membership records and contribution history.
  • Administrative burden is reduced through automated ingestion of co-operative and bank payment files.
  • Revenue protection is enhanced by automated alerts for overdue or inconsistent membership contributions.
  • Member engagement is professionalised through segmented, branded email communications and clear performance tracking.
  • Operational risk is mitigated by documenting and systemising the membership process before key staff retirement.
  • Geographical reporting provides clear visibility into contribution trends by county and branch for strategic planning.

Why this setup

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

ICMSA requires a sophisticated data model to handle the nuances of co-operative contributions and legacy membership rates. Sales Hub Professional provides the necessary automation and custom object capabilities to move beyond spreadsheets, while Marketing Hub ensures these insights are actionable for member engagement.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual spreadsheet reconciliation of payments

    Capability

    Custom Object architecture and Data Studio ingestion

    Hub

    Sales Hub Professional
  • Challenge

    Delayed follow-up on overdue renewals

    Capability

    Automated overdue reporting and internal alerts

    Hub

    Sales Hub Professional
  • Challenge

    Fragmented member communications

    Capability

    Segmented lists and branded email templates

    Hub

    Marketing Hub Professional
  • Challenge

    Lack of geographical revenue visibility

    Capability

    Advanced reporting and dashboarding

    Hub

    Sales Hub Professional