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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Marketing Hub

    Enterprise

    Unlocks multi-touch attribution and advanced partitioning to scale lead generation without increasing administrative overhead.

  • Sales Hub

    Enterprise

    Provides advanced forecasting and customisable sales pipelines to drive predictable revenue growth toward £10M ARR.

  • Service Hub

    Enterprise

    Enables complex SLA management and ITIL-aligned ticketing to replace FreshService and unify customer support.

  • Operations Hub

    Enterprise

    Ensures data integrity across the ecosystem and automates complex handovers between Sales, CS, and Service.

Key outcomes enabled

  • Leadership gains a Single Source of Truth across the entire customer lifecycle, eliminating manual data reconciliation.
  • Sales forecasting moves from manual spreadsheets to real-time, automated dashboards with high accuracy.
  • Marketing attribution provides clear ROI visibility, allowing for strategic budget allocation across all channels.
  • Service desk operations are unified with the CRM, ensuring support teams have full context for every ticket.
  • Complex SLAs are managed automatically, protecting high-value customer relationships and reducing churn risk.
  • The business achieves a 'clean' technical state, significantly increasing attractiveness for future M&A or investment events.
  • Operational governance is formalised through a documented Blueprint, reducing dependency on external technical consultants.

Why this setup

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

CloudGateway requires a unified Growth Suite at the Enterprise tier to eliminate the technical debt and data silos currently hindering the path to a £10M ARR valuation. By consolidating Salesforce, Pardot, and FreshService, you will establish a Single Source of Truth that automates complex service SLAs and advanced marketing attribution. This strategic reset provides the operational governance and reporting depth necessary to scale effectively and maximise business attractiveness for future acquisition.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on spreadsheet consolidation

    Capability

    Advanced forecasting and pipeline analytics

    Hub

    Sales Hub Enterprise
  • Challenge

    Complex, tiered customer SLAs in FreshService

    Capability

    Custom SLA management and ticket routing

    Hub

    Service Hub Enterprise
  • Challenge

    Inconsistent marketing lead attribution

    Capability

    Multi-touch revenue attribution reporting

    Hub

    Marketing Hub Enterprise
  • Challenge

    Data silos blocking Vitally effectiveness

    Capability

    Data quality automation and custom objects

    Hub

    Operations Hub Enterprise