Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Marketing Hub
EnterpriseUnlocks multi-touch attribution and advanced partitioning to scale lead generation without increasing administrative overhead.
Sales Hub
EnterpriseProvides advanced forecasting and customisable sales pipelines to drive predictable revenue growth toward £10M ARR.
Service Hub
EnterpriseEnables complex SLA management and ITIL-aligned ticketing to replace FreshService and unify customer support.
Operations Hub
EnterpriseEnsures 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Forecasting relies on spreadsheet consolidation
Capability
Advanced forecasting and pipeline analytics
Hub
Sales Hub EnterpriseChallenge
Complex, tiered customer SLAs in FreshService
Capability
Custom SLA management and ticket routing
Hub
Service Hub EnterpriseChallenge
Inconsistent marketing lead attribution
Capability
Multi-touch revenue attribution reporting
Hub
Marketing Hub EnterpriseChallenge
Data silos blocking Vitally effectiveness
Capability
Data quality automation and custom objects
Hub
Operations Hub Enterprise



