Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Growth Suite
EnterpriseOne bundled licence covering Sales, Marketing, and Service Hub at Enterprise tier, with shared data, governance, and reporting across the full customer lifecycle.
Key outcomes enabled
- Leadership gains a Single Source of Truth for all pipeline, renewal, and customer data.
- Sales teams operate with structured stages and automated approval workflows for quotes and tenders.
- Marketing achieves full visibility into lead-to-revenue attribution, replacing siloed Mailchimp activity.
- Customer Success gains proactive renewal alerts and visibility into support context within the CRM.
- Operational friction is reduced through the automation of manual spreadsheet-based reporting tasks.
- The business establishes a governed data model that supports future BI and usage-data integrations.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
Growth Suite Enterprise is the right shape for TestReach because the commercial system spans sales, marketing, and customer success in a single workflow. Bundling all three hubs at Enterprise tier delivers the governance, multi-currency forecasting, and custom object flexibility needed for tender cycles and usage-based renewals, at a materially better commercial position than licensing each hub separately.
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
Fragmented Mailchimp and website leads
Capability
Unified lead capture and campaign management
Hub
Marketing Hub EnterpriseChallenge
Manual renewal tracking in Sheets
Capability
Automated renewal pipelines and task triggers
Hub
Sales Hub EnterpriseChallenge
Complex sales order and approval needs
Capability
Custom objects and advanced approval workflows
Hub
Sales Hub Enterprise