Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Sales Hub
EnterpriseUnlocks advanced lead routing and cross-brand pipeline visibility for the sponsorship team.
Marketing Hub
EnterpriseEnables sophisticated brand partitioning and automated nurture journeys across all event audiences.
Key outcomes enabled
- Leadership gains a Single Source of Truth across both MIS and PTI revenue streams.
- Sales efficiency increases through automated lead rotation and integrated call intelligence.
- Marketing achieves full ROI visibility by attributing revenue to specific event and newsletter campaigns.
- Operational risk is reduced by eliminating duplicate outreach and protecting the customer experience.
- The business scales effectively with a unified data structure and standardised commercial processes.
- Data integrity is maintained through advanced governance and permission controls.
Why this setup
A configuration matched to your stage of growth, not the loudest tier.
We recommend a dual-Enterprise approach to provide the governance and partitioning required for a multi-brand operation. This setup ensures that MIS and PTI can operate autonomously where necessary while providing leadership with a consolidated view of commercial performance.
Capability mapping
How the platform supports your business goals.
Business challenge
Capability enabled
Recommended Hub
Challenge
Managing two brands in one team
Capability
Business Units and Partitioning
Hub
Marketing Hub EnterpriseChallenge
Manual lead distribution
Capability
Advanced Lead Rotation Workflows
Hub
Sales Hub EnterpriseChallenge
Lack of campaign ROI visibility
Capability
Multi-touch Revenue Attribution
Hub
Marketing Hub EnterpriseChallenge
Disconnected sales notes
Capability
Native AI Conversation Intelligence
Hub
Sales Hub Enterprise