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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Growth Suite

    Enterprise

    Unifies marketing, sales, and service operations with advanced governance and custom architectural flexibility.

Key outcomes enabled

  • Leadership gains a Single Source of Truth across all four commercial divisions for unified revenue reporting.
  • The business successfully exits Dynamics 365, reducing technical debt and consolidating the commercial stack.
  • Sales teams benefit from automated CPQ and forecasting, reducing manual spreadsheet reliance for complex quotes.
  • Membership teams can track workstream participation and value realisation through bespoke custom object modelling.
  • The Training division achieves scalable growth through automated LMS integration and streamlined e-commerce workflows.
  • Future acquisitions can be integrated into a standardised commercial framework with minimal operational disruption.

Why this setup

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

BioPhorum requires a high-governance, multi-divisional architecture to replace Dynamics 365 and unify its complex commercial model. The Enterprise Growth Suite provides the necessary custom object limits and advanced reporting required to model Phorums, Workstreams, and Training services within a single ecosystem.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Staff think in Phorums and Workstreams, not standard CRM objects

    Capability

    Custom Object Modelling

    Hub

    Growth Suite Enterprise
  • Challenge

    Inability to forecast across four distinct divisions

    Capability

    Advanced Forecasting & Multi-Currency CPQ

    Hub

    Growth Suite Enterprise
  • Challenge

    Manual training administration and certification

    Capability

    Programmable Automation & LMS Integration

    Hub

    Growth Suite Enterprise
  • Challenge

    Fragmented data across legacy systems and spreadsheets

    Capability

    Data Sync & Advanced Data Mapping

    Hub

    Growth Suite Enterprise