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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Marketing Hub

    Professional

    Unlocks lead scoring, automated nurtures, and multi-touch attribution for the consultancy team.

  • Sales Hub

    Professional
  • Service Hub

    Professional

Key outcomes enabled

  • Establish a Single Source of Truth by synchronising Loxo recruitment data with HubSpot consultancy records.
  • Automate lead qualification through custom scoring models, ensuring consultants focus on high-value ERP prospects.
  • Eliminate manual data silos by migrating all Mailchimp activity and assets into a unified platform.
  • Gain total visibility into marketing ROI through Professional-tier campaign reporting and attribution.
  • Standardise outreach processes across the global team to ensure brand consistency and data hygiene.
  • Reduce operational friction by automating the handover of marketing-qualified leads to the consultancy team.

Why this setup

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

Coreteam requires a sophisticated marketing engine to support its ERP consultancy arm whilst maintaining a tight link with the recruitment database in Loxo. HubSpot Marketing Hub Professional provides the necessary automation and lead scoring to move away from manual Mailchimp sends and establish a scalable growth system.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Manual lead nurture in Mailchimp

    Capability

    Automated Workflows

    Hub

    Marketing Hub Professional
  • Challenge

    No objective way to prioritise leads

    Capability

    Lead Scoring

    Hub

    Marketing Hub Professional
  • Challenge

    Fragmented reporting across tools

    Capability

    Custom Report Builder

    Hub

    Marketing Hub Professional
  • Challenge

    Disconnected ATS and CRM data

    Capability

    Loxo Integration Management

    Hub

    Marketing Hub Professional