Recommended HubSpot setup
05 / 09
Recommended HubSpot setup.
Recommended platform stack
Marketing Hub
ProfessionalUnlocks lead scoring, automated nurtures, and multi-touch attribution for the consultancy team.
Sales Hub
ProfessionalService 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.
Business challenge
Capability enabled
Recommended Hub
Challenge
Manual lead nurture in Mailchimp
Capability
Automated Workflows
Hub
Marketing Hub ProfessionalChallenge
No objective way to prioritise leads
Capability
Lead Scoring
Hub
Marketing Hub ProfessionalChallenge
Fragmented reporting across tools
Capability
Custom Report Builder
Hub
Marketing Hub ProfessionalChallenge
Disconnected ATS and CRM data
Capability
Loxo Integration Management
Hub
Marketing Hub Professional



