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Recommended HubSpot setup

05 / 09

Recommended HubSpot setup.

Recommended platform stack

  • Sales Hub

    Enterprise

    Unlocks custom objects and advanced governance to link complex delegate, speaker, and sponsor data.

  • Marketing Hub

    Professional

    Enables sophisticated lead nurturing and real-time revenue dashboards to replace manual spreadsheet tracking.

  • Data Hub

    Professional

    Provides essential data quality automation and deduplication to maintain a reliable Single Source of Truth.

  • Service Hub

    Professional

    Centralises event feedback and NPS tracking to measure delegate experience alongside ticket revenue.

  • Content Hub

    Starter

    Consolidates event landing pages and campaign content within the unified CRM ecosystem.

  • Revenue Hub

    Professional

    Streamlines sponsorship agreements through integrated quotes and e-signatures directly within the pipeline.

Key outcomes enabled

  • Leadership gains real-time visibility into sponsorship pipelines and ticket revenue without manual data consolidation.
  • Sales teams operate with higher velocity through integrated contract signing and automated deal tracking.
  • Marketing achieves higher conversion rates via behaviour-based segmentation of past event attendees.
  • Data integrity is protected by automated deduplication and strict governance guardrails.
  • The business meets the August go-live deadline with a fully functional, trusted system.
  • Cross-functional teams avoid conflicting outreach through a shared, transparent activity history.

Why this setup

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

The recommended configuration moves CTO Craft from a 'scrappy' collection of tools to a mature RevOps environment. By leveraging Enterprise-grade governance and Professional-grade automation, we ensure the system scales with your event portfolio without becoming unmanageable.

Capability mapping

How the platform supports your business goals.

  • Challenge

    Forecasting relies on spreadsheet consolidation

    Capability

    Advanced forecasting and pipeline analytics

    Hub

    Sales Hub Enterprise

  • Challenge

    Fragmented event data across tools

    Capability

    Custom Objects for Event/Speaker mapping

    Hub

    Sales Hub Enterprise

  • Challenge

    Manual ticket data uploads

    Capability

    Automated data sync and lifecycle tracking

    Hub

    Marketing Hub Professional

  • Challenge

    Duplicate records and poor hygiene

    Capability

    Data quality automation and deduplication

    Hub

    Data Hub Professional