01
Reliable Commercial Forecasting
Gain confidence in your commercial numbers by ensuring your CRM accurately reflects cohort learner numbers and deal values, eliminating manual data reconciliation and untrusted estimates.
Strategic HubSpot Implementation
Transitioning from passive growth to proactive commercial scale.
Consolidating fragmented systems into a Single Source of Truth for employer engagement and cohort profitability.
Current Tech Stack
SalesforceMailchimpMonday.comTableauBudXeroCalendly
Why this matters commercially
Achieve commercial clarity and drive profitable growth for GLP Training.
GLP Training is at a pivotal point, expanding commercial offerings and transitioning to a proactive sales model. Your current systems hinder this growth, creating data silos, manual burdens, and unreliable reporting, which directly impacts your ability to scale effectively.
This engagement will provide GLP Training with a unified, client-centric platform. It will deliver accurate commercial visibility, enable reliable forecasting, and support the scalability needed to drive account growth and ensure cohort profitability.
"We need a single source of truth for reporting on conversion rates and pipeline health, reflecting true commercial reality."
02
Streamlined Sales Operations
Reduce the high manual administrative burden on your sales team, automating lead distribution, outreach, and follow-ups to free up time for proactive client engagement and new business development.
03
Enhanced Client Account Management
Shift from a learner-centric to a client-centric view, enabling comprehensive tracking of employer accounts, decision-makers, and account health to drive qualification penetration and cross-selling.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.