Current challenges
02 / 10
We will establish a group-wide HubSpot foundation that eliminates manual duplication and provides leadership with actionable account intelligence. This programme prioritises the Garments division rollout while ensuring long-term scalability across all business units.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give TEMP Scoped Editability Verification a customer lifecycle that scales.
Current operations are hindered by disconnected systems and manual data entry, leaving leadership without clear visibility into account health or pipeline performance. We will transition your teams from reactive administration to proactive, data-led selling.
By integrating Intact iQ with HubSpot Sales Hub Professional, we create a Single Source of Truth for customer intelligence. This enables automated RFM monitoring and practical AI deployment to protect revenue and improve operational efficiency.
Add the commercial context for this engagement.
Process
HighWhat's happening
Account managers must manually hunt for at-risk customers, leading to missed opportunities and inconsistent retention efforts.
Business impact
Valuable RFM data exists in Power BI but remains static, preventing timely intervention when key accounts show signs of churn.
Touches
Data
MediumWhat's happening
Emails, calls, and meetings are not captured automatically, leading to fragmented customer histories and administrative burnout.
Business impact
Sales and service teams spend excessive time re-keying interactions, diverting focus from high-value commercial activity.
Operations
MediumWhat's happening
Customer context is trapped in silos, making handovers difficult and leaving the business vulnerable when staff are absent.
Business impact
The lack of a unified view across divisions prevents effective cross-selling and limits the ability to service customers holistically.
Operations
MediumWhat's happening
Enquiries are often lost or duplicated across personal and shared mailboxes, creating friction in the customer experience.
Business impact
Shared inboxes are managed in isolation, leading to slow response times and a lack of accountability for customer enquiries.
