Current challenges
02 / 09
JST Forklifts is outgrowing a 20 year old legacy CRM that hinders visibility and slows down the sales team. We will implement a modern Sales Hub Professional environment to drive regional expansion and operational clarity.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give JST Forklifts a customer lifecycle that scales.
Your current CRM environment creates significant manual friction, requiring sales reps to double-handle data across Outlook and spreadsheets. This lack of integration prevents leadership from accessing a real-time, reliable view of pipeline health and individual performance.
By centralising operations within HubSpot, we will eliminate administrative duplication and provide the mobile-first tools your team needs in the field. This transition ensures that customer relationships and historical data remain protected as the business expands.
People
CriticalWhat's happening
New hires cannot easily pick up existing accounts, and historical context is lost during territory transitions.
Business impact
Critical relationship context lives in individual inboxes rather than a shared system, risking revenue if staff depart.
Process
HighWhat's happening
Reporting requires manual extraction into 'ugly spreadsheets' that must be cleaned before they are usable.
Business impact
Leadership lacks a 'Senior View' of conversion rates and sales activity, making strategic decision-making difficult.
Tooling
MediumWhat's happening
The team is tethered to slow, desktop-bound processes that do not reflect the reality of field-based sales.
Business impact
A 20 year old system limits modern sales behaviours and prevents the adoption of efficient, mobile-first workflows.
Data
MediumWhat's happening
High administrative burden leads to 'lax' data entry and incomplete records of customer interactions.
Business impact
Sales reps are forced into 'double or triple' data entry across Outlook and the CRM, wasting high-value selling time.
