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Current challenges

02 / 09

The move to HubSpot is not a software swap; it is a strategic reset of CloudGateway’s commercial operations.

CloudGateway is at a pivotal growth juncture. To scale from £6M to £10M ARR and maximise attractiveness for future M&A, the business requires a transition from 'clunky' legacy architecture to a streamlined, senior-led operating model.

Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give CloudGateway a customer lifecycle that scales.

Your current stack—a combination of Salesforce, Pardot, and FreshService—has become a source of technical debt rather than a driver of growth. With over 290 custom objects in Salesforce and a lack of internal RevOps resource, the system has become impossible to maintain, leading to data silos that hinder leadership visibility and stall the effectiveness of tools like Vitally.

By consolidating these functions into a unified HubSpot Enterprise Growth Suite, we will eliminate the 'bolted-on' architecture that currently forces your team to work around the system. This project focuses on creating a Single Source of Truth that automates complex service SLAs, streamlines the sales-to-CS handover, and provides the reporting depth required by your board.

Our approach ensures that CloudGateway owns its processes. We are replacing consultant-dependent complexity with a documented Operating Blueprint, giving you a scalable foundation to reach your £10M ARR milestone with operational calm and commercial clarity.

The operational picture today.

Tooling

Critical

Technical Debt & System Complexity

What's happening

High dependency on external consultants for basic changes and a lack of internal ownership over core commercial processes.

Business impact

The Salesforce instance is over-engineered with 290+ custom objects, making it a 'clunky' blocker rather than a growth enabler.

Touches

Salesforce

Process

Critical

Inefficient Service & Onboarding

What's happening

Onboarding relies on manual data capture (JotForm) and disconnected ticketing, leading to potential SLA breaches and inconsistent customer experiences.

Business impact

Manual handovers between Sales and Customer Success create friction and risk during the most critical phase of the customer lifecycle.

Touches

FreshService

Revenue

Critical

Reporting & Forecasting Gaps

What's happening

Marketing attribution is opaque and sales forecasting requires manual spreadsheet consolidation, slowing down strategic decision-making.

Business impact

Leadership cannot trust the pipeline or attribution data, making it difficult to satisfy board demands for aggressive revenue growth.

Data

High

Fragmented Data Silos

What's happening

Manual data duplication and inconsistent records weaken account visibility and prevent Vitally from delivering actionable health scores.

Business impact

Disconnected data across Salesforce, FreshService, and Vitally prevents a reliable view of customer health and revenue potential.

Touches

SalesforceFreshServiceVitally