Current challenges
02 / 09
Qualification Check is ready to move beyond the limitations of Upsales. We will build a Single Source of Truth that automates administration and provides the visibility needed to scale globally.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Qualification Check a customer lifecycle that scales.
Your current reliance on manual reporting and disconnected processes creates friction that slows down the eight month sales cycle. We will replace these hurdles with automated activity capture and intent based engagement signals.
By aligning Sales, Marketing and Content Hubs, we ensure every institutional touchpoint is visible. This transition prioritises data integrity and team adoption to turn HubSpot into your primary driver for commercial growth.
Data
CriticalWhat's happening
Significant time is lost to administrative archaeology rather than strategic analysis of market trends.
Business impact
Leadership cannot access real time pipeline data, leading to reactive decision making based on manual spreadsheet consolidation.
Operations
CriticalWhat's happening
Marketing efforts remain generic, missing opportunities for persona based segmentation and dynamic content delivery.
Business impact
Current systems cannot support the sophisticated, behaviour triggered journeys required to nurture leads across a long sales cycle.
Touches
Revenue
HighWhat's happening
Account health is invisible at a company level, making it difficult to proactively manage retention or identify expansion whitespace.
Business impact
The lack of a structured handover between sales and customer success risks institutional knowledge loss and renewal friction.
Tooling
MediumWhat's happening
The CRM is viewed as a burden rather than a tool that helps the team plan and progress their day.
Business impact
High value sales reps are bogged down by CRM data entry, reducing the time spent on active selling and institutional relationship building.
