Current challenges
02 / 09
Astec Precision is at a commercial hinge point. We will replace fragmented spreadsheets with a robust HubSpot system to provide leadership with total visibility over complex aerospace and high-tech sales cycles.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Astec Precision a customer lifecycle that scales.
Your current reliance on spreadsheets creates significant communication gaps between business development, quotations, and customer service. This fragmentation risks dropped actions and obscures the true status of high-value aerospace prospect journeys.
We will implement a Single Source of Truth that centralises dialogue and automates follow-ups. This ensures the board gains clear, productive activity reporting whilst maintaining the personal contact your clients expect.
Data
CriticalWhat's happening
Sales teams cannot easily see the impact of marketing efforts or website visits within their daily prospect management.
Business impact
Valuable intent data from Lead Forensics and engagement data from MailChimp sit outside the primary sales workflow.
Touches
Process
HighWhat's happening
Administrative overhead increases as correspondence, meeting minutes, and email volume become too heavy for Excel to manage.
Business impact
Manual tracking has reached a breaking point, preventing the business from managing an expanded prospect list of 220+ targets.
Touches
Data
HighWhat's happening
Reporting requires manual consolidation, leading to delays in educating board members on complex client needs.
Business impact
The board lacks real-time clarity on whether sales activity is productive, hindering strategic decision-making and growth planning.
People
MediumWhat's happening
Business development, quotations, and customer service teams lack a shared view of client interactions and quality issues.
Business impact
Cross-departmental dialogue is siloed, leading to a disjointed understanding of the customer story and potential missed opportunities.
