Strategic HubSpot Implementation
Aligning sales operations, parent-child account structures, and Sage 200 data to drive £41m turnover.
Current Tech Stack
Why this matters commercially
Synergy Grill Technology is targeting forty-one million pounds in turnover alongside resilient EBITDA margins over the next five years. Achieving this transition from an established UK category supplier to a global technology provider demands a commercial operation built on structured data, disciplined qualification, and clear pipeline accountability.
By moving beyond the reporting limitations of Capsule, leadership gains immediate visibility over direct and dealer performance, weighted pipeline health, and multi-site group accounts. Sales and operations align around dependable demand forecasting, ensuring production schedules reflect verified close dates rather than anecdotal pipeline updates.
Sustainable growth towards a twelve-times multiple relies on replacing fragmented spreadsheets with reliable commercial governance that tracks every site and dealer relationship from initial quote to final conversion.
Leadership gains real-time visibility into deal slippage, monthly run rates, and weighted conversion timings, eliminating manual spreadsheet consolidation while giving finance dependable numbers to protect cash flow and margin targets.
Sales leadership and regional managers gain true parent-child hierarchy to manage complex hospitality groups across hundreds of individual sites, while accurately isolating dealer conversion performance against direct sales channels.
Operations and manufacturing receive early, objective visibility into weighted commercial demand, allowing teams to plan build cycles and manage equipment lead times without relying on manual inter-departmental chasing.
The journey forward
Formal sign-off and shared environment setup in the Forbidden portal.
Alignment session to lock in the roadmap, key milestones and success metrics.
The strategic transition, integration and configuration workstreams.
Team training and process documentation to ensure confident adoption.
Final validation and go-live, moving the business onto its new foundation.
