Forbidden
Book a meeting

Current challenges

02 / 09

We will transform your CRM from a basic database into a strategic commercial asset.

Synergy Grill Technology is transitioning from a UK manufacturer to a global technology leader. We will replace fragmented systems with a unified HubSpot environment to provide the visibility and efficiency required to hit ambitious five year targets.

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

Your current reliance on Capsule and manual spreadsheets creates significant blind spots in dealer performance and site-level reporting. By implementing HubSpot Professional, we will automate these manual workflows and provide leadership with real-time visibility into the global pipeline.

The integration of Sage 200 data will eliminate double-handling and allow your sales team to focus on high-value key accounts. This foundation ensures your technology matches your growth ambitions, enabling proactive decision-making across the entire hospitality sector.

The operational picture today.

Process

Critical

Reporting and Forecasting Gaps

What's happening

Forecasting is reactive rather than proactive, making it difficult to manage cash flow or predict month-end results accurately.

Business impact

Leadership cannot trust the pipeline number, forcing a reliance on manual data extraction for board-level projections.

People

Critical

Dealer Performance Blind Spots

What's happening

Sales resources are potentially wasted on low-performing dealers due to a lack of conversion ratio visibility.

Business impact

The business cannot easily distinguish between direct sales and dealer-led revenue, obscuring the true ROI of partnerships.

Revenue

High

Disconnected Service and Sales

What's happening

Information silos between departments require manual 'scrolling' and internal questioning to get a full customer health picture.

Business impact

Sales reps enter meetings without knowing about outstanding service issues, risking relationship damage and churn.

Data

Medium

Fragmented Account Visibility

What's happening

Sales reps waste hours manually searching for individual sites, leading to missed opportunities and poor account planning.

Business impact

The inability to link parent-child relationships prevents a clear understanding of total account value across large groups like Greene King.