01
One Global View of Every Customer
Unify customer relationships, sales activity and opportunities across the UK, Europe and North America. Give leadership clear visibility of global accounts, regional pipelines and individual sales performance.
Strategic Group Consolidation
One EVAARO. One Global Customer View. Complete Commercial Control.
Bringing four businesses together under one CRM, with consistent sales processes, controlled contracts and global visibility, while preserving the regional operational systems that keep the business running.
Current Tech Stack
HubSpot (eKeg & Keg Logistics)Regional Keg Management Systems (KMS)XeroQuickBooksSnowflakeTableauMicrosoft 365DocuSign
Why this matters commercially
One EVAARO. One Global Customer View. Complete Commercial Control.
EVAARO is bringing four businesses together, but inconsistent sales processes, fragmented customer data and regional contracting practices make it difficult to operate and manage performance as one group.
Evaaro is looking to establish one global customer view, consistent sales and contract governance and clear commercial visibility across all regions. HubSpot will centralise pricing, approvals and contracts, while regional KMS platforms manage fulfilment. Connected finance and reporting systems will provide visibility of actual revenue and operational performance.
The outcome: greater control over commercial risk, faster contract execution, stronger sales accountability and the visibility needed to grow EVAARO as one global business.
02
Greater Control Over Pricing and Contracts
Standardise regional pricing, commercial approvals and contract governance. Reduce negotiation delays, protect margins and ensure leadership has oversight of commercial commitments before agreements are signed.
03
Connect Commercial Decisions to Actual Revenue
Link HubSpot with regional Keg Management Systems, finance platforms and reporting infrastructure. Give sales teams visibility of customer activity, rental performance and financial information without disrupting operational fulfilment.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.