Current challenges
02 / 09
CloudGateway is at a pivotal growth juncture. To scale from £6M to £10M ARR and maximise attractiveness for future M&A, the business requires a transition from 'clunky' legacy architecture to a streamlined, senior-led operating model. We will replace the complexity of Salesforce, Pardot, and FreshService with a unified HubSpot Enterprise environment designed for visibility, efficiency, and scale.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give CloudGateway a customer lifecycle that scales.
CloudGateway’s current infrastructure—a mix of Salesforce, Pardot, and FreshService—has become a 'bolted-on' ecosystem that requires constant manual intervention. With over 290 custom objects in Salesforce and disconnected data silos, leadership lacks the Single Source of Truth necessary to forecast with confidence or manage the customer lifecycle effectively.
This project is a strategic reset. By migrating to the HubSpot Growth Suite (Enterprise), we are not just switching tools; we are documenting your commercial architecture and aligning Sales, Marketing, and Customer Success. This ensures that as you grow toward your £10M ARR target, your systems enable momentum rather than creating friction.
Our approach focuses on operational governance. We will move away from consultant-dependent complexity toward a platform that your team owns, understands, and uses to drive measurable commercial outcomes.
Tooling
CriticalWhat's happening
Changes are slow, expensive, and often require external consultants, leading to 'clunky' workarounds and team frustration.
Business impact
The Salesforce instance is over-engineered with 290+ custom objects, making it impossible to maintain without a dedicated RevOps function.
Touches
Data
CriticalWhat's happening
Customer Success cannot effectively use Vitally because the underlying Salesforce data is untrusted, blocking proactive account management.
Business impact
Data is duplicated and inconsistent across Salesforce, FreshService, and Vitally, preventing a clear view of customer health.
Touches
People
HighWhat's happening
Increased risk of error, slower time-to-value for customers, and high administrative overhead for a lean team.
Business impact
The transition from Sales to Onboarding and Service relies on manual data entry and disconnected ticketing systems.
Touches
Process
MediumWhat's happening
Marketing spend is difficult to attribute, and the team is 'stretched too thinly' managing manual connector tools like Zapier and Netlify.
Business impact
Pardot's rigid architecture and inconsistent website integrations limit the speed and effectiveness of lead generation.
Touches
