Current challenges
02 / 09
TestReach has outgrown spreadsheet-based processes for multi-currency renewals and high-stakes tender cycles. A robust HubSpot foundation replaces fragmented tools, giving leadership confident forecasting and teams the efficiency to scale.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give TestReach a customer lifecycle that scales.
Today TestReach runs across Google Sheets, OnePageCRM, and Slack. The visibility tax is real: leadership cannot trust the pipeline number without reconciliation, and customer success lacks the usage data needed to protect renewals.
We prioritise data integrity over speed. HubSpot Growth Suite at Enterprise tier is not just software, it is a commercial system governing the entire lifecycle, from first website interaction to usage-based renewals.
September launch is usable and trusted. Sales and marketing foundations land first so the team adopts a system they trust, with customer health scoring and finance integrations layered in afterwards.
Data
CriticalWhat's happening
Sales, renewals, and reporting require manual 'data stitching', leading to version control errors and delayed insights.
Business impact
Critical commercial data is siloed in static documents, preventing real-time decision making.
Revenue
CriticalWhat's happening
Key deal information is entered as narrative text, making it impossible to report on weighted pipeline or conversion trends.
Business impact
The lack of structured data entry makes forecasting an exercise in guesswork rather than science.
Tooling
HighWhat's happening
Account managers lack visibility into support tickets, usage credits, and previous commercial conversations in one place.
Business impact
The 'Customer View' is split across five different tools, increasing the risk of churn and missed expansion.
Touches
Process
MediumWhat's happening
Marketing activity in Mailchimp is disconnected from sales activity, obscuring the true ROI of campaigns.
Business impact
Lead response times are throttled by manual processes, potentially losing momentum in 6-12 month sales cycles.
Touches
