Current challenges
02 / 09
We will transition Vizst from manual, disconnected prospecting to a unified HubSpot ecosystem. This foundation ensures your telemarketing and marketing efforts operate with total visibility and operational consistency.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Vizst Technology a customer lifecycle that scales.
Your current reliance on Autotask for service and manual trackers for prospecting creates significant visibility gaps. We will establish HubSpot as your Single Source of Truth for all pre-sale activity.
By formalising your telemarketing sequences and lead capture, we remove the technical roadblocks currently stalling your team. This approach ensures every dial and email contributes to a measurable, scalable pipeline.
Tooling
HighWhat's happening
Manual data entry between systems leads to lead leakage and inaccurate reporting.
Business impact
Leadership lacks a real time view of the top of the funnel because prospecting lives outside the core CRM.
Touches
People
HighWhat's happening
Telemarketing sequences are paused due to fears over domain health and compliance.
Business impact
Revenue momentum has stalled because the team lacks the technical confidence to execute campaigns.
Process
HighWhat's happening
Lack of automated workflows means follow ups rely on manual memory and spreadsheets.
Business impact
The transition from MQL to SQL is inconsistent, risking lead decay and missed opportunities.
Tooling
MediumBusiness impact
The business is paying for Professional tier features that have remained dormant for over a year.
