01
Cleaner Customer Lifecycle Visibility
Marketing, sales, and customer success will work from the same customer and revenue records, eliminating the need for manual reconciliation and providing a single source of truth.
Platform Consolidation & Salesforce Migration
A Unified Commercial Engine for Scalable Growth.
Retire Salesforce complexity and establish a Single Source of Truth across SmartSurvey and SmartCX.
Current Tech Stack
SalesforceXeroMixpanelClickHouseClayFinDripifyInstantly
Why this matters commercially
A unified platform delivers trusted data and scalable growth for SmartSurvey.
SmartSurvey needs a single, reliable go-to-market platform across marketing, sales, account management, and revenue operations. This project establishes HubSpot as the shared source of truth, simplifying the existing operating model.
This consolidation provides SmartSurvey with clearer customer lifecycle visibility, more reliable forecasting, and improved retention. It also ensures greater governance and scalability for future growth, pulling data directly from the source.
"We are building a foundation for growth, ensuring every team operates from the same trusted information, driving efficiency and commercial outcomes."
02
Greater Forecast Confidence
Leadership will gain a consistent view of funnel conversion, pipeline coverage, and forecast revenue, enabling more accurate planning and strategic decision-making across both brands.
03
Reduced Operational Duplication
By rationalising the technology stack and automating key processes, SmartSurvey can improve productivity and reallocate resources, avoiding headcount growth for process problems.
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.