Current challenges
02 / 09
We will consolidate your fragmented commercial operations into a single, high-performance HubSpot environment. This transition eliminates manual reconciliations and provides the visibility required to scale without increasing operational headcount.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give SmartSurvey a customer lifecycle that scales.
Your current model relies on manual weekly reconciliations between HubSpot and Salesforce, creating data distrust and friction. We will establish a Single Source of Truth that aligns marketing, sales, and finance teams.
By automating the lead-to-revenue journey and renewal cycles, we remove the administrative burden from your P&L owners. This ensures leadership can rely on accurate forecasting while protecting gross and net retention.
Data
CriticalWhat's happening
Reporting is split across two systems, making it impossible to trust funnel conversion, velocity, or attribution data without manual effort.
Business impact
Leadership cannot access a unified view of commercial performance across the SmartSurvey and SmartCX brands.
Tooling
HighWhat's happening
Marketing lacks visibility into downstream revenue outcomes, while Sales receives incomplete data, leading to friction and perceived poor lead quality.
Business impact
The sync between HubSpot and Salesforce frequently breaks, forcing teams into manual weekly reconciliations to track lead progress.
Touches
People
HighWhat's happening
The absence of automated at-risk escalations and renewal creation increases the risk of churn and limits the team's ability to scale.
Business impact
Protecting revenue for 300 high-value accounts relies on manual coordination and checking disparate systems for usage data.
Process
HighWhat's happening
Sales has limited visibility into payment status, which delays onboarding and complicates the renewal preparation process.
Business impact
The transition from 'Closed Won' to 'Invoiced' relies on email communication and manual rekeying of data into Xero.
Touches
