Current challenges
02 / 09
Centaur Roofing is ready to move beyond manual tracking. We will replace disconnected spreadsheets and siloed processes with a Single Source of Truth to drive predictable revenue and operational clarity.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Centaur Roofing a customer lifecycle that scales.
Your current reliance on Excel and Capsule creates visibility gaps that hinder growth. By centralising data in HubSpot, we eliminate manual admin and ensure every lead is tracked with precision.
This implementation focuses on adoption and clarity. We will align your remote sales teams through structured pipelines and automated handovers, providing leadership with the forecasting accuracy needed to scale confidently.
Revenue
CriticalWhat's happening
Data decay in the CRM leads to 'ghost' opportunities and unreliable pipeline health metrics.
Business impact
Without mandatory fields or structured stages, the sales process varies by individual, making performance benchmarking impossible.
Data
HighWhat's happening
Decisions are made on incomplete data, risking missed opportunities and inaccurate revenue forecasting.
Business impact
Leadership lacks a real-time view of the total pipeline, relying on manual spreadsheet updates that are often outdated.
Touches
Process
HighWhat's happening
High risk of lead leakage and inconsistent follow-up behaviours across the remote sales force.
Business impact
The manual distribution of leads via phone and email creates friction and slows down response times.
Tooling
MediumWhat's happening
Reduced efficiency in project delivery and potential friction in the customer experience during technical handovers.
Business impact
Restrictive permissions and disconnected tools prevent technical and sales staff from collaborating effectively on complex jobs.
