01
Faster Quoting Turnaround
Eliminating save-and-refresh cycles will save the sales team approximately 1,155 hours annually, allowing quicker customer responses and increased quotation output without additional headcount.
Strategic HubSpot Implementation
Recovering 154 days of annual sales capacity through high-speed quoting.
Replacing Salesforce friction with a high-velocity revenue engine designed for scale.
Current Tech Stack
SalesforceSage 50OutlookExcel
Why this matters commercially
Turtle Environmental will gain commercial control and sales team efficiency.
Turtle Environmental needs a faster, more reliable quoting process to support its rapid growth. The current system is causing significant delays and frustration, impacting the sales team's productivity and customer response times.
This engagement will deliver improved commercial control, greater sales team efficiency, and enhanced pipeline visibility. It will also provide a scalable foundation for future growth without adding unnecessary complexity.
“The value is not necessarily the lowest initial price. It is a lower and more predictable cost of operating the complete system over time.”
02
Improved Commercial Control
Standardised pricing, discount, and margin rules, along with clear revision processes, will ensure consistent and accurate quotations, reducing manual errors and improving profitability.
03
Enhanced Sales Pipeline Visibility
A connected CRM will provide a unified view of customer interactions, opportunities, and quotations, enabling better forecasting, conversion reporting, and management oversight.
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.