Current challenges
02 / 09
We will transform your quoting process from a manual bottleneck into a commercial advantage. By unifying Outlook, product libraries, and pricing logic, your team can focus on customers rather than system lag.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Turtle Environmental a customer lifecycle that scales.
The current system costs your seven-person sales team over 1,100 hours annually in manual save and refresh cycles. This inefficiency slows customer response times and creates a dangerous dependency on external developers for routine pricing updates.
We will implement a high-speed quoting engine within HubSpot to restore operational trust. This foundation provides a Single Source of Truth for projects and merchant opportunities, preparing the business for a seamless Sage 50 integration.
Process
CriticalWhat's happening
The system cannot natively handle tiered pricing or merchant-specific versions without external calls that cause further lag.
Business impact
Manual workarounds for customer-specific discounts and merchant margins increase the risk of pricing errors and margin erosion.
Data
HighWhat's happening
Unreliable Outlook sync forces manual data entry or leads to users abandoning the CRM entirely for email tracking.
Business impact
Leadership lacks a unified view of customer interactions, leading to missed follow-ups and fragmented project history.
Touches
Tooling
MediumWhat's happening
Every product addition requires a 10 second save cycle, causing deep frustration and slowing quote turnaround for customers.
Business impact
The sales team loses 154 working days per year to system lag, directly reducing the volume of enquiries the business can process.
People
MediumWhat's happening
Heavy reliance on external Salesforce consultants for basic pricing and workflow changes prevents agile commercial adjustments.
Business impact
Routine platform updates break custom code, creating unpredictable downtime and unbudgeted maintenance costs.
Touches
