Current challenges
02 / 09
Enterprise Analytics requires a Single Source of Truth to manage complex ERP vendor relationships. We will transform your HubSpot portal from a fragmented database into a high-velocity commercial engine.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Enterprise Analytics a customer lifecycle that scales.
Your team manages high-value relationships across IFS and Acumatica, yet visibility is obscured by duplicate records and manual workarounds. This creates friction for BDRs and prevents leadership from accessing reliable performance metrics.
We will consolidate your operations into a unified Sales Hub Professional environment. By cleansing the data model and automating sequences, we ensure your team spends time selling rather than managing spreadsheets.
Data
CriticalWhat's happening
Sales efforts are duplicated and marketing attribution is impossible to track accurately.
Business impact
Duplicate company records for entities like Farrow & Ball prevent a clear account-based view of the global pipeline.
Tooling
CriticalWhat's happening
Farah cannot monitor BDR activity, email engagement, or call volumes, leading to a management blind spot.
Business impact
Valuable prospecting activity is happening in Outreach and Outlook, invisible to the core CRM.
Touches
Operations
HighWhat's happening
High bounce rates and irrelevant messaging decrease the effectiveness of marketing spend.
Business impact
Mixing IFS and Acumatica prospects without strict segmentation risks brand reputation and campaign relevance.
People
MediumWhat's happening
Significant administrative overhead reduces the time available for high-value business development.
Business impact
The team is trapped in a cycle of manual exports and imports to maintain basic data hygiene.
Touches
