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Strategic HubSpot Implementation

Building a connected, commercially focused sales operation.

Replacing fragmented manual processes with a scalable foundation for growth.

Current Tech Stack

ACT!ExcelYeastarAI Enrichment ProviderTelephony Systems

Why this matters commercially

Connecting sales activity and customer insight to drive predictable revenue across Chaser Communications.

Chaser Communications has outgrown the limits of ACT! and disconnected spreadsheets. This initial implementation establishes a shared commercial foundation across sales, marketing, and customer services, ensuring high-value customer relationships and new business opportunities are managed with consistent discipline rather than fragmented manual habits.

By centralising active pipeline data, contract renewal milestones, and deal profitability, leadership gains immediate visibility into expected revenue without hours of manual reporting. Meanwhile, front-line teams receive structured pipelines that safeguard renewals, support cross-selling into telecommunications and IT services, and streamline handovers to operations.

True commercial value comes from giving leadership and front-line teams immediate clarity over live pipeline progress, adjusted deal profitability, and contract renewals, rather than simply replacing legacy software with another customer database.

01

Reliable revenue forecasting and margin control

Replacing manual spreadsheets with real-time pipeline dashboards gives leadership direct visibility into open opportunities, close dates, and adjusted deal profitability, reducing hours spent compiling weekly reports while improving forward revenue planning.

02

Protected renewals and proactive cross-selling

Consolidating contract dates and service details enables telesales and field sales to track contract renewal windows systematically, opening timely conversations to expand telecommunications and IT services across the existing customer base.

03

Seamless sales to service handovers

Capturing vital customer requirements and agreed contract details during the sale provides customer services with immediate operational context, eliminating duplicated administrative queries and accelerating the initial installation process.

The journey forward

A structured path to operational clarity.

  1. Step 01

    Engagement

    Formal sign-off and shared environment setup in the Forbidden portal.

  2. Step 02

    Kickoff

    Alignment session to lock in the roadmap, key milestones and success metrics.

  3. Step 03

    Implementation

    The strategic transition, integration and configuration workstreams.

  4. Step 04

    Enablement

    Team training and process documentation to ensure confident adoption.

  5. Step 05

    Launch

    Final validation and go-live, moving the business onto its new foundation.