Current challenges
02 / 09
Life Science Group is ready to move beyond manual spreadsheets and fragmented data. We will build a robust HubSpot foundation that automates prospecting, formalises ISO-compliant service, and provides leadership with total pipeline visibility.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Life Science Group a customer lifecycle that scales.
Your current reliance on manual folders and disconnected Sage records creates operational friction that limits growth. By implementing HubSpot Professional, we will automate lead management and prospecting to ensure your team focuses on high-value scientific engagement.
This 10-week programme establishes a strategic blueprint for your entire customer journey. We will prioritise immediate sales and marketing automation whilst ensuring your ISO-compliant service processes and future MRP integrations are mapped for long-term scalability.
Process
CriticalWhat's happening
Prospecting is task-based and manual, making it impossible to scale outreach without significantly increasing headcount.
Business impact
The sales team spends excessive time on administrative follow-up rather than active selling, limiting regional market penetration.
Data
HighWhat's happening
Customer interactions are siloed across manual folders, files, and individual email inboxes rather than a central record.
Business impact
Leadership lacks a unified view of the customer journey, leading to missed opportunities and inefficient regional event follow-up.
People
HighWhat's happening
Sales metrics require manual extraction and consolidation, delaying visibility into pipeline health and team performance.
Business impact
Forecasting is unreliable because deal data is siloed, preventing accurate commercial decision-making and resource planning.
Tooling
HighWhat's happening
The transition from 'Closed Won' to Sage invoicing requires manual intervention, creating friction between sales and finance.
Business impact
Manual re-keying of data between HubSpot and Sage increases the risk of human error and delays order processing.
Touches
