Current challenges
02 / 09
Slipcase has the audience and the ambition to scale, but the current HubSpot setup acts as a friction point rather than an accelerator. We will untangle your data, formalise your sales process, and move your team from manual spreadsheet tracking to a Single Source of Truth.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Slipcase a customer lifecycle that scales.
Currently, your commercial data is fragmented across disconnected sheets, leading to a lack of trust in the CRM. This 'mess' isn't just a technical inconvenience; it is a direct blocker to your Q2 and Q3 growth targets. When leadership cannot trust the pipeline number, forecasting becomes guesswork and outbound efforts lose momentum.
Our approach focuses on reclaiming the 'Single Source of Truth'. By auditing your existing 5,000 contacts, enriching high-value leads, and architecting a robust Sales Hub Professional environment, we will eliminate the manual admin that currently costs your team hours every week.
We aren't just cleaning data; we are building a blueprint for how Slipcase wins. From tracking intent signals on your website to automating the transition from 'Lead' to 'Deal', we will ensure your team spends their time closing £30k deals rather than mimicking email addresses in Excel.
Tooling
HighWhat's happening
Team members manually 'put and delete' data in sheets, creating significant version control risks and administrative bloat.
Business impact
The CRM is treated as a secondary record, meaning real-time commercial performance is invisible to leadership.
Touches
Process
HighWhat's happening
No clear 'nurture' vs 'sales-ready' distinction leads to premature pipeline entry and unreliable forecasting.
Business impact
A lack of defined lifecycle stages means marketing leads and sales deals are conflated, skewing conversion metrics.
Data
MediumWhat's happening
Sales efforts are stalled by duplicates and incomplete records, requiring manual 'Googling' to verify basic contact info.
Business impact
Inaccurate data prevents effective outbound campaigning, leaving a database of 5,000 contacts largely untapped.
People
MediumWhat's happening
The team relies on reactive emails rather than proactive outreach based on website visits or content engagement.
Business impact
High-value prospects are interacting with the Slipcase platform and website without triggering a sales follow-up.
