Current challenges
02 / 09
CloudGateway is at a pivotal growth stage. To scale from £6M to £10M ARR and maximise attractiveness for future M&A, the business requires a transition from a clunky, consultant-dependent Salesforce environment to a streamlined, senior-led HubSpot ecosystem.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give CloudGateway a customer lifecycle that scales.
Your current technical debt—characterised by nearly 300 custom objects in Salesforce and manual handovers between FreshService and Vitally—is no longer just an admin burden; it is a strategic blocker. It obscures the visibility leadership needs to make confident, data-driven decisions.
This proposal outlines a complete operational reset. By consolidating your GTM and service stack into HubSpot Enterprise, we will eliminate the friction between sales, marketing, and customer success. We aren't just moving data; we are architecting a scalable system that allows your team of 40 to operate with the impact of a much larger organisation.
Our approach focuses on 'minimum viable, trusted data' first, followed by the automation of complex service SLAs and advanced marketing attribution. This ensures that by the time you reach your £10M milestone, your operations are a value-add asset, not a due-diligence risk.
Data
CriticalWhat's happening
Customer Success cannot effectively use health scoring tools because the underlying data from Sales and Service is inconsistent.
Business impact
Critical customer data is duplicated across Salesforce, FreshService, and Vitally, preventing a unified view of the customer lifecycle.
Touches
Process
HighWhat's happening
Increased risk of human error, delayed onboarding times, and a lack of visibility into post-sale customer friction.
Business impact
The transition from Sales to Onboarding and Service relies on manual data entry and disconnected ticketing systems.
Touches
Tooling
MediumWhat's happening
Changes are slow, expensive, and often result in 'bolted-on' workarounds that further degrade system integrity.
Business impact
The Salesforce architecture is overbuilt with ~290 custom objects, requiring constant external consultancy and preventing internal agility.
Touches
Operations
MediumWhat's happening
Marketing efforts are constrained by clunky segmentation and a lack of automated lead-to-sales flow.
Business impact
Pardot's inherited complexity and inconsistent form integrations make it difficult to prove marketing ROI or scale lead generation.
Touches
