Current challenges
02 / 09
We will migrate your sales operations from a fragmented Salesforce setup to a structured HubSpot Enterprise foundation. This transition prioritises immediate pipeline visibility whilst building the framework for complex revenue recognition.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Commerce Decisions a customer lifecycle that scales.
The current reliance on manual Excel forecasting and a 'messy' Salesforce hierarchy creates significant operational drag. We will establish a Single Source of Truth that automates sales discipline and removes administrative bottlenecks.
By phasing the rollout, we ensure the sales team gains immediate value from a clean CRM foundation. This approach secures early adoption before layering on advanced revenue recognition and international price book governance.
Data
CriticalWhat's happening
Leadership cannot access real-time performance data, delaying strategic pivots and resource allocation.
Business impact
Forecasting and revenue recognition live in disconnected Excel models, creating a lag in leadership visibility.
Touches
Revenue
HighWhat's happening
Finance and leadership lack a unified view of TCV versus monthly recognised revenue.
Business impact
The business struggles to clearly separate SaaS and Professional Services revenue within a single system.
Process
HighWhat's happening
Quotes may be issued with incorrect international pricing or without necessary Professional Services review.
Business impact
Manual pricing and lack of formal approval workflows increase the risk of commercial error.
Touches
Tooling
MediumWhat's happening
Sales reps spend excessive time on manual administration rather than active selling.
Business impact
The existing Salesforce environment is described as 'messy', leading to poor data trust and user avoidance.
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