Investment & next steps
08 / 09
Our phased approach ensures a rapid MVP launch, focusing on core sales processes and reducing immediate Salesforce dependency. Complex forecasting and revenue recognition are addressed in a subsequent phase, preventing delays and allowing for focused stakeholder input.
Forbidden's senior consultants will lead the implementation, ensuring strategic alignment and proactive risk management. We'll work closely with your VPs to define business rules for areas like PS revenue recognition, not just configure the system.
We prioritise a clean, usable CRM foundation that reduces sales administration and improves pipeline visibility from day one. Training and adoption support are integral, ensuring your team understands how to use HubSpot effectively in their daily workflow.
We will establish robust data migration and hygiene rules, addressing concerns about a 'messy' Salesforce history. This ensures HubSpot becomes a reliable Single Source of Truth for sales and commercial data, supporting accurate reporting and decision-making.
Total investment
£8,899+ VAT
A fixed engagement covering strategy, configuration, integration, enablement and launch.
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
VAT applied at point of invoice.
Recommended post-go-live support
Protection Plan · Silver
2 hours per month of senior HubSpot support — fixes, small improvements and reactive troubleshooting on a flexible, month-to-month basis.
Commit for 6 months at signing — save 15%
Locked-in rate for six months, paid upfront (£1,836 + VAT).
£306/moOptional add-on · Phase 2
CPQ & Advanced Forecasting
Revenue Hub-powered CPQ, price books, multi-stream forecasting and revenue recognition across SaaS and Professional Services. Delivered standalone, or bolted onto Phase 1 as one continuous programme.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations — the working state Commerce Decisions is investing to reach.
Sales administration is reduced.
Sales representatives spend less time on manual data entry and administrative tasks, allowing them to focus more on selling activities and customer engagement.
Pipeline visibility is enhanced.
Leadership gains a clear, real-time overview of the sales pipeline, enabling better strategic decisions and resource allocation across the sales team.
Handoffs are streamlined.
Automated workflows ensure smooth and consistent information transfer between Sales, Customer Success, Professional Services, and Finance, reducing errors and delays.
Reporting provides operational insight.
Core reports and dashboards offer practical insights into pipeline health, deal activity, and sales performance, supporting day-to-day sales management.
Sales process discipline improves.
The structured CRM and pipeline configuration guide the sales team through agreed processes, ensuring consistent opportunity management and data capture.
Agree next steps
Get the ball rolling by sharing your details for contract here.
