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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Controlled implementation, not disruptive rollout

The implementation is structured to reduce operational disruption while creating clear progress throughout delivery. Core foundations are established first so reporting, automation and operational processes are built on stable, scalable architecture from day one.

02 · RevOps

Experience removes expensive mistakes

CRM implementations rarely fail because of software. They fail through unclear ownership, poor process design, inconsistent data structures and low adoption. Senior consultants lead every workstream to reduce these risks before they become operational problems.

03 · Leadership

Protecting the business from CRM debt

The implementation is designed to prevent the operational debt that builds when systems evolve without governance. Reporting drift, duplicate processes, spreadsheet dependency and inconsistent customer journeys become increasingly expensive as the business scales.

04 · Operations

What successful implementation actually looks like

A successful implementation is not simply a live portal. It is a system leadership trusts, teams consistently use, reporting that supports decisions, and operational processes that scale without increasing manual overhead.

Total investment

£7,980+ VAT

A fixed engagement covering strategy, configuration, integration, enablement and launch.

Payment structure

  • 01

    Day 0

    On engagement

    £3,990
  • 02

    Day 30

    14 day payment terms

    £3,990

VAT applied at point of invoice.

What's included

Key stages of your project

  • 01Full configuration of Sales, Service, and Marketing Hubs
  • 02Copper data migration
  • 03Custom Blue Sheet automation
  • 04Leadership dashboard suite
  • 05Team enablement and training

Assumptions

  • · Copper data is provided in a clean, CSV format
  • · Stakeholders are available for workshops in July
  • · HubSpot licensing is active prior to build start

Out of scope

  • · HubSpot licensing costs
  • · Deep integration with Looker (available as a separate phase)
  • · Extensive historical data cleansing

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state Snowdrop Solutions is investing to reach.

Leadership01

Forecasting becomes proactive.

Leadership gains a real-time, monthly view of pipeline and renewals, moving beyond quarterly snapshots to inform strategic decisions with current data.

Sales02

Deal qualification is data-driven.

Salespeople use a digital Blue Sheet within the CRM, mapping stakeholders, buying modes, and red flags to qualify deals more effectively and avoid 'zombie deals'.

RevOps03

Sales processes are automated.

Workflows automate deal stage progression, task creation, and renewal opportunity generation, streamlining operations and ensuring timely follow-ups across the sales cycle.

Sales04

Sales reps gain critical insights.

Salespeople receive real-time notifications on prospect engagement with emails and website content, enabling proactive and informed outreach.

Operations05

Customer data is a Single Source of Truth.

All customer interactions, from marketing engagement to sales conversations and service tickets, are consolidated in one system, providing a holistic view.

Agree next steps

A short working session locks in dates and confirms the architecture.