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Current challenges

02 / 09

The transition from Bullhorn to HubSpot is more than a software change; it is a shift in operational philosophy.

Rockborne is outgrowing the constraints of a traditional recruitment ATS. To support a sales team doubling in size and the complexity of SOW-based consulting, you require a system built for B2B commercial excellence. We will transition your operations to HubSpot to provide the visibility, automation, and professional structure needed to scale.

Operational transformation, not a platform swap. Reduce complexity, rebuild reporting trust, simplify governance, and give Rockborne a customer lifecycle that scales and that presents cleanly through any M&A process.

Currently, Rockborne operates within Bullhorn, a tool designed for contingent recruitment. Whilst effective for high-volume candidate placement, it creates significant friction for your B2B consulting model. Managing Statement of Work (SOW) projects and long-term data consultancy engagements requires a CRM that prioritises relationship depth, pipeline velocity, and commercial forecasting.

With your sales team set to double by the autumn, the risk of 'system debt' is high. Without a Single Source of Truth, growth will lead to fragmented data and manual workarounds. Our approach focuses on rapid time-to-value, ensuring your team migrates seamlessly before your October deadline.

By implementing Sales Hub Professional, we will replace disconnected tools like Source Whale with native HubSpot sequences and automation. This not only reduces your tech stack complexity but ensures that every consultant is following a high-standard, repeatable sales process from day one.

The operational picture today.

People

Critical

Scalability Blocker

What's happening

New hires will inherit inefficient habits and inconsistent data entry practices, diluting ROI on headcount investment.

Business impact

The current manual processes cannot support the planned 100% increase in sales headcount.

Data

High

Visibility Gap

What's happening

Missed revenue opportunities due to siloed data and a lack of transparency between business units.

Business impact

Leadership lacks a unified view of cross-selling opportunities between Rockborne and the wider Harnham business.

Tooling

Medium

Tooling Mismatch

What's happening

Operational friction occurs as team members use 'square pegs in round holes' to manage B2B SOW projects.

Business impact

The business is forced to adapt its consulting model to fit a recruitment ATS, rather than the system supporting the strategy.

Touches

Bullhorn

Tooling

Medium

Disconnected Sequencing

What's happening

Sales activity is tracked in Source Whale rather than the core CRM, leading to incomplete reporting.

Business impact

Reliance on third-party tools for outreach creates data silos and prevents a holistic view of the customer journey.

Touches

Source Whale