Strategic HubSpot Implementation
Moving from manual spreadsheet dependency to a unified, automated growth engine.
Current Tech Stack
Why this matters commercially
Following sixty percent year on year growth, test faces the classic strain of expanding on manual systems. Commercial operations currently rely on calculating quotes in Excel and formatting them in Word, whilst sales activity goes unrecorded. The strategic brief is to replace this friction with an intuitive, unified commercial workflow.
By establishing Sales Hub and Revenue Hub as the operational core, test secures immediate visibility over deal progression and consistent quote generation. Automatic logging removes administrative drag from sales reps, establishing robust pipeline governance and accurate forecasting without burdening customer operations with manual reconciliation ahead of Macaw ERP and Sage Intacct integration.
Sustainable revenue growth requires an operational foundation that teams adopt willingly: when quote generation and interaction tracking happen naturally in one system, commercial forecasting becomes dependable rather than aspirational.
Eliminating fragmented Excel calculators and Word proposals allows the commercial team to generate standardised, accurate quotes directly within HubSpot, removing operational bottlenecks and speeding up customer sign off.
Connecting rep inboxes and Microsoft Teams enables automatic call and email logging, giving leadership reliable pipeline visibility without forcing sales staff into cumbersome manual record keeping.
Establishing clear deal ownership and disciplined data structures protects customer operations from manual handoffs today while creating a validated commercial baseline ready for future ERP and accounting integrations.
The journey forward
Formal sign-off and shared environment setup in the Forbidden portal.
Alignment session to lock in the roadmap, key milestones and success metrics.
The strategic transition, integration and configuration workstreams.
Team training and process documentation to ensure confident adoption.
Final validation and go-live, moving the business onto its new foundation.
