01
Clearer Sales Pipeline Visibility
Gain a unified view of all sales activities, from lead nurturing through to closing, enabling Servis Facilities to track progress and identify bottlenecks more effectively than current spreadsheet-based methods.
Strategic HubSpot Implementation
Scaling security operations with commercial clarity.
Aligning standard, subcontracting, and tender pipelines into a unified growth engine.
Current Tech Stack
HubSpotApolloGleniganDocuSignLinkedInExcelOutlook
Why this matters commercially
A robust, integrated sales pipeline will drive Servis Facilities's ambitious growth plans.
Servis Facilities is poised for significant expansion, targeting a 5x revenue increase within three years. Achieving this requires a scalable, efficient, and predictable sales operation, moving beyond current manual processes and fragmented data.
This engagement will deliver enhanced visibility across the sales lifecycle, improve forecasting accuracy, and establish a clear framework for client retention and operational scalability. It will also ensure robust governance over critical sales and marketing assets.
"We are building a foundation for predictable, repeatable revenue, making operations more efficient and profitable."
02
Enhanced Commercial Forecasting
Improve the accuracy of revenue predictions by standardising deal stages and capturing essential data points like budget, decision-maker, and close dates, moving beyond subjective estimations.
03
Streamlined Operational Efficiency
Automate time-consuming tasks such as proposal generation, document management, and client follow-ups, freeing up the sales team to focus on high-value activities and client engagement.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.