01
Cleaner Customer Lifecycle Visibility
Gain a unified view of customer interactions and deal progression, reducing manual administration and ensuring critical information is captured consistently across the sales cycle.
Strategic HubSpot Implementation
Transitioning from Salesforce to a high-velocity growth engine.
Replacing manual spreadsheet dependency with governed, automated commercial operations.
Current Tech Stack
SalesforceExcelOutlookMicrosoft TeamsG-CloudDocuSign
Why this matters commercially
Greater commercial clarity will drive confident, informed business decisions.
Commerce Decisions needs to move beyond its reliance on manual processes and disparate systems. This engagement will provide a robust, integrated platform to support sales, improve operational efficiency, and enhance commercial oversight.
The core commercial outcomes for Commerce Decisions include improved deal visibility, more accurate revenue forecasting, stronger governance around pricing and approvals, and greater scalability for future growth.
"We are building a clean, usable CRM foundation that reflects how the team needs to sell, manage opportunities, and capture customer context."
02
Enhanced Revenue Forecasting
Transition from spreadsheet-based forecasting to a more accurate, automated system, providing leadership with reliable insights into monthly and in-year revenue recognition and deal movement.
03
Stronger Commercial Governance
Implement controlled workflows for pricing, quoting, and deal approvals, ensuring adherence to business rules and reducing the risk of unauthorised changes or errors.
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.