Sales operations running
on data nobody could report from.
StepUp Scaffolding's commercial operation had outgrown the data infrastructure underneath it. The information existed; it was not in a shape anyone could act on.
The situation,as it arrived.
Industrial sales generates a lot of operational data and very little structure by default. Quotes, jobs and accounts lived in systems that did not agree with each other, so any question that spanned two of them was answered by hand.
That is survivable until the business grows, at which point the reporting gap becomes a forecasting gap.
Four moves,in the order they happened.
Fix the data model first
The data infrastructure modernised so accounts, quotes and jobs relate to each other in one place. Configuration on top of a broken model produces confident wrong answers.
Rebuild sales operations on it
Sales process implemented in HubSpot Enterprise against how the business actually sells, rather than mapped onto default stages.
Make the reporting answer real questions
Reporting built so the questions that previously required a spreadsheet are standing views.
Train and hand over
Documentation and training, because sales operations that only one person understands is a single point of failure.
Everything thatleft the building.
- Data infrastructure modernisation
- HubSpot Enterprise integration
- Sales operations rebuild
- Reporting and forecasting views
- Documentation and training
More like this one.One a month.
Written out of engagements rather than off a content calendar, by whichever principal ran the work. No sequence afterwards.
Your situation is not this one.Tell us what it is.
A senior strategist reads it and replies within one business day, with a straight answer about whether we are the right people.