HubSpot Sales Pro
Worcester Lloyd
Architecture Practice
The result
Forecasting, finally
Services in this engagement
The challenge
Worcester Lloyd was managing deals and client relationships through spreadsheets — no pipeline visibility, difficult forecasting, and no collaborative tools. They needed to modernise their sales operations.
At a glance
- Migrated from
- Excel-based spreadsheets
- HubSpot hub
- Sales Pro
- Integration
- Outlook sync — automatic meeting & activity logging
- Team
- Small architecture practice team, Derby
What I did
- Data migration & ETLTransfer from Excel-based systems.
- Data model designTailored for the architectural project sales cycle.
- Pipeline configurationStage gating and deal tracking.
- Outlook integrationAutomatic meeting logging and activity tracking.
- Training & enablementLightweight, focused training for a small team.
Results
- Complete visibility into the sales pipeline
- Improved forecasting accuracy
- Better meeting and activity logging through Outlook
- A move from disconnected spreadsheets to a centralised CRM
- Enthusiastic feedback from the project directors, with minimal disruption
In their words
Everyone seems to be getting to grips with the system now. Tracking the projects is working great and the notes/task functions are being used by us all.
We have been using HubSpot a lot today and are getting into it really well.