Case Study

Operations: Deal Management Revamp for Google MSP Partner

Google-Workspace

Background:

A Google Cloud partner with a large sales team struggled with pipeline chaos, inconsistent deal stages, and no forecasting model. Their team relied on spreadsheets despite having HubSpot CRM.

Project Goals:

Pipeline Clarity, Forecast Accuracy, Sales Velocity

The Challenge:

  •  Inconsistent pipeline stages and no deal hygiene

  • No quote-to-close visibility

  • Sales forecasting was guesswork

The Solution:

  • Rebuilt pipeline stages with clear entry/exit criteria

  • Set up custom objects for quotes and contract tracking

  • Enabled forecasting and weighted deal reporting in HubSpot.

The Results

  • 4x improvement in pipeline accuracy

  • 95% forecast reliability in Q2

  • 3 new dashboards for real-time sales monitoring

The Review

"Consultey turned HubSpot from a CRM into a strategic sales system. Our weekly sales reviews are now data-backed."

Fintech Startup

Summary

  • Industry – Cloud MSP Partner

  • Type / Size – Mid-Market

  • Subscription – Project

  • Service – Sales Ops, CRM Admin

  • Team – Sales Team

  • CRM – HubSpot (Sales Hub)

  • Setup – Deals, Forecasting, Objects

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