HAS YOUR BUSINESS OUTGROWN ITS CRM?

Your CRM and Revenue Process Review can include:

Lead capture
We assess how enquiries, website leads, referrals, event leads and campaign responses are currently captured.

Lead management
We review how leads are assigned, qualified, followed up and moved through your sales process.

CRM usage
We look at your current CRM or spreadsheet setup and identify where it may be limiting visibility, adoption or performance.

Sales pipeline
We review how opportunities are tracked and whether your current process gives you a reliable view of future revenue.

Marketing activity
We assess how your marketing campaigns are managed and whether they are connected to leads, opportunities and customers.

Sales and marketing handover
We review how leads move between marketing and sales, where friction occurs and what could be improved.

Automation opportunities
We identify where automation could save time, improve follow-up or reduce manual work.

Reporting
We review what leadership, sales and marketing currently need to see, and whether your current tools provide that insight.

HubSpot fit
We assess whether HubSpot is a suitable platform based on your size, process, team structure, commercial goals and current challenges.

At the end of the review, you receive a practical summary of findings and recommendations.

This may include:

• Process review summary

• CRM gap analysis

• HubSpot fit recommendation

• Priority improvements

• Suggested implementation roadmap

• Indicative next-step scope

• Follow-up walkthrough call

The aim is to help you make a confident decision before investing in a new CRM or marketing platform.

After the review, you will have a clearer view of:

• Where your current sales and marketing process is creating friction

• Whether your CRM is still fit for purpose

• Which manual tasks could be automated

• How your lead follow-up could be improved

• What reporting gaps need to be addressed

• Whether HubSpot is the right platform for your business

• What a sensible first phase of HubSpot implementation could include

This review is ideal for businesses that:

• Are UK-based B2B SMEs

• Are growing their sales or marketing activity

• Have a sales team or founder-led sales process

• Use spreadsheets, a basic CRM or disconnected tools

• Struggle to connect marketing activity to pipeline

• Want better visibility of leads, opportunities and revenue

• Are considering HubSpot but want practical guidance first

• Need a CRM that is powerful without being unnecessarily complex

HubSpot can help growing businesses bring sales, marketing, CRM, automation and reporting into one connected platform.

For the right business, it can support:

• Better lead management

• More consistent sales follow-up

• Improved marketing automation

• Clearer pipeline reporting

• Stronger segmentation

• Better visibility of marketing ROI

• More efficient internal processes

• Scalable sales and marketing activity

However, HubSpot works best when it is set up around a clear process. That is where Marmalade can help.

Step 1: Free CRM fit call

We start with a 30-minute call to understand your current CRM setup, sales process, marketing activity, challenges and goals.

Step 2: Paid CRM and revenue process review

If a more detailed assessment is needed, we recommend the most appropriate review scope based on your current setup, complexity and priorities.

Step 3: Findings and recommendations

You receive clear recommendations, prioritised actions and a practical view of whether HubSpot is the right next step.

Step 4: Implementation support

If you decide to move forward with HubSpot, Marmalade can help with onboarding, CRM setup, automation, reporting, integrations, campaign delivery and ongoing optimisation.

Marmalade Marketing helps small and medium-sized B2B businesses implement and optimise HubSpot in a way that supports real commercial activity.

We can help with:

• HubSpot onboarding

• CRM setup

• Sales pipeline configuration

• Marketing automation

• Reporting dashboards

• Data structure and segmentation

• Website and landing page support

• Integrations

• Ongoing HubSpot support

• Campaign implementation

We focus on practical implementation, clear reporting and manageable systems that your team can actually use.