Remotec's HubSpot Digital Transformation: Streamlined Growth Through Aligned Commercial Operations
- Industry: Building and Construction
- Company size: Mid-sized company (51-200 employees)
- Services: HubSpot Sales and Marketing Hubs Implementation, Sage100 ERP Integration, RevOps Consulting
Summary
Remotec overcame fragmented commercial operations and gained complete visibility across marketing, sales, and back office teams. Now equipped with streamlined processes, centralized data management, and automated workflows, Remotec can scale efficiently while maintaining quality customer relationships across their growing construction business.
The challenge
Ambitious Growth Plans, Fragmented Systems
Customer data scattered across disconnected teams
Marketing, sales, and back office teams operated in silos with separate systems and processes. This fragmentation prevented the company from leveraging valuable customer insights that could optimize marketing actions and help sales detect new opportunities.
Manual processes limiting productivity gains
Without automated workflows connecting their commercial operations, teams spent excessive time on administrative tasks rather than focusing on revenue-generating activities. Lead management was inconsistent, and important opportunities risked falling through the cracks.
Limited visibility hindering strategic decisions
Management lacked real-time insights into the complete customer journey. Data and information that could drive informed business decisions remained trapped in individual systems, preventing the company from fully capitalizing on its growth momentum.
A Digital Transformation, Not Just a CRM Swap
Remotec needed more than just another tool, they required a comprehensive commercial alignment solution that would:
- Centralize all customer data across marketing, sales, and back office
- Automate lead nurturing and qualification processes
- Create seamless handoffs between teams
- Enable data-driven decision making with real-time insights
- Integrate existing ERP data for complete customer visibility
End-to-end assessment and strategic alignment with existing infrastructure
1. Thorough Functional and Technical Assessment
We conducted stakeholder interviews across management, sales, marketing, and back office teams to understand strategic ambitions and implementation challenges. This assessment included analyzing existing data architecture and IT infrastructure to ensure our recommendations aligned with Remotec's business cycles and operational requirements.
2. Commercial Process Redesign
We mapped current workflows to identify gaps where quality leads were falling through cracks and quotes lacked sufficient follow-up. Together with Remotec, we designed detailed to-be processes covering lead generation, nurturing, qualification, sales follow-up, quote creation, and conversion into orders, ensuring marketing received feedback to close the loop.



3. HubSpot Platform Implementation and ERP Integration
We implemented HubSpot Sales and Marketing Hubs to align all commercial teams on a single platform. The integration with Remotec's existing Sage100 ERP system centralized customer data and enabled marketing to leverage sales and order information for more targeted campaigns and better campaign performance insights.
4. Team Training and Change Management
We conducted multiple on-site training sessions for sales, back office, and system admin users. These comprehensive sessions included detailed explanations of new processes, hands-on HubSpot training, practical exercises with both HubSpot and Sage100 systems, and focused guidance to ensure smooth adoption across all commercial functions.
Main Results
Remotec successfully transformed their commercial operations from disconnected team silos into a unified, data-driven revenue engine. All marketing, sales, and back office activities now flow seamlessly through integrated systems, providing complete customer visibility and enabling informed strategic decisions that support their continued growth trajectory.
What Success Looks Like
Structured Lead Management and Sales Processes
Before: Marketing, sales, and back office teams worked in separate systems with inconsistent processes, causing quality leads to fall through cracks and quotes to lack proper follow-up.
After: Streamlined workflows ensure leads are properly nurtured, qualified, and passed between teams with complete visibility and accountability at every stage.
Complete Customer Visibility and Data-Driven Decisions
Before: Important customer information remained trapped in individual systems, preventing teams from leveraging insights and management from making fully informed strategic decisions.
After: Centralized data from HubSpot and Sage100 ERP provides real-time customer insights, enabling marketing optimization, sales opportunity detection, and strategic decision-making based on complete customer visibility.
Increased Internal Efficiency Through Automation
Before: Manual processes consumed valuable time that could be spent on revenue-generating activities, limiting productivity across all commercial functions.
After: Automated workflows handle routine tasks, freeing teams to focus on strategic activities while maintaining consistency and reducing errors.
Enhanced Commercial Alignment
The solution delivered additional strategic benefits beyond the original goals. The back office team expanded their role to include data governance, lead qualification support, and quote management for smaller customers, creating a more efficient commercial operation that scales with business growth.
Ready to transform your construction business operations like Remotec?
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