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All selected work

Higher-education network

One CRM, and reps get hours back

Results

  • 3–5 h admin saved per rep, every week

  • Up to 50 users on one HubSpot instance

  • Stalled deals actioned within a day

The situation

The sales team of 10+ people worked across two CRMs, Salesforce and HubSpot. Forecasts were prepared by hand, and reps carried heavy deal admin.

What we changed

  • Consolidated Salesforce and HubSpot into one HubSpot instance for up to 50 users.
  • Rebuilt the forecast cadence.
  • Added AI-assisted ICP scoring and automated deal updates, saving reps 3–5 hours a week.
  • Built an AI sales assistant in Slack, connected to HubSpot, Metabase and Apollo. Most of the GTM team uses it daily.
  • Kept a human approval step on sensitive changes.

How we worked

We worked embedded with the sales team and built every change directly in their HubSpot and Slack. Each piece was documented and handed over to the people who run it.

Contact

Show us where your numbers stop adding up.

Book a discovery call

Prefer email? Write to artem@metrixforge.com

On the 30-minute discovery call

  • Your current setup: CRM, reporting, forecasting and the processes around them
  • Where it breaks, and what it is costing your team
  • Whether we are the right fit, and which service would help first

Afterwards

If it’s a fit, you get a written proposal with scope, deliverables, timeline and fee within 48 hours. If it isn’t, we’ll say so.