Create a reliable commercial data foundation
Structure customer, company, distributor, site, product and opportunity information so everyone works from a consistent view.
HubSpot Elite Solutions Partner
Make HubSpot clearer, cleaner and more useful.
Orange Kestrel helps teams see what is working across marketing, sales and service, then fix what is not.
Build HubSpot around the way your business actually works.
Manufacturing sales rarely follows a simple lead-to-deal process. There are products, distributors, quotes, projects, margins, orders, delivery schedules and long-term customer relationships to consider. We configure HubSpot around those realities — creating a commercial platform that is straightforward for teams to use while giving management the visibility they need.
Build pipelines around how you sell
Reflect different sales motions, stages and approval processes rather than forcing every opportunity through the same generic pipeline.
Make forecasting commercially useful
Report on the measures that matter to your business — from quoted value and margin to products, geography, distributors, delivery periods and tonnage.
Reduce unnecessary administration
Use automation, conditional fields and sensible process design to capture the information you need without making CRM administration a job in itself.
Give management a clearer view
Bring pipeline, activity, customer and commercial information together so teams can see what’s moving, what’s stalled and where attention is needed.
Create the foundation for AI
Make customer and commercial data structured, accessible and reliable before applying AI to meeting summaries, follow-up, prioritisation, forecasting and data quality.
Our technology approach
Deep HubSpot expertise. Technology chosen for the problem.
HubSpot is an important part of our expertise, but your customer journey may involve other platforms too. We work across CRM, AI, integrations and custom development to connect the systems and information your teams need.
We recommend the combination that fits your requirements, whether that means working within HubSpot, connecting it to other technology or solving a problem elsewhere.
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01 — DISCOVERY & ALIGNMENT
Understand where you are and where you need to be.
We establish your current state, define the desired future state and identify the risks, assumptions and dependencies that will shape the solution.
Current state · Future state · Requirements · Risks & assumptions
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02 — SOLUTION DESIGN & APPROVAL
Design the right solution before we build it.
We translate requirements into a clear solution architecture, including integrations, data structures and migration requirements.
Solution architecture · Integration design · Data migration & mapping
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03 — DELIVERY PLANNING & GOVERNANCE
Create a clear path to delivery.
We agree milestones, phases, responsibilities and governance so everyone knows what is happening, when and why.
Milestones · Phases · Governance · Responsibilities
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04 — ITERATIVE BUILD & CONFIGURATION
Build, demonstrate, refine.
Rather than disappearing into a lengthy build, we work iteratively — configuring the solution, demonstrating outcomes and incorporating feedback throughout.
Configuration · Demonstrations · Feedback · Iteration
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05 — DATA, INTEGRATIONS & QUALITY ASSURANCE
Make sure everything works together.
Data is migrated and validated, integrations are implemented and the complete solution is tested against agreed requirements.
Migration · Integration · Data quality · Testing
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06 — ENABLEMENT, TRAINING & CHANGE
Prepare your people, not just your platform.
We help teams understand the new solution, develop the skills to use it effectively and prepare for the operational changes that come with it.
Training · Enablement · Adoption · Change
Connect HubSpot to the systems that run your business.
Your ERP and operational platforms contain some of your most valuable customer data. But that information is often separated from the teams managing relationships, opportunities and growth.
We connect HubSpot with the systems manufacturers already rely on — bringing the information sales needs into the CRM and passing won business back into the platforms responsible for orders, fulfilment and delivery.
The result is less duplicate entry, fewer manual hand-offs and a clearer view of the customer from first enquiry through to order and beyond.
Bring ERP data closer to sales
Connect customer, order, invoice, product, shipment and sales-history data with HubSpot so commercial teams can understand the wider customer relationship without needing to work directly inside the ERP.
This creates a richer account view and supports better reporting, customer prioritisation and identification of future opportunities.
Connect sales to fulfilment
Turn the hand-off from sales into a connected process. Once a deal is ready, the information captured in HubSpot — customer details, products, addresses, quote information and other required data — can flow into the system responsible for creating and fulfilling the order.
Teams spend less time re-keying information, checking what is missing and moving data manually between systems.
Connect enquiries to the commercial process
Bring website enquiries, forms, email and calendar activity into HubSpot so new opportunities don’t depend on somebody manually creating a record or remembering the next step.
Enquiries can automatically enter the right pipeline, be assigned to the right person and trigger the appropriate follow-up.
Built to work with your existing technology.
We have delivered integrations between HubSpot and ERP, finance, manufacturing and operational platforms including:
- Sage 200
- Microsoft ERP
- Kerridge
- OrderWise
- SYSPRO
- Katana
- BigChange
- Chargebee
Extend the commercial experience beyond the core CRM.
Once the commercial foundation is connected, HubSpot can support more sophisticated quoting, prioritisation, customer access and proactive selling.
CPQ and complex quoting
Support configurable products, customer-specific pricing, approvals and more accurate quote generation without separating the process from the customer record.
RFM and account prioritisation
Use recency, frequency, monetary value and wider account data to identify valuable customers, retention risks and the opportunities that deserve attention.
Customer and partner portals
Give customers, distributors and partners easier access to orders, samples, invoices and service information through connected self-service experiences.
Proactive sales alerts
Use changes in activity, account data and buying behaviour to prompt timely follow-up and help teams act before an opportunity goes quiet.
What this looks like in practice.
Examples of how we’ve helped manufacturing and operational businesses get more from HubSpot.
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Brought ERP data into the commercial customer view, giving sales teams access to relevant order, invoice, shipment, spend and sales-history information without needing to work directly in the ERP.
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Connected the journey from quote to operational order, allowing customer, product, address and commercial information captured during the sales process to flow into the system responsible for fulfilment.
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Connected sales and operational job management, enabling closed-won business to move from HubSpot into the operational platform once the information required for delivery is complete.
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Reduced manual handling of inbound enquiries by automatically creating opportunities, assigning them to sales and triggering follow-up from website and form submissions.
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Created clearer visibility of significant sales pipelines, including one implementation providing management visibility across approximately $11.6 million of quoted projects.
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Made manufacturing-specific reporting part of the CRM, incorporating measures such as tonnage, product, margin, geography, distributors and delivery periods rather than relying solely on generic CRM metrics.
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Created a more complete history of customer relationships by bringing email, calendar, sales activity and opportunity information together in one commercial environment.
“Working with Findmore on implementing our new CRM, HubSpot, has been fantastic.”