To meet that need, we designed and built a centralized commercial ecosystem in HubSpot. One environment, built to hold a layered, multi-actor sales process.
The work started with deep analysis and mapping of the existing context. Together with the Fervo team, we reconstructed how opportunities actually flowed through the business. We identified the tools in play, the friction points, the decision-making handoffs, and the interactions between business units and technical departments. That phase let us turn operational complexity into something organized, readable, and manageable.
From there, we formalized one sales process inside HubSpot. We defined specific stages, progression criteria, and assignment logic — all aligned with how Fervo is organized internally. Activities that used to live across separate tools now sit inside a centralized process. Every opportunity moves along a clear, trackable path.
A key piece of the work was configuring targeted automations. They route deals correctly based on the relevant business unit and the technical departments involved. The system doesn't just record information. It actively supports operational work, cuts manual handoffs, and improves coordination across functions.
Alongside the process structure, we made the data more reliable and consistent. That opened the way to a sharper read on the pipeline. Information collected in HubSpot can now feed a BI dashboard — making it possible not just to monitor activity, but to build better forecasts and measure commercial performance with more accuracy.
