One commercial workflow across service, projects, and the field

Where does your sales process lose sight of the work in the field?

In facility services and construction, a single customer can buy a service agreement, a retrofit project, and emergency repairs from different parts of your business. Each of those lives in its own system. Your reps see the opportunity in the CRM, but the job history, open work orders, and project status sit somewhere else.

That gap shows up in familiar ways. A rep calls on an account without knowing a crew was on site last week. Estimators rebuild information that already exists in another tool. Leadership can't get one view of the pipeline across service and construction because each profit center tracks it differently.

We help you close that gap. HubSpot becomes the place your commercial teams work, connected to the operational systems that hold what happens after the sale.

How do you roll out HubSpot across several profit centers without forcing one process on all of them?

Service, special projects, and new construction sell differently. They have different sales cycles, buyers, and handoffs to operations. A rollout that ignores those differences gets worked around, and the reporting suffers.

We start by understanding how each line of business actually sells. Then we design pipelines and properties that fit each group while keeping the shared definitions leadership needs to compare results.

Our rollouts typically include:

• A requirements review with each profit center before anything is configured.
• Pipelines built for each line of business, with stages that match how those teams work.
• Data-integrity dashboards that show managers where records are incomplete or out of date.
• Training and ongoing office hours, so reps keep getting answers after launch.

How does HubSpot connect to Dynamics and the other systems that run your operations?

Most facility services and construction companies already depend on an ERP or field service platform to schedule crews, track jobs, and invoice customers. We connect HubSpot to those systems so the information your commercial teams need shows up on the records they already use.

We choose the integration approach based on the systems involved and who will maintain it. For companies on Microsoft Dynamics, we have experience building integrations with Power Automate. For ERP and finance systems that carry higher volumes, we often use Celigo, where we're an Advanced partner. When there's no standard connector, or a vendor's API is limited, we write custom code.

We also bring in outside data where it helps your teams sell, such as construction project data from industry data vendors.

Is this a fit for your company?

We work best with facility services and construction companies that:

• Run more than one line of business, such as service, projects, and new construction.
• Use HubSpot today or have chosen it as their CRM.
• Rely on an ERP, Dynamics, or a field service platform that doesn't share data with the CRM.
• Have sales teams large enough that inconsistent processes affect reporting.
• Want leadership to see pipelines across every profit center in one place.

What does this look like for a facility services company?

A facility services company with a construction line of business needed one CRM for more than 100 reps across several profit centers. We rolled out HubSpot Sales Hub with pipelines for each line of business, built dashboards that help managers keep data clean, and are connecting HubSpot to the company's Microsoft Dynamics environment.

Where is your commercial process disconnected from the work your teams deliver?

Tell us what isn't working and we'll get the conversation started. Our Commercial-to-Operations Alignment Assessment looks at how your sales process connects to service, project, and field operations, then gives you a clear view of what's working and a prioritized list of what to fix first.

Talk to us about an assessment

Already on HubSpot? Start with a HubSpot Audit