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Case study

Scaling commercial processes across an international group

Mark Group wanted better visibility into the commercial journey before an order was placed. Systony implemented HubSpot to create a more structured and scalable sales process across its international organisation.

The result is greater visibility into opportunities, customer activity and pipeline performance, with HubSpot being rolled out step by step across the group.

Client
Mark Group
Industry
HVAC & climate technology
Company size
201-500 employees

About the client

Mark Group

Mark Group is an international group specialising in climate solutions for large buildings, including heating, cooling, ventilation and air treatment. The organisation consists of nine companies across six European countries, each with its own teams and commercial processes.

The challenge

Understanding the journey before the order

Mark Group had visibility into completed orders, but much less insight into the commercial activity leading up to them.

Teams needed to see opportunities earlier and understand where action was required.

Companies
9
Countries
6
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Our approach

A phased rollout built around adoption

Systony translated Mark Group's commercial processes into a practical HubSpot setup and introduced the platform step by step across different companies and teams.

001

Process mapping

Mapped commercial processes and requirements across the organisation.

002

CRM design

Translated those processes into a scalable HubSpot structure.

003

Pipeline setup

Created a shared approach for managing opportunities from an early stage.

004

Initial rollout

Introduced HubSpot within the first companies and sales teams.

005

Optimisation

Used feedback from early users to improve processes and configuration.

006

Group expansion

Continued the rollout across additional Mark Group companies.

One scalable CRM approach across the group

Systony implemented HubSpot as the foundation for managing customer relationships and commercial opportunities across Mark Group.

A shared sales pipeline gives teams visibility from the first opportunity through to order, while the phased rollout supports adoption across different companies.

Key elements

  • HubSpot Sales and Marketing Hub
  • Shared pipeline management
  • Phased international rollout

The results

More grip on the complete sales funnel

Sales and management now have greater visibility into opportunities, their progress and where action is required. The phased approach also gives Mark Group a scalable foundation for expanding HubSpot across the wider organisation.

4 of 9
Companies live

Four Mark Group businesses are already working with HubSpot.

6
Countries

One CRM approach designed for an international organisation.

1
Shared pipeline

Commercial opportunities tracked from first signal to final order.

Clarity creates confidence. Confidence creates action.

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