BGB Group moved from spreadsheet-led sales tracking to a structured HubSpot setup, giving teams clearer visibility over tenders, reporting and international growth opportunities.
Creating a scalable CRM for offshore energy projects
BGB Group is a construction sector company specialising in scaffolding for offshore energy generation projects, including wind farms.
As the business continued to grow, the team needed a better way to manage tender visibility, track upcoming work and support prospecting activity across a highly specific target market.
The goal was to move sales and tender management out of spreadsheets and into HubSpot, creating a scalable CRM that could support day-to-day operations, board-level reporting and international teams.
BGB Group
The Challenge
A spreadsheet-led process limiting visibility and growth
BGB Group was managing its tender and sales pipeline through spreadsheets, making it difficult to see what work was coming up, where opportunities sat and how resources should be allocated.
Key issues included:
- Limited visibility over tender backlog and upcoming work
- Sales and tender information spread across spreadsheets
- Reporting needed for both board-level insight and day-to-day team use
- A need for scalable processes to support international growth
This created a clear need for a more connected and scalable system — one that could give teams confidence in their pipeline data, support faster decision-making and provide the visibility needed as BGB Group expanded internationally.
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