TSK Group transformed a cluttered HubSpot portal into a clearer, more structured CRM, improving lead qualification, pipeline visibility and sales reporting.
Building a more scalable CRM for construction and workplace fit-out
TSK Group is a UK-based workplace design, construction and office refurbishment specialist, helping businesses create high-performing workspaces.
As the business continued to grow, its HubSpot setup needed greater structure. Data quality issues, unclear qualification processes and limited reporting visibility were making it harder for teams to manage leads consistently and identify genuine sales opportunities.
The goal was clear: optimise HubSpot into a scalable CRM that could support marketing, sales and service teams with better data, clearer processes and stronger commercial visibility.
TSK Group
The Challenge
A cluttered CRM limiting lead visibility and sales confidence
TSK Group’s HubSpot portal had become difficult to manage, with duplicate and dummy contacts creating noise across the system.
The business also lacked shared definitions for lifecycle stages, lead qualification and sales readiness, which meant teams were working from different interpretations of what made a lead valuable.
Key issues included:
- Cluttered data caused by duplicate and dummy contacts
- No shared lifecycle stage or qualification framework
- Unqualified prospects sitting alongside genuine opportunities
- Go/no-go processes managed through disconnected Word and Excel documents
Ultimately, this made it harder to prioritise leads, forecast accurately and give teams confidence in their pipeline data.
Our Track Record
SMEs we've helped achieve HubSpot excellence
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