The starting point
Disjointed sales, limited visibility
Separate data, manual work and no clear view of the pipeline.
Silotank · Sales process, HubSpot onboarding and ongoing growth
From a sales process review to board-level reporting
Silotank started with a review of how it sold. Today it runs on a HubSpot setup built around its business, with accurate forecasting, live board reports, AI-powered prospecting and automated customer engagement.
The fix
HubSpot built around the business
A reviewed sales process, fully onboarded and aligned to how Silotank works.
The result
Forecasts the board can trust
From sales management dashboards to live board reports, plus increased sales.
The challenge
A growing business without a clear view of its pipeline
Silotank’s sales processes had grown up over time rather than by design. Customer information sat in separate places, much of the work was manual and it was hard for the team to collaborate around opportunities.
Without a reliable view of the pipeline, forecasting relied on judgement rather than data, and leadership had no easy way to see how sales were really performing.
What was getting in the way
- Disjointed sales processes.
- Customer data spread across legacy sources.
- Manual, repetitive admin.
- Limited pipeline visibility.
- No reliable forecast for management or the board.
What we did
Review first, then build HubSpot around the business
- 1
Review the sales process
Adrian reviewed how Silotank found, managed and won business, and where the gaps were.
- 2
Onboard HubSpot fully
Legacy data migrated and the CRM configured around Silotank’s own business processes.
- 3
Build the reporting
Opportunity management, accurate forecasting and dashboards from sales management up to the board.
- 4
Train and grow
The sales team trained on their own setup, with AI, automation and marketing added as the business grew.
The original project was partially funded through Invest NI. Lockview has continued to support Silotank’s sales strategy since.
How Silotank uses HubSpot today
One system running sales, reporting and customer engagement
Accurate forecasting
Opportunities are managed through agreed stages, so the forecast reflects what is really in the pipeline.
Dashboards for every level
From day-to-day sales management dashboards to live reports for the board.
AI-powered prospecting
AI helps the team discover potential new contacts in the businesses Silotank wants to reach.
Automated client engagement
Automations keep existing clients engaged, without relying on someone remembering to follow up.
Marketing to the customer base
Marketing emails introduce new products and share company updates with the whole base.
A team on one system
Customer information, activity and opportunities in one place everyone works from.
The outcome
A sales operation the business can steer by
Silotank now has one shared system for customers and opportunities, a forecast it can rely on and reporting that runs from the sales team right up to the board.
New contacts are found with AI, existing clients stay engaged through automation, and the wider base hears about new products through marketing emails. The CEO reports increased sales since adopting HubSpot.
“They demonstrated HubSpot to our team and we could see the benefits straight away.”
Seamus Carmichael, CEO, Silotank
Where next
Starting from scratch?
Get HubSpot set up around your business from day one.
HubSpot onboarding →Fix the sales process first
Review how you find, manage and win business.
Sales consultancy →Find new contacts faster
The prospecting tool we recommend most.
Surfe free trial →Want a forecast you can take to the board?
Talk through your sales process, your data and the reporting your leadership needs.
Book a conversation