--- title: "Todd’s Leap: HubSpot, Upsell and Sales Growth | Lockview" description: How Lockview brought Todd's Leap's sales data into HubSpot, added cross-sell and upsell, and lifted sales team performance in Northern Ireland. image: https://www.lockview.co.uk/hubfs/Blue%20on%20white%20logo%20landscape%20transparent-2.png --- [![Lockview Business Solutions](https://www.lockview.co.uk/hubfs/Blue%20on%20white%20logo%20landscape%20transparent-2.png)](https://www.lockview.co.uk/en/?hsLang=en) [Home](https://www.lockview.co.uk/en/?hsLang=en)Services [All services](https://www.lockview.co.uk/services?hsLang=en)[Business and sales consultancy](https://www.lockview.co.uk/sales-consultancy?hsLang=en)[HubSpot onboarding](https://www.lockview.co.uk/hubspot-onboarding?hsLang=en)[HubSpot optimisation](https://www.lockview.co.uk/hubspot-optimisation?hsLang=en) Case studies [All case studies](https://www.lockview.co.uk/case-studies?hsLang=en)[NI Chamber](https://www.lockview.co.uk/case-studies/ni-chamber?hsLang=en)[Vyta](https://www.lockview.co.uk/case-studies/vyta?hsLang=en)[Quadra Consulting](https://www.lockview.co.uk/case-studies/quadra-consulting?hsLang=en)[Todd’s Leap](https://www.lockview.co.uk/case-studies/todds-leap?hsLang=en)[Silotank](https://www.lockview.co.uk/case-studies/silotank?hsLang=en)[carbonfit](https://www.lockview.co.uk/case-studies/carbonfit?hsLang=en) [Blog](https://www.lockview.co.uk/blog?hsLang=en)[Contact](https://www.lockview.co.uk/contact?hsLang=en) [← All case studies](https://www.lockview.co.uk/case-studies?hsLang=en) ![Todds Leap Racking and Shelving logo](https://www.lockview.co.uk/hubfs/Imported%20sitepage%20images/Todds+Leap+Racking+%26+Shelving+Logo.png) Todd’s Leap · Customer data, CRM and change # From scattered sales data to a team that wants more Lockview worked with Todd’s Leap's Managing Director to bring customer and sales information into HubSpot. Cross-sell, upsell and live sales numbers won over a team that was wary of change, and operations are now joining the review. The starting point ### Data everywhere, and doubts about change Sales information lived on phones, in emails and in separate spreadsheets. The fix ### HubSpot, brought in with the team One shared system, set up, trained and supported alongside the team. The result ### Sales success, now spreading Operations is moving into the review on the back of the sales results. The challenge ## Getting a full view of the pipeline Todd’s Leap supplies new and used racking and storage equipment across Northern Ireland and is an authorised Mecalux distributor. Sales information was spread across phones, emails and separate Excel databases. That made it hard to see the full pipeline or use customer information consistently. Todd’s Leap needed a shared system to support sales management and more targeted marketing. Some of the team were reluctant to move to a new way of working, so the change had to bring people with it. ### What was getting in the way - Customer data on phones, emails and spreadsheets. - No complete view of the pipeline. - Inconsistent use of customer information. - Some reluctance to change how the team worked. What we did ## Start with what's possible, then bring the team along 1. 1 #### Work with the MD Adrian and the Managing Director looked at what was possible and what the business needed. 2. 2 #### Bring the data together Customer and sales information migrated from scattered sources into HubSpot. 3. 3 #### Work with the team Setup, training and support, working through the reluctance rather than around it. 4. 4 #### Cross-sell and upsell Cross-sell and upsell opportunities built into the sales process, so no opportunity gets missed. 5. 5 #### Extend to operations With the sales side delivering, operations is now moving into the review. How Todd’s Leap uses HubSpot today ## One home for customers and sales ### Shared customer data The whole team works from the same customer and opportunity records. ### Pipeline visibility A clear view of every open opportunity and where it stands. ### Targeted marketing Customer data used to build focused lists and campaigns. ### Cross-sell and upsell Opportunities to sell more to existing customers flagged and followed up. ### Sales numbers on hand Performance figures readily available to the team and management. ### Nothing missed Management can see every opportunity and make sure none slip through. The outcome ## Results that changed minds Performance has improved across the sales team. Sales numbers are readily available, cross-sell and upsell opportunities are being won, and management can make sure no opportunity gets missed. Marketing is more targeted and customer service has improved too. Most importantly, the team that was unsure about change has seen it work. That success on the sales side is why operations is now being brought into the review. > “Our experience with Lockview Business Solutions, and specifically with Adrian, has been exceptional… Since implementing HubSpot, our sales team has become more organized, our marketing efforts more targeted, and our customer service notably improved.” Niall O’Hanlon, Managing Director, Todd’s Leap Where next ### Data in too many places? Give your customer data one home. [HubSpot onboarding →](https://www.lockview.co.uk/hubspot-onboarding?hsLang=en) ### Team wary of change? Bring people with you, not just the system. [Business and sales consultancy →](https://www.lockview.co.uk/sales-consultancy?hsLang=en) ### Ready for the next step? Extend what works in sales across the business. [HubSpot optimisation →](https://www.lockview.co.uk/hubspot-optimisation?hsLang=en) ## Ready to bring your data together? Talk through where your customer information lives today and what your team needs. [Book a conversation](https://www.lockview.co.uk/contact?hsLang=en) ### Lockview Business Solutions Business and sales consultancy, HubSpot onboarding and optimisation, and independent support for business owners. Based in Belfast, supporting businesses across Ireland and the UK. ### HubSpot Platinum Partner ![HubSpot Solutions Partner Program Platinum badge](https://www.lockview.co.uk/hs-fs/hubfs/SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL.png?width=140&height=140&name=SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL.png) ### Contact Lockview [028 9600 9275](tel:+442896009275) [Send an enquiry](https://www.lockview.co.uk/contact?hsLang=en) [Book a call with Adrian](https://meetings.hubspot.com/adrian327) [Read our HubSpot reviews](https://ecosystem.hubspot.com/marketplace/solutions/lockview) © 2026 Lockview Business Solutions Ltd.