You closed a deal three weeks ago. Today the client emails the salesperson asking why the scope feels different from the proposal. The salesperson opens HubSpot, sees "Closed Won," and has no idea what's happened since. They Slack the PM. The PM is in a meeting. By the time the answer arrives, the client has escalated.
- All
- CRM implementation
- professional services
- B2B operations
- B2B technology
- BI dashboard limitations
- CRM for project-based businesses
- ERP implementation
- HubSpot
- HubSpot for services firms
- bus factor
- change management
- digital transformation
- operations leadership
- operations management
- operations strategy
- professional services operations
- project management
- project margin
- project margin visibility
- project profitability
- real-time financials
- revenue operations
- sales handover
- sales operations
A deal closes on Friday. By Tuesday, the project manager is rebuilding the scope from scratch...