Capstone manages consulting needs for hundreds of clients using hundreds of consulting resources to meet their client's diverse needs. With growth and increased complexity of contract management, they required one system of record access for all their business processes.
To create a single source of truth that manages communication with clients, and internal team members skills and capacity. Enabling their sales and contract fulfillment pipeline to easily match the needs of clients and prospects with the right, available people.
Creating a clean solution for a complicated workflow. One that could manage hundreds of contracts, update their fulfillment stages, find hundreds of resources to be properly matched to contracts, juggle countless new business opportunities, and manage capacity planning for the team. All in one system that acts as a single source of truth.
Through careful contact categorization, custom reports, automated workflows, and pipelines Capstone is now able to easily match the right resources to a project with an appropriate timeline, manage ongoing work, and keep track of prospective business. By automating the complicated work and carefully aligning data with established processes, we were able to help them create a system to simplify and improve their business operations.
Roadmap has transformed our business through automating our business processes and allowing us to manage our growth. The HubSpot solution provided allows us to scale at ease. The Roadmap team mapped and simplified our processes. They provided sales and operation solutions integrating our sales and onboarding processes. We left Pipedrive and haven't looked back!
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