Three sales teams, one source of truth.
The challenge
Pollock Company's sales operations spanned Compass Sherpa, Autotask, and a patchwork of manual quoting and order workbooks — with downstream dependencies on eAutomate and DocuWare. Reps double-contacted accounts, managers lacked forecasting visibility, and every quote meant re-entering data.
Our strategy & approach
We consolidated everything into HubSpot Sales Hub: full data migration from Autotask and Compass Sherpa with deduplication and source-of-truth decisions, three distinct pipelines for copiers/hardware, MSP services, and infrastructure work, and zip-code-based territory routing automation.
Quoting was rebuilt natively in HubSpot with product-line templates, a structured product library, and margin-based approval logic — while preserving the DocuWare document workflow and surfacing eAutomate equipment and contract data on custom CRM cards.
