Driving a 51% Increase in Close Rate with HubSpot
How clearer process, better alignment and an AI‑enabled feedback loop drove more wins, higher close rates and faster, more informed decision‑making.
The Challenge
Specialist Door Solutions (SDS) is a growing manufacturer and supplier of specialist doors and door systems for demanding environments where safety, compliance and reliability are critical. As the business expanded, so did the complexity of its projects, routes to market and stakeholder groups.
SDS were already using HubSpot and closing strong, complex deals. However, as volumes increased it became harder to maintain consistent visibility across the pipeline and to scale the behaviours of their best-performing salespeople. Leadership wanted:
- Greater confidence in the accuracy of the pipeline
- Clearer insight into which deals were most likely to close
- A way to use HubSpot as the central operating system for revenue, rather than just a system of record
- A clear and manageable process for managing sales and handling leads between sales and marketing
Impact and Results
By aligning their revenue process and repositioning HubSpot as the execution layer for that process, Specialist Door Solutions achieved significant year-on-year improvements.
These gains came from better clarity and alignment rather than adding more complexity or headcount. HubSpot now provides a single, trusted view of pipeline health and performance, supporting faster decisions and more predictable growth.
The Solution
We worked with Specialist Door Solutions to turn HubSpot into a true revenue operating system and to lay the foundations for an AI-enabled commercial engine.
-
1Clarifying the sales process and definitionsWe began by working with sales leadership to agree: clear, practical definitions for each deal stage, what “good” looks like at every stage and a focused set of commercial metrics that leadership could rely on. This created a shared language for pipeline health and performance across the business.
-
2Rebuilding HubSpot around the agreed modelWith that clarity in place, we reconfigured HubSpot to make the desired process easy to follow and measure. We restructured the deal pipeline and properties so they reflected the real buying journey, simplified data capture so reps could keep deals up to date without unnecessary admin and created views and dashboards that surfaced ageing deals, priority opportunities and conversion performance in real time. HubSpot shifted from being a database to being the day-to-day execution layer for the sales team.
-
3Embedding behaviours and improving visibilityWe then focused on embedding the new way of working and making performance visible. We standardised how stages are used and how opportunities are qualified, agreed expectations for deal hygiene so the data feeding reports is consistently reliable and used HubSpot reporting to support regular sales reviews, giving leadership a clear view of performance, bottlenecks and trends. As a result, the behaviours that drive progress are now reinforced by the system, rather than relying solely on individual discipline.
-
4Creating an AI roadmap for sales and marketing efficiencyWith a clean data model and consistent processes in place, we worked to define an AI roadmap that supported three very practical goals: understanding why they lose business, creating a tighter feedback loop between sales and marketing and identifying intent within key accounts. Using HubSpot’s AI capabilities, SDS can now analyse patterns in lost deals more systematically. Those insights are then fed back into marketing so campaigns, messaging and content can be adjusted based on what really happens in the field. In parallel, AI-driven signals and views are used to highlight intent within priority accounts, helping the team to spot when stakeholders are researching, engaging with content or revisiting proposals. Together, these motions make the commercial operation more informed, more joined‑up and more efficient, without adding extra burden to the sales team.
Future Plans
The next phase of the SDS journey is to extend this joined-up view of the customer beyond sales and into the service and projects teams.
Planned areas of focus include:
Intergage helped us bring real structure and clarity to our sales pipeline. HubSpot now gives us a consistent view of performance and has supported a step-change in the number and value of deals we’re winning. We have far greater confidence in our data and in our ability to scale the way we sell.National Sales Manager @ SDS
About Specialist Door Solutions
Specialist Door Solutions designs, manufactures and supplies high‑performance door systems for some of the most demanding environments in the UK, including hospitals, healthcare facilities, mental health units and other safety‑critical settings. Their projects often involve complex specifications, strict regulatory requirements and multiple stakeholders spanning clinical teams, estates, main contractors and architects. In this context, having a clear, reliable revenue operation – with HubSpot providing a single view of each opportunity and account – is essential to managing risk, protecting relationships and sustaining growth.
Talk to a HubSpot Expert
Whether you're new to HubSpot or need help getting more value from the software, we can help.