Cross-sell is invisible
The group cannot see which opportunities exist across brands and customer bases.
Group-Wide CRM
One HubSpot operating layer across the portfolio.
For buy-and-build strategies, CRM is not a software choice. It is the layer where cross-sell, reporting and value creation become visible across portfolio companies.
Book Launchpad Revenue per business unit
Pipeline by stage
Live · one data foundation
One dashboard, every business unit, one truth.
What costs time and revenue today.
EBITDA drag is hidden
Duplicate tools, duplicated spend and manual group reporting create avoidable operating cost.
Leadership context disappears
A new group CRO has to reconstruct pipeline from scattered systems instead of executing the plan.
Today → after
From daily constraint to a dependable revenue system.
Today
- Cross-sell is invisible
- EBITDA drag is hidden
- Leadership context disappears
The shift
Clear decisions, a defined process and outcomes the team can see.
Afterwards
- Cross-sell becomes targetable
- Lower tool overhead
- Exit-ready reporting
How the shift is built.
Every phase has clear deliverables: no open scope, no hourly ambiguity.
Book Launchpad 1
Week 1-4
Portfolio audit
Stack, data, lifecycle and rollout sequence are assessed across portfolio companies.
2
Month 2-4
Platform build
Central HubSpot architecture, business units, hubs and first integrations go live.
3
Month 4-18
Portfolio rollout
Portfolio companies move in sequenced rollout waves with adoption support.
4
Month 12+
Group governance
Dashboards, reporting packs and value-creation reviews keep the system operational.
What the new operating state delivers.
Cross-sell becomes targetable
One customer base across brands makes synergy cases operational.
Lower tool overhead
Multiple CRMs and satellite tools are consolidated into one revenue platform.
Exit-ready reporting
Pipeline, CAC and retention metrics are consistent and traceable.
Faster leadership handoff
New leaders inherit a live operating layer, not a forensic data project.
Portfolio consolidation calculator
Size the annual impact of one group-wide HubSpot.
Three portfolio inputs estimate licence consolidation, recovered selling time and the first-year cross-sell opportunity.
Annualised value impact
Indicative range based on the original portfolio model.
- Licence and integration consolidation Retired CRM and satellite contracts
- Revenue-team productivity Selling time recovered across the group
- Cross-sell opportunity Conservative first-year top-line unlock
Indicative annualised impact
1.4 months Payback on a CHF 150,000 platform build
Model assumptions: 3 contracts per company at CHF 40,000 annually, net saving after the central HubSpot bill of 55%; 4% of revenue-team loaded cost recovered at CHF 120,000 per role; first-year cross-sell at 1% of group revenue.
Pressure-test these numbers →What you actually get.
Concrete deliverables, not a vague scope of work.
- Full stack and data audit across every portfolio company
- Lossless export from Salesforce, Dynamics, Pipedrive and existing HubSpot instances
- Central business-unit architecture with marketing, sales, service and operations hubs
- Waterfall rollout plan: pilot company first, then roughly one company every 2 weeks
- LP reporting pack and operating-partner dashboards for pipeline, CAC, net retention
- Fixed Friday cutover process for each portfolio company
- Half-day documented leadership handover on executive turnover
Proof, not promises.
400+ employees across 8 European locations, EUR 64m group revenue (2024), including Salesforce, an ERP backbone and Pardot.
Fixed scope. No hourly model.
Prices are shown as fixed-scope guidance. HubSpot licences are purchased directly by the client where relevant.
Platform Build
Around CHF 150,000
Month 1-4
Central portal, hubs, business units and first integration
Book LaunchpadPortfolio Rollout
CHF 15,000-50,000 per company
Month 4-18
Company migration, adoption and go-live support
Book LaunchpadGroup RevOps
Around CHF 10,000/month
From month 12
Governance until internal ownership is ready
Book LaunchpadWho this is built for.
- 3 to 10 portfolio companies with different CRMs
- Value creation plan includes cross-sell or shared reporting
- Hold period of roughly 2 to 4 years
- Operating partner or group CRO owns the decision
Does this match your situation?
Book LaunchpadFree 60-minute Launchpad · No pitch · Clear fit / no-fit answer
Questions we get before every engagement.
What if individual portfolio companies push back?
Lifecycle and pipeline design are co-owned with local managing directors, not imposed top-down — this significantly reduces local resistance.
Do we lose history migrating from Salesforce or Dynamics?
No. Lossless export and activity replay are explicitly in scope for every source-system migration.
What happens with acquisitions mid-rollout?
New add-ons follow the same fixed 2-week onboarding pattern as every other portfolio company — no special process needed.
How fast are group dashboards live for operating partners?
Typically from week 8, once the platform build is complete on the first company.
← Back to HubSpot CRM
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Could your company be the next operating system story?
Use a free 60-minute Launchpad to clarify the revenue constraint, fit or no fit and the right next step. No pitch.