Quick answer: TeroTAM, an AI-powered CMMS and facility management SaaS company, implemented HubSpot CRM to centralize lead management, structure its sales pipelines, automate WhatsApp messaging, and improve sales reporting.
TeroTAM is a technology company that offers AI-powered, cloud-based Computerized Maintenance Management System (CMMS), Facility Management System (FMS), operations management, and procurement solutions.
The TeroTAM platform helps organizations manage maintenance activities, assets, facilities, inventory, complaints, vendors, tasks, and operational workflows through one centralized digital solution.
To support its sales operations and manage incoming business enquiries more effectively, TeroTAM implemented HubSpot CRM. The goals were to centralize lead information, structure the sales process, automate communication, and improve visibility into sales performance.
Website: https://terotam.com/
Before HubSpot, TeroTAM did not have a dedicated CRM platform to manage its end-to-end sales process. The team relied on its internal Enquiry Management module and handled prospect communication across several channels:
Because leads came from multiple sources, TeroTAM needed a more organized way to manage enquiries, coordinate sales activities, track opportunities, and monitor performance.
HubSpot CRM was implemented as the central platform for organizing TeroTAM’s sales operations, automating communication, and tracking sales performance. The implementation covered six areas.
HubSpot provides a structured environment for managing contact and company records and maintaining important enquiry information. The CRM setup organizes:
This gives the sales team a more consistent view of every prospect throughout the sales process.
Two separate HubSpot sales pipelines were set up, New Business and Renewals, to distinguish new sales opportunities from existing-customer renewal activities. The New Business pipeline follows a defined sales journey:
This pipeline structure helps the team track deal progression, identify opportunities that need attention, and maintain a clearer view of the sales funnel.
HubSpot workflows were configured to reduce manual effort and standardize key sales activities. The workflow automation covers:
These workflows help the team carry out defined actions consistently whenever the configured enrollment conditions are met.
A key part of the implementation was enabling WhatsApp communication directly through HubSpot:
With this setup, TeroTAM combines CRM-based lead management with automated WhatsApp communication, which reduces the need for representatives to manually start every configured message.
The required HubSpot sales reports were created and tested to give visibility into sales activity and pipeline performance. The reporting framework covers:
These reports give the team a structured way to monitor sales progress and help management review performance using CRM data.
The implementation included the communication and CRM configuration required for TeroTAM’s sales process. The full setup was tested end to end to validate the configured workflows, reports, and communication processes.
The HubSpot CRM implementation was completed and the configured solution was tested end to end. Key outcomes:
With HubSpot as the central CRM, the team has a structured environment for managing leads and tracking opportunities across defined sales stages.
Automated workflows and WhatsApp message templates help standardize communication for the scenarios configured in HubSpot.
The automated WhatsApp workflow reduces the need for representatives to manually send each message covered by the workflow’s enrollment and execution rules.
The completed reports help the team review demos, quotations, negotiations, wins, losses, lead temperature, and revenue forecasts from a structured reporting environment.
Workflow-based reminders and defined sales processes help representatives organize their activities and focus on leads that need follow-up.
The completed implementation gives TeroTAM a centralized platform that can support evolving sales processes, additional automation, and future integration requirements.
The HubSpot CRM implementation helped TeroTAM establish a more structured approach to sales and lead management. By combining centralized CRM records, defined sales pipelines, automated workflows, WhatsApp messaging, and completed sales reports, the implementation brings key sales processes together in one platform.
With end-to-end testing completed, TeroTAM now has a configured CRM solution that supports day-to-day sales activities, automates defined communication processes, and improves visibility into its sales pipeline and performance.
The project shows how HubSpot can be configured to align CRM processes, communication automation, and reporting with the operational needs of a growing B2B SaaS business.
TeroTAM did not have a dedicated CRM for its end-to-end sales process. It implemented HubSpot to centralize lead information, structure its sales process, automate communication, and improve visibility into sales performance.
Two pipelines were set up: New Business and Renewals. The New Business pipeline stages are Lead Qualified, Demo Scheduled, Demo Given, Proposal/Quotation Submitted, Negotiation, Won, Lost, and Hold.
TeroTAM’s WhatsApp number was connected to HubSpot, Meta-verified WhatsApp message templates were configured, and a HubSpot workflow was created to send WhatsApp messages automatically when specified enrollment conditions are met.
Demos completed and quotations submitted (by week, month, quarter, and year to date), opportunities in negotiation, won and lost deals, win/loss ratio, revenue forecasting, and hot, warm, and cold leads.
Yes. The configured workflows, reports, and communication processes were tested end to end to confirm they work as intended.