Our Work

The Client 

Petrolina Electric (PEL) is a major electricity supplier in Cyprus, serving commercial and industrial clients in a rapidly evolving energy market. With plans to expand into the residential sector, PEL partnered with us to implement a scalable CRM solution that would bring structure, visibility, and strategic alignment across teams. Our work included setting up HubSpot Sales Starter, designing a custom sales process, and delivering onboarding and training.

The Challenge 

As Petrolina Electric prepared for growth, they faced a clear internal obstacle: the lack of a centralised CRM. Each team operated in isolation, creating inefficiencies and missed opportunities across the board.

For the sales team, the absence of a structured system made it hard to track leads, manage follow-ups, or prioritize efforts effectively. The marketing team had no visibility into lead conversions, making it impossible to measure the impact of their campaigns or align with sales goals. Senior management, meanwhile, had no reliable data to support performance tracking or revenue forecasting. 

The Solution 

We implemented HubSpot Sales Starter as the foundation for PEL’s commercial operations. The goal was to create one source of truth for sales and leadership, while giving the team the tools and structure they needed to work smarter and grow faster.

• Designing a Custom Sales Process: We mapped out PEL’s entire sales process within HubSpot, creating tailored pipelines, lead stages, and contact properties that reflected the specific needs of the energy sector.
• Boosting Sales Team Productivity: To streamline daily workflows, we set up email templates, personal meeting links, and automated email sequences—helping the team save time and focus on converting leads.
• Delivering Full Visibility to Management: Custom dashboards and reports were built to give leadership real-time insights into sales performance, pipeline status, and revenue projections, all aligned with key business goals.
• Ensuring Seamless Team Adoption & Training: We provided personalised onboarding, connecting each team member’s inbox and calendar, setting up user roles, and delivering hands-on training to ensure confident, day-to-day usage of the new system.

The Results 

The implementation of HubSpot Sales Starter immediately brought clarity and alignment to Petrolina Electric's entire commercial operation, solving the distinct pain points of each department with one unified solution.
More specifically:

• A Unified & Efficient Sales Process: The sales team now works with a clear view of their custom pipeline and uses automation to prioritize and convert leads more effectively.
• Data-Driven Marketing: Marketing is fully aligned with sales, with direct insight into campaign performance and ROI.
• Confident Strategic Planning: Senior management now relies on real-time data for accurate forecasting and informed decision-making.
• A Scalable Foundation for Growth: With a robust CRM in place, PEL is well-equipped to support its expansion into the residential energy market.