Your engineering is flawless, but your commercial management operates blind
Companies that sell batteries, generators, electrical backup solutions, and engineering services have deep technical expertise. But when commercial information lives in personal emails and notebooks, management has no way to defend or accelerate the operation.
Challenges We Know Well
Because we've already solved them for companies like yours.
Massive blind spots for leadership
Vital information -- emails, meetings, client commitments -- resides in personal inboxes and individual spreadsheets of each salesperson. Management has no real visibility into what happens in daily commercial activities.
Contaminated and useless pipeline
Hundreds or thousands of opportunities recorded, but mixing sales stages with product categories. Without data hygiene, the forecast is fiction and there is no way to prioritize where to focus.
"Dual-speed" selling without control
Fast transactional sales of direct products coexist with long-cycle engineering projects that require technical discovery phases before quoting. The same pipeline cannot manage both.
If the salesperson leaves, the client leaves
Years of commercial relationships and technical knowledge live in the heads of key people. When turnover or vacations happen, there is no continuity: nobody knows where each account stands.
B2B engineering and energy solutions company
Mature engineering company with a sales team of 10-15 technical executives and over 1,600 deals accumulated in their database. Commercial management lived in personal email inboxes, notebooks, and individual spreadsheets. The pipeline mixed sales stages with product categories, making a real forecast impossible. Management depended on subjective manual reports and had no way of knowing why deals were won or lost.
We implemented a complete commercial process restructuring: cleanup and remediation of 1,500+ historical deals, migration from confused stages to a linear 5-stage standardized process (Prospecting to Close), centralization of all interactions in the CRM, and creation of filters to identify dormant deals with reactivation potential.
“If it's not in the CRM, it doesn't exist. We had no way of knowing what we had sold or why we lost it. We went from total blindness to having a compass that tells us where to focus to sell faster.”
Revenue Operations with HubSpot for Energy & Critical Infrastructure
Pipelines for dual-speed selling
We design separate processes for fast transactional sales, long-cycle engineering projects, and complex tenders -- each with its own stages, disqualification reasons, and metrics.
Defend the commercial operation with data
Management stops depending on subjective reports. Real-time supervision that allows reactivating dormant portfolios and ensuring that no high-value technical opportunity is lost due to lack of follow-up.
Continuity independent of people
The entire history of relationships, proposals, and projects is centralized. Staff turnover no longer means losing years of commercial knowledge and relationships with key clients.
Revenue Operations for Engineering, Energy & B2B Technical Services Companies in Latin America
Companies that sell engineering solutions, energy products -- batteries, generators, UPS, electrical backup -- and B2B technical services in Latin America share a common pattern: undeniable technical excellence, but commercial processes that are not at the same level.
Revenue Hub has worked with engineering and energy companies with decades in the market, managing technical sales teams that simultaneously handle direct product sales, long-cycle engineering projects, and complex tenders. The common denominator: commercial information lived in personal silos and leadership operated without real visibility.
Our approach includes pipeline restructuring for dual-speed technical selling, remediation of historical databases with thousands of accumulated deals, complete centralization of commercial interactions, and dormant account reactivation systems that transform static data into active opportunities.
We build a commercial operation as structured as your engineering. We stay on as your permanent Revenue Operations team, ensuring the CRM goes from being an administrative control tool to becoming the compass that accelerates your technical sales.
Ready to Transform Your Commercial Operations?
Book a 30-minute conversation. No strings attached. We'll honestly tell you if we can help.