About CUR8 

CUR8 is a leader in the carbon removal industry, helping businesses implement carbon reduction strategies through high-quality, diverse carbon removal portfolios. With a strong mission to drive climate action, Curate blends financial and scientific expertise to empower companies in their sustainability efforts. As a rapidly growing company, Curate sought to streamline its internal processes, particularly in HubSpot, to optimize their sales pipeline, improve data hygiene, and ensure accurate reporting.

The Challenge

Cur8 faced significant challenges as they scaled, with key issues including:

• Incomplete Sales Pipeline Data: Due to a lack of mandatory properties and a reliance on manual entry, critical information was often missing from the pipeline. Deals were advancing without key contacts or necessary deal details, resulting in inefficient pipeline management.

• Data Hygiene Issues: Duplicate contacts and companies cluttered HubSpot, leading to inaccuracies in reporting and difficulty in tracking sales activity.

• Reporting Gaps: Cur8’s leadership lacked the visibility they needed into the state of the business, which made it hard to track pipeline performance and revenue accurately.
  
  

Cur8 required a RevOps solution to address these inefficiencies, ensure consistent data capture, and provide clear reporting to help guide growth.

The Solution

RevOps Automated worked with Cur8 to implement two key solutions: Pipeline Optimization and Data Hygiene.

Pipeline Optimization

• Property Blockers & Deal Tags: We implemented mandatory deal properties to ensure that essential information was captured at every deal stage. This eliminated gaps in the pipeline and ensured that no deal could progress without the necessary data, leading to better tracking and accountability.

• Customized Deal Pipeline: Cur8’s deal pipeline was restructured to include stages with mandatory property requirements, ensuring that all relevant deal details were consistently captured and tracked.

• Best Practice Dashboard: A best practice deal dashboard was created to track key sales metrics, such as deal conversion rates and pipeline health. This provided a more holistic view of Cur8’s sales activities, helping leadership make informed decisions. Customisations to track revenue margins are still in progress and will be incorporated into the reporting once complete.

Data Hygiene

• Duplicate Removal: A thorough data audit was conducted to identify and remove duplicates across both contacts and companies, improving the accuracy of Cur8’s CRM data and ensuring that only unique records remained.

• Property Alignment: Critical data fields were identified and mapped to ensure that the necessary information was captured as deals progressed through the pipeline. This standardised data entry and increased the completeness of the CRM.

• Missing Data Reporting: Custom reports were developed to flag missing data, such as contacts or deal properties, giving Cur8 leadership clear visibility into areas that required attention and ensuring better data completeness across the system.

The Impact

The changes implemented by RevOps Automated have had a measurable impact on Cur8’s sales processes and CRM data integrity:

• Increased Data Accuracy: By removing duplicates and enforcing mandatory properties, Cur8 now has cleaner, more reliable data. This has helped eliminate missing information from deals and ensured that critical sales data is consistently captured.

• More Structured Sales Process: With mandatory properties in place, Cur8's sales pipeline is now more organized, with better tracking of deal progress. This has led to fewer errors, faster decision-making, and more efficient sales activities.

• Improved Reporting: The best practice dashboard has provided Cur8’s leadership with greater visibility into pipeline performance, though full reporting on revenue margins is still being worked on. The current reports allow for tracking conversion rates and identifying missing data, offering valuable insights into sales operations.

• Scalability for Future Growth: With a cleaner CRM and a more structured pipeline, Cur8 is now better positioned for growth. The improvements in data quality and pipeline management have set a solid foundation for further expansion and automation in the future.