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Solution challenges
Solution challengeDelivered

Multi-team Sales and Service Hub implementations

Several teams, different processes, one portal.

Project-level detail for this record is still being verified internally. Treat the summary below as capability and approach, not as a specific delivered claim.

Forbidden's experience
Forbidden builds a shared spine with deliberate variation, rather than separate builds that drift apart.
Architecture considerations
  • Pipeline design per team against shared reporting requirements
  • Permissions, teams and record visibility
  • Shared properties versus team-specific properties
  • Routing and handover points between sales and service
  • Adoption enforcement across teams with different maturity
Common failure points
  • A pipeline per team with no shared definition of a stage
  • Property sprawl as each team adds its own fields
  • Handovers left to goodwill
  • Reporting that cannot aggregate across teams
Worth resolving in discovery
  • Where do the team processes genuinely differ?
  • What has to be reportable across all teams?
  • Where does a record move between sales and service?
  • Which team sets the standard the others follow?