C3 Audit Report
C3 Technology Advisors operates on a best-in-class tech stack: Salesforce, HubSpot, Smartsheet, ZoomInfo, and InsightSquared. These platforms function as disconnected silos. The team manually transcribes, validates, and moves data between systems. This audit documents the current operational reality across 7 workstreams.
System Overview
The technology exists. The integrations do not. Each department operates in isolation, connected only by manual handoffs.
Marketing and Lead Gen
Events drive growth. Registration data flows through Typeform, HubSpot, Hapily, and Accelevents. Each handoff requires manual cleanup. Engagement data rarely reaches advisors in usable form.
Sales and Engineering
Advisors operate as independent consultants. Most manage deals via mobile phones and Outlook. Engineering discovery lives in Excel workbooks. Large deals bypass the CRM entirely.
Operations
Operations acts as the manual quality control layer. They scrub PDF contracts line by line, type addresses into Excel templates, and send manual emails to PMs.
Finance and Commissions
Shana downloads statements from 12+ TSD portals monthly. Each portal uses a different format. The Low Margin Rule requires manual Excel calculation. One rounding error means financial leakage.
Project Management
PMs work in Smartsheet. Advisors work in Salesforce. Data syncs between them, but every note appears as "Taylor Vossler" regardless of author. The audit trail is destroyed.
Asset Management
The Existing Business object holds client inventory. The data quality is poor. The team abandons Salesforce for Smartsheet. No automated renewal triggers exist.