HubSpot Serie #2 : Max Trudel, Chief Operating Officer at Evolia

Quebec City-based Evolia

offers an all-in-one scheduling and workforce management platform aimed at transforming the labour market by putting the employee at its heart. Evolia's goal is not only to help companies advance their current workforce management practices, but also to help them adapt their vision of employee management to the current labor market.

Evolia is using HubSpot to unify its teams, optimize its operations, and expand its growth. We spoke with Max Trudel, Chief Operating Officer at Evolia about their use of the tool.

What HubSpot products do you have?

We use Marketing Hub Professional, Sales Hub Professional and Service Hub Professional. Hubspot is really at the heart of our business.

What was the trigger for you to implement HubSpot in your organization?

Initially, it was for the CRM function and then to centralize and document our sales activities. From there, we've grown organically in our usage. We adopted HubSpot on day one of the company as we knew the software. We started using the marketing, sales and workflow features. Today, HubSpot handles just about everything related to marketing automation in terms of email and CRM sales activities. HubSpot remains a key tool that has been with us since day one.

What do you think is the greatest strength of the tool?

Thanks to the ease and flexibility of its administration, we can customize many elements. The customization of the tool and the processes is optimal to gain in efficiency and autonomy.

How does HubSpot support your growth?

We are looking for complementary solutions that connect to HubSpot to push the platform even further. HubSpot has a similar philosophy to our company. The tool is flexible, easy to use, offers good service and is capable of supporting a medium-sized company. The software is a perfect fit for our corporate culture. HubSpot integrates with the best software for every type of use. Having a range of tools and integrations is really beneficial to us: online appointment scheduling functionality, integration with Chrome and Gmail, Outlook, Chili Piper and others.

How does HubSpot help you ensure better alignment of sales and marketing teams?

Everyone works in the same pipelines, we run with the same reports, which makes it easy to analyze data. Salespeople don't have to document everything manually. Opportunities can evolve on their own, from mobile, desktop and the app. The reports available allow us to access anything we want very quickly.

How does better segmentation of your contacts allow you to be more efficient?

We segment by source, business category and then assign the prospect to the right person directly to ensure follow up within minutes.

How does the platform help you strengthen the customer experience?

The support module that we're starting to integrate into our ecosystem has really improved our previously manual ticket management. Ticket automation, and even partial integration with Zapier in our project management tools also allows tickets to be quickly picked up in product roadmaps as needed. We just migrated our knowledge base to HubSpot and our customer service chat is managed by the platform. We're starting to get everything in one place, our team is actively working on this to develop our support.

What is the feature you use the most within the platform?

We mainly use deals and email workflows, which save us a lot of time and effort. Centralizing all the tools on one platform saves us a lot of money. HubSpot allows Evolia to align our marketing and sales efforts within a single platform. Through its various Hubs and their numerous functionalities, the platform accompanies us in the vast majority of our processes. Wondering if the HubSpot platform is right for you? We've put together the perfect guide to help you decide: Choosing HubSpot: 40 reasons to adopt this CRM platform.