Comment se passe le processus
d’implantation de HubSpot CRM ?

Analyze your business processes and objectives thoroughly
Establish a clear vision for the next steps
Identify the sales, marketing, and service processes to be managed within HubSpot
Determine the resources to analyze and integrate into HubSpot (contact lists, templates, tools, software to connect, etc.)

Secure and complete import of your data
Clear organization of your information for easy onboarding
A ready-to-use CRM with all your customer data neatly structured
Customization of properties, forms, and pipelines to reflect your sales and qualification stages
Targeted automations to save time on follow-ups, lead scoring, or assigning leads to the right owner
Clear data structuring to simplify segmentation, reporting, and marketing actions
Sales and marketing alignment through coherent processes designed to support your growth
Integrate your communication tools into HubSpot: Slack, support emails (info@, contact@), and social media platforms to centralize customer interactions
Connect HubSpot with suites like Office 365 (e.g., Outlook) or Google Workspace for seamless management of emails, tasks, and calendars
Integrate with accounting and billing systems (QuickBooks, NetSuite, etc.) for streamlined financial tracking of customer transactions
Sales and marketing alignment through coherent processes designed to support your growth
Support during onboarding to ensure strong adoption across your teams
Define specific roles and permissions to provide users with optimized access while securing sensitive information
Comprehensive and personalized training for your team, ensuring deep understanding of HubSpot and its capabilities
Dedicated resources to help your team get the most out of HubSpot

Track your key performance indicators (KPIs) through clear, visual dashboards tailored to your goals
Analyze your marketing, sales, and customer service data to understand what’s working—and what needs improvement
Make strategic decisions based on reliable, up-to-date data that’s accessible to your entire team
Gather field feedback to improve the user experience and continuously fine-tune the platform
Stay on top of new HubSpot features and integrate those that bring real value to your organization
Keep your system aligned with industry best practices to stay current… and ahead of the curve!