SommeSi
HubSpot

> HubSpot at SommeSi.

A CRM configured on your real sales cycle, so your sales team uses it every day.

  • > Sales pipeline
  • // Email sequences
  • > Lead scoring
  • // Quotes and signatures
  • > Sales reporting
  • // Marketing automation
  • > Customer service and tickets
  • // Deal tracking
  • > Sales pipeline
  • // Email sequences
  • > Lead scoring
  • // Quotes and signatures
  • > Sales reporting
  • // Marketing automation
  • > Customer service and tickets
  • // Deal tracking

_What HubSpot does

_What it is actually for

  • 01

    Sales pipeline and deal tracking.

  • 02

    Sequences and marketing automation.

  • 03

    Reporting on sales activity.

  • 04

    Customer service and knowledge base.

_The scope

_From first contact to invoice

Marketing, sales and customer service in one CRM, connected to invoicing.

  • Sales pipeline

    Your deals tracked on your real sales cycle.

  • Marketing automation

    Emails, lead scoring and automatic follow-ups.

  • Quotes and signatures

    Quotes signed in the CRM, invoiced without re-keying.

  • Reporting and customer service

    Dashboards and customer tickets in one database.

_Why an integrator

_Consultants who have done your job

  • Integrator since 2021We know the tool and its limits, day to day.
  • Former practitionersOur consultants have done your job and anticipate the friction points.
  • Ongoing supportThe first months of use, not just switchover day.
  • Training on real casesYour teams are trained on their own files, not on a demo.

_Our rollout

_A CRM set on your sales cycle

Rolling out HubSpot is a trade in itself: the configuration follows your business, not a generic template.

  • Sales
    1. 01 · ScopingScoping the sales cycle
    2. 02 · ConfigurationConfiguring the pipelines
    3. 04 · First monthsTraining the sales team
  • Data
    1. 02 · ConfigurationMigrating and deduplicating contacts
  • Marketing
    1. 03 · SwitchoverAutomating follow-ups
  • Invoicing
    1. 03 · SwitchoverConnecting to invoicing
// First deal tracked in the CRM

Indicative plan, adjusted to the volume of contacts to migrate and the number of pipelines.

_Our proofs

_Figures that speak

Dashboard · HubSpot project
“The previous CRM, we filled in for management. This one, the salespeople open in the morning.”
Mathieu Colin — Managing director, Groupe Chardonnet
  • Rollout
    4 to 8 weeks

    Data migration and sales training included.

  • Contact migration
    0

    Duplicates in the delivered base. Deduplication is part of the migration.

  • Quote → invoice
    1

    Entry. A quote signed in the CRM becomes an invoice with no retyping.

_Frequently asked

_What we get asked before signing

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