Data
CRM
Process

Migration to HubSpot and structuring sales processes

A fast-growing company, SMASH Group offers time-sharing Finance, HR and Legal profiles to structure the support functions of SMEs. Since commercial activity directly affects staffing, the company needed a robust CRM connected to its ERP to make its forecasting more reliable, better manage its recruitments and accelerate its sales cycles. ‍

“Thanks to Kano's support, we were able to structure our commercial activity and better manage our sales cycles, which had a direct impact on our closing and the retention of our customers.”

Alexandre Duperrin
Chief of Staff, SMASH Group
B2B HR services
Sector
paris
Location
100 - 250
Employees
1
Consultant (s)
3 months
Duration of the mission

Our impact in figures

-50%

of time spent entering information thanks to automation between CRM and ERP

background

SMASH was experiencing strong growth, but the lack of a structured CRM tool limited its ability to manage its sales cycles. This opacity also prevented recruiting from being effectively aligned with customer needs, while commercial activity directly conditions hires in their time-sharing intervention model.

Data was fragmented across tools, misused, and teams lacked visibility to anticipate activity. Moreover, no outbound strategy (Sales or Marketing) was in place: it became urgent to structure the CRM to lay the foundations for a more proactive approach in the coming months.

Solutions provided

Deliverables

  • Custom-configured HubSpot instance
  • Complete documentation of commercial processes
  • Commercial management dashboards
  • Commercial forecasting usable by the ERP
  • Connection between HubSpot and operational ERP

Our actions in detail:

  • Full implementation ofHubSpot Operation Hub
  • Structuring of sales pipelines according to the typologies
  • Definition of qualification rules, commercial stages and associated properties
  • Creation of dynamic dashboards to manage opportunities and forecasts
  • Structuring product lines in deals to reflect staffing days and generate a reliable forecasting
  • Connection with the ERP to synchronize commercial data (deals, staffing, customers)

Results

  • The team now has a structured pipe, aligned with the types of offers and the real sales stages
  • The Business forecast is reliable thanks to a fine modeling of products and staffing days in deals
  • Les Data flows automatically between CRM and ERP, eliminating double entries and improving overall reliability
  • The link between commercial closing and staffing plan is now controllable, with better forecasting of HR needs
  • The teams are autonomous on HubSpot through training and views adapted to their role

“Thanks to Kano's support, we were able to structure our commercial activity and better manage our sales cycles, which had a direct impact on our closing and the retention of our customers.”

Alexandre Duperrin
Chief of Staff, SMASH Group

“I recommend Kano to any company looking to structure their RevOps approach effectively and thoughtfully. The team is on top, go for it!”

Alexandre Duperrin
Chief of Staff, SMASH Group

“I recommend Kano to any company looking to structure their RevOps approach effectively and thoughtfully. The team is on top, go for it!”

Alexandre Duperrin
Chief of Staff, SMASH Group

In summary...

Before

  • Generic CRM poorly adapted to their time-sharing delivery model
  • Low internal adoption linked to views that are not very actionable
  • Unreliable data, siloed between CRM and ERP

After

  • Implementation of a personalized HubSpot to SMASH processes
  • Better predictability of sales cycles
  • Fine synchronization between commercial activity and staffing plan

Avant

After

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