Accentiv

HubSpot implementation to automate the sales process and improve customer follow-up

Industrie

Industrial services

company size

1-10

SOLUTION

HubSpot Sales Hub

Quickbooks-HubSpot integration

Accentiv helps companies obtain grants to improve the energy efficiency of their commercial buildings.

The project aimed to centralize Accentiv's sales operations by integrating HubSpot, Google Sheets, and existing management tools to automate workflows and structure databases. This centralization made it possible to set up a robust and coherent CRM, optimizing project monitoring and customer relationship management.

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Challenges

Accentiv operated primarily using Google tools

Without a centralized platform or automation. Data was managed in Excel files, without a formalized process, which limited visibility, consistency of follow-ups and operational efficiency.

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Project Objectives

Centralize all information and work tools

Structuring and standardizing internal processes

Automate operations to reduce manual tasks

SOLUTION

The solution put in place for Accentiv

The project consisted in setting up a centralized and scalable ecosystem in order to structure operations, automate processes and improve the follow-up of customers and projects. Existing processes were first mapped to identify frictions and opportunities for optimization.

HubSpot Sales Hub Pro was then deployed as a central platform, making it possible to centralize data that was previously scattered in Excel and Google Sheets. Automations were set up to standardize follow-ups and reduce manual tasks, while key integrations, including HubSpot—QuickBooks, ensured better data sync.

This solution gave Accentiv greater visibility, efficiency, and a solid foundation to support its growth.

Features

Transaction management with automations related to accounting processes

Centralization of sales and operational follow-ups in an integrated CRM

Strategic dashboards offering real-time visibility to guide decisions and manage the business

Performance and project monitoring to support planning and growth

Testimonial

“This is the second time I have done business with Lakhos. The service is efficient, structured and oriented to the achievement of objectives. The experience was simple, smooth, and entirely positive, in addition to being enjoyable and stimulating.”

Phillipe Boucher

Business Development - Accentiv

Results

The implementation of a centralized and automated system had a direct impact

In one year, the company doubled its revenues, supported by better structuring of processes and more rigorous monitoring of opportunities. The volume of grants managed increased from $4.5 million to nearly $8 million, reflecting a significant increase in operational efficiency and project processing capacity.

This transformation resulted in revenue growth of 71%, while improving visibility into operations and strategic decision-making through dashboards. The integration of the HubSpot CRM also allowed Accentiv to support this growth by hiring a new employee, without increasing the operational burden. Overall, the structure put in place allowed the team to work more efficiently, more aligned and more sustainably.