Accentiv
industry
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.
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.
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 involved setting up a centralized and scalable ecosystem to structure operations, automate processes, and improve customer and project follow-up. Existing processes were first mapped to identify friction points and optimization opportunities.
HubSpot Sales Hub Pro was then deployed as a central platform, allowing for the centralization of data previously scattered across Excel and Google Sheets. Automations were implemented to standardize follow-ups and reduce manual tasks, while key integrations, including HubSpot—QuickBooks, ensured better data synchronization.
This solution provided Accentiv with increased visibility, efficiency, and a solid foundation to support its 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.”
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.
Key Figures
+80%
-80%
+25%
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