Fourgons Leclair

HubSpot CRM implementation to unify sales and operations

Industrie

Manufacturing

company size

51-100

SOLUTION

HubSpot Sales Hub

Pandadoc integration

Fourgons Leclair, a family-owned company founded in 2004 in Terrebonne, designs and manufactures custom utility vans for the transportation, delivery, and logistics sectors.

The project consisted of deploying HubSpot CRM in order to unify sales operations, standardize opportunity management, and integrate tools like PandaDoc to speed up document creation and thus the sales cycle. This approach is based on a precise mapping of processes, from prospecting to invoicing.

Challenges

Un manque de centralisation et de standardisation des processus

Fragmentation of information between sales and operations
Complexity of undocumented processes
Need for a structured and friendly environment
Need to bring centralization, standardization and automation
After-sales optimization and parts sales planned in the following phases

Project Objectives

Centralize the management of prospects and opportunities.

Create complete traceability of transactions.

Automate the tracking of boxes and quotes.

SOLUTION

The approach was structured in several progressive phases.

The project team first set up HubSpot CRM with lead management and a core sales pipeline. A personalized object was created to track boxes, ensuring the traceability of each van from production to delivery. The integration of PandaDoc made it possible to standardize the creation of offers and to automate their sending. Dynamic reports and interactive dashboards provide real-time visibility into activity. The detailed mapping of the processes ensured the adaptation of the tool to operational realities. Alerts and notifications also promote preventive maintenance. The integration of marketing and service components will follow the redesign of the website and strategic priorities.

Features

Lead and deal management

Customized sales pipeline

Specific object for tracking boxes

Creation and sending of quotes via PandaDoc

Interactive reports and dashboards

Testimonial

Lakhos understood our needs well and offered us a perfectly adapted solution from the start. The support was professional, responsive and extremely competent. Their ability to adapt to our specific realities is impressive.

Sylvain Blais

Sales manager

Results

Structuring growth with HubSpot CRM

The HubSpot CRM implementation project at Fourgons Leclair made it possible to centralize all customer data and sales processes in a single platform. This unified CRM foundation improves collaboration between the sales team and operations, while providing complete visibility into pipeline and sales performance.

Thanks to the automation of follow-ups, opportunities, and quotes, manual tasks have been reduced by 30%, allowing representatives to focus on growth. Sales visibility increased by 50%, giving managers a clear and instant reading of performance. The result: a 15% increase in conversion, thanks to a better understanding of what works — and what can be optimized.

Supported by weekly field support and custom integration, the adoption of HubSpot was quick. The next phases, including Marketing Hub and Service Hub, will connect the entire customer cycle and support long-term growth.