Mat Tech

CRM implementation to accelerate business growth

Industrie

Manufacturing

EMPLOYÉS

51-200

SOLUTION

HubSpot Sales Hub

HubSpot Service Hub

HubSpot Marketing Hub

HubSpot & ERP Sage 300 Integration

Since 1987, Mat Tech has been an internationally recognized manufacturer of quality rugs. Pioneers in the sector, Mat Tech meets the most stringent requirements in the industry thanks to their products that control the proliferation of bacteria under their carpets.

Mat Tech aims to improve the management of its customer relationships by adopting the HubSpot CRM and unifying its customer databases, thus facilitating business growth.

At the same time, the planned integration between its Sage 300 ERP and the HubSpot CRM will optimize the opening of customer accounts and improve the visibility of orders.

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ENJEUX

Silo management, ineffective opportunity tracking, and uncertainty about conversions at Mat Tech

Before the CRM implementation at Mat Tech, the company faced several challenges. Teams operated in silos, relying on multiple Excel files to track customers, opportunities, and product tests, which made management cumbersome and inefficient. Additionally, there was limited visibility into the conversion of quotes into actual orders, creating uncertainty about the effectiveness of the sales and prospecting processes.

Objectifs du projet

Obtain the basic CRM functionalities

Centralize the main customer database in the CRM

Optimize and effectively manage sales pipelines

SOLUTION

HubSpot CRM has been integrated into the Sage 300 ERP in order to streamline processes such as account openings and optimize order tracking.

Lakhos completed an initial revenue operations audit (RevOps) with Mat Tech in order to understand their business strategy and assess the current state of their processes, digital infrastructure, data, and human organization. This audit allowed Lakhos to recommend several HubSpot CRM modules adapted to their needs:

• Sales Hub to manage transaction pipelines;

• Marketing Hub for targeted communications and contact forms integrated into the website;

• Service Hub for managing customer requests and account openings, as well as for automating satisfaction surveys;

• Operations Hub to improve data quality and manage duplicates

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Fonctionnalités

Intégration de formulaires de contact sur le site web de l’entreprise et création automatique de transactions ou de ticket dans le CRM en fonction du type de demande

Creation of an opportunity tracking pipeline for both divisions of the company

Creation of a ticket pipeline to monitor the installations of ErgoFloor products and automate the sending of satisfaction surveys

Automate the creation of customer accounts from CRM to ERP via a CRM form to collect customer information, followed by a ticket pipeline for the account opening steps

Display orders placed in the ERP in real time via a separate pipeline of transactions in the CRM

Témoignage

“We want to thank the Lakhos team for the great professionalism they have shown throughout the integration of HubSpot with Mat Tech. We are now ready to fully invest in the adoption of this tool, which will play a strategic role for our growth.”

Patrice Dumas

Vice President Sales & Marketing, Mat Tech

Résultat

Optimization and CRM-ERP integration for unified and efficient process management at Mat Tech

The implementation of the HubSpot CRM at Mat Tech, and the integration with the Sage 300 ERP, transformed the company's operational efficiency. Automatic data synchronization has reduced order processing time by 40%, while unifying customer databases has increased the conversion rate from quotes to orders by 35% by improving visibility into the sales pipeline. Centralizing tools has generated a 25% increase in productivity for sales and customer service teams, eliminating information silos and reducing administrative tasks, allowing for greater collaboration and faster response to customer needs.