Speclite Technologies

CRM-ERP integration for enhanced efficiency

Industrie

Distribution

EMPLOYÉS

11-50

SOLUTION

HubSpot Sales Hub

HubSpot Marketing Hub

Custom Integration (API)

Speclite Technologies is a manufacturer and distributor based in Montreal, standing out in the field of LED lighting for the agricultural, commercial and industrial sectors.

Speclite wants to optimize its sales processes by implementing the HubSpot CRM to centralize its database of prospects and customers, qualify prospects and monitor sales opportunities collaboratively.

Speclite also wants to integrate HubSpot CRM into its Dear System ERP in order to have better operational efficiency in terms of sales and to facilitate the legacy between sales and operations.

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ENJEUX

Manual and non-centralized processes were holding back Speclite's growth.

Speclite was facing an inefficient sales funnel, marked by manual processes that were not centralized. The lack of a connection between ERP and marketing systems led to disorganized prospecting, fragmented customer follow-up, and a waste of time in the manual transfer of contacts. The dispersion of customer exchanges between various emails complicated access to information and hampered collaboration within the sales team.

Objectifs du projet

Obtain basic HubSpot CRM functionalities

Centralize the primary database, sales activities and forms in the CRM

Facilitate the collaboration of the sales team in dealing with opportunities

SOLUTION

Lakhos conducted an audit of Speclite's revenue operations to assess their processes, digital infrastructure, data, and organization, and determine options for implementing a new CRM ecosystem.

Following this audit, it was determined that the customer would benefit from the CRM solution. HubSpot by implementing the following modules: the module Sales Hub to manage communications and the sales process and the module Marketing Hub to manage newsletter communications, the various web contact points including the website, forms and interaction tracking data.

The entire HubSpot CRM ecosystem has been integrated into their current ERP in order to simplify and automate the entire process. Quote-to-cash.

Fonctionnalités

Integration of contact and pre-qualification forms

Setting up a pipeline for qualifying prospects

Update customer file information between the two systems (CRM and ERP)

Automate the creation of customer accounts from CRM to ERP

Creation of a CRM Card allowing you to create a quote in the ERP directly from the CRM

Témoignage

“The solution implemented by Lakhos allowed Speclite to benefit from an efficient CRM ecosystem that improved efficiency, productivity and decision-making. Speclite now wants to go further in optimizing its revenue operations processes by integrating customer service into CRM in order to offer an improved customer experience and better complaint monitoring, both for customers and suppliers.”

Philippe Boucher

Sales and Marketing Director, Speclite

Résultat

The deployed solution centralized information and automated processes, improving efficiency, collaboration, and decision-making at Speclite.

The implementation of the HubSpot solution transformed the operational efficiency of Speclite. Centralizing data and automating processes have reduced manual tasks by 40%, allowing teams to focus on higher value-added activities. The streamlined Quote-to-Cash process increased sales productivity by 30% and resulted in a 20% increase in the number of quotes created compared to the previous year.