Technoflex International

A CRM-ERP integration for better sales forecasting

Industrie

Manufacturing

company size

51-200

SOLUTION

HubSpot Sales Hub

HubSpot & Business Central ERP integration

Technoflex International is a manufacturing SME located in Bois-des-Filion, Quebec. Since 1993, they have been designing, developing and distributing products made from recycled materials.

Technoflex International wanted to optimize its sales and customer management processes by integrating HubSpot CRM with their Microsoft Business Central ERP. This integration allows better visibility into orders and sales, and improves the accuracy of forecasts for their retail network.

Challenges

Complexity and dispersion of information about orders, sales, and customer data.

Before optimization, Technoflex faced decentralized and complex management of orders, sales and customer relationships. Complexity was increased by using EDI with multiple retailers and by managing the change required to integrate systems.

Project Objectives

Obtain the basic CRM functionalities

Centralize the customer and prospect database in the CRM

Improving sales and forecasting visibility

SOLUTION

Lakhos conducted an initial audit of revenue operations at Technoflex, recommending the adoption of the HubSpot CRM.

Lakhos carried out an audit of revenue operations (RevOps) at Technoflex to assess their processes and infrastructure. The audit confirmed that integrating HubSpot CRM (Sales Hub and Marketing Hub) would be beneficial for managing communications, the sales process, and web touchpoints.

The two-way integration with Microsoft Business Central, developed in partnership with an API firm, centralized sales and order data, improving visibility and managing sales forecasts. Deployed in two phases, this integration minimized disruptions and maximized adoption, while optimizing forecasts for key periods.

Features

Integration of contact forms for prospects on the Technoflex website

Establishment of lead qualification and sales pipelines

Automate the creation of customer accounts from CRM to ERP

Centralize orders in CRM through API integration with Business Central

Update customer information between systems in real time

Testimonial

“The whole Technoflex team is very satisfied with the work delivered by the Lakhos team. They are structured, they have an excellent knowledge of the manufacturing sector. The CRM implementation is a success, thanks to a dynamic, specialized team that listens to our needs.”

Éric Beauséjours

President, Technoflex International

Results

The implementation of this solution made it possible to effectively manage sales, after-sales service and marketing processes, by integrating the various web contact points and interaction tracking data.

The implementation of this solution unified sales and marketing processes within a single system, fostering better collaboration between teams and efficient data centralization. Thanks to the bidirectional integration with Microsoft Business Central, the Quote-to-Cash process was simplified and largely automated, leading to a significant improvement in operational efficiency and a reduction in internal friction.

The results are tangible: a 20% increase in productivity through reduced manual tasks, a 25% decrease in data entry errors, and enhanced visibility into sales and forecasts across the entire retailer network. This new level of transparency enabled more effective planning for key periods — including peak seasons and strategic quarters — and allowed for more reliable annual forecasting.