Technoflex International

A CRM-ERP integration for better sales forecasting

Industrie

Manufacturing

EMPLOYÉS

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.

ENJEUX

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.

Objectifs du projet

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.

Fonctionnalités

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

Témoignage

“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

Résultat

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 establishment of this CRM ecosystem has therefore made it possible to simplify and automate the entire Quote-to-Cash process, by integrating the entire HubSpot CRM ecosystem with Motrec's current ERP. This integration has led to greater efficiency and productivity by reducing manual tasks, improving process visibility, reducing errors, and enabling better decision-making.

In the end, the solution implemented by Lakhos allowed Motrec to benefit from a powerful CRM ecosystem that improved efficiency, productivity and decision-making. The solution also allowed Motrec to position itself advantageously in the market by offering an improved customer experience and more efficient management of distribution partners.