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Expensya: CRM redesign and migration from Pipedrive to HubSpot

Expensya: CRM redesign and migration from Pipedrive to HubSpot

The case of Expensya, a solution that facilitates expense management.
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  • 100%

    data successfully migrated

  • 50%

    reduction in the time required to enter data

  • 1

    complete roadmap for the migration of the new CRM

Objectives and Challenges

Expensya called on Markentive to help them define the specifications for their new CRM, ahead of their migration from Pipedrive to HubSpot.

The challenges of this project were multiple:

  • Support Expensya with the migration strategy of their CRM from Pipedrive to HubSpot via the Trujay connector

  • Review the use cases of the Sales teams, and define the set up to be made in HubSpot accordingly.

  • Create a roadmap so that the teams can achieve a frictionless implementation

  • Propose a CRM configuration using products and quotes to streamline the sales process

  • Improve the quality of data entered by the Sales team and build relevant reports

Defining the deployment strategy

  • Analysis of the business processes of Expensya’s Sales teams to define the best configuration of the HubSpot CRM

  • Migration preparation: review of the target data model, definition of the mapping to be used between the source CRM and the target CRM, tips for a successful migration schedule, change management

  • Recommendations to automate Sales pipelines

  • Suggestions of automations to maintain a high level of Data quality (create tasks for the task allocations & information sharing, avoid double entries, etc.);

  • Structuring Dashboards & KPIs to better measure business performance, team productivity and data quality

 

What we achieved

Defining the deployment strategy

  • A successful data migration framework: all the necessary elements for the migration have been anticipated to guarantee a smooth process and good change management;

  • Reduction of double entries in the contracting process thanks to the use of Quotation and HubSpot Products tools;

  • Documentation of the entire CRM strategy and use cases for the various user teams;

  • Proposal of a roadmap for the implementation of the new CRM.

About customer

Voir le site internet

Industry

SaaS, Expense management

Number of employees

+100

Localisation

France

Services

CRM & Sales Enablement

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