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From fragmented data to a unified CRM: Kerialis' digital transformation

From fragmented data to a unified CRM: Kerialis' digital transformation

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  • +12%

    new leads generated via the website kerialis.fr vs. previous year

  • x10

    increase in opportunities created since implementing the subscription funnel integrated with HubSpot

  • +300%

    increase in recorded sales activities vs. previous year, enabling better customer knowledge centralization

Objectives & Challenges

Why HubSpot?
Kerialis was looking for a solution that could centralize all data, automate processes to optimize marketing and sales efforts, and offer integrated reporting for effective performance tracking.

Why Markentive?
They chose Markentive for its deep expertise in HubSpot, ensuring a fast and efficient deployment of the platform, while supporting their teams in structuring internal processes.

 

Challenges identified

  • Fragmented data

  • No shared tool between the marketing and sales teams

  • Lack of visibility into the performance of marketing and sales actions

Project objectives :

  • Automate the integration of business data into HubSpot through custom API developments (ERP ↔ HubSpot, subscription funnel ↔ HubSpot)

  • Strengthen the marketing strategy by optimizing lead acquisition and developing an effective content marketing approach

  • Align sales and marketing teams around a single platform to centralize prospect and customer knowledge

  • Structure and optimize business processes to improve team efficiency

Markentive supported Kerialis in structuring its sales and marketing processes, implementing HubSpot and integrating data flows between its business tools and CRM. After deployment, our collaboration continued to support the teams in launching marketing campaigns, maintaining API flows and optimizing the use of the tool.

  • Deployment of HubSpot CRM to centralize management of customer and prospect data.

  • Structured business processes to improve operational efficiency and team alignment.

  • Automated marketing campaigns through the implementation of workflows, reducing bounce rates.

  • Centralization of data via the implementation of API flows with business tools (ERP, subscription tunnel).

  • Onboarding of teams to facilitate familiarization with the tool and optimize its use.

  • Creation of dashboards and reports for precise monitoring of marketing and sales performance.

Results

+12%

new leads generated via the website kerialis.fr vs. previous year

x10

increase in opportunities created since implementing the subscription funnel integrated with HubSpot

+300%

increase in recorded sales activities vs. previous year, enabling better customer knowledge centralization

1

unified database for marketing and sales, supported by structured processes to enhance campaign impact and streamline lead conversion.

About

See website

Industry

Insurance

Nb of employees

85

Localisation

France

Services

CRM & Sales Enablement, Consulting, Growth Marketing

Start your project