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Effective solutions for the Consulting, Agency, B2B services industry

Our expertise tailored to IT service companies, consulting firms, and B2B agencies guides you in customizing your CRM project to meet the specific requirements of your industry.
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5.0

500+ avis

  • Octo Technology
  • mc2i
  • Meritis
  • La Poste Solutions Business
  • MédiasFrance

The challenges of optimal management for IT services companies

  • Centralize and visualize all customer touchpoints
  • Automate campaigns, boost productivity and increase ROI
  • Manage your sales objectives and analyze your revenue
  • Connect your CRM to your third-party tools and optimize your processes

We support companies beyond our borders

  • 000
    +

    customers supported on CRM deployment and overhaul projects

  • 000
    %

    of projects completed with the HubSpot stack and integrated third-party solutions - over an average period of 2 to 3 months

The keys to a successful CRM project for the consulting, agency and B2B services industry

  • Centralize data

  • Automate campaigns

  • Business management

  • Optimize processes

Centralize data
  • Centralize data
  • Automate campaigns
  • Business management
  • Optimize processes

Consolidate and view all your customer touchpoints

  • Connect your acquisition and communication channels: call solutions, shared inboxes, 1-to-1 email tools, WhatsApp, LinkedIn, Facebook, Instagram, YouTube, your website, and more.

  • Centralize all interactions (likes, shares, visits, form submissions) and all touchpoints such as marketing campaigns, sales sequences, advisor communications, proposals, open tickets, and more.

  • Engage your audience and personalize your communications based on their behavior: from launching a new vintage campaign to sending transactional updates to clients.

Our services

Automate your campaigns and boost productivity

  • Personalize your multi-channel acquisition campaigns and automate lead assignment to your sales teams.

  • Deploy automated marketing workflows based on the type of client portfolio.

  • Provide your sales teams with powerful tools to support them in prospecting, fund presentations, proposal building, etc.

  • Set up alerts on your prospects and target accounts, and tailor your messaging based on their engagement with your brand and services.

  • Simplify the scheduling of sales meetings, management committees, and follow-ups, and automate the sending of meeting summaries.

  • Make customer satisfaction a top priority by integrating NPS and CSAT tools into your business processes.

Our services

Track your sales goals, manage key accounts, and monitor your ROI

  • Easily create reports to track revenue from new client and investor acquisition, key account development, investments across different asset portfolios, etc.

  • Automate follow-up actions, reminders, sales touchpoints, etc. to improve your business conversion KPIs and strengthen client retention.

  • Set sales and service targets to boost your team’s performance.

Our services

Connect your CRM with third-party applications to optimize your business workflows

  • Integrate your applications with HubSpot to streamline your business data flows: business applications, call platforms, document management tools, data platforms, BI tools, portfolio management systems, etc.

  • Automate actions in your third-party applications directly from HubSpot.

  • Turn HubSpot into a powerful business management tool and maximize your ROI.

We transform user experience into success stories

Discover all case studies
  • mc2i: How mc2i boosted their sales and marketing efficiency with Hubspot Side Image
    Discover the use case mc2i: How mc2i boosted their sales and marketing efficiency with Hubspot

    mc2i: How mc2i boosted their sales and marketing efficiency with Hubspot

    Markentive implemented a structured, multi-stage approach. First, design workshops were held to define mc2i's specific needs and use cases. Next, the technical implementation involved customizing HubSpot and integrating it with existing IS tools.
    0
    CRM fully integrated with the company’s IT systems, streamlining internal management and collaboration
  • Interdata: a growth strategy to boost performance Side Image
    Discover the use case Interdata: a growth strategy to boost performance

    Interdata: a growth strategy to boost performance

    To help Interdata achieve its marketing objectives while ensuring the generation of qualified leads, Markentive has established a fruitful collaboration over the years. As a strategic partner, Markentive has contributed to Interdata's growth by proposing and implementing innovative solutions, including : Design of new campaign mechanics to improve email deliverability, click-through and open rates. Management of LinkedIn Ads and Google Ads accounts to maximize visibility and effectiveness of advertising campaigns. Optimization of alignment processes between sales and marketing teams, with the implementation of dedicated automations to reinforce collaboration. Continuous improvement of landing pages and forms for an optimal user experience, promoting lead conversion.
    +0000%
    new contacts from Linkedin Ads over 1 year

Customer testimonials

  • In terms of commercial actions, we are up by +25% in the first quarter of 2024 compared to the first quarter of 2023 in our previous tool. We’re creating around 100 new contacts per month, compared to three to four times fewer previously. Today, HubSpot is a fully integrated tool within our processes and the company’s IT systems.

    Vincent Pascal, MC2I

  • We’ve been working with Markentive for several months, and the collaboration is going perfectly! They helped us completely overhaul our HubSpot instance, clean it up, and implement new key developments to grow our business. We’re on track to continue making progress. I highly recommend them!

    Samuel Goupil, BVA

  • Markentive supports us in the strategy and implementation of our automated marketing strategy. Their advice on sponsored acquisition levers is particularly relevant. Markentive's service perfectly meets our expectations: expert advice, attentiveness, operational reliability and pedagogy. Bonus: they deliver formalized processes.

    Jean-Hugues Villemont, La Poste Solutions Business

Connecting HubSpot to your third-party tools

Is data consolidation between your business tools a key part of your HubSpot deployment project?

With over 10 years of experience as a HubSpot stack integrator, our teams are ready to support you with API integration between HubSpot and your business software.

Custom support from experts in deploying your project

Step 1: Kick-off meeting

Validation of project roadmap, project team and preparation of scoping workshops.

Step 2: Scoping workshops

Thematic workshops to develop your business use cases and build your technical and functional specifications.

Step 3: Deployment plan

Validation of your project's technical specifications, and deployment plan.

Step 4: Technical setup

Integration of the chosen solution, integration of your historical data, synchronization of your third-party tools.

Step 5: Project presentation

Project demo using your personalized interface.

Step 6: Acceptance testing, optimizations & training

Acceptance testing, implementation of patches, training of your users to secure adoption.

  • Step 1: Kick-off meeting
  • Step 2: Scoping workshops
  • Step 3: Deployment plan
  • Step 4: Technical setup
  • Step 5: Project presentation
  • Step 6: Acceptance testing, optimizations & training

Explore our industry expertise

Finance, Banking, Insurance & Asset Management

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Software
& SaaS

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Industrial,
Energy & Pharma

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Education
& Training

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NGOs
& Non-profit

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Ensure success for your HubSpot deployment project

We leverage our CRM expertise to deliver your HubSpot integration project.