Case study · Opale Capital
Data scattered across Aircall, Outlook and Salesforce. Opale Capital moved to HubSpot with Copernic to centralize its data and simplify its sales reps’ work.
The project
Opale Capital distributes and markets Private Equity investment funds. A subsidiary of the Tikehau Capital group, a major player in alternative asset management, it serves a B2B clientele and is opening up to B2C.
Aircall, Outlook, Salesforce: bring customer and operational data together to decide and react faster.
Leave Salesforce for HubSpot, gain autonomy from the group and simplify processes.
Prepare sales reps for HubSpot for fast adoption and stronger performance.
Scoping
It all started with in-depth scoping workshops: listening to Opale Capital’s needs and its short and long-term goals before touching any data.
Prospecting and training
The workshops highlighted one key point: separate the prospecting phase from the deals phase. That is what makes it possible to assess fund performance and track every sales action.
In their words
“Copernic was extremely responsive and took the time to guide us through implementing HubSpot at Opale Capital. […] answered all our questions and trained us in the best possible way so that we can use the tool according to our needs […]”
“Very good support from Copernic […]. A quick understanding of the specifics of our business model and how our company operates […]. They also have a very strong technical command of the subjects, which they passed on to the team.”
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Reviews translated from French
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