Case study · Pix4D
Pix4D: HubSpot Sales and Marketing Hubs put to better use
After migrating from Salesforce and a few years on HubSpot, Pix4D wanted an expert eye on its platform. Copernic audited it, then supported the rollout of the recommendations.
- Goal 01. Align the teams around one CRM.
- Goal 02. Guarantee data quality and use it as a strategic asset.
The project
A CRM in place.
Untapped potential.
Founded in Switzerland in 2011, Pix4D develops photogrammetry software, now used by more than 55,000 people: public safety, architecture, industrial maintenance, agriculture, construction. The company operates from San Francisco to Tokyo.
Context
A migration from Salesforce, then a few years using the Smart CRM and the Sales and Marketing Hubs.
Challenge
Identify areas for improvement and points of attention, then turn data into a real asset.
What we did
Audit of the CRM, Sales Hub and Marketing Hub, debrief, full report, advisory workshops and training.
Result
A clear view of the issues to fix and a solid basis for planning the roadmap.
The challenges
Three warning signs.
A platform to bring back into focus.
Performance that was hard to track
Dashboards by division were missing, so each team’s key metrics could not be tracked precisely.
Wrong or missing data
The CRM was underused. Processes were needed to make data reliable and use it to make decisions.
Teams to align
Marketing, sales, customer service and finance needed reliable, shared processes to work together better.
An audit first.
A roadmap next.
Is your HubSpot delivering all it can? An expert reviews it with you.
What the audit revealed
Three Hubs under the microscope.
Precise findings.
Method: a full HubSpot audit, run with Pix4D’s key contacts to get as much context as possible.
Smart CRM and data
Lots of duplicates: most records came from an internal tool, with no deduplication rules. Duplicate or unused properties, lists and workflows.
Sales Hub
Pipelines and sales tools reviewed: sequences, documents, email templates, meeting links, tasks. Deals, for their part, originated in the internal management tool.
Marketing Hub
Lifecycle stages barely used, at the expense of segmentation, and nurturing campaigns still rare in HubSpot.
From audit to action
Findings shared.
Recommendations put into practice.
The audit did not stop at the report. Copernic supported Pix4D in putting it into action:
- A debrief meeting on the main findings
- A full report handed to the teams
- Advisory workshops to apply the recommendations
- HubSpot user training at different levels
In their words
An audit that sheds light.
Pix4D tells the story.
A basis for the roadmap
“We are working with Copernic on optimizing our HubSpot environment. Our consultant Thomas Vallee has been attentive, efficient and flexible, always ready to adapt to our needs or to changes that come up during the project. A system audit carried out by Thomas gave us a clear view of all the issues to fix and the features to implement, and gave us a good basis for planning the roadmap. […]”
Reviews translated from French
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