From strategy to execution, we structure your processes, make your data reliable and roll out a CRM that truly serves your marketing, sales and customer service teams.
Every engagement brings together the skills needed to handle the project as a whole, without splitting strategy, data, processes and technology.
Audit, scoping, governance and roadmap to align your CRM with your priorities.
Align marketing, sales and customer service around shared processes and KPIs.
Scoring, nurturing and segmentation: campaigns that qualify and convert.
Connect HubSpot to your ERP, your tools and your APIs. No more double entry.
Websites, landing pages and portals on HubSpot CMS, built to convert.
AI agents, qualification and enrichment, running on data and processes you control.
We start from your sticking point, then look at everything it touches: processes, data, tools. An expert calls you back within one business day.
Talk to an expert →A website redesign depends on your acquisition strategy. Marketing automation relies on reliable data. AI only adds value on processes you control. That is why we combine our areas of expertise instead of selling isolated services.
Performance comes from balance. It is how they fit together that delivers a CRM that is consistent, usable and adopted for the long run.
We turn the company's ambitions into decisions, processes, roles and priorities that every team understands.
Goal: align decisions.
Scope: scoping and governance.
Conviction: clarity comes before the tool.
We organize data so it flows properly, feeds operations and enables truly shared steering.
Goal: make steering reliable.
Scope: data model and data quality.
Conviction: no AI without governance.
We configure HubSpot and its ecosystem to translate business processes into a platform that is simple, connected and scalable.
Goal: speed up execution.
Scope: HubSpot and integrations.
Conviction: usage drives the tool.
One method for all our areas of expertise: Think, Build, Run. Each phase covers three dimensions, process, technology and people, so the tool serves the organization and actually gets adopted.
A dedicated project manager, a project committee and a steering committee oversee every engagement: you always know where the project stands.
Understand · Think
Understand goals, usage, pain points, constraints and performance gaps.
Model · Think
Define target processes, architecture, governance and a prioritized roadmap.
Implement · Build
Configure, integrate, migrate and automate, with short business validation cycles.
Steer · Run
Train teams, track usage, fix gaps and build improvement into the long run.
What clients say
“The onboarding went very quickly and smoothly. Week after week, the next steps are clear, we set goals for each other and we stick to them.”
“We also questioned our processes and how well they work, which gave this training a welcome strategic dimension. […] We came out of this training stronger, with methods we could apply right away.”
Reviews translated from French · Scroll →
Key takeaway
CRM expertise means connecting the company's goals, the teams' processes, data quality and technology capabilities. It is how you design a system that is consistent, scalable and actually adopted.
We don't start from the features on offer. We start from your ambitions, your usage and the decisions your CRM must make possible.
Six complementary areas of expertise built around HubSpot: CRM strategy and AMOA, RevOps and process optimization, marketing automation, integrations and data, websites on HubSpot CMS and AI and intelligent automation.
CRM strategy sets the course: goals, target processes, governance, roadmap. RevOps organizes marketing, sales and customer service around one shared way of steering revenue, and keeps improving it. Integration connects HubSpot to the rest of the information system (ERP, Salesforce, e-commerce, telephony) so data flows without double entry.
With the one that matches your sticking point. No shared vision and no requirements specification? Start with CRM strategy. The tool exists but teams use it differently? RevOps. Data comes from several tools and doesn't match? Integration. If in doubt, a diagnostic settles it in a few weeks.
Yes. We can scope the project, formalize the needs, write the requirements specification and make the tool choice objective. If HubSpot is selected, we then handle design, integration and adoption.
Elite is the highest tier of the HubSpot partner program. Copernic also holds four HubSpot accreditations: CRM implementation, onboarding, CRM data migration and solutions architecture.
Following our Think, Build, Run method, in four steps: diagnose goals and the existing setup, design target processes and architecture, implement (configuration, integrations, migration), then drive adoption by training teams and tracking usage over time. A dedicated project manager and a steering committee follow the engagement from start to finish.
Let's talk about your context. We help you tell the apparent need apart from the capabilities your organization really needs to move forward.