The foundation is shared. The configuration is yours.
We do not force an industry template onto your company. We learn your business, then translate it into HubSpot, on three levels.
Process
Your customer journey
The real stages of your cycle, from first enquiry to renewal: admission, quote, underwriting or order. Pipelines and automation follow that journey, not the other way round.
Technology
Your data and your tools
Objects, properties and integrations mirror your business: ERP, online store, contract management, admissions software. Every data flow has a defined source and purpose.
People
Your teams
Advisers, agents, sales reps or admissions officers: each one sees what matters to them, with their own permissions and dashboards. Training and usage tracking are part of the project.
Our method
The same four steps. Content built for each industry.
Whatever your industry, every project follows the same path, covering process, technology and people. A dedicated project manager guides you from diagnosis to adoption, with a project committee and a steering committee.
01
Understand · Think
Diagnose
Goals, organisation, data and existing tools. We learn your business before we talk configuration.
02
Model · Think
Design
Target processes, data model and architecture. Nothing is configured before your written approval.
03
Implement · Build
Implement
Configuration, integrations and data migration, tested on a sample before go-live.
04
Steer · Run
Drive adoption
Team training and usage tracking over time. Your CRM evolves with your business.
“Sales tracking is now clear and precise. We save a huge amount of time, both on customer management and internally when training new hires.”
J. FlahautSEDIPEC · Manufacturing
Flexibility and responsiveness
“Copernic supports us with the configuration, set-up and training for getting started with HubSpot Sales, and the way they work is simply ideal: flexible, adaptable and responsive.”
M. MorelAriadnext · Software and SaaS
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Reviews translated from French
Key takeaways
Every business. Its own CRM.
The HubSpot foundation stays the same from one industry to the next (contacts, companies, deals, tickets), but the customer journey, the sales cycle, the data that matters and the tools to connect all change.
That is why we start from your business processes before adapting HubSpot: objects, pipelines, automation and integrations.
Start from your customer journey and your sales cycle, not from a feature list. List the stages that matter, from first enquiry to renewal, the data you cannot do without, the business tools to connect and the regulatory constraints. Then compare vendors on those concrete cases, ideally with a demo built on your own processes. See HubSpot, Salesforce, Dynamics comparison: which CRM to choose (in French).
Is HubSpot suited to regulated industries such as banking, insurance or education?
Yes, provided compliance is handled from scoping onwards. HubSpot offers dedicated GDPR features (consent, legal basis, data deletion), granular permissions depending on the edition, and data hosting in the European Union for eligible accounts. The rest is a matter of organisation: who accesses which data, and why. See our banking and insurance CRM page.
Vertical CRM or a well-configured general CRM?
A vertical CRM is ready faster for the standard cases of its industry, but it follows its own logic and sometimes connects poorly to the rest of your information system. A general CRM like HubSpot takes real design work, in exchange for a platform that covers marketing, sales and customer service and grows with you. Our view: a well-configured general CRM suits most companies. When the core of the business demands specialised software, we keep it and connect it to the CRM.
Which industries does Copernic support?
Eight industries have a dedicated page: software and SaaS, B2B services, e-commerce, real estate, manufacturing, transport and logistics, education and training, banking and insurance. Our 800+ clients also cover other activities: the method stays the same, only the configuration changes.
How do you start a CRM project with Copernic?
With a conversation with an expert to understand your goals, your organisation and your current tools. We then propose a diagnosis or a scoping phase, which leads to a prioritised roadmap. To discuss it: talk to an expert.
Tell us about your business. We will show you your HubSpot.
