B2B CRM: HubSpot for B2B service companies

Workshop between Copernic consultants and a client

01. Client data

Centralise and structure your client information

Centralise your information for more efficient management and better-informed decisions. By bringing client data together in a single platform, designed for the needs of B2B, you simplify how this information is organised and accessed.

This lets you eliminate duplicates, save time and foster internal collaboration, while getting the most out of your sales efforts.

Discussion between the Copernic team and its clients

02. Internal processes

Optimise your internal processes

Streamline your workflows, automate repetitive tasks and remove inefficiencies.

Measure your team's engagement to gauge the success of the CRM implementation, and assess your company's productivity before and after implementation to see the efficiency gains achieved.

Copernic consultants in a working session

03. Growth

Accelerate your growth

By making the most of sales opportunities, you build on successful interactions and get the best out of every opportunity.

With a global view of your sales interactions, you identify growth levers, track your company's performance and adapt your strategies to maximise results over time.

B2B CRM

What is a B2B CRM?

A B2B CRM is a system that centralises and puts to work all information on client companies, their contacts, deals and all sales exchanges.

It is built for long sales cycles: several contacts per account, tailored proposals, extended decision timelines, then a relationship that goes on after signature.

In a service company, it brings marketing, sales and customer service together on one database, so you no longer stitch data together across several tools.

The CRM does not replace invoicing, the ERP or e-signature. On the contrary, it must connect to them, so a sales rep can see in the client record what has been sold, invoiced and delivered.

Industry expertise

Your experts are your offer.
So is your pipeline.

We are a consulting firm: we help you optimise your internal and external processes. With client experience and commitments at the heart of your sales cycle, you need to break down data silos and give your teams a single client view.

To ensure a smooth CRM rollout, our specialists first analyse and assess your company's processes and workflows, then plan the rollout and training.

Data cleansing, programmable automation and reports ensure smooth deals, fast responses and personal attention. Our integration services aim for user adoption and remove the usual pain points of new processes.

CRM implementation B2B automation Training & adoption

Engage your B2B prospects by email

Email marketing combined with a CRM improves B2B prospect engagement and makes personalised communication easier, which helps conversion.

Segmentation

Personalisation

Conversion

Explore our marketing campaigns expertise

Automate your communications and follow-ups

Marketing automation lets you automate communication and follow-up processes, making interactions with B2B prospects more efficient and more personal.

Workflows

Nurturing

Follow-ups

Explore our Marketing automation expertise

Follow every prospect through to signature

Use a CRM for effective B2B prospect tracking: centralise key information, manage interactions and track prospects' progress to close B2B deals.

Deals

History

Decision-makers

Accelerate your sales cycle

Keep visibility on all your deals

Pipeline management gives you full visibility on B2B prospects and makes it easier to track key stages, which supports conversion.

Stages

Exit criteria

Forecasts

Align marketing and sales

Analyse your performance to decide better

A single database enables in-depth performance analysis and informed decisions to get the most from your prospecting and conversion strategies.

Dashboards

Performance

Decisions

Make your CRM reporting reliable

Bring your tools together in one system

Gather the essential information in a single system to give prospects and operational teams a consistent experience, and get the best results.

Invoicing & ERP

Telephony

E-signature

Explore our Integrations expertise

What clients say

Their processes are aligned.
Their teams say so.

A structured B2B approach

“Copernic supports us on digital prospecting with a very good understanding of the challenges and real added value in structuring our B2B approach.”

D. GoursaudPharmagest Inter@ctive · Healthcare

Processes aligned with objectives

“We were supported in optimising our use of HubSpot and aligning our processes with our objectives. Thomas fully understood our challenges, and the workshops helped us master the tools better.”

M. Dagornefocustribes · Consulting

Sales and marketing integrated in HubSpot

“Excellent support, helpfulness, and professionalism of the team and accuracy in meeting deadlines. Copernic helped us integrate HubSpot sales and marketing.”

E. BertinClimateSeed · B2B services

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Reviews translated from French

Qualify leads faster

AI can help analyse the information in an enquiry to identify company, need, contact or maturity, when this information is available.

Sum up an account's history

Emails, meetings, calls and interactions can be summarised so the sales rep quickly recovers the context of an account before a follow-up or a meeting, even with several decision-makers.

Spot the deals to follow up

Analysing activity and interactions can help surface deals with no recent follow-up, or re-engagement signals.

Automate sales tasks

Meeting notes, email drafting, information searches or activity summaries can be sped up with AI to cut the time spent on admin tasks.

HubSpot

Invoicing, e-signature, telephony.
Everything flows into the client record.

Connect all your business tools. HubSpot brings marketing, sales and customer service together on one database, and we connect the platform to your whole ecosystem (ERP, finance, e-commerce, telephony, marketing, customer service) to ensure reliable data and a unified view of your business.

HubSpot CRM implementation accreditation

HubSpot Elite partner

Solutions Partner Program

HubSpot Onboarding Accreditation

CRM Data Migration

Solutions Architecture Design

Copernic in numbers

Proof, not promises.
Here is ours.

Copernic is a HubSpot Elite Partner. 800+ clients trust us: for 10+ years, we have helped companies with the structuring, integration and transformation of their HubSpot CRM, combining consulting, data and artificial intelligence to structure your processes, automate your operations and steer your performance.

Key takeaways

One client view.
Safer decisions.

In B2B services, sales performance depends on the ability to follow long sales cycles, with several contacts per account and tailored proposals. At Copernic, a high-performing B2B CRM brings marketing, sales and customer service together on one database to follow every prospect and client over time.

Centralise contacts, companies and deals.
Link every deal to all the decision-makers involved.
Define pipeline stages with clear exit criteria.
Automate follow-ups and marketing and sales journeys.
Connect HubSpot to invoicing, ERP, e-signature and telephony.
Steer conversion, pipeline and sales performance.

FAQ: B2B CRM

One that follows your real sales cycle: several contacts per account, tailored proposals, long decision timelines, then a relationship that goes on after signature. HubSpot covers marketing, sales and customer service on one database, so you no longer stitch data together across several tools. Our advice: compare the options on your processes, not on a feature list.

By linking each deal to the company and to every contact involved, with their role in the decision. Pipeline stages with clear exit criteria, follow-up sequences and the history of exchanges (emails, meetings, calls) show where each deal stands without relying on the sales rep's memory. See also accelerate the sales cycle.

Yes, provided the migration is prepared: cleansing and deduplication, field mapping, migration of deals and activities, tests before go-live. Mon Suivi Logement, which moved from Sellsy to HubSpot with Copernic, puts it this way: “The transition process was gradual, and today we are very satisfied with it” (review published on Copernic's HubSpot partner listing). See our page CRM migration.

The most common are invoicing or ERP, e-signature, telephony, calendar and sometimes the project management tool. The goal: a sales rep sees in the client record what has been sold, invoiced and delivered, without opening three applications.

By sizing the CRM to your needs rather than switching on everything available. Feedbac sums it up: “Very good sizing of our CRM to our needs, followed by implementation and team training!” (review published on Copernic's HubSpot partner listing). Next come dashboards that are useful to sales reps themselves, and usage tracking after launch.

Copernic, a HubSpot Elite Partner, has supported companies on HubSpot for 10+ years and counts 800+ clients. We work from scoping to adoption: sales process diagnosis, pipeline and data model design, configuration, integrations, migration and training. A concrete example: streamlining the sales processes of a cybersecurity player.

B2B CRM: optimise how you manage leads and deals

A long cycle is lost in silence.
It is won by follow-up.