Idriss C.

Full HubSpot CRM Deployment:

Description

Design and complete deployment of a HubSpot CRM (Sales Hub Enterprise) for Demaurex SA, a Swiss manufacturer of pick-and-place Delta robots, as part of a consulting mission in CRM architecture and sales process automation.

Context and Challenges

Demaurex had a historical, unstructured use of HubSpot. The objective was to rebuild a CRM architecture from scratch aligned with two distinct sales channels, digitize the engaging offer cycle with electronic signature, and structure the follow-up of the installed base as well as sales management.

Work Performed

Audit of the existing system and definition of needs with the final client, formalization of the specifications.

Configuration of SSO and Outlook integration for users.

Architecture of a Custom Object.

Design of sales pipelines with differentiated stages and management of offer hierarchy.

Creation of all custom properties and management of company hierarchies.

Implementation of about ten automation workflows: lead qualification, follow-up of inactive deals, offer cycle, data quality control.

Integration of electronic signature (Yousign) with automated management of offer statuses via workflows.

Preparation and structuring of data migration with import templates and association logic.

Construction of sales management dashboards.

Training and support for the team in using the tool.

Results

An operational CRM, structured around the company's actual processes, enabling automated sales tracking, fine-grained management of the installed machine base, and KPI-driven management. Mission carried out in white label on behalf of a partner agency.

CONTEXT

Welvio is a recent wealth management firm combining two activities: B2C wealth advisory (life insurance, SCPIs, PERs, structured products, Denormandie) and organizing B2B financial education workshops in partner companies (Spotify, Disney, M6, Croix-Rouge, etc.).

OBJECTIVE

Deploy a HubSpot CRM that is operational from day one and capable of supporting business growth, fully transitioning from Notion.

DELIVERED SCOPE

— Complete CRM Architecture: Creation of 60+ custom properties for Contact, Company, and Deal objects, organized into logical groups aligned with the business (sales qualification, wealth, taxation, savings, commissions, company follow-up).

— Configuration of 2 distinct pipelines with weighted closing probabilities: B2C Financial Advisor pipeline and B2B Partnerships pipeline.

— Data Migration from Notion: Preparation of import templates, cleaning and structuring of existing data, 3-step import (companies, contacts, deals) with association management via HubSpot IDs, deduplication, and quality control.

— Implementation of native HubSpot forms to replace Google Forms and Calendly, with automatic source tagging and internal notifications upon each submission.

— Configuration of 3 operational dashboards.

— Complete integration of the R1 discovery form (wealth management interview) directly into the contact record: 40+ properties divided into 10 thematic groups following the interview flow, allowing for a complete transition away from Notion for client data entry.

— Configuration of sales targets per advisor on deals (signed amount, number of signatures, commissions).

— Training session and post-delivery support via personalized Loom videos to answer operational questions.