Data
Tools
Stratégie
Process

Structuring and managing a commercial organization and multi-BU project in an industrial group using HubSpot

Pharma & Beauty Group, a multi-site pharmaceutical and cosmetic subcontractor, needed to harmonize its practices between 5 factories, 3 Business Units and numerous business teams. The challenge: to make HubSpot a common base to centralize data, manage the business and support the group's growth.

“Il y a eu un vrai point de passage, je pense, sur ce projet, et moi je trouve que la plus grande réussite, c’est que finalement tout le monde s’est approprié le projet puis le nouvel outil”

Gaétan Dodet
Directeur commercial, P&B Group
Pharmaceutical and cosmetic industry
Sector
Saint-Chamas
Location
500 - 1000
Employees
2
Consultant (s)
6 months
Duration of the mission

Our impact in figures

5

Factories integrated into the perimeter

2

ERP connected to HubSpot

3

Business Units managed in a common system

background

Pharma & Beauty Group needed to harmonize its practices between 5 factories, 3 Business Units and several business teams. The tools and operating methods were heterogeneous depending on the sites and functions, with limited transversal visibility on commercial activity and projects. The challenge was to make HubSpot a common base to centralize data, manage the business and support the group's growth.

Approach & Methodology

  • Business scoping phase with key teams to understand the specificities by BU and by function
  • Work to align business challenges, regulatory constraints and operational realities in the field
  • Design of a HubSpot architecture capable of managing both industrial complexity and ease of use for teams
  • Gradual deployment, with regular back and forth with teams to secure adoption

Solutions provided

Key deliverables

  • Business process and project mapping
  • Complete configuration of the HubSpot ecosystem
  • Management and reporting dashboards
  • Documentation and training materials

Our actions in detail

  • Structuring common processes while integrating the specificities of each BU
  • Advanced HubSpot implementation:
    • Creation of 4 custom objects (projects, samples, exhibitions, budget lines)
    • Connection of 2 ERPs (Sage X3 and SAP) and 1 project management tool via API
    • Migration of several thousand projects into CRM
  • Implementation of pipelines, automations and management rules adapted to the various businesses
  • Construction of 5 multi-team management dashboards (management, sales, projects, marketing)

Results

HubSpot has become the central tool used by all teams. Data is more reliable and shared between businesses. Coordination between business, projects and internal teams has been strengthened. The overall management of the activity is facilitated for management. The system constitutes a solid basis to support the future growth of the group.

“Il y a eu un vrai point de passage, je pense, sur ce projet, et moi je trouve que la plus grande réussite, c’est que finalement tout le monde s’est approprié le projet puis le nouvel outil”

Gaétan Dodet
Directeur commercial, P&B Group

“On avance bien, on prend les choses au fur et à mesure. Et petit à petit, on arrive à l’organisation commerciale qu’on avait demandée. Franchement, c’est top.”

Gaétan Dodet
Directeur commercial, P&B Group

“On avance bien, on prend les choses au fur et à mesure. Et petit à petit, on arrive à l’organisation commerciale qu’on avait demandée. Franchement, c’est top.”

Gaétan Dodet
Directeur commercial, P&B Group

In summary...

Before

  • Heterogeneous business processes across BUs and manuals
  • Partially manual opportunity tracking
  • Little consolidated visibility for commercial management

After

  • Harmonized and documented business processes
  • Centralized pipeline and reporting in HubSpot
  • Tool shared and understood by all teams

Avant

After

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Structuring and managing a commercial organization and multi-BU project in an industrial group using HubSpot