CRM
Data
Tools
Process

Standardization of processes and improvement of commercial performance

Company in structuring. Linc is publishing a modern payroll solution and wanted to lay a solid foundation to structure its commercial machine, make its processes more reliable and improve the predictability of its revenues.

“The results have far exceeded our expectations. The Kano team combines in-depth expertise in business operations, data and CRM, and does not hesitate to question your vision to recommend best practices adapted to the specific needs of your business.”

Baptiste Le Bihan
Co-Founder, Linc
HR SaaS
Sector
paris
Location
10 - 50
Employees
1
Consultant (s)
1 month
Duration of the mission

Our impact in figures

2

custom dashboards to monitor sales performance.

10 KPIs

set up to manage the activity (conversion, onboarding, revenue).

1

tailor-made structured sales pipeline to make the management of opportunities more reliable.

background

Linc, a growing tech payroll firm, was starting to structure its commercial activity with the following challenges:

  • The company did not have a CRM that was actually used., nor unified sales processes.
  • Commercial performance was not measured or monitored, making it difficult to analyze what worked.
  • Finally, without predictive indicators, Linc could not anticipate its revenues, which limited its ability to manage its growth.

Solutions provided

Deliverables

  • Structured sales pipeline in HubSpot
  • 2 custom monitoring dashboards
  • 1 custom object for customer onboarding
  • Synthetic documentation and internal training support

Our actions in detail:

  • Complete HubSpot structuring :
    • Implementation of a tailor-made and adapted sales pipeline.
    • Automating key lifecycle tasks from lead to customer.
  • Definition of key KPIs :
    • Construction of 10 priority commercial indicators
      (e.g. conversion rate, onboarding rate, average revenue per customer, etc.)
    • Development of management dashboards accessible to the Sales team and founders.
  • Structuring the post-signature onboarding process :
    • Create a custom object in HubSpot to track customer activation
    • Better coordination between commercial and operational teams.

Results

  • A CRM that has become a real management tool, used daily by teams.
  • Complete visibility on commercial performance, allowing informed decisions to be made.
  • A predictable revenue base thanks to commercial funnel modeling and KPI analysis.
  • Seamless collaboration between Sales and Ops, through clear processes.

“The results have far exceeded our expectations. The Kano team combines in-depth expertise in business operations, data and CRM, and does not hesitate to question your vision to recommend best practices adapted to the specific needs of your business.”

Baptiste Le Bihan
Co-Founder, Linc

Baptiste Le Bihan
Co-Founder, Linc

Baptiste Le Bihan
Co-Founder, Linc

In summary...

Avant

  • CRM little used, little visibility on performance.
  • No reliable revenue forecast.
  • Lack of consistency between the sales stages and the tools used.

After

  • HubSpot structured and automated from prospecting to invoicing.
  • Implementation of a predictable revenue model based on KPIs.
  • Clear sales pipeline and consolidated reporting for effective management.

Avant

After

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