CRM Agency

CRM integrator & designer of digital experiences
crm

Our mission

We help you earn growth points by methodically leveraging key drivers of commercial optimization through the transformation of your sales processes and mastery of DATA and AI.

 

Our DNA

By combining our cutting-edge technological expertise with our in-depth understanding of human and business challenges, we enable you to achieve exceptional commercial results. 

« Future growth points lie in the quality of data and the perfect implementation
of prospecting, sales, and loyalty processes. »

Régine Blanchard – Head of CRM BU 

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Why a modern CRM project? ? 

Our clients are diverse, with distinct challenges.

Our DNA is a personalized approach, offering tailored solutions
thanks to our e-commerce experience and data governance expertise.

 

Who is CRM integration for?

optimisation site e-commerce

CEO, CRO 
Chief Revenue Officer 

Your challenges: increase revenue and optimize all
revenue-generating channels

 

Your main challenge: growth and sales performance

 

Actions you can take using CRM:

  • Define the overall growth strategy
  • Optimize the conversion funnel
  • Align the sales and marketing teams
  • Define and manage sales KPIs
  • Maximize the ROI of sales investments

CMO
Chief Marketing Officer 

Your challenges: generate demand and brand awareness across all marketing channels

 

Your main challenge: customer acquisition and retention

 

Actions you can take using CRM: 

 

  • Generate qualified leads
  • Develop omnichannel marketing campaigns
  • Measure marketing performance
  • Manage brand image
  • Use AI, data, and content to optimize marketing actions
création de site e-commerce

CCO
Chief Commercial Officer

Your challenges: commercial strategy and expansion into new markets and channels

 

Your main challenge: business development

 

Actions you can take using CRM:

 

  • Structure sales processes
  • Open new distribution channels
  • Manage key accounts and partnerships
  • Optimize the sales cycle
  • Develop the sales team’s skills
activité B2B référentiel de données

CIO
Chief Information Officer 

Your challenges: technical architecture, security, and systems integration.

 

Your main challenge: IT governance and integration.

 

Actions via CRM:

  • Data repository. 
  • Integration of CRM with the existing ecosystem (ERP, e-commerce)
  • Data security and compliance
  • Implementation of a scalable technical architecture
  • Guaranteed system reliability and availability
  • Organization-wide data governance

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Successful CRM integration: our partners

Hubspot

HubSpot

HubSpot offers broad, integrated functionalities tailored to the needs of modern businesses.

 

Our partner HubSpot is positioned as a powerful, flexible, and scalable CRM solution suitable for businesses of all sizes. Its major advantages lie in its integrated approach, AI-powered intelligent CRM, modularity, and value for money. 

Compared to the competition, HubSpot offers a better user experience, advanced automation, and broad functional coverage, making it the preferred choice for companies looking to optimize their customer management, marketing, sales, and support processes.

 

  • CRM: Dynamic database for managing prospects and customers, custom objects, team management, interaction history, sales pipelines, projects, advanced rules, integrated communication tools (email, chat) 
  • Marketing Hub: Omnichannel automation, email campaigns, landing pages, automation, predictive scoring, advanced reporting, social media management, API for integration. 
  • Content Hub: Content creation and management, templates, CDN, personalization, API for integration. 
  • Sales Hub: Pipeline management, email sequences, sales automation, quotes, forecasting, sales playbooks, coaching lists, sales enablement. 
  • Service Hub: Tickets, live chat, knowledge base, support automation, satisfaction surveys, service playbooks. 
  • Data Hub: Data synchronization, process automation, data cleaning, advanced integrations. 

Splio

Splio is a SaaS marketing CRM platform specializing in retail and e-commerce, which centralizes all customer data to optimize every interaction in the customer lifecycle.

The solution covers the entire marketing value chain, from data centralization to activation, including the acquisition of qualified leads, conversion, engagement, and customer loyalty.

Powered by predictive and generative AI, Splio enables retailers to automate their marketing journeys, personalize their campaigns with product recommendations, and create engaging loyalty programs with digital cards.

Functional coverage

Splio offers broad and integrated functional coverage, tailored to the needs of modern businesses:

  • CRM: Contact management, interaction history, advanced segmentation, lead management. 
  • Marketing Automation: Email campaigns, SMS, push notifications, customer journey automation. 
  • Customer Loyalty: Loyalty programs, reward management, offer personalization. 
  • Data Management: Collection, cleaning, enrichment, and analysis of customer data. 
  • Reporting and Analytics: Custom dashboards, performance analysis, advanced reporting. 
  • Integrations: Open APIs, native integrations with business tools (ERP, CRM, e-commerce). 
  • Support and Training: Personalized support, team training, local technical assistance. 

Odoo

Odoo is a comprehensive open source platform that centralizes all business management applications (ERP) on a single interface, offering more than 40,000 modular applications covering all the business needs of SMEs/SMIs.

 

The solution excels in its ability to drastically reduce processing times through process automation and the elimination of double data entry. Odoo offers a flexible alternative to proprietary solutions with a transparent pricing model (single price per user) and no long-term commitment.  

 

The platform provides SME/SMI managers with ultra-fast integrated tools to optimize their business processes, while retaining full ownership of their data. This all-in-one approach allows companies to focus on value-added activities rather than repetitive administrative tasks. 

Functional coverage 

Odoo offers very broad and integrated functional coverage, tailored to the needs of modern businesses:

  • ERP: Inventory, purchasing, sales, accounting, human resources management. 
  • Project Management: Planning, task tracking, collaboration. 
  • E-commerce: Creation and management of online stores, CRM integration. 
  • Marketing Automation: Email campaigns, customer journey automation. 
  • CRM: Contact management, interaction history, advanced segmentation, lead management. 
  • Customer Loyalty: Loyalty programs, reward management, offer personalization. 
  • Data Management: Collection, cleaning, enrichment, and analysis of customer data. 
  • Reporting and Analytics: Custom dashboards, performance analysis, advanced reporting. 
  • Integrations: Open APIs, native integrations with business tools. 
  • Support and Training: Personalized support, team training, technical assistance via community and paid options. 

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Our comprehensive support: from choosing a CRM system to CRM integration

 

At DATASOLUTION, we support you from start to finish in implementing your CRM, Marketing Automation, Customer Relations, and Customer Service solutions, turning them into a performance lever for your business.

 

Our approach covers all the key stages, from analyzing your needs and helping you make the right choice, to seamless integration into your information system (IS), configuration, training, and continuous optimization.

1. Choosing a CRM A customized assessment

Before any implementation, we help you identify the solution best suited to your business challenges, company size, and budget.

The goal: To guide you toward a CRM that aligns with your business goals, without extra costs or underutilization.

  • Process Audit

    Process Audit

    Analysis of your current workflows (sales, marketing, customer service) to determine essential CRM features.

  • Solution comparison

    Solution comparison

    Benchmarking CRM solutions based on your specific needs (e.g., automation, scalability, integrations).

  • Personalized Recommendation

    Personalized Recommendation

    Proposal of a solution with a cost estimate.

création de site e-commerce

2. Strategy consulting and roadmap definition to optimize the customer journey and your sales department’s processes.    

In conjunction with our digital marketing agency Jetpulp, part of the DATASOLUTION group, we help you define an integrated marketing strategy combining CRM, SEO, SEA, and automation to maximize sales performance and customer loyalty.

The goal: A consistent, effective, and measurable marketing strategy integrated with your CRM to maximize conversion and customer loyalty.

  • Marketing Strategy

    Marketing Strategy

    Persona analysis, segmentation, and customer journey definition. Inbound marketing campaign planning (content marketing, emailing, social media). Customer journey optimization (from prospecting to loyalty).

  • SEO
    (Search Engine Optimization)

    SEO
    (Search Engine Optimization)

    Technical and semantic SEO audit. Content and tag optimization. Netlinking strategy and performance tracking

  • SEA (Search Engine Advertising)

    SEA (Search Engine Advertising)

    Creation and management of ad campaigns. Bid, ad, and landing page optimization. Performance analysis and real-time adjustments

  • Customer Journey Automation

    Customer Journey Automation

    Definition of automated workflows (e.g., email sending, lead scoring, follow-ups). Implementation of email sequences and nurturing campaigns. Integration of marketing tools with CRM for consistent tracking. AI-optimized customer journeys

  • AI Strategy for Customer Journey Automation

    AI Strategy for Customer Journey Automation

    Automation of customer responses via chatbots and virtual assistants. Optimization of marketing campaigns using AI (e.g., dynamic segmentation, behavior prediction).

  • AI Strategy for Internal Sales Process Automation

    AI Strategy for Internal Sales Process Automation

    Automation of repetitive tasks (e.g., data entry, meeting scheduling). Predictive analysis of sales performance (e.g., sales forecasting, cycle analysis). Continuous improvement through data analysis.

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3. CRM implementation and integration: optimized configuration for your teams    

We provide turnkey implementation, working with your teams to ensure rapid and effective adoption.
To maximize the effectiveness of your CRM, we integrate it seamlessly with your information system (IS) and other business software.

The goal: An operational, secure CRM that is aligned with your processes from day one. A unified, high-performance ecosystem where CRM becomes the heart of your digital strategy, without silos or disruptions.

  • Technical Configuration and Integration

    Technical Configuration and Integration

    Configuration of various solution modules. Customization of dashboards and reports (business KPIs, performance tracking). Implementation of native integrations (e.g., Gmail, Outlook, Slack, Zoom) or via API (ERP, accounting, business tools).

  • Data Migration

    Data Migration

    Cleaning and structuring of existing data (contacts, companies, histories). Secure import from your old tools (Excel, other CRM).

  • Business Process Creation

    Business Process Creation

    Custom omnichannel marketing campaigns. Prospecting and sales processes based on the customer buying journey. Customer service processes (satisfaction surveys, NPS, FAQ base, chatbot, tickets, customer portals). Definition of routing rules (e.g., automatic lead assignment to salespeople). Automation of repetitive tasks (e.g., follow-ups, satisfaction surveys).

  • Technical Integrations

    Technical Integrations

    Connection with your ERP (SAP, Oracle, Cegid) to synchronize financial data (invoices, orders). Link with your accounting (QuickBooks, Sage, etc.) or payroll tools. Integration with your communication solutions (IP telephony, chatbots, unified messaging). Development of custom connectors via HubSpot API if necessary (e.g., link with a specific business tool).

  • Data Synchronization

    Data Synchronization

    Data governance roadmap. Implementation of automated flows to avoid duplicates and ensure data consistency (e.g., real-time updates of customer status between CRM and ERP). Securing exchanges (encryption, GDPR compliance).

  • Testing and Validation

    Testing and Validation

    Verification of data integrity and automated processes. Training of administrators to manage integrations.

4. Training and adoption: autonomous and
high-performing teams    

The success of a CRM depends on its adoption by teams. We offer customized training programs.

 

The goal: Autonomous, motivated, and high-performing teams with maximum CRM adoption.

  • Business Training

    Business Training

    Adaptation of training to roles (sales, customer service, marketing). Practical workshops on concrete cases (e.g., customer ticket management, sales conversion).

  • Technical Training

    Technical Training

    Mastery of key features (e.g., workflow creation, use of playbooks, reporting). Best practices for daily optimization (e.g., pipeline management, performance tracking).

  • Ongoing Support

    Ongoing Support

    Post-training support (FAQ, hotline, problem-solving). Provision of resources (guides, videos, templates).

Frequently Asked Questions about our CRM offer

  • Why does my company need a modern CRM?

    A modern CRM centralizes your customer data, automates business processes, and improves collaboration. You can better track your prospects from first contact to loyalty, without losing information. Companies equipped with a CRM see an average of +29% additional sales. By combining data and AI, you gain efficiency, growth, and customer experience.

  • What are the risks of not using a CRM?

    Without a CRM, you risk losing opportunities and lacking visibility into your customers. Spreadsheets and scattered exchanges lead to errors, duplicates, and delays. 91% of companies with more than 10 employees already use a CRM (crm.org). Staying on manual tools means falling behind in productivity and sales performance.

  • How much does a CRM project cost?

    The cost depends on your needs:

    • Software: Subscription per user, ranging from a few tens to several hundred euros per month depending on the solution.
    • Integration: Customization, connectors, specific development.
    • Training & Support: Adoption and team support.

    A well-chosen CRM offers an average ROI of x9. At DATASOLUTION, we tailor your project to maximize value without extra cost.

  • How long does it take to implement a CRM?

    Timelines vary depending on size and complexity:

    • SMEs: 1 to 3 months
    • Mid-sized companies: 3 to 6 months
    • Large enterprises: 6 to 12 months (mercuriusit.com)

    Our agile approach allows for quick results (pilot, progressive deployment) while ensuring overall project quality.

  • Can a CRM integrate with our existing tools?

    Yes. Modern CRMs (HubSpot, Splio, Odoo, etc.) easily integrate with your ERP, e-commerce, marketing automation, accounting, etc., via native connectors or APIs. Result: A unified customer view, less re-entry, and consistent real-time data.

  • How can we ensure CRM adoption by teams?

    The success of a CRM project depends on user adoption:

    • Involve teams from the design phase.
    • Train according to roles (sales, marketing, support).
    • Show quick wins (time saved, simplified tracking).
    • Encourage through management: The CRM becomes a strategic tool, not a constraint.

    Up to 70% of CRM projects fail due to lack of adoption; human support makes all the difference.

     

Have a project in mind? Contact us