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Agency
Copernic
MarketingOps
Cross-discipline
Copernic is a HubSpot Elite Partner specialising in CRM transformation, offering consulting, RevOps, data, and AI solutions. The company structures processes, tools, and data to enhance the performance of marketing, sales, and customer service teams. Their approach combines strategic and organisational consulting, operational excellence on HubSpot, and data mastery.
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Section 01Positions itself around 10-year dedicated HubSpot consultancy, 30 senior consultants, 500+ clients — worth a look if your stack is already committed to one platform.
“Copernic's approach integrates strategic consultation, HubSpot operational excellence, and data mastery to ensure CRM projects create lasting value beyond technical configuration.”
Value proposition
Section 02Copernic assists businesses in transforming their HubSpot CRM by integrating consulting, RevOps, data, and AI. The company focuses on structuring processes, tools, and data to improve the performance of marketing, sales, and customer service teams. With over 500 clients, Copernic provides comprehensive support from audits to team training, ensuring HubSpot integrates with existing business ecosystems such as CRMs, ERPs, accounting solutions, e-commerce platforms, telephony tools, marketing automation, and sales aids.
The firm's methodology is built on three pillars: strategic and organisational consulting, operational excellence on HubSpot, and data mastery and interoperability. This approach aims to align teams, master data, and continuously monitor results, viewing CRM integration as a lever for business transformation. Copernic also offers services to address specific business challenges, including marketing and sales alignment, lead generation, customer service industrialisation, reliable reporting, sales cycle acceleration, campaign automation, data centralisation, and CRM migration.
Core competencies
Section 03RevOps
Aligning marketing, sales, and customer service through shared processes, common data, and consistent indicators.
Marketing Automation
Designing automated journeys, scenarios, and campaigns to improve qualification, personalisation, and conversion.
Integration & Interoperability
Connecting HubSpot to other information systems for seamless data exchange and to remove breaks between tools.
IA applied to CRM
Deploying artificial intelligence and automation uses that strengthen teams without compromising governance.
Products & services
Section 04- Audit HubSpot
- Analysis of current HubSpot configuration or future needs to identify areas for improvement, risks, and performance opportunities.
- Onboarding HubSpot
- Assistance with HubSpot integration, covering CRM, Marketing Hub, Sales Hub, Service Hub, or CMS, to standardise processes and align teams.
- Consulting HubSpot
- Ongoing support for HubSpot projects including CRM refactoring, complex campaigns, automations, adoption strategy, and sales/marketing alignment.
- Intégration HubSpot
- Connecting HubSpot to other business tools like ERPs, Power BI, e-commerce platforms, and other native integrations to ensure data reliability and automate flows.
- Migration HubSpot
- Assistance with migrating data and processes from other CRM systems (e.g., Salesforce, Pipedrive, Zoho) to HubSpot without loss of information or operational disruption.
- Formation HubSpot
- Training for teams to ensure effective adoption and utilisation of HubSpot's full potential, adapted to different departments.
Key takeaways
Section 05- Core Approach
- Copernic believes effective HubSpot integration requires structured processes, aligned business teams, data mastery, and continuous results monitoring, rather than just technical configuration.
- HubSpot Partnership
- The company is recognised as a HubSpot Elite Partner, indicating a high level of expertise and client engagement.
- Key Disciplines
- Copernic integrates strategy, RevOps, data management, and artificial intelligence into its CRM transformation services.
- Interoperability Importance
- A core service involves connecting HubSpot to various business tools (ERP, BI, e-commerce, etc.) to unify data and enable automation.
- Business Objectives Focus
- Services are presented in terms of addressing specific business challenges such as aligning sales and marketing, lead generation, and reliable reporting.
FAQ
Section 06- What is Copernic's primary focus?
- Copernic focuses on HubSpot CRM transformation, combining consulting, RevOps, data, and AI to improve marketing, sales, and customer service performance.
- What is Copernic's status with HubSpot?
- Copernic is a HubSpot Elite Partner.
- What are the three pillars of Copernic's approach?
- The three pillars are strategic and organisational consulting, operational excellence on HubSpot, and data mastery and interoperability.
- Does Copernic offer training for HubSpot users?
- Yes, Copernic provides training for teams to foster adoption and optimise the use of HubSpot's functionalities.