HubSpot for SaaS:
from acquisition to retention

As a SaaS provider, Mi4 can help you deploy or optimize HubSpot CRM to manage your customers' entire lifecycle.

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BADGE HUBSPOT INDUSTRY SOFTWARE SPECIALIST

They've switched to HubSpot with Mi4

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OUR CONCLUSION

Your SaaS is evolving fast
and your CRM isn't always up to speed.

Imprecise customer lifecycle
Trial, onboarding, activation, expansion, renewal: your customer journey doesn't fit into a classic sales process.

Without appropriate modeling, your teams lose visibility on the critical stages of conversion and retention.

Scattered product data
Product usage is your most valuable data. When it remains siloed in your application, your sales and CS teams work blindly, without knowing who's active, who's dropping out, or who's ready for an upsell.

Teams working in silos
Your marketing, sales and customer service teams don't use the same tools, the same data, the same definitions or the same objectives.

The result: poorly qualified leads, unclear needs and customers falling through the cracks.

Ludwig-off

" The SaaS model has its own mechanics. As long as your CRM doesn't reflect them, your teams don't have enough weapons to be more efficient."

Ludwig Meert COO, Mi4

4 steps to co-build your HubSpot CRM

An approach designed for the SaaS model, adaptable to your maturity and priorities

1 - Diagnosis and exploration

  • Mapping your current stack
  • Analysis of your business processes
  • Identification of your friction points
The objective: to establish a clear diagnosis before configuring HubSpot. You have a roadmap aligned with your business challenges.

2 - Structuring the life cycle

We co-construct the modeling of your customer journey: from first interaction to renewal.

Pipelines, lifecycle stages, scoring, automations... each stage is designed to reflect your reality.

3 - RevOps alignment

We unify your data, definitions and reporting between Marketing, Sales and Customer Success.

Your teams work with the same repositories, the same attribution rules, and a shared vision of pipe and performance.

4 - integrating your service data into HubSpot

Where relevant, we connect usage data from your application to HubSpot: product events, activation signals, customer health indicators.

Your sales and Customer Success teams have access to the right insights, at the right time, directly in the CRM.

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Discover their HubSpot journey with Mi4

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How Smart Global Governance aligned its Marketing, Sales and Support teams with HubSpot

Find out how Smart Global Governance centralized its tools with HubSpot, optimizing its marketing, sales and support processes while complying with RGPD standards.

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How Fleetenergies centralized its entire customer journey on HubSpot

Fleetenergies transformed its customer journey on HubSpot thanks to Mi4, optimizing its marketing, sales and support processes to improve satisfaction and ROI.

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Ready to switch your SaaS to HubSpot?
Let's talk!

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Do you have a custom application in mind?

F.A.Q.

Got questions about HubSpot?
We've got the answers.

How is Mi4's approach to SaaS different from that of other HubSpot integrators?

Our approach is customized to your needs, and our team understands the mechanics of SaaS: lifecycle, trial period, retention, usage score, customer satisfaction management...

We configure your HubSpot CRM to reflect your SaaS model, and yours alone.

Our HubSpot is no longer suitable. Can Mi4 take over?

In fact, this is one of our most frequent cases.

We audit your current configuration, identify what's holding your teams back, and restructure progressively, with an action plan based on milestones and priorities, without starting from scratch.

Your data history is preserved.

Do I already need HubSpot to work with Mi4?

No. We work with you whether you're starting from scratch, migrating from another CRM, or have an existing HubSpot to restructure. The scoping audit is there to help you define the right starting point.

How long does HubSpot coaching last?

It depends on your CMS maturity and scope. A scoping audit for a RevOps project takes a few weeks.

A complete project, from onboarding to configuration and training, can take from 4 to 6 months.

In all cases, planning is based on your priorities.

Is it necessary to connect our product data to HubSpot?

Not necessarily. Product data integration is a complementary brick that can be activated according to your use cases.

Many SaaS solutions already derive enormous value from a well-structured lifecycle and team alignment, without product integration.

TESTIMONIALS

Our customers sayHome_icon_arrow-2

"We entrusted Mi4 with the implementation of our new HubSpot CRM, including advanced customization and the development of bespoke APIs to connect our various business tools. Their team understood our needs, proposed relevant solutions and implemented them with great responsiveness. A smooth and efficient collaboration that we recommend without reservation."

"Over the past six months, our marketing team has benefited greatly from working with Mi4. The value Irina brings both as a subject matter expert and as a project manager cannot be ignored. She has been a great help in bringing our team's efforts to the right level - highly recommended!"

"We worked with Mi4 to set up HubSpot for our business. Their understanding of our needs was great and overall the process was smooth. The training was adequate, and their communication was on point, with great insights and ideas. A great experience overall."

"We use Mi4's services to make the best use of HubSpot's essential functionalities enabling us to: improve our internal sales performance, improve lead acquisition and improve our external communication. The Mi4 team provided us with invaluable assistance as much through their involvement, professionalism and passion for success."

"Mi4 supports us in a number of areas, including the implementation of HubSpot for our Sales teams. The Mi4 teams are extremely efficient, sometimes working to very tight deadlines. The implementation of HubSpot has been a success, and the support of our sales teams (+50 people) has been acquired, and that's thanks to Mi4!"

"The MI4 team knew how to create and set up our digital prospecting and Inbound marketing business. A team that listens, that was able to propose professional content for the blog despite the complexity of our business, and that was also able to transfer their expertise through various training courses."

"We are very satisfied with Mi4's support on HubSpot, this agency responds to all our problems with reliable and long-lasting solutions. They really are a partner we can trust."

"We had a big project to optimize our company's processes using HubSpot, including developing automation on the support ticket side and training the sales to the new functionalities they could find in HubSpot (we migrated from Dynamics 365). It is a real pleasure to work with the team and they always find creative ways to answer our needs. Highly recommended!"

"We needed a way to show our senior leadership team that marketing was producing results, and that's hard when your metrics are scattered. This dashboard saved the day."

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Your Diamond-certified HubSpot integrator and SaaS specialist

In addition to being recognized as a Diamond-certified HubSpot integrator, among the top 15 French agencies, Mi4 is multi-accredited.

HubSpot accreditations guarantee high-quality services, with optimal strategic and technical support. Mi4 holds several, demonstrating our expertise and ability to integrate Hubspot into any ecosystem.

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BADGE HUBSPOT INDUSTRY SOFTWARE SPECIALIST
Custom Integration Enable you to extend your CRM with custom integrations and customizations

Custom Integration

Enable you to extend your CRM with custom integrations and customizations

Platform Enablement Expertise in improving adoption rates through customized training and change management

Platform Enablement

Expertise in improving adoption rates through customized training and change management

Certified Trainer Certified trainer in Inbound Marketing and HubSpot expertise with the support of HubSpot Academy

Certified Trainer

Certified trainer in Inbound Marketing and HubSpot expertise with the support of HubSpot Academy