Orhatek, a consulting firm specializing in HR solutions, managed its business and billing processes through a combination of Excel and Sellsy. The lack of structure hampered margin monitoring, partner management, and synchronization with Pennylane accounting.
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Challenges
- Sales, billing, and commission processes lacked clarity and consistency.
- The team was using several unconnected tools, generating re-entries and errors.
- Margin management was non-existent, due to the lack of reliable indicators.
- No visibility on the origin of leads via the WordPress site.
- Pennylane accounting was not synchronized with CRM data.
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Solutions
TurnK supported Orhatek in structuring its commercial and financial tools using HubSpot Sales Pro and Pennylane:
- Sellsy migration > HubSpot : complete resumption of contacts, companies, suppliers, comments and product catalog.
- Creating pipelines : one for sales, another for supplier invoices.
- Margin monitoring : creation of 6 custom properties in HubSpot to calculate net and gross margins.
- Web tracking : implementation of WordPress > HubSpot tracking to capture and qualify incoming leads.
- HubSpot ↔ Pennylane connection : native integration activated to facilitate exchanges with accounting.
- Generating documents : automated creation of quotes, purchase orders and orders from HubSpot.
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Impacts
- A clear and centralized vision of the entire business cycle and margins.
- Seamless synchronization with accounting, reducing duplicates and errors.
- Operational time savings thanks to the automation of key tasks.
- A rapid adoption of the new tools by the teams.
- An evolving environment ready to integrate future modules (payment, reporting, etc.).
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Orhatek now has a CRM/Finance system that is structured, integrated and ready for growth. 🚀
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