%20(1)%20(1).png?width=2508&height=1367&name=onecard%20banner%20(1)%20(1)%20(1).png)
Industry
Mobility
Challenge
OneCard needed a solution capable of automating these processes, reducing operational burdens, and improving client engagement — without compromising service quality.
Results
By automating 10 tasks, OneCard increased sales productivity by 45%, improved operational efficiency, and strengthened its capacity for growth.
Key Product
Mobility, CRM & Sales, SME, Automation
“OneCard redefined fleet management for SMEs through automation and the creation of more efficient, scalable, and customer-centric journeys. The project enabled the transformation of more than 60 previously manual touchpoints into automated interactions, strengthening operational efficiency and enhancing customer engagement throughout the entire customer journey.”
About OneCard / Edenred
OneCard is Edenred’s brand specialising in integrated fuel management solutions for SMEs. With a presence in 44 countries, Edenred is recognised for its innovative solutions in benefits, mobility, and corporate engagement. OneCard translates that commitment into responsible mobility solutions, fixed fuel prices, and secure transactions for business fleets.Executive Summary
OneCard was facing operational inefficiencies caused by the manual management of sales, onboarding, and customer support processes. With YouLead, it implemented a comprehensive automation strategy using HubSpot — transforming more than 60 manual touchpoints into automated interactions. The result: +45% in sales productivity per employee and a smoother customer journey, from first contact through to retention.
The Challenge
SMEs often struggle to manage fleet operations efficiently with limited resources. At OneCard, the manual handling of sales, onboarding, and customer support processes was causing:
Operational inefficiencies and increased workload for teams.
Inconsistent and fragmented communication with clients.
Excessive time spent on repetitive tasks with no strategic value.
Difficulty scaling customer follow-up without growing the team.
OneCard needed a solution capable of automating these processes, reducing operational burdens, and improving client engagement — without compromising service quality.
The YouLead Solution
YouLead implemented a comprehensive automation strategy using HubSpot, covering the entire customer lifecycle — from lead generation through to contract activation and retention.
How It Was Implemented
The implementation was structured in three phases, ensuring operational continuity and continuous improvement:
- Internal Sales Automation — First phase : automation of lead generation, follow-ups, and qualification processes for the sales team.
- Client Onboarding and Nurturin — Second phase: automation of the welcome process, onboarding scheduling, and post-contract nurturing communications.
- Continuous Optimisation — Phased approach with ongoing improvement and adaptation to client needs over time.
Your commercial process can also gain 45% productivity.
Your commercial process can also gain 45% productivity.
Frequently Asked Questions
What is CRM automation and how can it help SMEs?
CRM automation uses technology to automatically execute repetitive sales, onboarding, and customer support tasks. For SMEs, it enables business growth without proportionally increasing headcount, while maintaining quality in customer follow-up
How does HubSpot adapt to fleet management companies?
HubSpot is a flexible platform that integrates with existing systems and automates sector-specific processes. In OneCard’s case, it was configured to cover the entire cycle — from lead generation to retention — with automations tailored to fleet management sales processes for SMEs.
How long does it take to implement CRM automation with HubSpot?
A phased implementation like OneCard’s begins delivering results within the first few weeks. The phased approach allows for continuous adjustment and improvement without disrupting operations.
Does YouLead work with companies in the mobility and fleet sector?
Yes. YouLead has proven experience in CRM, automation, and Revenue Operations projects for companies in the mobility sector, such as OneCard (Edenred), with measurable results in operational and commercial impact.
What is a customer touchpoint and why is automating them important?
A touchpoint is any moment of interaction between a company and its customer. Automating these moments ensures consistency, speed, and personalisation — without depending on manual team availability.