About ICPF
ICPF (ICPF & PSI) is a Paris-based certification institute founded in 1995, operating in Levallois-Perret. The organization delivers Qualiopi, ICPF PRO, and ISO certifications to training providers, consultants, and individuals in the professional development and training sector. With 11 to 50 employees and a long-standing position in the French professional certification market, ICPF serves organizations across France looking to improve performance and meet certification requirements.
The Challenge
ICPF needed to implement Attio as a CRM foundation, having identified the platform as a better fit for their needs than existing tools. The engagement was scoped around the initial setup and pipeline configuration to give the team a working starting point in Attio.
Our Approach
Novlini delivered the Attio foundation in a focused engagement covering the core setup required to get the team operational.
Attio Foundation
The workspace was configured with a data model appropriate for ICPF's certification sales motion: company and people objects with relevant attributes, a deal pipeline reflecting the organization's sales stages, and basic views to give the team visibility on their active pipeline.
Pipeline stages were designed around ICPF's actual certification sales process, which involves initial qualification, proposal, audit scheduling, and certification issuance. Core automations were configured to reduce manual stage updates and remind the team of upcoming follow-ups.
Technology Stack
Attio - CRM, pipeline configuration, team enablement
The Results
ICPF went from no dedicated CRM to a working Attio foundation with a configured pipeline and team access.
Attio operational - pipeline configured, data model in place, team onboarded
Sales stages defined - pipeline reflects the certification sales process rather than a generic funnel
Foundation in place - a clean starting point for expanding CRM usage across the organization
"Giacomo and Maxime helped us understand better the functioning of Attio and its limitations. They understood our goals during these sessions and through some of our use cases made us see how Attio will allow us to manage our leads and clients. Now we're on the right path to make of Attio our CRM!"
Dimitri M. - ICPF ★★★★★
Why It Matters
For a certification body with a defined sales process and a team that has never had a CRM, getting the foundation right matters more than getting it fast. A clean Attio setup built around the actual workflow gives the team something they can adopt and build on, rather than a system they work around.