Running a business involves a multitude of activities that need to be ticked off the daily to-do list. Balancing everything from marketing and sales strategies to resourcing and project management can be a daunting task. Communication between the marketing and sales teams, as well as the other departments in your business, is critical, but can also be difficult.
HubSpot is a fantastic tool for marketing analytics, website creation and sales pipeline management, but it doesn't always provide everything a company needs, such as invoicing tasks, time tracking or project management. To alleviate these problems, the perfect solution has emerged: integrating HubSpot CRM with your ERP.
Fortunately, by combining HubSpot CRM with a robust ERP system, seamless integration of marketing and sales with project management and invoicing is possible.
how does this integration work?
read on to find out!
How HubSpot's CRM system works
First of all, it is very important that you know in detail how HubSpot CRM works, so you will have a more complete view of what the integration with this system can bring you.
HubSpot is an integrated software that works to carry out all the tasks related to marketing and sales teams. One of the great services that HubSpot offers its users is its free CRM system. Any company that wants to, can purchase certain paid add-ons suited to the needs of the company.
Currently, the platform makes available to its customers a set of complementary tools that will allow them to centralise all the information of their company, allowing them to optimise the time that the different work teams dedicate to the management of information so that they can focus on their customers.
The tools available are as follows:
- Marketing Hub, for the management of marketing campaigns with automated segmentation based on CRM.
- Sales Hub, which enables rapid pipeline and opportunity management by connecting the platform between marketing and sales.
- Operations Hub is an excellent choice for RevOps teams looking to eliminate organisational silos.
- CMS Hub, the content manager for creating a website and landing pages, with the option to create forms, CTAs and other lead magnets that connect directly to the CRM.
can HubSpot be used as an ERP?
Project management is an integral part of any business, and must be handled with great care. Managing projects with an iron fist ensures that departments can complete projects on time and improve business productivity. While HubSpot has some project management features, its main focus is on the sales and marketing aspects of a business.
HubSpot has a wonderful Sales Hub, which can help you save time at every stage of the sales process. However, ERP systems can do the same for your project management. If your business manages multiple projects and you'd like to make sure you always finish those projects on time, integrating HubSpot with your ERP system is the perfect alternative.
Benefits of HubSpot integration with your ERP system
Here are the main benefits you can get from using HubSpot to complete your ERP system:
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You boost your ability to close sales
One of the main benefits of integrating HubSpot with a reliable ERP system is to see how synchronisation shortens the sales cycle, saving companies time and money by streamlining the process.
Having two-way synchronisation ensures that business leaders are kept up to date on all the activities happening within their sales pipeline, and in turn, provides them with necessary actionable information that can help them close sales.
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Streamline communication between your teams
HubSpot's full integration with robust ERP software can improve the lines of communication between teams and even departments, and provides exceptional visibility into every stage of the business, resulting in crucial data that can mean the difference between business success and failure.
Closed deals can be automatically transferred from HubSpot to other applications and vice versa. The two-way synchronisation capability is an incredibly effective way to reduce unnecessary manual input, while allowing you to focus on the things that really matter: customers and their demands.
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You get a complete view of the business and customer lifecycle
Clear and reliable information ensures better visibility into a company's business prospects.
When you integrate HubSpot with a good ERP system, you help make this data readily available, so you can use this information to manage every stage of the customer journey, enabling you to reach and acquire new customers, develop relationships and retain more loyal customers.
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You get to nurture your leads
Having a solid integration between HubSpot and an ERP system can provide business owners with high-value information that is critical to nurturing your leads and developing a stronger relationship with your customers.
This type of information is also beneficial in creating and implementing better strategies and ensuring more deals are won.
A good connection between HubSpot and ERP systems can make lead nurturing easier and more efficient. This is especially important as integration can help retain interest until leads are ready to move on to the next stage of conversion.
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Simplify your organisation
With a robust and simple integration, your entire organisation will work and thrive from one place, and two-way synchronisation ensures that you are constantly informed of changes in either system.
HubSpot's integration with ERP functions will enhance and simplify every part of your organisation.
how can I connect HubSpot with my ERP?
Integrating CRM and ERP systems may seem like a complicated process, but it is undoubtedly rewarding once completed. It's important to note that not all ERP systems can connect with HubSpot's CRM. Some connections are established using open APIs, others using Zapier, and still others are built using internal ERP systems that require substantial commitment from your company's development staff.
Fortunately, there are other, simpler options. Some companies, like Occam, offer integration services to make this process much easier. All you have to do is contact us and take the first step towards your company's success.
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