HubSpot CRM & ERP Integration
Work Overview
The client, a premier lighting solutions provider, struggled with disconnected systems, manual processes, and limited visibility of their customer journey. They needed a unified platform to streamline operations, enhance customer experience, and accelerate growth.
Scope of Work
01
Custom HubSpot CRM configuration
02
Automated sales pipeline tracking
03
Marketing automation workflows
04
Business intelligence dashboards
Objectives
The client, a premier lighting solutions provider, struggled with disconnected systems, manual processes, and limited visibility of their customer journey. They needed a unified platform to streamline operations, enhance customer experience, and accelerate growth.
Technology
Our comprehensive technology solution leveraged HubSpot's Enterprise Suite as the core platform, seamlessly integrated with the client's ERP system through custom APIs. We enhanced the sales intelligence capabilities by incorporating Apollo.io for advanced prospecting and lead enrichment, whilst implementing bespoke business intelligence tools for detailed reporting and analytics. The solution stack also included HubSpot's native marketing automation and sales enablement tools, complemented by a sophisticated customer service platform for streamlined support operations. This integrated ecosystem ensured all business processes were connected, automated, and optimised for maximum efficiency.
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