Implementing Salesforce, NetSuite, and HubSpot for a European Financial Services Company
A European financial services company had been using HubSpot for marketing successfully but struggled with fragmented processes between sales and financial operations. They wanted to implement Salesforce for CRM and NetSuite for ERP while ensuring seamless integration with their existing HubSpot setup. Their goal was to unify customer lifecycle management, automate financial workflows, and scale their operations efficiently.
Challenges in Using Salesforce, NetSuite, and HubSpot Together
- Existing HubSpot marketing setup was disconnected from sales and financial systems.
- Manual workflows for lead management, quoting, and invoicing slowed down operations.
- Lack of real-time data synchronization led to inefficiencies and missed opportunities.
- Limited visibility across marketing, sales, and ERP processes hindered decision-making.
Solution: Optimizing Salesforce, NetSuite, and HubSpot for Efficiency
TechTorch implemented the following:
- HubSpot Marketing Integration: Retained the existing HubSpot marketing setup and integrated it with Salesforce and NetSuite for seamless data flow.
- Salesforce CRM: Deployed Salesforce to manage customer relationships, sales pipelines, and quoting processes.
- NetSuite ERP: Integrated NetSuite for financial management, including invoicing and revenue recognition.
- Pre-Built Workflows: Configured workflows for lead-to-cash processes, ensuring streamlined transitions from marketing to sales to billing.
- Real-Time Synchronization: Used Workato for real-time data integration across HubSpot, Salesforce, and NetSuite.
Results of Using Salesforce, NetSuite, and HubSpot as a Unified System
- Accelerated Implementation: Reduced deployment time by 50% with pre-built architecture and workflows.
- Improved Efficiency: Streamlined lead management and invoicing processes, reducing manual effort by 40%.
- Unified Insights: Delivered actionable analytics across marketing, sales, and financial operations.
- Scalable Growth: Established a system capable of supporting future business expansion seamlessly.
Conclusion: Maximizing Business Growth with Salesforce, NetSuite, and HubSpot
With TechTorch’s HubSpot, Salesforce, and NetSuite Pre-Built Architecture, the financial services company successfully integrated their marketing, CRM, and ERP systems into a unified, scalable solution. By leveraging pre-configured workflows and real-time synchronization, they achieved faster implementation, greater efficiency, and actionable insights to drive growth.
Related Insights
