In this blog, we delve into the intricacies of maximising the synergy between NetSuite ERP and HubSpot CRM, empowering you to streamline operations and enhance productivity with finesse.
We will unpack what NetSuite is, where a business might use it and how to get the most out of a NetSuite to HubSpot integration to streamline and automate your business operations and harness the full potential of this popular integration.
What is NetSuite?
NetSuite is a cloud-based enterprise resource planning (ERP) software that offers a suite of business applications, providing solutions for financial operations, enterprise resource planning (ERP), customer relationship management (CRM), and e-commerce.
NetSuite's ERP system integrates various business processes, including financial management, order management, inventory management, supply chain management, procurement, and production management. It provides real-time visibility into key performance indicators (KPIs) and enables businesses to streamline their operations and make data-driven decisions.
One of the key features of NetSuite is its cloud-based architecture, which allows businesses to access the system from anywhere with an internet connection, making it particularly suitable for companies with distributed operations or remote workforces.
Overall, NetSuite is widely used by businesses of all sizes and across various industries to manage their core business processes efficiently and effectively.
Why Integrate NetSuite and HubSpot?
Based on previous experience, we found the following benefits of integrating NetSuite with HubSpot to streamline your business operations:
- a more efficient, user-friendly system that enhances data management and customer relationship handling
- notable improvements in time management and operational efficiency
- set a solid foundation for future growth and potential for further technological advancements.
How to get the Most out of my NetSuite and HubSpot Integration?
Integrating NetSuite with HubSpot can provide significant benefits in terms of streamlining your sales, marketing, and customer relationship management processes.
Here are some tips from our integration experts at Struto to get the most out of your NetSuite and HubSpot integration:
- Define your integration goals:
Before you start integrating the two platforms, clearly define what you want to achieve. Whether it's improving lead generation, enhancing customer segmentation, or streamlining sales processes, having clear goals will guide your integration efforts. - Map your data flows:
Document how data will flow between NetSuite and HubSpot. Determine which data fields will be synchronised between the two systems, such as leads, contacts, opportunities, and customer data. - Ensure data accuracy and consistency:
Establish data governance policies to maintain data accuracy and consistency across both platforms. Develop standardised naming conventions and data validation rules to prevent duplicates and ensure clean data. - Automate workflows:
Leverage workflow automation to streamline processes and eliminate manual tasks. For example, automatically create leads in HubSpot when new opportunities are created in NetSuite, or update customer records in NetSuite when leads progress through the sales funnel in HubSpot. - Personalise marketing campaigns:
Use the integrated data from NetSuite and HubSpot to personalise your marketing campaigns. Segment your audience based on customer data stored in NetSuite, such as purchase history or demographics, and create targeted email campaigns in HubSpot. - Track and analyse performance:
Utilise reporting and analytics capabilities in both NetSuite and HubSpot to track the performance of your integrated processes. Monitor key metrics such as lead conversion rates, sales pipeline velocity, and marketing ROI to identify areas for improvement and optimisation. - Train your team:
Provide comprehensive training to your team members on how to use both NetSuite and HubSpot effectively. Ensure they understand how the integration works and how to leverage the combined capabilities of both platforms to enhance their workflows. If you need assistance on HubSpot training, we can help there too. - Stay updated:
Keep abreast of any updates or new features released by NetSuite and HubSpot that could enhance your integration. Regularly review your integration setup to ensure it aligns with your evolving business needs and objectives.
By following these tips, you can maximise the benefits of integrating NetSuite and HubSpot, streamline your operations, and drive better outcomes for your business.
Native Connectors vs strutoIX:
Why would I need a HubSpot Integrations Expert?
When setting up a NetSuite to HubSpot integration, you’ll also be faced with the choice of a native connector available on the HubSpot marketplace or choosing a custom integrations partner to deploy the integration for you. The marketplace connectors offer a less flexible solution whereas custom can handle almost any NetSuite to HubSpot integration need. The deciding factor is thus more around how flexible and futureproof you want your integration to be from the outset.
Struto is an elite HubSpot partner offering technical skills and expertise to clients of all shapes and sizes, including HubSpot integration deployments.
Our HubSpot development team provides specialised technical proficiency for configuring and enhancing HubSpot, along with the capability to seamlessly integrate it with various business platforms tailored to your requirements.
Struto’s integration solution, strutoIX, serves as a form of middleware, delivering a fully customisable and exceptionally efficient means to link HubSpot with virtually any system. The middleware is developed and hosted by Struto, with security and infrastructure support managed by our ISO 27001 accredited partners. strutoIX is also available as on-premise software to accommodate your specific compliance needs.
There are several reasons why you might consider engaging a HubSpot integration expert such as Struto:
- Complex integration requirements:
If your integration involves complex data mappings, customisations, or workflows, an expert can ensure that the integration is configured correctly to meet your specific needs and business objectives. They can help you navigate any intricacies in the integration process and implement solutions tailored to your requirements. - Optimising performance:
Integration experts have experience in the optimisation of integrations to ensure they perform efficiently, sync data effectively and have minimal latency. They can configure settings to maximise the speed and reliability of data transfers between NetSuite and HubSpot. - Troubleshooting and support:
In the event of any issues or errors during the integration setup or ongoing operation, an expert can provide prompt troubleshooting and support to resolve issues quickly. They can provide solutions to minimise any disruptions to your business operations. - In-depth training and guidance:
Leaning on experts can provide your team with in-depth training and guidance on how to use the integrated systems effectively. They can offer best practices, tips, and recommendations for optimising workflows and harnessing the full power of the integrated platforms. - Future scalability and growth:
As your business grows and evolves, you may need to expand or modify your integration to accommodate changing requirements. Integration experts can help you plan for future scalability and growth, ensuring that your integration remains robust and adaptable to your evolving business needs. - Save time and resources:
Engaging an integration expert can save you time and resources by leveraging their expertise to set up the integration efficiently and effectively. Instead of spending valuable time troubleshooting issues or experimenting with configurations (and possibly getting it wrong and causing mayhem with your integrations), you can rely on the expertise of an integration specialist to get the job done quickly and accurately.
While it's possible to set up a NetSuite to HubSpot integration without an expert, working with a skilled integration professional, who is adept with the systems, can help ensure a smoother and more successful integration process, ultimately delivering greater value to your business.
A Case Study in NetSuite x HubSpot Integration Success
Struto recently partnered with a leader in golf tech, who wished to enhance operational efficiency by merging their HubSpot CRM with NetSuite ERP (read the full case study here). After encountering hurdles with their data synchronisation, they collaborated with Struto to devise a customised solution. The seamless integration yielded improved efficiency, setting the stage for forthcoming growth and technological innovations.
Conclusion
To summarise, the NetSuite ERP x HubSpot CRM integration enhances efficiency and productivity, fosters collaboration and communication, and empowers data-driven decision-making, revolutionising business operations and competitiveness in today's market.
We trust this blog post has offered valuable insights and sparked inspiration. Should you need a partner for your NetSuite to HubSpot integration, please don't hesitate to contact us.
