A leader in golf technology sought to streamline operations by integrating HubSpot CRM with NetSuite ERP. Facing challenges in data synchronisation, they partnered with Struto for a tailored solution. Through collaborative efforts, the successful integration resulted in enhanced efficiency, paving the way for future growth and technological advancements.
Background
This company operates in the golf technology industry and specialises in innovative products designed for both casual and professional golfers. The company, established with a vision to enhance the golfing experience through advanced technology, has made significant strides in the B2B sector, where they sell to golfing outlets and the B2C sector that caters directly to the public through their e-commerce platform.
Notably active in the USA and Canada, the company has gained recognition for its cutting-edge products and services. Despite being relatively young in the industry, the organisation has garnered attention for its dynamic approach and customer-centric solutions. Their commitment to quality and innovation is evident in their expanding market presence and growing customer base, making them a notable player in the golf tech arena.
Challenge
The project was initiated from a need to enable their sales team to work within the HubSpot CRM, to build relationships, generate quotes and sales via deals. A HubSpot to NetSuite integration would allow them to push deal-based data into NetSuite as sales orders, where they were already processing invoices, managing accounts and routing the orders for dispatch to their customers. The result of this would be to allow their sales team to work in HubSpot and their operations team in NetSuite.
While grappling with challenges in synchronising and managing customer data across different platforms, they sought a seamless solution to align their sales and customer service processes. This integration project was born out of a desire to enhance efficiency and streamline operations, particularly focusing on the North American market.
The decision to engage with Struto was influenced by their expertise in CRM integration and a proven track record in delivering tailored solutions for similar industry challenges.
Solution
Struto's solution involved a strategic approach to integrate their systems with HubSpot CRM and NetSuite ERP. The plan included customising these platforms to align with the company's unique business processes and data models. Struto utilised its expertise in CRM software and applied a methodology that prioritised seamless data synchronisation and user-friendly interfaces. The project was a collaborative effort, involving cross-functional teams from both Struto and the client, ensuring that every aspect of the integration met the specific needs of their operations.
Challenges
During the project, the client and Struto encountered several challenges. Aligning the distinct data models with the capabilities of HubSpot and NetSuite CRMs proved to be a complex task. This involved ensuring that the data flowed seamlessly and accurately between the systems.
Additionally, configuring the integration to cater to the specific operational needs of the company while maintaining system efficiency was a significant challenge. These issues required innovative problem-solving and technical expertise to ensure the integration was not only functional but also optimised for the client's unique business processes.
Outcome
The integration project culminated successfully, delivering a robust, synchronised CRM system that streamlined the client's operations significantly. The entire process, from conceptualisation to implementation, spanned several months. The outcome was a more efficient, user-friendly system that enhanced data management and customer relationship handling. The project was marked by notable improvements in time management and operational efficiency.
"It was exhilarating to work on this project. The integration was not just about technology; it was about aligning our client's ambitious business goals with efficient CRM solutions. The successful implementation of this project stands as a testament to our team's dedication and the collaborative spirit between Struto and our customers."
- Ryan Waters, Solutions Architect, Struto
Results
The results of this HubSpot to NetSuite integration project have been extremely positive and have set the foundation for continued growth. The feedback from their Co-Founder in particular has been glowing, and Struto values the sentiments from their partnership to date.
The seamless integration of these two CRMs has significantly improved operational efficiency and customer relationship management for the team, and as a consequence they have been able to realise the potential for additional technological advancements to further accelerate their business operations in due course.
We brought Struto on to integrate HubSpot with NetSuite and automate data flow between the systems. I can't say enough positive things about working with the Struto team. Everyone from the top leadership level down to the execution front has been nothing short of awesome. The project was scoped correctly, structure was put in place from the outset, and the Struto team have delivered on their promise time and time again, something that I find rare in the system integrator/software consulting space. If you are looking to integrate HubSpot with NetSuite or set up a custom instance of HubSpot, look no further; this is the company for you.
- Co-Founder of the Golf Tech Company
Future Scope
The future scope of the project is promising. Building on the success of the CRM integration, there are plans to explore several other enhancements, particularly in the areas of inventory management as they have stock in multiple warehouses that needs to be reconciled. This ongoing engagement is expected to evolve into a long-term partnership, with Struto continuing to provide support and innovative solutions to meet the client's growing business needs.
The potential for additional, project-based work is significant, indicating a sustained collaboration that will further drive technological and operational advancements for this business.
