Harnessing HubSpot for Manufacturers

Seamless Integration with Industry-Leading ERPs

For manufacturers, managing complex processes, coordinating supply chains, tracking inventory, and maintaining customer relationships requires robust tools that can communicate seamlessly. HubSpot, with its powerful CRM and marketing automation features, has increasingly become a valuable asset for manufacturing companies, particularly when integrated with industry-specific ERPs (Enterprise Resource Planning systems). Let’s explore how HubSpot integrates with some of the top ERPs in the manufacturing industry and how each Hub within HubSpot can help streamline operations, improve customer experience, and drive growth.

Focusing on Two of the Top ERPs

When selecting an ERP for your manufacturing company, it’s essential to consider how well it integrates with your CRM system. HubSpot provides open APIs and has built strong partnerships with various ERP platforms, making integration seamless for manufacturers. Below, we focus on two of the top ERPs most compatible with HubSpot: NetSuite and Microsoft Dynamics 365.

NetSuite

Integration Overview: As one of the most widely adopted cloud-based ERP systems, NetSuite excels in manufacturing with features like inventory management, supply chain management, and financial planning. HubSpot integrates seamlessly with NetSuite using third-party tools such as PieSync, SyncSmart, or custom-built APIs, allowing manufacturers to sync customer and financial data efficiently.

Benefits of Integration:

• Real-time Data Sync: HubSpot can pull sales data, customer information, and inventory status from NetSuite, ensuring your teams have access to accurate, up-to-date data.
• Sales Automation: Automatically push new leads and opportunities from HubSpot to NetSuite, allowing for better tracking of sales opportunities and production forecasts.
• Improved Customer Communication: Integrating NetSuite with HubSpot enables automated workflows to trigger emails or tasks based on order status, invoicing, or stock availability.
• Custom Integrations: Add more to this list with custom solutions around your specific needs with Pearagon!?

Microsoft Dynamics 365

Integration Overview: Microsoft Dynamics 365 is another leading ERP system that integrates effectively with HubSpot. Through native connectors and API integrations, HubSpot can be synced with Dynamics 365 for customer data management, marketing automation, and sales pipeline tracking.

Benefits of Integration:

• Enhanced Sales Visibility: By syncing lead and opportunity data between Dynamics 365 and HubSpot, manufacturers gain complete visibility into the customer journey, from lead generation to product delivery.
• Custom Workflows: HubSpot’s automation can be used to trigger actions in Dynamics 365, such as updating stock levels or issuing invoices after a sale is closed.
• Improved Reporting: HubSpot’s reporting tools combined with Dynamics 365 data can give manufacturers better insight into sales performance, customer behavior, and operational efficiency.
• Custom Integrations: Add more to this list with custom solutions around your specific needs with Pearagon!?

How HubSpot Benefits Manufacturing Companies

HubSpot offers a suite of tools across various Hubs that can streamline manufacturing operations and improve overall efficiency. Below, we explore the benefits of each Hub specifically tailored for the manufacturing industry:

Marketing Hub

Manufacturing companies can struggle with generating leads and maintaining relationships with B2B customers. HubSpot’s Marketing Hub offers:

• Automated Campaigns: Create automated email workflows to nurture leads and move them through the sales funnel.
• Content Management: Centralize your content and marketing efforts by managing blogs, landing pages, and social media posts directly within HubSpot.
• Lead Scoring and Segmentation: Automatically score leads based on behavior (e.g., visiting product pages or downloading guides) and segment audiences for more targeted marketing efforts.

Sales Hub

The Sales Hub in HubSpot is designed to improve efficiency in managing sales pipelines and tracking deals:

• Pipeline Management: HubSpot allows manufacturers to track deals from lead generation to order completion, ensuring that sales teams can follow up with prospects efficiently.
• Automation: Use automated follow-up tasks and email reminders for sales teams to stay on top of customer inquiries and product orders.
• Quoting and Proposals: HubSpot’s quoting tools make it easy for sales reps to send customized quotes to prospects based on real-time data from the ERP.

Service Hub

Providing excellent after-sales support is crucial for manufacturers, especially when managing complex B2B relationships. The Service Hub offers:

• Ticketing System: Organize customer service inquiries related to orders, product issues, or service requests through a centralized ticketing system.
• Knowledge Base: Create a self-service knowledge base for common issues such as product setup or troubleshooting.
• Customer Feedback: Automatically request feedback after service calls or order completions, helping manufacturers measure customer satisfaction.

CMS Hub

Manufacturing companies often require highly functional websites to manage product information, generate leads, and offer support to customers. The CMS Hub provides:

• Website Management: Easily create, manage, and optimize your company’s website to ensure it’s up-to-date with your product offerings.
• Dynamic Content: Offer personalized content to different visitors based on their location, industry, or past interactions with your site.
• SEO Optimization: Use HubSpot’s SEO tools to optimize your website content and drive more traffic from search engines.

Operations Hub

For manufacturers, managing and syncing data across multiple systems is critical. The Operations Hub enhances this by:

• Data Sync: Seamlessly sync data between HubSpot and your ERP, ensuring consistency across platforms.
• Custom Automation: Use workflows to automate routine data management tasks such as syncing product information, updating customer records, or notifying sales reps when stock levels are low.
• Reporting and Dashboards: Create custom reports to track operational efficiency, production timelines, and supply chain performance.

Why Pearagon is Your Ideal Partner

At Pearagon , we specialize in helping manufacturing companies integrate their ERP systems with HubSpot. With vast experience across multiple ERPs, including NetSuite and Microsoft Dynamics 365, we understand the unique challenges faced by manufacturers. Our expertise ensures that your ERP-HubSpot integration is seamless, giving you real-time visibility into your operations, streamlining sales processes, and improving overall efficiency.

Whether you’re looking to migrate from an existing CRM, set up complex automations, or leverage HubSpot’s powerful marketing tools to drive more business, Pearagon is here to guide you every step of the way.

For manufacturers, the combination of an ERP system with HubSpot’s powerful suite of tools is a game changer. It improves customer management, streamlines sales processes, and provides actionable insights through seamless integration.?

By choosing Pearagon to assist with your HubSpot and ERP integration, you can ensure that your manufacturing operations run smoothly, efficiently, and with full visibility.