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    Portal Migration & Microsoft AX Integration

    Migrating 3 separate portals into 1 unified HubSpot portal with an integration HS x Microsoft Dynamics AX,  resulting in Centralized Sales Management & overcoming siloed data for Operational Efficiency

    Collaborating closely with HYTORC Netherlands, we tackled the challenge of disparate sales portals head-on, consolidating 3 separate portals into 1 HubSpot portal. By assisting them with seamlessly integrating HubSpot with AX Microsoft ERP, we overcame siloed data and empowered HYTORC's sales team with a comprehensive overview of their operations, laying the foundation for Hytroc to leverage HubSpot as their operating model for growth.

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    • The Brief

      INTRO: HYTORC Netherlands is part of the US-based global HYTORC organization. Within Europe they are leader in industrial solutions, specializing in hydraulic, pneumatic, electric torque and tensioning tools. 
       
      CONTEXT: HYTORC encountered issues with seperated sales portals and inefficient data management. With sales teams relying on HubSpot and a custom Sales App, alongside Dynamics AX 2009 for ERP needs, aligning systems became became essential.
       
      MAIN CHALLENGES
      • Lack of unified view for sales manager oversight
      • Disparate HubSpot portals lead to scattered sales data & complex management.
      • Inefficient data management 
      • Limited reporting processes
       
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    Objective

    Eliminating HYTORCS's operational bottlenecks & streamline their commercial processes by seamlessly integrating systems and improved performance to enhance data accuracy, sales team efficiency, and overall business alignment.

    Leveraging HubSpot as an operating model for growth

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    The solution

    1. Migration to Unified HubSpot Environment: Consolidating 3 separate portals into 1 unified HubSpot environment, ensuring seamless migration of contacts, companies, and activities.

    2. HubSpot Integration with Dynamics AX: By integrating AX ERP with HubSpot to enable sales teams to operate solely within HubSpot, syncing quotes, orders, and client data seamlessly between platforms.

    3. Process Flow & Data Governance: Implementing robust data governance practices within HubSpot, utilizing Teams to segregate data and ensuring synchronization of updates across AX environments.

    4. Tailored Sales Training: Providing in-depth sales training to empower the sales force to seamlessly navigate system integrations, leveraging HubSpot and Dynamics AX integration effectively.

    Throughout the migration process, HYTORC took ownership of the integration, with our team providing expert assistance in phases. This approach ensured a tailored solution that met HYTORC's specific needs while empowering their sales team with the tools and insights necessary for uninterrupted ongoing operations.

    Results

    Centralized Sales Management

    Transitioning from multiple HubSpot portals to one unified environment has allowed for centralized sales management and improved oversight, ensuring a more cohesive approach across all product lines.

    Improved Operational Efficiency

    Streamlining sales processes and providing seamless access to crucial data within the HubSpot environment has greatly improved sales team efficiency, eliminating manual data entry tasks and optimizing workflows.

    Logos Testimonials

    Elixir guided us in our first steps in HubSpot

    Working with Elixir has been pleasant, short communication lines made sure that our needs were implemented in the way it suited us. A recommendable partner!

    Thijssen, R.

    Hytorc
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