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    Leveraging HubSpot & NetSuite for Enhanced Sales & Marketing

    Streamlined Sales Processes and Improved Marketing Efficiency Through Seamless Integration
     
    By integrating NetSuite with HubSpot using ElixirSync, STAXS streamlined their sales processes and enhanced marketing efficiency. This seamless synchronization of customer data and estimates enabled targeted marketing and better sales task management. The integration allowed for real-time data synchronization, improved accuracy, task automation, and an enhanced customer experience. Discover how this solution overcame data fragmentation and improved workflows, driving growth and efficiency for STAXS.
     
    → Leveraging HubSpot and NetSuite integration for enhanced sales and marketing efficiency.
     
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    • The Brief

      INTRO: STAXS is a pioneering contamination control company operating globally, specializing in offering tailored services and cutting-edge anti-contamination products. With a commitment to innovation and scientific excellence, STAXS sets the benchmark in the industry, adapting swiftly to client needs and advancing contamination control standards.
       
      CONTEXT:  Switching to NetSuite, STAXS faced synchronization issues between NetSuite estimates and HubSpot, disrupting their sales and marketing with outdated information. They aimed for a seamless NetSuite-HubSpot integration to streamline their operations and boost marketing.
       

      MAIN CHALLENGES:

      • Data Fragmentation: Inconsistent data management between NetSuite and HubSpot
      • Inefficient Tools: Multiple tools leading to complex and inefficient integration.
      • Limited Data Accessibility: Incomplete data in NetSuite affecting targeted marketing and price list management.
      • Integration Limitations: Standard connectors and API authentication issues hampering seamless data flow.
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    OBJEctives

    Improved Collaboration Between Marketing and Sales
    Centralized Data Management
    Optimized Customer Engagement
    Data-Driven Decision-Making
    Scherm­afbeelding 2024-02-14 om 18.23.20
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    The solution

    To address the challenges STAXS faced, the integration solution involved the following steps:

    How we mad it happen:

    • Technical Assessment: A thorough evaluation of STAXS's existing systems and processes to identify gaps and integration needs. This included understanding the data flow and pinpointing areas where synchronization was lacking.

    • Optimizing Data Model: Refining the data structure to ensure seamless synchronization and accurate data flow between NetSuite and HubSpot. This step involved cleaning and structuring data to facilitate better integration and usability.

    • Integration with ElixirSync: Implementing ElixirSync to enable real-time synchronization of customer data and estimates. This integration allowed for:
      • Automation of sales tasks triggered by deal activities.
      • Streamlined sales processes with task management for sales representatives.
      • Comprehensive logging of activities on deals within HubSpot, as NetSuite could not track these activities natively.

    Results

    In summary, the implemented solution empowered STAXS to enhance their sales and marketing efforts, driving growth and operational efficiency. Key outcomes included:

     

     
    Enhanced Marketing Efficiency

    The integration allowed STAXS to streamline their marketing efforts by providing a unified view of customer data, enabling more effective communication about their products and changes in their product offerings

    Streamlined Sales Processes

    The automation of sales tasks and synchronization of deal information between NetSuite and HubSpot improved the efficiency of sales representatives, allowing them to focus on high-value activities.

    Improved Data Management

    With real-time data synchronization, STAXS achieved better data accuracy and availability, facilitating more informed decision-making and strategic planning.

    Results

    In summary, the strategic setup of data migration, phased approach, integration with Salesforce, and focus on personalized experiences contributed to the transformative results achieved by ION in collaboration with Elixir.
    Closing the loop between Marketing & Sales:

    Our Solution of migrating from Salesforce/Pardot to HubSpot, unified ION's marketing and sales operations, ensuring a cohesive and efficient workflow.

    • Initially, a temporary integration was established between HubSpot and Salesforce during Phase 1, allowing leads generated in HubSpot to synchronize with Salesforce for continuous sales operations.
    • In Phase 2, as the sales department fully transitioned to HubSpot, a refined workflow was implemented. This workflow triggered automatic emails to Salesforce when a lead reached the "close reservation" stage, maintaining a synchronized and real-time data exchange.
    The result is a closed-loop system where marketing and sales collaborate, enabling personalized lead management, aligned objectives, and improved operational efficiency all within the HubSpot environment.
    Personalized Customer Experiences:

    In summary, Elixir's multifaceted solution approach optimizes engagement and satisfaction by strategically managing leads, introducing a responsive rotation system, enhancing data quality, synchronizing data between systems, and automating communication based on prospect behavior: 

    • Strategic Lead Management Workflow:

      • Assigns leads to sales representatives based on relevant projects.
      • Tailors prospect journeys to align with individual interests and preferences.

    • Responsive Rotation System:

      • Ensures fair and balanced lead distribution among sales representatives.
      • Guarantees each prospect receives individualized attention, contributing to a tailored experience.
    Ensuring Back Office Continuity:

    The solution achieves cost-effective operations for ION through strategic implementations:

    • Streamlined Processes:

      • HubSpot's integration streamlines day-to-day processes, reducing operational complexities.
      • Teams operate more cohesively, optimizing resource utilization and minimizing operational redundancies.

    • Unified Sales and Marketing:

      • This alignment optimizes the use of CRM systems and eliminates redundancies, contributing to cost reduction.
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    • Strategic Resource Allocation:

      • With improved operational efficiency and collaboration, ION can strategically allocate resources. >This ensures that resources are directed towards high-impact activities, enhancing overall cost-effectiveness.
    Cost-Effective Operations:

    client review

    ion

    Migration from Pardot/Salesforce to Hubspot

    As our marketing & sales teams felt the need for a more intuitive CRM system to cover our lead generation process, we knew that Hubspot could do the job. Finding the right implementation partner was not easy though, given the very short deadline and complex Salesforce set-up. Elixir helped us by first and foremost outlining the process and relationships between objects and then tackling track by track with experts: data mapping, form & workflow migration, marketing set-up, sales set-up, and custom event management. The hard deadline was met and overall we are satisfied with the responsiveness and speed with which the Elixir experts accomplished their assignment

    Pieter Vermandere

    Ion
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