HubSpot for Manufacturing

Manufacturing businesses often rely on a patchwork of systems for daily operations, including:

• CRM
• Sales Platform
• Marketing Platform
• Customer Service Platform
• Finance System
• ERP (Enterprise Resource Planning)
• Quote/Pricing Tool
• Appointment Scheduler

This fragmented approach can lead to inefficiencies and data silos. HubSpot's all-in-one platform offers a streamlined solution by consolidating your CRM, Sales, Marketing, and Customer Service functionalities. This allows you to manage your entire commercial and marketing processes within a single platform and integrate with your finance system for seamless invoicing.

Object Associations for Enhanced Visibility

Manufacturing often involves tracking assets at various levels: individual units, groups of units, and across different sites. HubSpot allows you to establish robust object associations, providing a clear view of:

• Site-level data: Track which sites have specific equipment installed.
• Entity-level data: Monitor equipment purchases across different business entities.
• Group-level data: Gain high-level insights into equipment distribution and usage.

This granular data is invaluable for maintenance planning, as you can easily identify which sites require service and when.

Streamlining Sales and Marketing Processes

Complex manufacturing projects often involve intricate design processes and require close collaboration between sales and technical teams. HubSpot empowers you to:

• Manage internal processes: Utilise the tickets object to track internal tasks and workflows supporting each sales opportunity.
• Gain valuable insights: Track the time and resources invested in each opportunity to identify potential bottlenecks and areas for improvement.

Seamless Financial Integration

Once a deal is closed, HubSpot integrates seamlessly with your finance system.

• Connectors: Leverage connectors like InvoiceStack for bidirectional data sync between HubSpot and your invoicing software.
• Streamlined invoicing: Integrate invoicing directly within HubSpot deal records for a seamless and efficient workflow.

Stock Management Integration

Accurately tracking inventory is crucial for any manufacturing business. HubSpot can integrate with your existing ERP or stock management system, whether cloud-based or on-premise.

• Real-time inventory updates: Deduct stock automatically when an item is sold or based on the Bill of Materials (BOM).
• Improved inventory accuracy: Gain better control over your inventory levels and reduce stockouts.

Book a Call to Learn More

Contact us today for a consultation to discuss how HubSpot can help streamline your manufacturing operations and unlock significant business growth.