Background

A global leader in formulated film coating systems, modified-release technologies, and functional excipients for the pharmaceutical and nutritional industries, supporting customers worldwide with advanced products and technical expertise.

The Challenge 

  • Legacy CRM Integration: Integrating an on-premise Oracle CRM with cloud-based HubSpot while ensuring data integrity and robust error handling.
  • Territory & Resource Management: Designing territory management and automated resource assignment within HubSpot.
  • Custom System Actions: Building custom HubSpot actions to perform operations directly in Oracle.
  • Complex Data Migration: Migrating data from Oracle to HubSpot with zero data loss while preserving associations.
  • Advanced Workflow Needs: Developing complex workflows to support upsell and cross-sell opportunities.
  • Sample & Quote Alignment: Creating a custom sample management process in HubSpot aligned with the Oracle quote workflow.
  • Website Limitations: Addressing performance issues and CRM disconnection on the legacy website.
Products Used

  • HubSpot 
  • Dell Boomi
  • Oracle EBS
  • WSO2
Approach and Key Features

Business Process Transformation: Conducted detailed discovery and re-engineered processes using HubSpot’s out-of-the-box marketing automation and sales enablement capabilities.

Data Migration: Executed large-scale migration with required data transformations (date formatting, concatenation, field normalization), mapping Oracle dynamic fields to HubSpot static fields with zero data loss.

Bi-Directional Data Sync: Implemented scheduled and real-time data sync between Oracle EBS and HubSpot using WSO2 and Dell Boomi, with automated error logging, alerts, and cross-system record ID updates.

Website Migration: Collaborated with a digital agency to migrate a high-volume website from WordPress to HubSpot, covering 120+ pages and 140+ blogs.

The Result

Improved Data Visibility: Unified, real-time access to accurate data for teams and leadership.

Accurate Resource Assignment: 100% automated and accurate lead-to-resource assignment based on territory rules.

Enhanced Data Quality & Efficiency: Strong error handling, improved data integrity, and significant time savings through automation.

ERP Process Automation: Reduced manual effort by automating ERP-driven processes within HubSpot.

Seamless System Integration: Closed functional gaps between Oracle and HubSpot to enable smooth, reliable data exchange.

Simplified Business Operations: Streamlined end-to-end processes by integrating HubSpot with multiple third-party SaaS applications.

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