Background
A leading technology solutions provider delivering core software products and digital platforms for the Banking, Financial Services, and Insurance (BFSI) sector, along with Enterprise Resource Planning (ERP) solutions. Its portfolio spans insurance, lending, Islamic banking, anti-money laundering (AML), and asset management—helping organizations improve compliance, streamline operations, and drive efficiency.
The Challenge
Data Discrepancies: Inconsistent data between HubSpot and Salesforce due to improper synchronization.
Limited Real-Time Visibility: No real-time data flow, hindering timely decision-making.
Lead Handoff Gaps: Ineffective transfer of leads from marketing to sales, causing delays and missed follow-ups.
Multiple System Dependency: Sales teams had to switch between platforms to track lead activity, reducing productivity.
Products Used
HubSpot
Salesforce
Approach and Key Features
Business Process Design & Integration: Defined clear data mapping, workflows, and sync rules to ensure accurate, bi-directional data flow and eliminate redundancies.
Website & Marketing Enablement: Implemented HubSpot forms and tracking on WordPress, created custom email templates, and enabled the marketing team with hands-on training.
User Roles & Access Management: Configured roles, permissions, and team structures for secure access and simplified administration.
Reporting & Dashboards: Built custom reports and dashboards to deliver real-time visibility into marketing and sales performance.
Automation & Lead Scoring: Deployed automation workflows and a lead scoring model with positive and negative criteria to prioritize high-intent leads.
The Result
Enhanced Customer Data Visibility
A unified view of customer data across HubSpot and Salesforce improved data accuracy, consistency, and transparency. Marketing and sales teams gained real-time insights into engagement history and campaign performance, enabling better decision-making.
Improved Usability for Marketing Operations
A simplified HubSpot setup aligned to marketing workflows enabled teams to track customer activity, lifecycle stages, and engagement touchpoints with ease—without reliance on complex CRM processes.
Advanced Lead Tracking and Prioritization
Enhanced engagement tracking and automated lead prioritization helped identify high-intent prospects faster. Embedded HubSpot forms on the WordPress website ensured seamless lead capture and real-time data enrichment.
Robust System Integration and Data Governance
A stable, scalable integration ensured clean, bi-directional data sync. Controlled sync lists and clear mapping rules maintained data hygiene and optimized system performance.
Overall Business Impact
The transformation streamlined marketing and sales operations, improved cross-team collaboration, and increased operational efficiency. With accurate insights and automated processes, teams were empowered to engage prospects more effectively and drive measurable business outcomes.
Background
The client serves the Mid-Atlantic region as a leading representative and distributor of control valves, process instrumentation, and more. Previously, they used Tour de Force (TDF) CRM to manage their sales process. They decided to replace TDF with a new CRM to enhance sales automation, improve customer outreach, and streamline processes. This initiative included migration of existing data and integrating the new CRM with Epicor Prophet21, Salesforce, and Service Pro for bidirectional data synchronization and efficient sales management.
The Challenge
Data Discrepancies: Inconsistencies across CRM (TDF), ERP (Prophet21), Customer Service platform (Service Pro), and Salesforce.
Lack of Real-Time Data: Limited real-time data access across business processes.
Lead Handoff Gaps: Issues in transferring leads from Marketing to Sales.
Limited Visibility on Customer Issues: Sales had restricted visibility into customer complaints.
Multiple System Navigation: Sales teams needed to navigate multiple systems to provide order updates.
Products Used
HubSpot
Epicor Prophet 21
Prophet 21 Middleware
Service Pro
Approach and Key Features
Business Process Design: After collaborating with the Client, we mapped their current processes and, through iterative design, optimized workflows, eliminating redundancies and aligning on streamlined procedures.
Data Migration Strategy: Our team assessed data discrepancies and developed a comprehensive migration plan, including data cleansing, mapping, transformation, validation, and loading to the new CRM.
Bi-directional Data Sync (Prophet21 & HubSpot): We deployed a custom Node.js component to handle real-time database changes from Prophet21 to HubSpot using webhooks, along with custom code to connect HubSpot workflows with Prophet21 APIs for seamless integration.
Bi-directional Data Sync (Service Pro & HubSpot): Using the same Node.js component, we ensured smooth data synchronization between Service Pro and HubSpot.
Salesforce Integration: Leveraging a native app, we integrated Salesforce with HubSpot to synchronize contacts, companies, and deal objects.
The Result
Enhanced Customer Data Visibility: Improved insight into customer data and service requests within HubSpot.
Product-Service Association: Greater clarity of products linked with specific services.
Efficient Ticket Tracking: Enhanced ability to track ticket status in HubSpot Service Hub.
System Integration: Smooth data flow and integration between HubSpot Service Hub and IFS as the central system.
Service Data Management: Enhanced visibility and management of service data within HubSpot.
This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems.
Background
The client is a prominent marine manufacturing company specializing in developing advanced marine technologies, such as catch control and net monitoring sensors, echo sounders, current profilers, and sonar systems. Their cutting-edge technologies are used worldwide in the fishing industry.
Their goal was to enhance customer service and increase sales efficiency by leveraging and integrating their existing CRM system with the IFS Central system. This integration facilitated the seamless transfer of product and customer data from IFS9 to HubSpot CRM, resulting in enhanced customer service, increased sales performance, and greater internal and external operational efficiency.
The Challenge
Establish a seamless connection between IFS and HubSpot.
Enable HubSpot Service Hub to oversee all service-related operations.
Transfer all Customer and Product data from IFS Central to HubSpot.
Set up a one-way synchronization from IFS Central to the Service Hub.
Schedule regular, time-based syncs between IFS Central and the Service Hub to occur every 24 hours.
Products Used
HubSpot
IFS9
Cloud Server
Custom component for data sync
Approach and Key Features
Business Transformation
Conducted an in-depth review of business needs and workflows. Configured HubSpot to centralize service operations, streamlining tasks and improving response times.
Data cleaning
Cleaned and de-duplicated customer, company, and product data to ensure accuracy, removing redundancies and outdated entries.
Data Migration
Migrated customer and product data with necessary transformations, including merging fields like Sales Part Number and Housing Category for better data organization.
Data Sync Uni-directional (IFS to HS)
Built a custom, cloud-hosted synchronization component using Node.js. This component pulls recent data from IFS every 24 hours and updates HubSpot’s Company and Custom Object records accordingly.
The Result
Enhanced visibility of customer data tied to service requests within HubSpot.
Improved insight into products linked to specific service requests.
More effective tracking of ticket statuses in HubSpot Service Hub.
Seamless data flow and integration between IFS (central system) and HubSpot Service Hub.
Better visibility and control over service-related data in HubSpot.
+1-480-241-8198 / 602-606-7624
+61-1300-332-888
+44-7428758945
+91 9811400594