Our Objectives
NetSuite & HubSpot Integration
INDUSTRY
Mining TechnologyDURATION
3 MonthsPRESENCE
AUSHow Did We Do It?
Audit and Preparation
1The Micromine audit was broken into 3 key parts:
- Sales Process Audit: Reviewed pipeline stages in HubSpot for improvement.
- NetSuite Audit: Assessed fields and modules for necessary data points.
- Feature Mapping: Identified integration opportunities and gaps.
Workshop
2BFJ Digital and Micromine came together for a collaborative workshop, which refined the sales pipeline. This resulted in a finalised, digital sales process for development.
HubSpot Development & Integration
3The HubSpot CRM development and integration was conducted through 4 steps:
- Data Sync: Established two-way sync with custom field mapping.
- Sales Orders: Automated sales order creation in NetSuite from HubSpot.
- Sales-Marketing Alignment: Linked marketing activities to sales outcomes.
- HubSpot Embedded in NetSuite: Enabled access to HubSpot data within NetSuite for a unified view.
Custom Development
4Tailored scripts and API calls were added to address specific client needs, enhancing the integration’s functionality.
Onboarding & Documentation
5Post-development, Micromine’s sales team received training, with detailed documentation for HubSpot & NetSuite APIs and the integration process.
Ongoing Collaboration
6Regular check-ins between BFJ Digital and Micromine ensured the integration met business needs, resolving any issues promptly.
Ready to See the Bigger Picture?
Want to understand how your digital and real-world marketing impact each other? Not sure if your CRM is supporting your paid media efforts? Just need some clarity and a clear plan to better ROI? Book your free strategy session today for an in-depth audit and action plan to double your digital marketing ROI.
- Meet with a strategy specialist to build a growth plan
- Increase your media performance by up to 200%
- Improve business efficiencies to increase ROI via automation and increase profit
- We cut to the chase. What digital marketing is actually working?