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NetSuite & HubSpot Integration for Micromine

100%

Onboarding success rate

40+

Sales staff onboarded

Month project delivery

Micromine

Our Objectives

Automate manual tasks and improve efficiency.

Enhance reporting accuracy with better insights into sales.

Align marketing and sales efforts.

Empower the sales team with data to close deals more effectively.

NetSuite & HubSpot Integration

HubSpot CRM Integration Custom API Development CRM Management

INDUSTRY

Mining Technology

DURATION

3 Months

PRESENCE

AUS

How Did We Do It?

Audit and Preparation

The 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

BFJ 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

The 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

Tailored scripts and API calls were added to address specific client needs, enhancing the integration’s functionality.

Onboarding & Documentation

Post-development, Micromine’s sales team received training, with detailed documentation for HubSpot & NetSuite APIs and the integration process.

Ongoing Collaboration

Regular check-ins between BFJ Digital and Micromine ensured the integration met business needs, resolving any issues promptly.

The Results

100% Onboarding success rate

40+Sales staff onboarded

3Month project delivery

The successful integration of NetSuite and HubSpot enhanced Micromine’s sales and marketing processes, improving efficiency, data accuracy, and team collaboration. With a scalable solution in place, Micromine is poised for continued growth.