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NetSuite & HubSpot Integration for Micromine

Want To Know How Micromine Improved Data Accuracy, Streamlined Operations & Enhanced Sales Performance? By Working With Us! All The Details Here.

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.

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.
Onboarding success rate
100%
Sales staff onboarded
40+
Month project delivery
3
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Micromine brand photography
Micromine brand photography
Micromine brand photography

How Did We Do It?

  1. 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.

  2. 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.

  3. 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.

  4. Custom Development

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

  5. Onboarding & Documentation

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

  6. Ongoing Collaboration

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

  7. The Results

    • 100% Onboarding success rate
    • 40+ Sales staff onboarded
    • 3 Month project delivery

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