Integration hard truths
Connecting a system or platform to your CRM has many benefits. Billing is streamlined by integrating an accounting system. Sales opportunities are monitored centrally by using a system like Pipedrive. Platforms like NetSuite allow you to connect multiple enterprise-systems to accelerate your business operations.
While the benefits of connecting new systems to your CRM are clear, trying it yourself isn’t always the best option. There are several parts of the process to consider, such as planning, support, maintenance, time and cost.
Many people choose ‘off-the-shelf’ systems for their integration needs, so we understand you might still want to tackle connecting systems on your own. We have created a reference to help you plan for your upcoming integration.
More Case Studies
John Wood Community College
In this case study, you’ll learn how the client was unable to complete the job as often as it required or include all the data needed to improve marketing capabilities. As a result, John Wood was not able to obtain a full view of ROI due to the inability to track each Application/Registration status details in HubSpot.
5 Secrets When Onboarding A New SaaS System
Trujay gives a review of the main integration points that don’t always come out in the sales process..
The Ranch Resort & Spa
Rancho La Puerta (the Ranch), the first destination spa, opened in June 1940 and is a preferred destination for its many repeat guests. Improving their relationships with guests has become possible using HubSpot’s marketing automation and CRM solution.