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You can’t fully embrace digital transformation without integrating HubSpot with all your other platforms.
The consequence of growing, and growing fast, is the overwhelming accumulation of data across different systems. Even the most efficient businesses can’t help but use a multitude of tools on a day-to-day basis. You’ll have your CRM, HR technology, ERP, perhaps an email communication tool, customer service software — the list goes on and on. As such, critical data is scattered everywhere, and your employees are dealing with the pain of moving them manually, rewriting content, and navigating a host of admin issues.
By integrating these otherwise disjointed platforms, you’re paving the way for seamless data synchronization, which automatically produces a number of tangible benefits across the board.
These are just a few of the reasons why you should consider integrating HubSpot with other platforms:
IMPROVED VISIBILITY & REPORTING
With a 360-degree consolidated view of information within one system, your team will have all the data they need at their fingertips. Each report will align with the most recent processes —as and when they take place — enabling you to make informed business decisions much faster. You will also be able to determine each department’s efficiency with a centralized dashboard. And, with the right criteria and parameters in place, it will be equally as straightforward to perform a holistic review of your operations whenever you’d like.
Enhanced visibility does far more than align your leadership strategically; they empower your individual teams to participate in a cohesive way, as every team member will be able to track their work’s progress in real-time, celebrate milestones, and assess business performance on a granular level.
ERROR REDUCTION
When you have different platforms focused on different functions — for example, HubSpot is primarily driven by your sales and marketing workflows, whereas your ERP could deal with inventory, finance, procurement, and more — your team is likely spending hundreds of hours every week on manual rewriting, which inevitably causes bulk data errors. Needless to say, these inaccuracies can have catastrophic impacts on your sales forecasts, marketing strategies, sales, win rates, and reporting, among others.
By integrating your CRM with other systems, you can not only eliminate the need to perform double entry but also create identical rules for all platforms. Set up data transfers however you’d like, while the automation ensures that your data is clean, accurate, and trustworthy before it syncs with other systems.
SALES TEAM PRODUCTIVITY
With real-time synchronization, your sales team can easily access vital information operated through other systems — such as pricing and inventory — and therefore be able to make more accurate projections of sales cycles and lead flow. No more creating duplicate reports, cobbing together data from fragmented sources, or giving inaccurate quotes that just don’t make sense with company financials.
Now, your sales department can focus on building better relationships with leads, enhancing nurture and follow-up routines, and streamlining your sales funnel. The availability of fresh, real-time data has also been proven to boost conversion rates, not to mention generate higher ROI.
ENHANCED SECURITY
There are significant IT risks and expenses associated with maintaining multiple technologies that aren’t connected to each other. Integration can reduce your IT spend - as your team will no longer be building interfaces between different technologies - and lower the likelihood of data breaches. The implementation of a centralized system can cut down on the time and money needed for software maintenance, and you can enjoy the advantages of an infrastructure that is easier to learn and support.
It's worth mentioning that system integration offers granular control over user permissions and access as well, resulting in a more secure environment. By centralizing login credentials and other sensitive information, the risk of unauthorized access is significantly reduced, as employees are only required to use a single password to access relevant information.
PERSONALIZED CUSTOMER EXPERIENCES
By leveraging an integrated platform, you can offer your customers a personalized experience through self-service portals and real-time insights that help anticipate their needs, leading to increased satisfaction and customer retention. Each data point can be utilized to enhance the customer lifecycle – whether you’re resolving their queries or making priority outbound outreach to select leads.
Examples of integrations that can power customer success include email, calendar, website, social media, eCommerce, ERP, sales, and marketing automation. The effectiveness of each project is dependent on the outcome you’re trying to achieve as well as your current set of data.
SHOULD YOU INTEGRATE WITH HUBSPOT?
Though technology integrations require ample foresight, planning, and project management capabilities, they are an excellent means to achieve business efficiency. It is important to note that siloed data presents a significant challenge for businesses as they grow and must be addressed sooner rather than later. The solution lies in the utilization of a centralized platform, which allows businesses to efficiently transform raw data into real-time insights, providing valuable input for daily decision-making.
If you have any questions about existing integrations, or if you’re interested in building new integrations with HubSpot, let us know! Also feel free to download our latest Guide to HubSpot Integrations, where we review different types of integrations and provide a 10-step plan for executing a successful integration project