The Best of Both Worlds: The HubSpot and NetSuite Story

In addition to equipping your sales team with comprehensive intelligence for successful cross-selling and up-selling, a HubSpot NetSuite integration also saves the time and money that would have otherwise been expended on maintaining two separate and disconnected systems. Yes, there will be some initial training and IT costs as you set up the new infrastructure. But ultimately, you get to rely on a singular data repository containing all customer interactions, including: 

• Contact details 
• Meetings 
• Emails 
• Quotes 
• Orders 
• Products purchased 
• Warranty details 

For example, your sales team can quickly move contracts through the approval process by using up-to-date financial data from NetSuite.  And, if your finance team is entering data in NetSuite, it automatically updates in HubSpot and notifies your marketing team– and vice versa.  

With actionable insights at your fingertips, your leadership team can uncover new ways to maximize customer engagement and increase repeat business, all while leveraging a single source of truth for accurate forecasting. 

HubSpot’s tools let you manage all social media interactions from one central location. Not only can you connect your Facebook, LinkedIn, and Twitter accounts but you can link the campaigns to real people in your database, uncovering deeper context and prioritizing select conversations. Integrating HubSpot with CRM also lets you track the visits, leads, and customers your social media is generating for your company.

HubSpot offers unprecedented capabilities in the realm of email automation. For starters, whether you’re using Outlook, Outlook 365, or Gmail, you can automatically monitor, and log emails based on the recipient, and even get pop-up notifications when emails are opened. You can also leverage a drag-and-drop editor adjust templates based on the type of email you want to send — no need to get a developer for coding. 

HubSpot lists can easily group individuals for marketing or sales actions, like sending emails, enrolling in sequences or workflows, clustering leads for sales or service teams, reporting, and more. Moreover, the segmentation criteria can be based on a wide range of attributes, such as lead score, page views, email interactions, quality of interactions, form fills, and more — empowering you to craft customized experiences for each lead and customer.

Powerful reporting tools are a marketer’s best friend. Not only do they lead you to valuable insights, but they also give you the ammunition you need to outshine your competition and become a leader in your industry. HubSpot offers dozens of customizable dashboards to view all your analytics, which you can edit to meet particular date selections, make viewable to certain users, and conduct integrated analysis. 

Photo by HubSpot

By tracking and managing the flow of information across all of your fulfillment locations and providers, NetSuite’s Order Management module ensures orders move quickly and efficiently, with minimal fulfillment challenges and delays. You can capture vital information related to inventory, pricing, order, payment and returns information in a single source of data, while your customers and employees get consistent, fast answers to deliver a superior experience. 

Photo by NetSuite

Companies can efficiently manage the flow of goods from suppliers through manufacturing to customers with NetSuite's supply chain management solutions. By decreasing the costs associated with planning and executing supply chain processes, you can increase your profitability. Plus, by understanding when goods and materials are needed to meet customer demand, you can effectively plan production and minimize inventory on hand, which leads to improved cash flow.

By centrally managing vendors and the procurement process, you can easily keep an eye on company spend and vendor performance in real-time. In addition, the procurement dashboard consolidates all the procurement-related information, so you can see transactions, records, vendor performance, and department expenditures all in one place. In essence: it's a one-stop-shop for procurement management that lets you purchase goods and services at the best price and within the right timelines.

Once you've identified the data you want to integrate from HubSpot and NetSuite, you must evaluate which integration type is suitable for those precise requirements. 

• Native Integration — this is a fast and affordable solution that utilizes pre-built software to link existing applications.
   
• Custom Integration — however, if you're facing more complex data-entry mechanisms, you might need customized integration solutions that employ APIs and private apps to add custom objects and fields.
  
  
• Connector Integration — these are middleware that can be deployed for platforms without built-in integration capabilities. Though these middleware tools must be purchased like any other software, they offer a significant opportunity to optimize and streamline highly customized workloads – all while delivering targeted support and testing.