HubSpot Implementation and Epicore E10 integration

  • August 20, 2024
  • Girikon
Background

The Client’s number of employees: 201 – 500

The client is an industry-leading manufacturer, specializes in fabric and metal building solutions for custom and turnkey projects. Renowned for strength and durability, their buildings come with a 50-year frame warranty and a 20-year cover warranty.

Committed to excellence, the client provides top-tier building solutions, ensuring customer satisfaction and reliability. Their extensive product line meets diverse needs, from small structures to large, complex buildings, all backed by their robust warranty.

To enhance operations, the client company aims to implement a CRM system as part of its digitization initiative. This system will boost sales productivity and effectiveness, streamline marketing operations, and improve communication internally and externally.

Products Used

HubSpot to enhance their CRM capabilities, improving sales productivity, marketing operations, and customer engagement through streamlined processes.

Azure Queue and functions support the client’s digitization initiative by enabling scalable and efficient data management and automated workflows for improved operational efficiency.

Challenges Faced

1. Integration with Epicor E10 using Azure and HubSpot: – Ensuring seamless integration between Epicor E10 ERP, Azure cloud services, and HubSpot CRM to enable smooth data flow and operational efficiency.

2. Setup of Complex Workflow Automation: -Designing and implementing intricate workflow automation to streamline and optimize sales and marketing processes, reducing manual effort and improving productivity.

3. Data Migration Maintaining Association and Zero Data Loss: – Executing data migration with a focus on preserving data associations and ensuring zero data loss, maintaining the integrity and accuracy of historical records.

4. Reporting and Dashboards for Better Sales Activity Analytics: – Develop comprehensive reporting tools and dashboards to provide insightful analytics on sales activities, helping to drive informed decision-making and strategic planning.

5. Ensuring Data Security and Compliance: -Implementing robust data security measures and ensuring compliance with industry standards to protect sensitive information and maintain customer trust.

6. User Training and Adoption: – Providing thorough training and support to ensure smooth user adoption of the new CRM system, maximizing its potential and effectiveness for the client team.

Approach and Key Features

Detailed Discovery and Transformation of Business Processes: – The client thoroughly analyzed and optimized its business processes to ensure efficiency and best practices across all departments.

Utilized HubSpot for Marketing Automation and Sales Enablement: – The client company enhanced customer engagement and sales productivity by integrating HubSpot for advanced marketing automation and sales tools.

Created Lead Assignments and Resource Allocations: – Girikon helped the client implement efficient lead assignment and resource allocation activities as below to allow them to prioritize high-value prospects and maximize sales efforts:

  • Lead assignments based on optimized business processes: directing leads to the appropriate teams for maximum efficiency.
  • Resource allocation for different business units: enabling targeted focus and effective resource utilization.

Completed Data Migration and Real-time Bidirectional Sync: – The client company ensured accurate data migration with desired transformations and established real-time bidirectional data sync between Epicor E10 and HubSpot.

Data Migration and Field Mapping: – Completed accurate data migration with comprehensive field mapping, ensuring no data corruption or loss during the transfer process.

Real-time Sync and Error Handling: – Established real-time sync between Epicor E10 and HubSpot, utilizing Azure Queue and HubSpot Operation Hub for robust error handling.

The Result

Optimized Data Accessibility: – Improved data visibility across teams and leadership, enhancing decision-making capabilities.

Efficiency and Quality Enhancement: – Boosted data quality and operational efficiency while refining error-handling processes.

Automated Operations: – Implemented automated lead assignment and resource allocation, optimizing workflow efficiency.

Seamless Data Integration: – Facilitated smooth data transfer and integration with Epicor E10, ensuring operational continuity.

Enhanced Insights: – Utilized custom reports for advanced data visualization, empowering informed decision-making.

Solution Architecture

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