Efficient data sharing among a company’s most important information systems is essential to ensure business success and a tangible competitive advantage of customer experience.
It is in the sharing of information between systems, and between business departments that use different systems, in fact, that important synergies are created, which make it possible, for example, to know which products are most purchased by customers, and tailor marketing campaigns accordingly; to know which price lists are associated with a particular customer, to automate many of the sales activities accordingly.
All these activities are possible only with the creation of a bridge that connects, for example, two strategic systems just as ERP and CRM are.
The primary benefits of integration between ERP and CRM
- Informed Decision Making
Data sharing between ERP and HubSpot provides a comprehensive view of the company. Financial information, inventory, sales, and customer behavior can be analyzed on one platform. This helps in making informed decisions based on accurate and up-to-date data.
- Increased Operational Efficiency
Automating business processes between ERP and CRM reduces data duplication and manual tasks. This frees up employees’ time to focus on value-added activities, enhancing the overall operational efficiency of the company.
- Enhanced Customer Service Quality
With a complete view of customer data available, the team can provide more personalized and responsive customer service. Anticipating customer needs and managing interactions become more effective.
One feature that makes HubSpot CRM so appealing is its 100% openness to integrations; the software’s customization level is infinite. It’s entirely possible to configure HubSpot to accommodate all the strategic data from your company’s ERP.
What does HubSpot offer in terms of integration options?
In HubSpot’s marketplace there are numerous apps that can provide integration between HubSpot and cloud-based ERPs.
By visiting the ERP section of the marketplace and filtering “developed by HubSpot”, you can find out the box solutions like the Odoo integration; by filtering “developed by a partner”, you can find integrator app like the one provided by SyncSmart, that offers connection with NetSuite or the Business Central integration (Microsoft) provided by Cloudify.
Not all of ERPs are hosted on the cloud though, numerous legacy ERPs still run on-premises.
Apps that integrate HubSpot with on-premises ERPs are more scarce. ERP Bridge is an application that has no coding knowledge and allows easy integration of HubSpot data with major on-premises and ERP applications.
It works by creating a connection to the ERP’s database management system. This mode of synchronization is a great fit for locally hosted ERPs, of course, but this does not exclude all those ERPs that are hosted in private cloud solutions, i.e., cloud environments with exclusive company access.
Here is a non-exhaustive list of ERP vendors that also offer their software locally and which they can therefore easily synchronize with ERP Bridge:
SAP,
Microsoft Dynamics or NAV,
Sage,
Odoo,
Epicor,
Cegid,
Teamsystem,
Panthera, etc.
The partner that provides ERP Bridge, the italian company DMA, also offers turnkey solutions for One-Way projects (from ERP to HubSpot) and Two-Way projects.