Parts Supply's HubSpot Integration: Complete Commercial Alignment
- Industry: Machinery
- Company size: Small company (11-50 employees)
- Services: HubSpot Sales Hub implementation with SAP B1 integration
How We Make It Happen
Seamless SAP C4C & HubSpot Integration
1st in-depth discovery phase
- Interviews with colleagues from the sales, marketing and IT teams
- Process mapping workshops to identify critical workflows
- Development of a customized roadmap aligned with F2A's business cycles
2. HubSpot sales hub activation
- Customized sales pipeline setup that reflects F2A's unique sales process
- Automated workflow creation for prospect and customer management
- Configuration of mobile access for field sales teams
3. Microsoft Navision integration
- Seamless data connection between systems
- Customized mapping for accurate data translation
- Set up real-time synchronization
4. empowerment of the team
- Hands-on training sessions for all levels of users
- Creation of customized documentation
- Establishment of an ongoing support system
1. Discovery and Requirements Analysis
We conducted stakeholder interviews across sales, marketing, service, and IT teams to understand critical workflows.
Our team mapped existing processes and designed a custom roadmap aligned with Parts Supply's international business cycles.
2. Core CRM Data Integration
We established seamless data flow between SAP B1 and HubSpot for accounts, contacts, and deal management.
Customer classifications from SAP appeared as simple attributes in HubSpot, enabling commercial teams to distinguish between customer types like "Parts trader/dealer" and "Service & Maintenance" instantly. Contacts created in HubSpot automatically sync to SAP with clear origin tracking.
3. Quote Management Optimization
We implemented a hybrid approach where deals begin in HubSpot for relationship management, then transition to SAP B1 for detailed quote creation.
Completed quotes automatically sync back to HubSpot, maintaining deal visibility for ongoing commercial activities.
4. Asset Maintenance Integration
Using Elixir's proprietary Asset Maintenance add-on, we integrated IBase data from SAP into HubSpot through a custom card display on company records.
This enabled marketing campaigns based on equipment ownership, sales visibility for upselling opportunities, and service team access to complete equipment history for more effective support.
Main Results
Parts Supply achieved complete commercial alignment between their back office operations and customer-facing teams. The integrated platform now provides real-time visibility into customer relationships, installed equipment, and ongoing opportunities, enabling data-driven decision-making across all commercial activities.
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