Vincent Sheppard's HubSpot Integration Success

Vincent Sheppard's HubSpot Integration: Streamlined Operations Through Microsoft Business Central Connection

Industry: Manufacturing
Company Size: Mid-sized company (40+ countries)
Services: HubSpot Implementation, ERP Integration, Data Governance

Summary

Vincent Sheppard overcame fragmented commercial data and weak governance processes and gained unified customer management with seamless ERP integration. Now equipped with streamlined operations, clean data workflows, and automated customer creation processes, Vincent Sheppard can deliver superior customer experiences while scaling efficiently across global markets.

Unified commercial data management

Implement robust data governance processes

Create seamless quote-to-order workflows

The challenge

Commercial Excellence Meets Data Fragmentation

Vincent Sheppard had built a strong reputation designing and manufacturing furniture for over 40 countries through internal and external sales agents. However, their commercial success was being hampered by underlying operational challenges that prevented true customer-centricity.

Poor commercial data quality across systems

Customer information was scattered across multiple platforms including their ERP system, SANA e-commerce solution, and various email marketing tools. This fragmentation made it impossible to maintain accurate, up-to-date customer records and hindered effective customer relationship management.

Weak governance processes for commercial data

Without established protocols for data management, information quality deteriorated over time. Duplicate records, outdated contact details, and inconsistent formatting created inefficiencies that consumed valuable time and resources across their commercial teams.

Missing CRM system for customer interactions

The absence of a dedicated CRM meant lost opportunities to track customer touchpoints, nurture relationships, and gain insights into buying patterns. Sales agents lacked visibility into complete customer histories, limiting their ability to provide personalized service.

Comprehensive Commercial Transformation

Vincent Sheppard needed more than just software implementation; they required a complete commercial data transformation that would:

Unify customer data across all systems and touchpoints
Establish sustainable data governance frameworks
Integrate CRM capabilities with existing ERP infrastructure
Automate customer creation and quote generation processes
Enable mobile access for field sales teams globally

1. Comprehensive Data Assessment and Cleaning

We conducted detailed stakeholder interviews across sales, marketing, and IT teams to understand existing data governance processes and system architecture. This revealed that customer data resided primarily in Microsoft Business Central and SANA e-commerce, requiring systematic consolidation before any integration could proceed.

2. Strategic Data Migration and Integration Setup

We established custom field mappings between Microsoft Business Central and HubSpot, created necessary custom properties, and configured dropdown values with matching internal names. The integration was thoroughly tested in a dedicated test portal before production deployment to ensure data accuracy and system reliability.

3. Advanced Integration Architecture Implementation

Since HubSpot's standard data sync only supported contact integration, we implemented specialized tools to connect Microsoft Business Central customers with HubSpot companies. We configured uni-directional company integration from Business Central to HubSpot while making HubSpot the master system for contact management.

4. Process Optimization and Team Enablement

We created custom CRM cards for customer creation and quote generation, replacing the previous standalone webpage with an integrated solution. Sales teams received comprehensive training on new processes, and we established ongoing support systems to ensure sustained adoption and success.

Custom Integration Cards for Enhanced Workflow Automation

We developed specialized CRM cards that transformed Vincent Sheppard's most time-intensive processes into streamlined, automated workflows. These custom solutions addressed specific operational bottlenecks while maintaining integration with their existing SANA e-commerce platform.

The customer creation card eliminated the previous standalone webpage process that generated duplicate and incomplete data. Now, sales users can trigger customer creation directly from HubSpot, with known properties pre-filled and mandatory fields clearly identified, ensuring complete and accurate data collection.

Automated Data Pre-population: Known HubSpot properties automatically populate, reducing manual entry and eliminating transcription errors.
Seamless Quote Generation: Sales teams can create quotes directly through HubSpot while leveraging SANA's advanced product configurator capabilities.
Validation Workflow Integration: New customers are created as temporary records in Microsoft Business Central, converting to permanent status only after validation, ensuring data quality and approval processes.

These custom solutions enabled Vincent Sheppard to maintain their sophisticated product configuration capabilities while dramatically reducing administrative overhead and improving data accuracy across their commercial operations.

The Impact

What Success Looks Like

Unified Commercial Data Management

Streamlined Customer Creation Process

Robust Data Governance Framework

Enhanced Sales Productivity

Good support with integration, sales and marketing onboarding.Elixir smoothly integrated HubSpot with our ERP system and guidedus through all the different steps to launch the CRM. They alsoadvised us on how to start with inbound marketing and set-up agood data management.

Collett, J. Vincent Sheppard

Take the next step

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Book a free consultation with our integration specialists to discover how HubSpot and Microsoft Business Central can revolutionize your business processes and customer management.

SUCCESS STORIES