STAXS's HubSpot Integration with Netsuite: Streamlined Global Operations
- Industry: Professional Services
- Company size: Medium-sized company (50-500 employees)
- Services: NetSuite-HubSpot Integration with ElixirSync
The challenge
What has held ADXpert back?
ADXpert, a leading career counseling company, was stuck.
Although the company provides world-class employee satisfaction and reintegration services, its marketing efforts were not hitting the mark.
The team had the necessary expertise, but lacked the right tools and framework to share it with the world.
- Scale & innovate
- Grow & Develop
- Cultivate & profit
How We Make It Happen
Comprehensive NetSuite-HubSpot Integration Through ElixirSync
Our approach focused on creating a unified data ecosystem that would support STAXS's complex global operations while maintaining their competitive edge in contamination control.
1. Technical Assessment and System Analysis
We conducted a thorough evaluation of STAXS's existing systems and processes, mapping data flows and identifying critical synchronization gaps. This comprehensive analysis revealed specific integration needs and pinpointed where standard connectors were failing to meet their operational requirements.
2. Data Model Optimization and Structure Refinement
We refined their data architecture to ensure seamless synchronization and accurate information flow between NetSuite and HubSpot. This involved cleaning and restructuring customer data, estimates, and product information to facilitate better integration and create a single source of truth.
3. ElixirSync Implementation and Real-Time Synchronization
We deployed our proprietary ElixirSync solution to enable real-time synchronization of customer data and estimates. This integration created automated workflows that triggered sales tasks based on deal activities, streamlined task management for sales representatives, and ensured comprehensive activity logging within HubSpot.
4. Process Automation and Workflow Enhancement
We established automated sales processes that respond to deal progression, enabling sales teams to focus on high-value activities while the system managed routine tasks. This included creating intelligent task assignment protocols and comprehensive activity tracking that NetSuite couldn't provide natively.
Main Results
The integration transformed STAXS's fragmented systems into a unified operational platform, enabling their global teams to work with consistent, real-time data while maintaining their position as contamination control innovators. Sales and marketing teams now operate with complete visibility into customer interactions and deal progression.
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