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Transforming Manufacturing Sales: F2A's HubSpot Journey

  • Industry: Manufacturing
  • Company Size: Mid-Market (50-500 employees)
  • Services: HubSpot Sales and Marketing Hubs integration with Navision
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Summary

F2A overcame sales process challenges and gained full customer visibility with HubSpot Sales and Marketing Hubs integrated with Navision. Now equipped with enhanced efficiency, real-time client tracking, and deep customer insights, F2A can build stronger relationships and engage their audience more precisely.

Enhance Sales Team Efficiency
  Build Complete Customer Visibility
Enable Data-Driven Sales Visits
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The Challenge

What Was Holding ADXpert Back?

ADXpert, a leading occupational consulting firm, was stuck.

Despite offering top-tier services in employee satisfaction and reintegration, their marketing efforts weren't hitting the mark.

Their team had the expertise but lacked the right tools and framework to share it with the world.

  • Scale & Innovate
  • Grow & Develop
  • Cultivate & Benefit

The Challenge

When excellence meets digital friction

For F2A's industrial and infrastructure sector clients, they were the go-to experts in airflow management. But internally, their sales team faced daily hurdles:

Customer information scattered across systems

F2A were struggling since their Customer their client data was fragmented across multiple systems and they needed a solution for this issue.

Dependence on external agencies for marketing insights

Another challenge they were facing was that heavily depended on outside agencies for their marketing analysis. They wanted to gain advanced marketing knowledge internally to overcome this issue.

Sales representatives walking into meetings without complete customer context

The last issue that F2A wanted to overcome was the fact that their sales teams had limited customer information available before meetings. So they needed better insights into their clients' data.

 

Beyond Basic CRM

F2A needed more than just another tool - they needed a complete sales ecosystem that would:

  • Give sales teams instant access to customer insights
  • Reduce reliance on external agencies
  • Create a single source of truth for customer relationships
  • Enable mobile-first access to critical data
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How we made it happen

HubSpot x Navision Integration

1. Deep Discovery Phase

  • Stakeholder interviews across sales, marketing, and IT teams
  • Process mapping workshops to identify critical workflows
  • Custom roadmap development aligned with F2A's business cycles

2. HubSpot Sales Hub Activation 

  1. Custom sales pipeline setup reflecting F2A's unique sales process
  2. Automated workflow creation for prospect and customer management
  3. Mobile access configuration for field sales teams

3. Microsoft Navision Integration 

  • Seamless data connection between systems
  • Custom field mapping for accurate data translation
  • Real-time synchronization setup

4. Team Empowerment

  • Hands-on training sessions for all user levels
  • Custom documentation creation
  • Ongoing support system establishment

 

The Impact

Game-Changing Results

Elixir supported us in implementing HubSpot and integrating it with our Navision ERP. Anthony and his team were attentive, responsive, and efficient in managing the project. The training and onboarding were also excellent. We will continue to work with the team to further integrate HubSpot into our sales and marketing processes.
Musset, J. Marketing Director
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