Hubspot-SF Integration
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Manufacturing
Helix Linear Technologies
Helix Linear is a leader in precision linear motion and power transmission systems. They offer tailored solutions for lead screws and linear actuators, ensuring smooth and efficient operation within your machinery and applications.
Tools Used :
Challenges
Solutions
01
Bi-directional Data Flow
- By integrating HubSpot and Salesforce, Helix Linear established a seamless flow of information between Sales and Marketing. New leads captured in HubSpot campaigns automatically generated corresponding leads in Salesforce, providing both teams with a unified view of prospects. Once leads were qualified and converted in Salesforce, updates flowed back to HubSpot, ensuring consistent data across both platforms. This transparent communication stream facilitated targeted outreach and personalized engagement throughout the customer journey.
02
Standardized Quote Templates
- Utilizing HubSpot's integration with Salesforce, Helix Linear implemented pre-built and customizable quote templates. These templates ensured accuracy and consistency by standardizing product, pricing, and service details. They also reduced manual data entry, saving time and minimizing errors. Customers received professional and reliable quotes, while the sales team enjoyed increased efficiency and reduced lost revenue opportunities.
03
Synchronized Multi-Currency Management
- To resolve the multi-currency issue, Helix Linear aligned the default currency in both Salesforce and HubSpot. This eliminated discrepancies by enabling deal amounts to sync in the base currency. As a result, teams enjoyed accurate financial data and avoided confusion from mismatched values.
04
The results
The implementation of Experience Cloud has transformed the way NMSG interacts with its members, yielding significant improvements:
Unified Lead Management
By
30%
Enhanced Quote Accuracy & Speed
By
70%
Eliminated Multi-Currency Discrepancies
By
80%
Improved Customer Satisfaction
By
10%
Increased Revenue Growth:
By
15%
Unified Lead Management
Increased collaboration and data visibility between Sales and Marketing, leading to more targeted campaigns and qualified leads.
Enhanced Quote Accuracy & Speed
Standardized templates ensured error-free quotes, fostering customer trust and accelerating the buying process.
Eliminated Multi-Currency Discrepancies
Consistent base currency synchronization ensured precise financial data and simplified reporting.
Improved Customer Satisfaction
Seamless communication and accurate quotes enhanced customer engagement and buying experiences.
Increased Revenue Growth:
Streamlined processes and accurate data improved conversion rates and boosted revenue potential.
Case Studies
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