Many organizations work in both SAP Business One and HubSpot on a daily basis. The ERP system is the foundation of your business processes; HubSpot helps sales teams serve customers better. Together, a golden combination!

However: using both systems seperately from each other creates a risk: duplicate input, errors and information that just doesn't add up. This is exactly where a pairing can solve a lot.

At Logres, we love to dive right into something. And honestly: this is exactly the kind of question that makes us happy. That's why we've already implemented a Hubspot connection at several customers.

What is HubSpot?

HubSpot is a CRM software that connects marketing and sales. In the system, you register website visitors who leave an e-mail address and enrich the profile with more and more data. You retrieve this data by setting up one or more funnels in Hubspot in which these customers receive e-mails or messages that increasingly "warm" them to your product or service.

As they respond, you gather more and more information about the prospect and the prospect gets a higher "lease score. After sending various marketing messages, the prospect is ready to be contacted by your Sales team. A good explanation of Hubspot can be found on Systony's website: click here.

Why wholesalers and process industry companies are pairing SAP Business One with HubSpot

Our customers have good reason to link SAP Business One with HubSpot. List the main arguments they put forward for this:

1. Less error-prone administration

With a SYNC solution, data is captured once and automatically updated in the other system. Consider:

• • customers
  • contacts
  • orders
  • quotes
  • invoices
  • products
  • stock levels

This saves time and prevents misunderstandings. No more doubts about whether the information is the same in both systems.

2. A complete picture of your customer

Bringing sales and operational data together gives sales teams greater insight into what orders are in progress, what invoices are outstanding, what products have been previously purchased by customers and what inventory is available.

This helps with conversations, follow-up and realistic proposals. Teams can move faster because they no longer have to search for information.

3. Steering smarter based on current data

Because data is synchronized at set times, once a day or almost immediately, you have up-to-date figures. This is important when choices have to be made about pricing, inventory management, sales opportunities and customer priorities. For companies that want to keep pace, this works simply and conveniently.

4. Understanding what marketing brings in revenue

Linking marketing and sales data from HubSpot to customer and revenue data in SAP Business One provides insight into which marketing activities lead to the best deals. Results can therefore be assessed based on realized sales.

How does the pairing work?

The Hubspot pairing specifically designed for companies looking to streamline their ERP and CRM processes and has some key benefits:

✔ You choose what to sync
Not everything has to be transferred. You decide which fields, tables and objects are relevant. That's how you keep things clear.

✔ Flexible frequency
You choose how often the integration runs: daily or nearly in real time.

✔ Customizations possible
Want to make adjustments later? Our coupling is flexible. That means we can easily make adjustments without having to modify or rebuild the entire link. Advancing insight? We're ready for you.

Example of data from SAP Business One going towards HubSpot

Allows a salesperson to see in HubSpot exactly what is happening in SAP. Everything is right where he or she needs it.

Sales reporting in Hubspot

As a salesperson, you always need easy access to reliable sales data. You use this to best manage your team. Hubspot records this data, and as a sales manager you retrieve it in various dashboards and reports. Hubspot already has these built in by default, but you can also create your own reports and dashboards. These then contain information from Hubspot as well as from SAP Business One. Here are some examples.

Want to spar about your situation?

Let us know. We'll discuss the possibilities and look together at what does and doesn't suit you.

Schedule a consultation