MYOB ACUMATICA - HUBSPOT SALES INTEGRATION
Empower your sales, operations, and dispatch teams by providing instant access to customer purchase history and automating seamless handovers for greater efficiency with our marketing focused or sales focused integrations.
MYOB ACUMATICA - HUBSPOT MARKETING BLUEPRINT
This is a comprehensive integration between MYOB Acumatica and Hubspot focused primarily on the marketing and customer service functions of a business.
Contact & Account Management:
Maintain a single source of truth for customer and prospect data
Automatically update contact information across both systems
Track customer interactions whether they happen in MYOB Acumatica or HubSpot
Enable proper segmentation of individuals versus company accounts
Customer Experience Management:
Provide a unified view of customer interactions -Enable consistent communication across all departments -Ensure customer service has access to complete customer history
Allow marketing teams to segment based on actual customer data
MYOB ACUMATICA - HUBSPOT SALES BLUEPRINT
Customer Experience Management:
Provide a unified view of customer interactions
Enable consistent communication across all departments
Ensure customer service has access to complete customer history
Allow marketing teams to segment based on actual customer data
Business Activity Coordination:
Track all customer meetings and events across systems
Manage tasks related to customer accounts
Log phone calls and communications
Ensure customer service teams have access to complete interaction history
Sales Operations:
Allow sales teams to track sales orders in either system
Acumatica is the master of product and product pricing data
Product and Product Pricing data is synced to Hubspot to enable the Sales team to select products on the Deal
Ensure pricing and product information stays consistent
Enable sales teams to access customer financial history while working in HubSpot
Keep sales pipelines synchronised between both platforms, including Sales Orders and when Sales
Orders are converted to Invoices