Smarter business flows for Manufacturing & Wholesale

Manufacturing and wholesale companies face rising demands for faster delivery and frictionless customer experiences. We help organizations grow by aligning data, processes, and technology so that planning, production, and sales operate as one.

Our experience says it all

Scanreco
Dovista
MAQ
cdon
Eksjöhus
Hydroware
thong
Ramén Valves
ecodatacenter
Recotech
Thermion
thermo-calc
linneal

From fragmented data to manageable business

The industry demands precision, delivery reliability, and cost control. At the same time, customers and suppliers expect full transparency around quality, status, and sustainability data. Regulations such as CSRD and the Digital Product Passport increase the need for traceable information that flows smoothly between systems and partners.

We help organizations create a digital environment where sales, planning, and production share the same data model. When HubSpot is connected to ERP and production or quality systems, it becomes easier to follow the full process from first quote to delivery, follow-up, and service. The result is shorter lead times, fewer errors, and better use of resources.

Structure that drives profitability

Many manufacturers manage their quote-to-cash process in fragments. Quotes start in CRM, tracking happens in spreadsheets, and final orders end up in ERP. It might work, but the cost is lost traceability and wasted time.

For marketing teams

Industrial marketing is not only about lead generation. It is just as much about supporting sales, partners, and existing customers. Valuable insights often sit inside ERP, production, or customer portals but are rarely used strategically.

Invise helps marketing teams activate that data. By connecting HubSpot to existing sources, campaigns can be driven by real demand, lifecycle stage, and installed-base information. Communication becomes relevant and measurable without adding new silos.

For sales and partner teams

In complex B2B sales, every quote is unique. Product configurations, logistics, and capacity affect timelines, and decisions often take months. Without shared systems, sales teams operate in the dark, especially when distributors or OEMs are involved.

Invise designs solutions where HubSpot connects with ERP and CPQ so sales can see supply, margin, and history directly in CRM. This reduces duplication and helps prioritize the right opportunities. With data from actual orders or delivery performance, forecasts become reliable and collaboration improves across departments.

For aftermarket and customer teams

Aftermarket service is often the most profitable part of an industrial business, yet usually the least digitized. Service requests, spare-part orders, and warranty follow-ups are still handled manually.

Invise connects HubSpot with field-service, IoT, and order-management systems. When service history and product data are available in one view, teams can act proactively, improve response times, and build stronger customer loyalty.

Integrated with your everyday life

Monitor
Pyramid
IFS
Jeeves
Visma Business
SAP
vloxq

Read more about how we helped our customers

5.0

I've had a great working relationship with Invise for more than a year; they serve the function perfectly of high expertise coupled with execution. We've taken a massive journey with them on our HubSpot tool and getting it to be a full end to end lead generation machine. I'm beyond satisfied. Sam Coleman, CMO, Stringo AB

Sam Coleman Chief Marketing Officer, Stringo

Insights that turn data into governance

thong

Manufacturing and distribution produce vast amounts of information, but only structured data creates value. By integrating HubSpot with production tracking, inventory, finance, and IoT platforms, companies gain full transparency.

This enables better decisions and makes it possible to meet CSRD and Digital Product Passport requirements without manual reporting. When sales, production, and sustainability data share the same foundation, both compliance and customer communication become faster and more reliable.

manufacturing

From plan to reality - and beyond

Invise helps manufacturing and distribution companies turn strategy into operational systems. From business modeling and data mapping to integrations and training, we help you build a commercial flow that reflects daily operations.

We help you to:

  • Combine customer, order, and production data in one flow

  • Identify patterns in quotation and delivery history

  • Automate follow-up, service, and spare-parts management

  • Integrate HubSpot with ERP, PLM, CPQ, and WMS

  • Visualize business data for better decisions and reporting

  • Use AI to predict needs, reduce downtime, and improve accuracy

Frequently asked questions

Do you only work with HubSpot?

HubSpot is the core of our solutions, but we always take a holistic approach. By connecting it to your existing ERP, production, logistics, or IoT systems, we create flows that give you real business control.

Do you also help the aftermarket team?

Yes. We help service and aftermarket organizations connect customer data, product information, and service history so follow-ups, spare parts, and contracts can be managed efficiently.

Can you build integrations with our existing systems?

Absolutely. We connect HubSpot to your current platforms to create full data flows and reporting. Common integrations include Monitor, Jeeves, SAP, Dynamics, IFS, and Infor.

Talk to an expert

Linnea Lundmark
Our team is available for advisory services in Manufacturing & Wholesale

We help industrial companies and distributors modernize their commercial processes. With HubSpot as the hub and a deep understanding of ERP, PLM, and service flows, we create solutions that give you control from first contact to delivery and long-term relationships.