Get business-critical information into your CRM
Data in Monitor ERP has a great power in itself, but that doesn't mean it should be locked in one system. With this integration between Monitor ERP and HubSpot, we can sync data fields, relationships and product data directly to your HubSpot marketing and sales
Follow up on your opportunities and sell accordingly
In the case of larger deals, it's important to have an overview and to be able to communicate based on real facts. Everything from inventory status, project updates and customer data managed in Monitor ERP can be synced, visualized and acted upon from HubSpot.
The handover from sales to finance made smooth
Based on integrating Monitor ERP and HubSpot we can decide how to trigger data from each system and we can also create efficient flows - including creating orders or invoicing based on deals and quotes that are created and signed in HubSpot. Easy for everyone involved!
Report on customer journeys
Because Monitor ERP includes the hard facts about ordered products and projects, and HubSpot can manage the entire customer journey, we get the opportunity to report on everything from what digital source generated the most revenue and also where there’s areas for improvement to make long term data-driven decisions.