Visma Business

Connect business critical information to get up-to-date info for sales and finance.
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(Integration Overview)

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Visma Business by Invise - Integration Overview

HubSpot Integration with Visma

Integrating HubSpot as your HubSpot marketing and sales CRM platform with Visma Business as your financial system can help you streamline your sales process, gain better customer insights, improve marketing automation, and increase efficiency, leading to better customer relationships and increased revenue.

Integration Features

Connected sales process

By integrating HubSpot with Visma Business, you can connect your sales process by automating tasks such as data entry, contact creation, and lead nurturing. HubSpot allows you to capture leads through various channels and automatically add them to your CRM, enabling your sales team to quickly follow up and close deals. This integration allows your sales team to easily create orders and get insights into billing history, as well as current inventory levels for better sales forecasting and decision-making.

Better customer insights

Integrating HubSpot with Visma Business allows you to gain a better understanding of your customers. You can use HubSpot's analytics to track customer behavior, identify patterns, and make informed decisions about your marketing and sales strategy. With Visma Business connected, you can consolidate all your customer data in one place, providing a complete view of your customers' purchase history, payment information, and current inventory levels.

Improved marketing & process automation

With HubSpot as your marketing and sales CRM platform and Visma Business as your financial system, you can automate your marketing activities such as email marketing, social media marketing, and lead nurturing. HubSpot's marketing automation tools allow you to create personalized campaigns for different segments of your audience, helping you increase engagement and conversions. You can also use this integration to set up automated workflows, such as invoicing and payments, to ensure that your customers receive prompt and accurate invoices.

Increased efficiency

Integrating HubSpot with Visma Business can also increase the efficiency of your sales and marketing teams. By automating tasks and consolidating data, your teams can spend less time on manual data entry and more time on strategic activities such as lead nurturing and customer engagement. This can help you reduce costs and increase revenue, as well as make more informed decisions about inventory and pricing.


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What we need from you in order to provide the best possible follow-up is that you try to answer these questions as best you can:
  • Which systems do you want to integrate?
  • Which use cases should be supported?
  • What are must-haves and what are nice-to-haves?
  • How much data flow are we talking about approximately?
  • Does the synchronization have to be in real time or is a daily update sufficient?
  • Do you want us to take responsibility for the entire work, or do you want us as a senior advisor?
  • Do you have an existing integration platform or  is there something else we should know about?

If you don't know the answer to one or more of the questions above, no problem - we will help you develop a good requirement specification!

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