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Two-Way DataSync SalesForce to HubSpot Integration with Ultra Consultants

ERP-Consulting-and-implementation

Industry

Consultancy

Challenge

Ultra Consultants faced challenges in aligning their sales and marketing platforms due to data fragmentation between Salesforce and HubSpot. They needed a robust integration that maintained data continuity and allowed each platform to operate within its strengths.

Results

By partnering with Peddle, Ultra Consultants successfully transformed their sales and marketing operations through a seamless Salesforce to HubSpot integration and the implementation of a robust RevOps framework. These improvements have empowered them to continue delivering exceptional ERP consulting services while maximizing revenue growth.

Integrating hubspot and salesforce

ultraconsultants.com
ultra-business-transformation-1

About Ultra Consultants

Ultra Consultants is a leading ERP consulting firm specializing in manufacturing and distribution. With decades of industry expertise and a proven methodology, they assist businesses in maximizing their operational potential by offering objective ERP software recommendations tailored to their unique requirements.

The Challenge

Ultra Consultants aimed to enhance operational efficiency and optimize their sales processes through the integration of Salesforce and HubSpot. The sales team operated primarily within Salesforce, while the marketing and business development teams needed HubSpot for improved marketing operations and campaign reporting. However, the challenge lay in maintaining data integrity and synchronization between the two platforms while aligning revenue strategies across departments.

 

The Goal

  • Integrate Salesforce with HubSpot for seamless data synchronization.
  • Enhance marketing operations and campaign reporting within HubSpot.
  • Maintain sales operations in Salesforce.
  • Implement a RevOps framework to align revenue strategies across departments.

 

The Solution

Peddle implemented a comprehensive solution to meet Ultra Consultants' objectives:

  • Salesforce to HubSpot Integration: Established a two-way data sync to ensure data integrity and continuity across both platforms.
  • Sales Hub and Aircall Implementation: Implemented HubSpot's Sales Hub, integrating it with Aircall to streamline sales communications and track all calls and interactions within HubSpot.
  • RevOps Strategy Development: Developed a comprehensive RevOps strategy, aligning marketing, sales, and service teams with unified dashboards and reporting tools to track key performance indicators (KPIs).
  • Training and Documentation: Provided tailored training to ensure Ultra Consultants’ team could effectively manage both platforms and leverage the full capabilities of HubSpot and Salesforce.

The Results

The Salesforce to HubSpot integration ensured continuous data flow and maintained data integrity while enhancing sales efficiency through better lead management and streamlined communication. HubSpot's campaign reporting tools provided improved visibility into marketing effectiveness. The RevOps strategy further aligned marketing, sales, and service teams, improving collaboration and enabling data-driven decision-making with unified dashboards and reporting tools.

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