Celigo Case Studies Strongpoint Boosts Sales Opportunities through Celigo Integration

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	Strongpoint Boosts Sales Opportunities through Celigo Integration Celigo

Strongpoint Boosts Sales Opportunities through Celigo Integration

Celigo

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Functions	Sales & Marketing
Use Cases	Leasing Finance Automation Track & Trace of Assets
Services	System Integration Training
Challenge	Strongpoint, a documentation, change management, and compliance solution provider, was facing a significant challenge in managing their contacts and leads. They were using NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. However, transferring these contacts from Hubspot to NetSuite was a manual and time-consuming process, involving exporting contacts as CSV files, cleaning up the data, and then importing them into NetSuite. This process often took days, delaying the sales team's ability to reach out to potential leads. In many cases, the process was so cumbersome that it was not done at all, leading to lost sales opportunities. Strongpoint needed a solution that would integrate Hubspot and NetSuite to automatically sync contact information, without requiring significant technical resources or a full-time NetSuite administrator. Read More
About Customer	Strongpoint is a Toronto-based company that provides documentation, change management, and compliance solutions for Salesforce and NetSuite. Their services enable thousands of companies, including many publicly traded enterprises, to drive growth with confidence and certainty. They use NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. Despite the challenges they faced in managing these contacts and leads, they sought a solution that would not require significant technical resources or a full-time NetSuite administrator. Read More
Solution	Strongpoint's CEO, Mark Walker, sought an iPaaS solution that could efficiently address their challenge without requiring dedicated technical resources. He chose Celigo, an integration platform that met their specific requirements. The onboarding to full implementation took about two days, without any training. The integration flows were bidirectional, automatically syncing thousands of contacts from Hubspot to NetSuite and sharing the resulting activities from NetSuite CRM back with Hubspot. This increased visibility allowed Strongpoint’s sales team to better assess the interest level of leads. Furthermore, Mark used Celigo's Integrator.io to improve Strongpoint’s core product by custom-coding an advanced integration that could track changes to documentation across applications. This was done using Javascript, a more prevalent language, instead of PHP or Ruby, typically required for advanced integrations. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Functions

Sales & Marketing

Use Cases

Leasing Finance Automation

Track & Trace of Assets

Services

System Integration

Training

Challenge

Strongpoint, a documentation, change management, and compliance solution provider, was facing a significant challenge in managing their contacts and leads. They were using NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. However, transferring these contacts from Hubspot to NetSuite was a manual and time-consuming process, involving exporting contacts as CSV files, cleaning up the data, and then importing them into NetSuite. This process often took days, delaying the sales team's ability to reach out to potential leads. In many cases, the process was so cumbersome that it was not done at all, leading to lost sales opportunities. Strongpoint needed a solution that would integrate Hubspot and NetSuite to automatically sync contact information, without requiring significant technical resources or a full-time NetSuite administrator.

About Customer

Strongpoint is a Toronto-based company that provides documentation, change management, and compliance solutions for Salesforce and NetSuite. Their services enable thousands of companies, including many publicly traded enterprises, to drive growth with confidence and certainty. They use NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. Despite the challenges they faced in managing these contacts and leads, they sought a solution that would not require significant technical resources or a full-time NetSuite administrator.

Solution

Strongpoint's CEO, Mark Walker, sought an iPaaS solution that could efficiently address their challenge without requiring dedicated technical resources. He chose Celigo, an integration platform that met their specific requirements. The onboarding to full implementation took about two days, without any training. The integration flows were bidirectional, automatically syncing thousands of contacts from Hubspot to NetSuite and sharing the resulting activities from NetSuite CRM back with Hubspot. This increased visibility allowed Strongpoint’s sales team to better assess the interest level of leads. Furthermore, Mark used Celigo's Integrator.io to improve Strongpoint’s core product by custom-coding an advanced integration that could track changes to documentation across applications. This was done using Javascript, a more prevalent language, instead of PHP or Ruby, typically required for advanced integrations.

Impact #1	The integration of Hubspot and NetSuite through Celigo resulted in immediate benefits for Strongpoint. They were able to close deals almost immediately after the implementation. The automation of contact syncing helped them identify prospects that had been lost due to sales abandonment and converted them into deals. The integration also opened up new opportunities by providing the ability to better assess the potential of leads. Furthermore, the ease of developing advanced integrations with a common programming language allowed Strongpoint to optimize their core systems and product. They plan to continue partnering with Celigo to develop more integrations to track changes between applications beyond NetSuite and Salesforce.

Impact #1

The integration of Hubspot and NetSuite through Celigo resulted in immediate benefits for Strongpoint. They were able to close deals almost immediately after the implementation. The automation of contact syncing helped them identify prospects that had been lost due to sales abandonment and converted them into deals. The integration also opened up new opportunities by providing the ability to better assess the potential of leads. Furthermore, the ease of developing advanced integrations with a common programming language allowed Strongpoint to optimize their core systems and product. They plan to continue partnering with Celigo to develop more integrations to track changes between applications beyond NetSuite and Salesforce.

Benefit #1	Reduced the time to transfer contacts from Hubspot to NetSuite from a few days to immediate, automatic syncing.
Benefit #2	Enabled the automatic syncing of thousands of contacts per day, improving lead management.
Benefit #3	Provided bidirectional integration, allowing activities from NetSuite CRM to be shared back with Hubspot, enhancing visibility.

Benefit #1

Reduced the time to transfer contacts from Hubspot to NetSuite from a few days to immediate, automatic syncing.

Benefit #2

Enabled the automatic syncing of thousands of contacts per day, improving lead management.

Benefit #3

Provided bidirectional integration, allowing activities from NetSuite CRM to be shared back with Hubspot, enhancing visibility.

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Overview

Strongpoint Boosts Sales Opportunities through Celigo Integration

Operational Impact

Quantitative Benefit