In today’s technologically advanced society, businesses are using every tool available to meet customers’ expectations and provide satisfying customer relationships. Many companies are learning that the traditionally siloed data and lack of communication between their sales, customer success, and marketing teams are no longer enough to keep up with demand and the competition.
Many are using advanced technology to connect their data platforms to respond to this challenge, like integrating Hubspot with NetSuite. Connecting systems and data can benefit your business in numerous ways, not the least of which is helping revenue teams work more collaboratively. By integrating your business’s CRM with your marketing automation system, you will get more from all your revenue generation efforts. In the process, you’ll be able to better target and attract new customers and boost the net retention of your current customers.
How to Integrate HubSpot with NetSuite to Get More From Your Data
Most businesses today realize that it’s vitally important for their revenue teams to communicate and work together towards the same goal. According to Gartner, “In this current environment with coronavirus-related business disruption impacting businesses around the globe, this type of alignment is more important than ever.”
Gartner explains that you must ensure that your marketing, sales, and CS departments share the same processes, vision and data, which will help meet the needs of your most valuable prospects and existing customers.
But how is this accomplished? When aligning your revenue teams, one of the first steps to take is to integrate the key systems each uses in their regular workflows.
But how do you integrate HubSpot with NetSuite? On the one hand, you could explore the basic native integrations that may come with your software. Alternatively, you could look to an advanced integration partner to make integration easy and comprehensive.
While native integrations seem relatively simple and accessible, they have limitations that organizations must consider. For instance, most native integrations do not let users manipulate the data. There is often no way to tell the systems which data you want to move, where it should go and how to format it so the receiving system can understand it.
Because of this limitation, there are often many data errors, such as missing or incomplete data, wrongly-formatted data, making it unreadable, and duplications. Without high-quality, accurate data, your revenue teams can’t (and shouldn’t) trust it.
With the help of the right integration solution, you can perform high-level tasks more effectively, including data management and standardization. At the same time, you can reduce manual work due to the automation tools that enable you to set up the data transfers exactly how you want them and then let the system do the rest.
The best integration platforms will allow you to easily integrate Hubspot with Netsuite and connect any system you have, even connecting more than two systems. Perhaps you have two CRMs and one marketing automation platform, a sales enablement platform you want to connect to your CRM or a financial system you’d like to transfer marketing data into. There are often no native integrations to allow such customization, but certain automated integration platforms make it possible—often with little effort.
4 Benefits of Integrating Hubspot with Netsuite
Let’s dig deeper into the benefits of integrating Hubspot with Netsuite using an integration platform.
Improved Data Management
You need quality data to make good decisions and develop strong campaigns. Despite this, many systems contain “dirty” data that are incomplete, inaccurate, outdated, or duplicated. An effective integration tool, which is seldom of the native type, can enable you to clean your HubSpot data before transferring it, ensuring you end up with complete and trustworthy data that you can use for several different analytics.
According to CIO, some of the benefits of well-governed data include:
- More discoverable data that improves decision-making abilities
- Reduced errors in reporting and analysis
- Increased business competitiveness
- Revenue teams spend less time locating and acquiring information
- The elimination of redundant hours that revenue teams spend seeking the same or similar data
- Reduced rationalization and rework resulting from low-quality data
- Improved productivity
- Positive ROI resulting from specific analytics initiatives
- The elimination of impacts because of financial restatements
Better Alignment for all Revenue Teams
It’s difficult or impossible to align your marketing, sales, and CS departments if they operate on different systems. They need to be able to share data to improve revenue generation efforts along with scalability.
Integrating NetSuite and HubSpot is only the first step. You also need to gain insight into the customer journey from start to finish without patching together inconsistent data.
With proper integration and consistent, high-quality data, you’ll be able to gauge the actual performance of your marketing campaigns, sales initiatives, and upsell and cross-sell strategies. This will help you take the right steps to optimize your revenue strategy to get the best achievable results.
One of the best ways a HubSpot and NetSuite integration can help you align revenue teams is with predictive analytics. This involves looking at the data you currently have and identifying potential trends. This information allows you to forecast accurately and prepares your revenue strategy for long-term success.
According to Forbes, businesses with accurate sales forecasting are 10% more likely to see a year-over-year increase in revenue. However, 61% of companies stated that one of the biggest lead scoring challenges was “misleading buying signals.” Lead scoring is the most popular method for predicting sales readiness, but less than half of sales teams believe this method adds any value.
Of equal importance is visibility for Customer Success teams. Oracle reports that, following a negative customer experience, an alarming 89% of people will take their business to a competitor.
The biggest issue with lead scoring is its subjective nature. Subjective data comes with all types of risk, but you’ll get more dependable analytics if you use an advanced integration partner to integrate HubSpot with NetSuite properly.
To successfully integrate these systems, you need an integration tool beyond simply integrating marketing automation systems and CRMs. The right tool will enable you to predict whether leads will become customers and whether existing customers will renew based on accurate, consistent data. A configurable tool can achieve this by automating customer data points collection, integration, and cleansing. This data may include prospect and customer activities and buying habits, among other behaviors. The tool will then present this data in an understandable and versatile format that your revenue teams can use to measure their impact.
More Personalized Marketing
Integrating HubSpot with NetSuite can also help you incorporate more personalization in sales, CS, and marketing. Personalized outreach is critical in today’s environment, making integrated data invaluable to your success. 80% of consumers have stated that they’re more eager to purchase from brands that offer personalized experiences.
Although you need data to personalize your outreach efforts, the data needs to be helpful. NetSuite and HubSpot integrations should have valuable and highly accurate data to facilitate personalization. This will also allow your revenue teams to gain real-time visibility into your prospects’ and customers’ online activities and responses to these outreach efforts.
These integrations will be able to access reports that objectively indicate the most valuable leads for marketing to target and which to focus less on with their campaigns, which prospects are most likely to close for your sales team, and which customers may be at risk of not renewing for your customer success team. You’ll ultimately gain deep insight into the best ways to connect with your customer base through effective personalization.
Personalizing your outreach efforts will go a long way in building better relationships with your prospects and current customers. You’ll have an easier time standing apart from competitors that offer more generic customer experiences.
Complete Lead Data
Another advantage of using the right integration tool to integrate HubSpot and NetSuite is the ability for revenue teams to prioritize actions. Perhaps filling out a form is a high-value activity for marketing, attending a specific type of demo means a prospect has a greater chance of closing, or submitting a review is an indicator to your CS team that a customer would serve as a good case study.
With the right solution, you have complete control of the directions of data flow and the standardization of your data. You’ll be able to set rules at the custom objects and field level, and you can determine precisely how each system transfers data.
As a result, you can significantly reduce the time it takes to piece together data for reports. Specifically, your systems will automatically track your overall revenue strategy’s most vital key performance indicators (KPIs). In turn, your revenue teams can view comprehensive reports detailing which offerings connect with consumers at various stages of the customer journey and lifecycle.
This intelligence allows your revenue teams to understand where and how to direct their focus and what is and what isn’t working within the overall revenue strategy. Instead of ineffectively calculating lead conversion or customer upsell potential, your teams will use reliable automated and AI-powered technology to communicate with each other and understand customers on new levels. This AI will help ensure you get the best data available for both HubSpot and NetSuite.
Based on the data you gather, you’ll have a better shot at optimizing your efforts, which will drive more conversions, sales, and overall revenue. This means even higher ROI – when you integrate HubSpot with NetSuite using the right tool.
You’ll Never Get There With Native Integrations
It’s clear by now that you need integration for effective, clean data intelligence that will inform your team’s decisions. And as we said, native integrations just aren’t enough. But let’s consider why software companies often include them in their package.
New systems tend to offer a few free native integrations as part of their support package. They are designed to address the most common, basic integrations, typically those needed by smaller companies with more precise requirements. If you have more advanced needs, you’re out of luck. And because smaller companies often don’t need to integrate Hubspot with Netsuite, those native integrations don’t exist. You need to integrate HubSpot with NetSuite with an integration platform instead.
For example, businesses experience issues with contact names when they rely on native integrations. If one of your systems has contacts with their last name preceding the first name, while the other system works vice versa, you’ll have two sets of inconsistent data that can compromise contact databases and campaigns.
Additionally, systems might have inconsistent sets of other data, such as industry information and country codes. You would then need to manually clean up this data to make it reliable, which would be a time-consuming and generally inefficient process. Manual integration would also increase the risk of errors, making automation crucial.
In short, your data-driven revenue efforts need clean, quality, and fully operational data. Inconsistent names and other datasets can negatively affect your outreach efforts. Even if the core data is the same, inconsistent formatting is equally detrimental to core data. For example, a phone number formatted as “100-000-0000” wouldn’t align with systems that require a “(100)-000-0000” format. This leads to chaotic data that hinders the data intelligence your teams need to make accurate and informed next steps.
Another limit you’ll see with native integrations is the variety of data that your systems share. Many native and third-party integrations only allow for contact data, but your revenue teams will require more than this. They’ll need a range of data to cover all necessary fields.
The Need for Effective Data Management and Standardization
In learning how to integrate HubSpot with NetSuite, you must ensure your integration tool allows for the standardization of data and the management of data flow. To facilitate this, you should find a tool that gives you complete control over your data and how your systems use it, with the ability to make data do what it needs to at multiple levels.
Your system should present this data in formats that supplement your business processes. You won’t be able to do this with native integrations. Of course, this assumes that the separate systems you want to integrate have native integrations in the first place. In many cases, these systems won’t have any native integrations.
To get around this issue, look for a dependable integration and automation partner that transcends native integrations to connect with any system. This includes systems that fall outside of your revenue departments.
Get the Right Tool for Integrating HubSpot with NetSuite
Integrating HubSpot with NetSuite correctly will create a seamless connection between your critical systems. When you turn to Vertify for your HubSpot and NetSuite integration, you’ll benefit from a tool that gives you everything you need to transform your data. Regardless of the systems you use, Vertify can help you get the most from your integrations.
Request a demo today to learn more about the advantages of working with Vertify for your HubSpot and NetSuite integration. You’ll see what our solution can do to empower your revenue teams by giving them clean, accurate data for practical knowledge of the customer at every touchpoint.
Author: Matt Klepac | CEO | Vertify