Companies need every advantage they can get to drive sales and grow their customer base. One powerful way to achieve this is by integrating NetSuite, a leading cloud-based ERP system, with HubSpot, a popular inbound marketing, sales, and customer service platform. By combining the power of these two platforms, businesses can unlock new opportunities and implement strategies to accelerate sales. In this post, we explore the top 5 strategies to increase sales with a NetSuite to HubSpot integration.

Enhance Sales Process Efficiency

One of the most significant benefits of integrating NetSuite and HubSpot is the increased efficiency of your sales processes. By synchronizing customer data, order history, and product information between the two platforms, your sales team can access accurate and up-to-date information without having to switch between systems. This streamlined process can help your sales team close deals faster and improve overall productivity. To leverage this benefit, consider implementing the following strategies:

• Automate sales order creation and processing by setting up workflows to create new sales orders in NetSuite when deals are closed in HubSpot.
• Provide real-time access to inventory data from NetSuite within HubSpot using Stock IQ, enabling your sales team to provide accurate and timely product information to customers.

Personalize Sales and Marketing Efforts

By integrating NetSuite and HubSpot, your marketing and sales teams can access a wealth of customer data, allowing them to create highly personalized campaigns and sales strategies that resonate with your target audience. To capitalize on this opportunity, consider implementing the following strategies:

• Segment your customer base using data from both NetSuite and HubSpot, enabling you to target specific customer groups with tailored marketing campaigns and sales offers.
• Utilize NetSuite’s product and order data within HubSpot to create personalized product recommendations for your customers, driving increased sales and customer satisfaction.

Improve Lead Scoring and Prioritization

With a NetSuite to HubSpot integration, you can create more accurate and comprehensive lead scoring models by incorporating customer data from both platforms. This helps your sales team prioritize their efforts on the most promising leads, improving overall sales efficiency. To take advantage of this benefit, consider implementing the following strategies:

• Incorporate customer data from NetSuite, such as purchase history and lifetime value, into your HubSpot lead scoring model.
• Use advanced lead scoring algorithms that consider both marketing engagement data from HubSpot and customer transaction data from NetSuite, ensuring that your sales team focuses on the most valuable and engaged leads.

Enhance Customer Retention and Upselling

Integrating NetSuite and HubSpot can also help you increase sales by improving customer retention and identifying upselling opportunities. By having a comprehensive view of customer interactions and history, your sales and customer support teams can provide personalized and accurate assistance, leading to increased customer satisfaction and loyalty. To capitalize on this benefit, consider implementing the following strategies:

• Utilize customer data from NetSuite within HubSpot to identify customers at risk of churn, enabling your sales and support teams to proactively address their concerns and retain their business.
• Analyze customer purchase history from NetSuite to identify potential upselling and cross-selling opportunities, helping your sales team drive increased revenue and customer value.

Optimize Sales Forecasting and Decision-Making

By connecting NetSuite’s financial and inventory data with HubSpot’s sales and marketing data, you can gain a more comprehensive understanding of your sales performance and trends. This leads to improved sales forecasting and more informed business decisions, ultimately driving increased sales. To leverage this benefit, consider implementing the following strategies:

• Create unified sales reports and dashboards that combine data from both NetSuite and HubSpot, providing your sales team and management with a holistic view of your company’s sales performance.
• Use advanced analytics and data visualization tools to uncover hidden trends and patterns in your sales data, helping you identify areas of opportunity and develop more effective sales strategies.
• Regularly review sales forecasts that incorporate data from both NetSuite and HubSpot, adjusting your sales goals and resource allocation based on real-time insights and market conditions.

Integrating NetSuite and HubSpot can provide your organization with a powerful set of tools and data to drive increased sales and improve overall business performance. By implementing the strategies outlined in this post, you can enhance sales process efficiency, personalize sales and marketing efforts, improve lead scoring and prioritization, enhance customer retention and upselling, and optimize sales forecasting and decision-making. With these strategies in place, your organization will be well-positioned to capitalize on the benefits of a NetSuite to HubSpot integration and drive sustained sales growth in today’s competitive business landscape.

Integrate IQ can help unlock these benefits. Call us at (866) 293-4873 or email sales@integrateiq.com for ideas and additional support.