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Discovery
Mapped requirements, processes and differences between business entities.
Case study
Connecting CRM, ERP and product data in HubSpot
Maas & Hagoort needed a future-proof CRM as Exact Synergy was being phased out. BrixCRM implemented HubSpot as the central platform and connected it with the company's ERP and PIM systems.
Sales teams can now manage customer data, products and quotations from HubSpot, with approved orders flowing automatically into Exact Globe.
The challenge
Replacing a fragmented CRM landscape
With Exact Synergy being phased out, Maas & Hagoort needed a new central environment for customer data, sales and marketing.
Processes also differed between business entities, making scalability an important requirement.
- CRM to replace
- 1
- Central customer view
- 1
Connecting existing business systems
HubSpot needed to work alongside systems that remained essential to the business, including Exact Globe and the PIM.
Data had to move between these platforms without creating additional manual work.
- Core systems
- 3
- Manual handovers
- Less
Managing quotes from one platform
Product data and quotations were previously spread across different tools.
Maas & Hagoort wanted the complete quotation process to run through HubSpot, from product selection to approval and order creation.
- Sales workspace
- 1
- Order handover
- Automated
One connected commercial platform
BrixCRM implemented HubSpot as the central environment for customer data, sales and marketing.
Exact Globe handles ERP and order processing, while product data from the PIM is available directly in HubSpot. This allows sales teams to create and manage quotes without switching between tools.
Key elements
- HubSpot CRM implementation
- Exact Globe and PIM integrations
- End-to-end quotation process
