Streamlined delivery process with full system integration
We delivered a streamlined production and installation of hardware and software with reduced manual work and improved collaboration across teams.
We implemented a structured and scalable delivery process in HubSpot using Custom Objects. These objects manage the full lifecycle of hardware and software production and installation. The process includes automations that captures essential information from customer and partners – with ERP integration that triggers invoicing at the correct stage of the delivery process.
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Customer challenges
- Unstructured setup for delivery, product production and installation
- Time consuming back-and-forth between Operations and Sales team to collect key data
- Manual steps in communication with customers and external partners
- Lack of data flow between delivery process and ERP system
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Actions taken
- Designed a unified delivery process in HubSpot with clear ownership and responsibilities
- Integrated HubSpot with the ERP system to ensure seamless data flow across platforms
- Automated data collection throughout key delivery phases
- Reduced manual work through task assignments and system integrations
- Improved visibility and handoffs between Sales, Customer Success and Operations
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Results
- Faster and more predictable production and installation of hardware and software
- Less manual work and reduced risk of error through automation
- Improved collaboration and data flow between Sales, Operations, and Customer Success
- Invoicing triggered at the right time, based on real delivery milestones
- Increased ownership and clearer visibility into progress and responsibilities across teams