Optimize your Operations with HubSpot CRM and Genius ERP

In today's industrial landscape, manufacturing businesses, especially those adopting a bespoke business model, or “engineering to order/manufacturing,” face complex challenges. Customer relationship management (CRM) and enterprise resource planning (ERP) are two essential pillars for optimizing processes and ensuring growth. Lakhos, solutions partner HubSpot, is positioned as a strategic ally for these companies, supporting them in the implementation of HubSpot CRM and its integration with efficient ERP solutions such as Genius ERP. Seamless integration between these two systems is crucial for maximum efficiency, allowing for data synchronization and process automation. Genius ERP, a Quebec ERP solution with more than 25 years of experience, is specially designed to meet the unique needs of manufacturing companies, especially those that manage complex and personalized projects.

Challenges Faced by Custom Manufacturing Companies

Manufacturing companies, especially those working on a personalized basis, face major challenges:

• Complex management of orders and customer specifications
• Precise production monitoring
• Control of costs and deadlines
• Seamless communication between teams
• Difficult customer relationship management, with scattered information and a lack of personalized follow-up.

This article shows how the integration of HubSpot CRM and Genius ERP can provide a concrete response to these challenges, by optimizing processes and improving the overall performance of the company.

HubSpot CRM and Genius ERP: Two Powerful Platforms for the Manufacturing Industry

HubSpot CRM is a customer relationship management platform known for its usability and comprehensive features specific to revenue operations like marketing, sales, and customer service. It makes it possible to centralize information on contacts, prospects and sales opportunities, thus facilitating the monitoring of interactions and the management of the sales pipeline. With HubSpot CRM, sales teams can centralize sales activities, segment leads, personalize communications, and automate follow-ups, improving efficiency and conversion rates. It's important to mention that HubSpot CRM is not a resource planning management tool like an ERP. Learn more about HubSpot CRM.

Genius ERP is a robust ERP solution based in Quebec, specially designed for manufacturing businesses. It offers advanced features for managing production, inventory, scheduling, billing, and project management. Genius ERP allows real-time monitoring of order progress, accurate inventory management, optimized production planning and cost control. Its flexibility and ability to manage complex configurations make it a tool particularly suitable for companies that work on a personalized basis or in “engineering-to-order/manufacturing” mode.

For manufacturing businesses that need a robust ERP, Genius ERP makes it possible to optimize engineering, production, planning, and finance. Which actually makes it a comprehensive tool for seamless growth. you can find more information on their features on their website. The tool also allows you to maximize your efficiency thanks to integrations fluent with the software that is essential to your business.

Faced with the challenges of implementing an ERP, Genius ERP is positioned as an invaluable resource. Its specialized solutions in stock management, a key challenge for manufacturers, guarantee a successful implementation. Understand why Genius ERP is the answer to your needs. Learn how Genius ERP has propelled businesses to success and explore their dedicated service.

HubSpot CRM and Genius ERP Integration: A Winning Synergy

The integration of HubSpot CRM and Genius ERP creates synergy between these two platforms by synchronizing data and automating processes. This integration avoids manual entries and errors, thus ensuring the reliability and consistency of information. The advantages of this integration are multiple:

• Time saver
• Productivity improvement
• Better data quality
• Full business overview

A Specific Use Case: A Forklift Company Optimizes Sales with HubSpot and Genius ERP

• Scenario: A Forklift Company Optimizes Sales with HubSpot and Genius ERP
• Objective: Centralize prospecting efforts, segment prospects and monitor sales progress.
• Main tool: HubSpot CRM, connected to the sales representative's Office 365 inbox.
• First interaction:
  
  • The sales representative interacts with the potential customer's operations manager via email.
  • These interactions are automatically recorded in the HubSpot customer file.
  • A follow-up reminder is automatically created after 3 days of no response.
• Follow-up and qualification:
  
  • The sales representative contacts the customer again and gets an agreement for a quote.
  • The opportunity is moved to the “Quote to be made” stage in HubSpot.
• Data sync:
  
  • Key opportunity data (name, company, address, items related to the basic forklift) is automatically synchronized with Genius ERP.
• Quotation creation:
  
  • In Genius ERP, the quotation is created with synchronized information, including technical specifications and custom component costs.
• Follow-up and update:
  
  • Once the quote is sent from Genius ERP, the status is updated in HubSpot.
  • The sales representative has complete visibility on the progress of the sales process.
• Automation (options):
  
  • The integration can trigger automated actions.
  • Examples: sending a confirmation email to the customer, creating a follow-up task for the sales representative.

Impact of Integration on Different Aspects of the Business

• Sales: The integration allows sales teams to have a deep understanding of customers, to follow up with prospects in a personalized way, to automate reminders, and to effectively manage sales opportunities. Genius ERP information, such as order history and technical specifications, is directly accessible in HubSpot CRM, providing a comprehensive view of the customer.
• Production: Thanks to the integration, information from HubSpot CRM, such as order specifications and delivery times, is automatically transmitted to Genius ERP, making it possible to optimize production planning, manage inventory in real time, and track the progress of orders accurately. This reduces the risk of errors and delays, improving production efficiency.
• Customer service: The integration allows all customer information to be centralized in HubSpot CRM, including interaction history, orders, invoices, and complaints. This allows customer service teams to respond quickly and effectively to customer requests, improve customer satisfaction, and build customer loyalty.

The Support of Lakhos: An Expert CRM Partner

Lakhos, as a HubSpot partner, has extensive expertise in implementing HubSpot CRM and integrating it with ERP solutions like Genius ERP. Our team of consultants specialized in the manufacturing sector understands the specific challenges faced by these companies and offers personalized support for the implementation of tailor-made solutions. We help businesses define goals, set up HubSpot CRM, and define integration scenarios with Genius ERP. For some Learn more about Lakhos expertise visit our website.

Conclusion: A Competitive Advantage for Manufacturing Companies

In a competitive environment, the integration of HubSpot CRM and Genius ERP represents a major asset for manufacturing companies. It optimizes processes, improves communication between teams, strengthens customer relationships and stimulates growth. By choosing Lakhos as a partner, manufacturing companies benefit from personalized support and recognized expertise to succeed in their digital transformation and achieve their goals.

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