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Strongpoint Boosts Sales Opportunities through Celigo Integration
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Functions
- Sales & Marketing
Use Cases
- Leasing Finance Automation
- Track & Trace of Assets
Services
- System Integration
- Training
The Challenge
Strongpoint, a documentation, change management, and compliance solution provider, was facing a significant challenge in managing their contacts and leads. They were using NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. However, transferring these contacts from Hubspot to NetSuite was a manual and time-consuming process, involving exporting contacts as CSV files, cleaning up the data, and then importing them into NetSuite. This process often took days, delaying the sales team's ability to reach out to potential leads. In many cases, the process was so cumbersome that it was not done at all, leading to lost sales opportunities. Strongpoint needed a solution that would integrate Hubspot and NetSuite to automatically sync contact information, without requiring significant technical resources or a full-time NetSuite administrator.
About The Customer
Strongpoint is a Toronto-based company that provides documentation, change management, and compliance solutions for Salesforce and NetSuite. Their services enable thousands of companies, including many publicly traded enterprises, to drive growth with confidence and certainty. They use NetSuite as their CRM and Hubspot for marketing automation, collecting thousands of contacts per day from various sources. Despite the challenges they faced in managing these contacts and leads, they sought a solution that would not require significant technical resources or a full-time NetSuite administrator.
The Solution
Strongpoint's CEO, Mark Walker, sought an iPaaS solution that could efficiently address their challenge without requiring dedicated technical resources. He chose Celigo, an integration platform that met their specific requirements. The onboarding to full implementation took about two days, without any training. The integration flows were bidirectional, automatically syncing thousands of contacts from Hubspot to NetSuite and sharing the resulting activities from NetSuite CRM back with Hubspot. This increased visibility allowed Strongpoint’s sales team to better assess the interest level of leads. Furthermore, Mark used Celigo's Integrator.io to improve Strongpoint’s core product by custom-coding an advanced integration that could track changes to documentation across applications. This was done using Javascript, a more prevalent language, instead of PHP or Ruby, typically required for advanced integrations.
Operational Impact
Quantitative Benefit
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