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Unlocking the Power of Infor and HubSpot Integration

By |January 12, 2023 January 23rd, 2023No Comments

Market leaders are adept at making the most of their business process, and resources and offer improved buying experiences. For business users of Infor and Hubspot, integration has helped several businesses to streamline their operations, automate key tasks and processes, and improve their customer engagement.

This article highlights an Infor and Hubspot integration may be the right decision for your business.

Infor and Hubspot Integration and its Features

Infor ERP and Hubspot CRM are two powerful software systems that businesses can use to manage their operations and customer engagement. Infor is an enterprise resource planning or ERP system that helps businesses manage their operations and financials, while Hubspot is a marketing and sales platform that helps businesses attract, engage, and delight customers.

Sales Data Integration

The integration of Infor and Hubspot allows businesses to sync important information from their ERP with their marketing and sales data, providing a more comprehensive view of their operations and customers. This integration can be accomplished through the use of application programming interfaces (APIs), which allow the two systems to communicate with each other and share data.

Auto Update Customer Profiles

One of the key features of the integration is the ability to automatically update customer data in Infor CRM from Hubspot. For example, when a customer fills out a form on a website or makes a purchase, that information can be automatically sent to Infor and used to update the customer’s profile. This helps to ensure that the customer information in Infor is always up-to-date and accurate to provide enhanced customer service.

Seamlessly Sync Systems

Another feature of the integration is the ability to sync data between the two systems. For example, Infor can be configured to automatically send order information to Hubspot, which can then be used to trigger automated marketing campaigns or personalized email campaigns. This can help users to more effectively engage with their customers and improve their marketing ROI. It also ensures that your marketing team, sales reps, and customer service executives and others are all on the same, updated page.

Automate Lead Management

The integration also helps in automating the lead management process. The leads generated in Hubspot can be automatically sent to Infor and then assigned to the appropriate sales team member. This helps in reducing the time and effort required to manage leads and improves the sales team’s productivity.

Other Key Features

In addition to these features, the integration of Infor and Hubspot can also include other functions, such as:

  • Syncing product data between the two systems, allowing businesses to easily update pricing and inventory information in both systems.
  • Syncing customer data between the two systems, allowing businesses to easily update customer information in both systems for quality customer support.
  • Automating workflows between the two systems, allowing businesses to automate tasks such as order processing and invoicing.
  • Providing real-time reporting and analytics, allowing businesses to easily track key performance indicators and make data-driven decisions.

Overall, the integration of Infor and Hubspot can help businesses to improve their efficiency, productivity, and customer engagement by providing a more comprehensive view of their operations and customers. By automating key tasks and processes, businesses can reduce the time and effort required to manage their operations, allowing them to focus on growing their business.

Perks of Infor and Hubspot Integration for Distributors

According to a survey by Forrester, companies that implement marketing automation technology see a 14.5% annual increase in sales productivity and a 12.2% reduction in marketing overhead. Additionally, according to a survey by Nucleus Research, companies that implemented ERP systems saw a ROI of 191%. Integrating Infor and Hubspot can bring a variety of benefits to businesses of all sizes and industries specifically for small and medium-scale distributors. Some of the key benefits include:

Inventory Management 

Infor’s inventory management system allows distributors to keep track of their stock levels, set reorder points, and generate purchase orders automatically. This can help distributors avoid stockouts, reduce carrying costs and optimize inventory turnover. By integrating this information with Hubspot, distributors can create personalized communication campaigns for customers with low inventory items and ensure timely deliveries.

Sales Management 

Infor’s sales management system allows distributors to track customer interactions, manage sales pipelines, and generate quotes and invoices. By integrating this information with Hubspot, distributors can create personalized communication campaigns for customers based on their buying history and target potential customers based on their behavior.

Logistics

Infor’s logistics management system allows distributors to plan, track and optimize their transportation and warehouse operations. By integrating this information with Hubspot, distributors can create personalized communication campaigns for customers based on their delivery schedule, and improve logistics coordination for multiple locations.

Customer Relationship Management

Hubspot’s CRM allows distributors to manage customer interactions, track leads, and generate reports. By integrating this information with Infor, distributors can use customer data to optimize their inventory, logistics and sales operations. This can help distributors to understand their customers better and provide them with more personalized service.

Marketing Automation

Hubspot’s marketing automation tool allows distributors to create and automate marketing campaigns, track leads, and generate reports. By integrating this information with Infor, distributors can use customer data to create personalized communication campaigns, target potential customers and improve lead generation.

Other Businesses That Can Make The Best Use Syncing Their ERP and CRM

ERPs and CRMs are both powerful tools that can benefit a wide range of businesses other than distributors. Here are a few examples of how different types of companies can use these integrations to improve their functionality:

B2B and B2C E-commerce businesses

An e-commerce company can use ERP and CRM integration to streamline its sales and marketing processes. Thanks to an integrated ERP and ecommerce platform with Hubspot’s marketing and CRM tools, the business can better track customer interactions, personalize their communications, and optimize their online sales strategy.

Manufacturing companies

A manufacturing company can use Infor and Hubspot to improve its supply chain management and customer relations. By integrating Infor’s manufacturing software with Hubspot’s CRM and marketing automation tools, the company can better track orders and inventory, communicate with customers, and improve their production efficiency.

Healthcare providers

A healthcare provider can use the Infor and Hubspot integration deployment to improve patient engagement and care coordination. By integrating Infor’s healthcare management software with Hubspot’s marketing and CRM tools, the healthcare provider can better track patient interactions, personalize communications and engage patients in their care.

Non-profit organizations

A non-profit can use Infor and Hubspot to improve its fundraising and marketing efforts. By integrating Infor’s donor management software with Hubspot’s marketing and CRM tools, the non-profit can better track donor interactions, personalize communications and optimize its fundraising campaigns.

In Conclusion

In conclusion, the integration of Infor and Hubspot can provide businesses with several benefits that are key to scaling a business. By connecting customer data from both systems and automating key tasks and processes, businesses can gain a more comprehensive view and make more informed decisions about their business.

DCKAP Integrator has been crafted by a team of experts dedicated to helping distributors achieve these benefits through integration and simplifying their commerce. If you are interested in learning more about how the integration of Infor and Hubspot can benefit your business, Contact us today for a customized demo.

Aaron Pallares

Author Aaron Pallares

Aaron Pallares is a Solution Consultant and an Account Manager at DCKAP. As an expert on the DCKAP Integrator, he enjoys providing clients with demos and in-depth analysis of the digital architecture. He is always looking into previously held, existing, and new digital practices. He delights in better understanding the psychology of digital architecture, its interactions with businesses, and forward trends. He is a self-proclaimed, “forever student” of digital practices. When he is not working, he is either watching a movie or reading some books about human interactions and the tech world.

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