Manufacturing
Collaborate Sales and Marketing together to drive business growth
Industry: Manufacturing
Executive Summary
The client was using HubSpot and NetSuite as disconnected standalone applications. Sales and marketing teams operated across different systems, while field-service teams relied on manual data entry and physical paperwork.
Client: Our client, a manufacturing technology company, needed to connect sales, marketing, customer service, and field-service operations.
Background
The client was using HubSpot and NetSuite as disconnected standalone applications. Sales and marketing teams operated across different systems, while field-service teams relied on manual data entry and physical paperwork.
Challenge
Customer and company information was out of sync between HubSpot and NetSuite, sales teams lacked visibility into customer communications, sales and marketing metrics were disconnected, field-service processes were manual, and additional communication channels were limited.
Strategy
Sales Cloud | Service Cloud | Marketing Cloud | Account Engagement/Pardot | Field Service Lightning
Solution Overview
Info Services implemented Sales, Service, and Marketing Cloud in one Salesforce CRM application, configured Account Engagement, migrated HubSpot and NetSuite data into Salesforce, established a unified data model, introduced additional communication channels, and implemented Salesforce Field Service.
Unified CRM & CDP Transformation for Enhanced Sales & Marketing at LL Flooring
Supply Chain & RetailTransform into recurring-revenue company with significant long-term upside
Technology & InnovationAccelerating Enterprise Service Excellence Through Digital Transformation
Technology & InnovationAccelerating Enterprise Sales Through Multi-Phase Digital Transformation
Technology & InnovationIncreasing Revenue through Subscription Management
Automotive