Replaced 6 disconnected tools with one connected stack
ERP, HubSpot, and finance data now move between systems automatically, removing the manual handoffs that slowed commercial teams down.
The Challenge
Customer and deal information was spread across six disconnected tools. Sales, operations, and finance each maintained their own version of the same records.
Teams exported CSV files and re-entered updates by hand, creating delays, duplicate records, and uncertainty about which system held the latest information.
The Solution
We defined a clear source of truth for each data type, designed the mappings between HubSpot, the ERP, and the finance platform, and removed redundant tools from the workflow.
Automated integrations now move validated updates between the remaining systems, with error handling and ownership designed into the process.
Key Results
- 01Six disconnected tools consolidated into one connected operating stack
- 02ERP, HubSpot, and finance records kept in sync automatically
- 03Manual CSV handoffs removed from the core customer-data workflow