Strongpoint 通过 Celigo 整合增加销售机会
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用功能
- 销售与市场营销
用例
- 租赁金融自动化
- 资产跟踪
服务
- 系统集成
- 培训
关于客户
Strongpoint 是一家总部位于多伦多的公司，为 Salesforce 和 NetSuite 提供文档、变更管理和合规性解决方案。他们的服务使包括许多上市企业在内的数千家公司能够充满信心和确定性地推动增长。他们使用 NetSuite 作为 CRM 和 Hubspot 来实现营销自动化，每天从各种来源收集数千个联系人。尽管他们在管理这些联系人和潜在客户时面临挑战，但他们仍然寻求一种不需要大量技术资源或全职 NetSuite 管理员的解决方案。
挑战
Strongpoint 是一家文档、变更管理和合规解决方案提供商，在管理联系人和潜在客户方面面临着重大挑战。他们使用 NetSuite 作为 CRM 和 Hubspot 来实现营销自动化，每天从各种来源收集数千个联系人。然而，将这些联系人从 Hubspot 传输到 NetSuite 是一个手动且耗时的过程，涉及将联系人导出为 CSV 文件、清理数据，然后将其导入 NetSuite。此过程通常需要数天时间，从而延迟了销售团队联系潜在销售线索的能力。在很多情况下，这个过程过于繁琐，以至于根本没有完成，导致失去销售机会。 Strongpoint 需要一个能够集成 Hubspot 和 NetSuite 的解决方案，以自动同步联系人信息，而不需要大量的技术资源或全职 NetSuite 管理员。
解决方案
Strongpoint 的首席执行官 Mark Walker 寻求一种 iPaaS 解决方案，该解决方案可以有效地解决他们的挑战，而无需专门的技术资源。他选择了 Celigo，这是一个满足他们特定要求的集成平台。从入职到全面实施大约需要两天时间，并且没有任何培训。集成流程是双向的，自动将数千个联系人从 Hubspot 同步到 NetSuite，并与 Hubspot 共享 NetSuite CRM 产生的活动。可见性的提高使 Strongpoint 的销售团队能够更好地评估潜在客户的兴趣水平。此外，Mark 使用 Celigo 的 Integrator.io 通过自定义编码高级集成来改进 Strongpoint 的核心产品，该集成可以跟踪跨应用程序的文档更改。这是使用 Javascript（一种更流行的语言）而不是高级集成通常需要的 PHP 或 Ruby 来完成的。
运营影响
数量效益
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