Create a reliable commercial data foundation
Structure customer, company, distributor, site, product and opportunity information so everyone works from a consistent view.
HubSpot for manufacturing
Connect the commercial systems around your manufacturing business.
Bring customer, pipeline, quoting and operational data into a clearer commercial view — without forcing your teams to work around a generic CRM process.
Build HubSpot around the way your business actually works.
Manufacturing sales rarely follows a simple lead-to-deal process. There are products, distributors, quotes, projects, margins, orders, delivery schedules and long-term customer relationships to consider. We configure HubSpot around those realities — creating a commercial platform that is straightforward for teams to use while giving management the visibility they need.
Build pipelines around how you sell
Reflect different sales motions, stages and approval processes rather than forcing every opportunity through the same generic pipeline.
Make forecasting commercially useful
Report on the measures that matter to your business — from quoted value and margin to products, geography, distributors, delivery periods and tonnage.
Reduce unnecessary administration
Use automation, conditional fields and sensible process design to capture the information you need without making CRM administration a job in itself.
Give management a clearer view
Bring pipeline, activity, customer and commercial information together so teams can see what’s moving, what’s stalled and where attention is needed.
Create the foundation for AI
Make customer and commercial data structured, accessible and reliable before applying AI to meeting summaries, follow-up, prioritisation, forecasting and data quality.
The machinery is rarely the real problem.
Many manufacturers already have specialist systems managing quotations, orders, inventory, production and invoicing. The difficulty is connecting those systems with the customer, sales and marketing activity managed elsewhere.
When CRM, ERP, email, spreadsheets and quoting tools operate separately, teams repeat work, management loses visibility and commercial information cannot flow cleanly into operational planning.
What we usually find in manufacturing
-
01
Your commercial and operational systems are disconnected
CRM, ERP, quoting, marketing and email each hold part of the commercial journey. Information does not move reliably between them, creating duplicate entry and uncertainty over which system is correct.
Current state · Future state · Requirements · Risks & assumptions
-
02
You do not have one trusted customer and commercial view
Customer, distributor, site, contact and opportunity information is fragmented or inconsistent. Duplicate records, incomplete fields and historic spreadsheet imports make reporting difficult to trust.
Solution architecture · Integration design · Data migration & mapping
-
03
Manual administration is slowing the business down
Sales and administrative teams repeatedly create records, rekey information, prepare reports and move data between systems. The CRM becomes another task rather than a tool that removes work.
Milestones · Phases · Governance · Responsibilities
-
04
Pipeline and forecasting do not give operations enough visibility
Management needs to understand what has been quoted, what is likely to close, which opportunities have stalled and what future demand may look like. Generic CRM reporting rarely reflects manufacturing measures or operational planning.
Configuration · Demonstrations · Feedback · Iteration
-
05
Complex products and sales processes do not fit a simple CRM model
Configurable products, assemblies, technical specifications, customer-specific pricing, multiple currencies and long buying processes make quote-to-order workflows difficult to standardise.
Migration · Integration · Data quality · Testing
-
06
Adoption and process consistency remain difficult
Management wants more complete data while salespeople want less administration. If screens, fields and pipeline rules do not reflect how teams actually sell, people avoid using the system consistently.
Training · Enablement · Adoption · Change
-
07
Sales and operations are working from different information
Commercial forecasting can affect production, purchasing, capacity and delivery, but pipeline information often remains separated from operational systems and teams.
Key point · Another key point
-
08
AI ambition is ahead of data readiness
AI can support forecasting, follow-up, meeting capture and data quality, but it cannot create reliable value while information remains fragmented across CRM, ERP, spreadsheets, documents and inboxes.
Key point · Another key point
Connect HubSpot to the systems that run your business.
Your ERP and operational platforms contain some of your most valuable customer data. But that information is often separated from the teams managing relationships, opportunities and growth.
We connect HubSpot with the systems manufacturers already rely on — bringing the information sales needs into the CRM and passing won business back into the platforms responsible for orders, fulfilment and delivery.
The result is less duplicate entry, fewer manual hand-offs and a clearer view of the customer from first enquiry through to order and beyond.
Bring ERP data closer to sales
Connect customer, order, invoice, product, shipment and sales-history data with HubSpot so commercial teams can understand the wider customer relationship without needing to work directly inside the ERP.
This creates a richer account view and supports better reporting, customer prioritisation and identification of future opportunities.
Connect sales to fulfilment
Turn the hand-off from sales into a connected process. Once a deal is ready, the information captured in HubSpot — customer details, products, addresses, quote information and other required data — can flow into the system responsible for creating and fulfilling the order.
Teams spend less time re-keying information, checking what is missing and moving data manually between systems.
Connect enquiries to the commercial process
Bring website enquiries, forms, email and calendar activity into HubSpot so new opportunities don’t depend on somebody manually creating a record or remembering the next step.
Enquiries can automatically enter the right pipeline, be assigned to the right person and trigger the appropriate follow-up.
Built to work with your existing technology.
We have delivered integrations between HubSpot and ERP, finance, manufacturing and operational platforms including:
- Sage 200
- Microsoft ERP
- Kerridge
- OrderWise
- SYSPRO
- Katana
- BigChange
- Chargebee
Extend the commercial experience beyond the core CRM.
Once the commercial foundation is connected, HubSpot can support more sophisticated quoting, prioritisation, customer access and proactive selling.
CPQ and complex quoting
Support configurable products, customer-specific pricing, approvals and more accurate quote generation without separating the process from the customer record.
RFM and account prioritisation
Use recency, frequency, monetary value and wider account data to identify valuable customers, retention risks and the opportunities that deserve attention.
Customer and partner portals
Give customers, distributors and partners easier access to orders, samples, invoices and service information through connected self-service experiences.
Proactive sales alerts
Use changes in activity, account data and buying behaviour to prompt timely follow-up and help teams act before an opportunity goes quiet.
What this looks like in practice.
Examples of how we’ve helped manufacturing and operational businesses get more from HubSpot.
-
Brought ERP data into the commercial customer view, giving sales teams access to relevant order, invoice, shipment, spend and sales-history information without needing to work directly in the ERP.
-
Connected the journey from quote to operational order, allowing customer, product, address and commercial information captured during the sales process to flow into the system responsible for fulfilment.
-
Connected sales and operational job management, enabling closed-won business to move from HubSpot into the operational platform once the information required for delivery is complete.
-
Reduced manual handling of inbound enquiries by automatically creating opportunities, assigning them to sales and triggering follow-up from website and form submissions.
-
Created clearer visibility of significant sales pipelines, including one implementation providing management visibility across approximately $11.6 million of quoted projects.
-
Made manufacturing-specific reporting part of the CRM, incorporating measures such as tonnage, product, margin, geography, distributors and delivery periods rather than relying solely on generic CRM metrics.
-
Created a more complete history of customer relationships by bringing email, calendar, sales activity and opportunity information together in one commercial environment.
“Working with Findmore on implementing our new CRM, HubSpot, has been fantastic.”