Sales
ERP → HubSpot
Sales visibility on orders, invoices and margins
Sales sees the pipeline but does not know what happens after closing or what margin the customer generates.
HubSpot Object
- Company
- Custom Object Order
- Deal
- Line item
ERP data involved
- Invoices
- Order status
- Deliveries
- Margin
- Product cost
- Payment
Business Area
Sales
Type
Strategic
Trigger / rule
- Order/invoice issue
- Delivery-status update
Business Benefits
Closing a deal is not the end of the story. With orders, deliveries, invoices and margin visible on the record, reps finally see which customers generate value and which only generate volume. Forecasts reflect what was actually invoiced, conversations start from complete numbers, and account planning shifts from chasing revenue to protecting profitability. The pipeline becomes a business view. Not just a forecast.
