In our rapidly evolving digital landscape, businesses are in a constant race to stay ahead. A staggering 67% of the buyer's journey is now completed digitally*, making it essential for businesses to provide a stellar online experience. In order to achieve this, businesses must have a comprehensive understanding of their customers and streamline their operations accordingly.
While HubSpot can help businesses with tasks such as lead generation, customer engagement, and marketing automation, Professional Services Automation (PSA) software complements these capabilities by providing tools for project management, resource allocation, and financial tracking. By integrating HubSpot CRM with a PSA platform, businesses can achieve better alignment between their sales and service teams, resulting in improved productivity and efficiency.
In this article, we will explore the benefits of integrating HubSpot CRM with PSA and why it is a crucial step toward streamlining business operations.
HubSpot is a powerful marketing platform that tracks the customer journey from website visits to Marketing Qualified Lead (MQL), Sales Qualified Lead (SQL), to the final closed deal. It offers robust features for marketing automation, customer relationship management, and sales pipeline management.
However, HubSpot’s capabilities are not limited to marketing and sales. With the right integrations, it can also serve as a bridge to other essential business functions like project and financial management.
Once a deal is closed on HubSpot, all contact and deal information can be automatically synced to your PSA software. This seamless integration eliminates manual data entry, reduces the risk of errors, and speeds up the process.
The PSA software manages the billable project, providing a range of features not available in HubSpot but crucial in managing customer lifecycle and profitability. These include:
Integrating HubSpot CRM with a PSA platform can bring numerous benefits to businesses, such as:
Integrating HubSpot with a Professional Services Automation (PSA) tool generally involves using the APIs provided by both software vendors or leveraging the integration services they offer. The process may vary depending on the specific PSA tool you're using. With Heeros PSA, the process is super simple:
From there, you'll be able to choose the specific features and data you want to sync between the two platforms. It's really that easy!
HubSpot itself does not have built-in invoicing capabilities. However, it can be integrated with various invoicing or accounting software to streamline the invoicing process. By integrating with an external invoicing tool, you can automatically transfer data between HubSpot and the invoicing software, making it easier to track payments and manage invoices directly from your HubSpot account.
No, HubSpot does not have a native e-invoicing feature. But don't worry! HubSpot can be integrated with other software that offers this functionality. Heeros PSA is an example of this, as by integrating PSA you get further access to Heeros financial management software and other third-party accounting software. This means you can use HubSpot to manage your customer relationships and leverage another tool for eInvoicing and get the benefits. This integration provides a seamless workflow where you can easily manage your customer interactions and invoicing in one place - according to regulations. See our practical guide on e-invoicing.
While HubSpot is primarily a marketing, sales, and service software, it can be integrated with PSA software for efficient project management. This means you can manage your projects, track time, allocate resources, and even handle invoicing all from one place. Remember, however, that HubSpot itself is not a project management tool. To manage projects efficiently, you'll need to integrate it with dedicated project management software.
By integrating HubSpot with a PSA tool, you can get comprehensive project management capabilities, including time tracking, task management, resource allocation, and financial management. This integration provides a unified platform where you can manage your customer relationships, projects, and finances, making your business operations more efficient.
When integrating HubSpot with a PSA tool, data security is a top priority. Both HubSpot and most PSA providers use robust security measures, including encryption and access controls, to protect your data. However, it's always a good idea to consult with your software providers about their specific security measures to ensure your data remains safe.
While HubSpot can be integrated with many PSA tools, the compatibility depends on the specific software. It's best to check with your PSA provider or HubSpot to determine if the integration is possible. If they offer APIs or integration services, chances are they can be integrated.
Heeros PSA is a comprehensive business solution designed for seamless integration of sales, projects, and finances. It centralizes project information, automates routine tasks, and offers a holistic view of operations for efficient resource allocation. The software simplifies time and task management, streamlines financial processes, and functions as a CRM. Heeros PSA centralizes customer data, making pipeline management easier. With user-friendly dashboards and versatile reporting, it supports high-quality decision-making.
As a full-suite solution that grows with your company, Heeros embodies user-friendliness and simplicity, making it a standout choice in an increasingly digital business landscape.
*Source: Cognism