CASE STUDY

Seamless HubSpot/ERP integration for full order visibility

For whom

Degalux

Expertises

HubSpot consulting

About our client

Degalux is a leading manufacturer of high quality sun protection solutions such as awnings, screens and shutters, with its own factory in Barneveld. The company focuses on sustainability and energy conservation by producing solar powered sunscreens that meet high environmental and social standards. With a strong focus on quality and innovation, Degalux serves homeowners, developers and commercial customers alike. Their products contribute to a comfortable indoor environment and lower energy costs. Degalux takes care of the entire process from advice to measuring to installation and service, making them a reliable and complete supplier.

The challenge

One of the key conversion points on the Degalux website is the configurator. Through the configurator, you can easily enter your requirements and submit them as a quote request to Degalux. A sales consultant then comes by to follow up on the quote.

Degalux is able to properly store much of the data in HubSpot and do analysis on it. What was lacking was order data in HubSpot. What orders are being placed? By which assembly partner? And which quote requests result in an actual order? How much time is in between on average? What is the difference between the average quote value and the average order value? Which product types are typically requested and which are ordered? Enough questions. It's up to Bright to integrate order data from the ERP system into HubSpot.

Our approach

Immediately it was clear that an integration needed to be built between Degalux's ERP system (ISP) and HubSpot. Before we went straight into the depths, we initiated a session with Degalux in which they presented to us what, for them, were the desired outcomes of an integration between ISP and HubSpot. This gave us important information that would later help us make the right choices and advice.

The next step: data mapping. Which objects and which fields in HubSpot should be populated from which data points from ISP? At the same time, we went deeper into integration requirements. How do we unlock data? How do we synchronize data? How often do we do it? This information was then used to create a roadmap and estimate for Degalux. After agreeing on the plan, we built the integration in a test environment, tested it and then prepared it in the live environment.

The result

By integrating its order system (ISP) with HubSpot, Degalux now has visibility into order data, enabling the organization to make well-informed decisions and further optimize business processes. Key results are as follows:

Full order data transparency: Degalux can now easily see which quotations have been converted into actual orders, which products are ordered the most, and by which dealers the orders have been placed. This leads to an improved overview of sales channel performance.
Improved analysis capabilities: The integration has enabled Degalux to perform in-depth analysis, such as comparing average quote values to actual order values and measuring quote-to-order lead time.
Better customer segmentation and targeting: From the extensive data in HubSpot, Degalux can now create more accurate customer segmentations and better tailor marketing campaigns to the specific needs of different customer groups.
Product performance insights: With detailed reporting now available, Degalux has gained better insight into which products are popular and which are underperforming.

The cooperation with Bright has been very pleasant and professional from the beginning. In case of questions Bright is always there for you and helps you quickly. A 'thank you' to all Bright employees!

Dirk van Soest

Marketing manager - Degalux International

What Degalux says about Bright: