HubSpot for Manufacturing

Bayard Bradford works on CRM-ERP integration, 360 customer reporting, and technical implementation & support for manufacturing companies to streamline operations, improve productivity, and drive revenue growth using HubSpot.

 

Connect with our sales team

bayard-bradford-hubspot-for-oil-gas

How We Solve for Manufacturing Companies

 

Customer 360 - Connectivity with ERP:

Report on the entire customer lifecycle, not just once the customer is ready to buy.

Save sales and service time with visibility on ERP data like past orders & available inventory, or third party databases that store project permit information (pictured).

Achieve connectivity with ERP systems such as SAP, Netsuite, Business Central, and Sage to pull in Pricing, Orders, Products, Inventory Data and more.

Custom ERP Records
 

Field Sales & Service:

Visualize routes for field sales to visit site locations, regional offices, and events.

Enable the field sales & customer service teams to easily enter notes via the mobile app or desktop, review previous conversations, check past orders and process new quotes.

Provide a tailored training experience to field sales & service with a mobile-first approach.

HubSpot Mobile App Quotes View
 

Configure, Price, Quote:

Build custom quotes based on the unique needs of the business directly in CRM.

Apply dynamic quoting rules, approval limits and line item validation.

Use HubSpot for document generation of dynamic quotes validated by external shipping costs, inventory availability & multi-quote creation.

cpq

Explore Success Stories

 
"Bayard Bradford has a good understanding of our marketplace and our customers; they know industrial, energy, and manufacturing companies. Our onboarding was extremely helpful and we were left with the tools we needed to hit the ground running. We are so glad we selected them as our partner."
 

Maggi Finlayson - Swagelok Minnesota

  • Consolidated three software platforms as a result of HubSpot CRM, Sales Hub, Marketing Hub & Content Hub rollout
  • 100% user adoption by the Sales and Marketing teams
  • On time and on budget delivery including successful HubSpot-SAP integration - currently expanding to Service Hub
How we work with oil and gas companies
 

How We Work

Every engagement begins with discovery. Once we've scoped the business and technical needs, we present a consultative proposal. We use the following process:

Do you want to connect with us?

Our consulting team will create a statement of work based on the project needs of each organization including timeline, cost, deliverables, expected time from the client, roles and expectations.

 

Connect with our sales team