Achieving End-to-End Visibility and Operational Efficiency
Industry: Manufacturing & Industrial Solutions
Timeline: 12 Weeks
Platform: HubSpot CRM, Sage ERP
Services: CRM Integration, Data Synchronisation, Workflow Automation, Reporting Dashboards
Overview
Akuna Solutions is an Australian provider of industrial automation and engineering services, supporting mid-sized manufacturers with system design, supply, and implementation.
As the company scaled its operations, managing data between the sales, service, and finance teams became increasingly difficult. DigitalScouts was brought in to integrate HubSpot CRM with Sage ERP, creating a single, synchronised platform that improved visibility across the entire customer lifecycle.
The Challenge
Akuna’s sales and finance teams were operating on separate systems that didn’t communicate effectively. Manual processes were causing data delays and inconsistencies between quotes, invoices, and deal records.
The main challenges included:
-
Disconnected data between HubSpot and Sage ERP.
-
Manual double entry of customer and deal information across departments.
-
No visibility into payment or delivery status within HubSpot.
-
Limited reporting for revenue tracking and forecasting.
The leadership team wanted a unified system that connected CRM data with financial and operational workflows to reduce errors and accelerate sales-to-delivery cycles.
The Solution
DigitalScouts designed and implemented a two-way integration between HubSpot and Sage ERP, enabling seamless communication between the systems.
The solution included:
-
Custom API development for syncing contacts, deals, products, and invoice data.
-
Automated workflow triggers for quote approvals, invoice generation, and payment updates.
-
Centralised dashboards combining operational and financial metrics in HubSpot.
-
Sales-to-finance alignment training to help teams adapt to the new integrated process.
-
Data validation and clean-up to ensure accurate records before launch.
The integration was completed in twelve weeks, with full user adoption across sales and finance teams by project completion.
The Results
The new integration gave Akuna Solutions complete visibility across sales and finance operations, reducing manual effort and improving accuracy.
| Metric | Before Integration | After Integration |
|---|---|---|
| Data accuracy | Prone to manual errors | 99% accuracy with automated sync |
| Quote-to-invoice time | 3–5 days | Less than 24 hours |
| Duplicate entries | Frequent | Eliminated |
| Sales forecasting | Manual spreadsheets | Real-time dashboards in HubSpot |
| Cross-team visibility | Limited | Full alignment between sales and finance |
What the Client Said
“The DigitalScouts team helped us with a complex HubSpot and Sage ERP integration. Their deep HubSpot expertise was crucial to the project’s success. Professional, communicative, and collaborative. Highly recommended.”
— Mike Lorge, Director, Akuna Solutions
What This Means for Your Business
Akuna Solutions’ experience shows how integrating HubSpot with ERP systems can streamline data flow and decision-making. By connecting sales and finance operations, DigitalScouts helped create a single source of truth that improved forecasting, reduced errors, and accelerated the order-to-cash process.
Book a consultation with DigitalScoutsto explore how custom integrations can simplify your CRM and business operations.
Frequently Asked Questions
Yes. HubSpot can connect to major ERP systems through APIs or middleware to synchronise data, automate workflows, and improve reporting visibility.
Yes. Only approved data is synced between systems using secure authentication and encryption protocols.
About Author
.png?width=150&height=150&name=Sq%20Logo%20(1).png)
Digitalscouts helps B2B companies grow through smarter marketing, automation, and CRM systems. We align strategy, sales, and technology to deliver measurable results for growing businesses.
NEXT
Case Study: How GoodCompany.org Boosted Visibility and Engagement with DigitalScouts
