The quote is the record, not the deal
One opportunity can carry six revisions across four configurations. If the CRM only stores the latest number, you lose the negotiation history that tells you why you won.
We sell outcomes. Not hours.
Four things, and they are the four that generic implementations get wrong.
One opportunity can carry six revisions across four configurations. If the CRM only stores the latest number, you lose the negotiation history that tells you why you won.
In an ERP, a configurator, a quoting platform, or a spreadsheet a specific person maintains. The CRM does not need to own that. It needs to agree with it.
Distributors, reps, regions and named accounts overlap in ways that software companies never encounter, and routing rules built for inbound SaaS leads break on the first shared account.
A division that has quoted the same way for fifteen years does not adopt a CRM because it was rolled out. It adopts one when the CRM makes the quote faster than the spreadsheet did.
The instinct is to replicate the ERP in the CRM so sales can see everything. It is expensive, it takes months, and it produces a second copy of your data that drifts within a quarter.
In practice sales needs three fields from the ERP: what the customer has bought, what they owe, and whether the thing they are asking about can actually be made on time. Everything else can stay put and be looked up when it is needed. We have written about this at length in Manufacturers Don't Need the ERP in HubSpot. They Need Three Fields.
Configured products, revision history and approvals in HubSpot, with pricing that agrees with the system that owns it. Set up natively for the way a plant actually sells, or wired to the quoting platform you already run, the way we connected Paperless Parts for Uptive.
The same component we use inside the migration calculator. Add it to a migration or run it on the portal you already have.
A product library that knows a housing in 6061 is not the same SKU as one in 7075, and prices the difference without a rep doing the arithmetic.
Material, margin and discount rules that reference the ERP, configurator or quoting platform rather than a copy of it that drifts by the quarter.
Six revisions across four configurations stay on one opportunity, with approvals routed by margin, so you keep the negotiation history that tells you why you won.
The accepted revision hands off to the ERP as an order, and the ERP's three fields come back the other way. Nobody types the same line items twice.
Additive, CNC, motion control, 3D printing, industrial services and precision sensors. Different plants, the same problem: the quote is the process, and the CRM has to keep up with it.
Additive, CNC machining, sheet metal, injection moulding. Their Salesforce integration with Paperless Parts pushed data once, at 2am, so quote data took 24 to 48 hours to appear, and often arrived incomplete, which broke reporting and territory assignment. We migrated them to HubSpot and built a custom Paperless Parts integration with real-time sync. Quote data now lands as it happens.
A multi-portal architecture with Salesforce integration and a unified segmentation model spanning business units, rolling out across the group's brands.
A leader in 3D printing. Discovery followed by ongoing HubSpot support, keeping a complex, heavily-used portal working for the teams that depend on it.
A US motion-control manufacturer. Implemented HubSpot with us and moved onto a standing retainer, with the CRM run as part of operations rather than as a side project.
An industrial-services group that started with a Sales Hub audit, then onboarding, then Ops Hub, adding to the revenue system in the order the business could absorb it.
So every outcome has a price on it, published here, on our pricing page and inside our calculators. Same figures in all three places. Most partners would rather you booked a call before you saw a number. We would rather you saw the number first.
Starts at $40k for one hub and rises with scope. The migration fee itself is flat however many systems you are leaving, so Salesforce and Marketo together cost the same as either alone.
A report and a roadmap for the portal you already have. Every dollar of it is credited if we go on to do the work.
A named team with SLAs, running the CRM as part of operations, month to month.
Typically a day a week. Someone who owns the revenue system and answers for it in the management meeting.
Work out your own figure before you talk to anyone.
Three situations where we will tell you so on the first call.
Yes. It is most of what we do. The migration fee is flat however many systems you are leaving, so Salesforce and Marketo together cost the same as either alone.
Yes, with the right architecture, and usually alongside a quoting platform rather than instead of one. We built a real-time Paperless Parts integration for Uptive after their batch sync left quote data 24 to 48 hours behind.
Almost never. Sales needs three things from the ERP: what the customer bought, what they owe, and whether it can be made on time. The rest can stay where it is.
Yes. HubSpot awards a Manufacturing Industry Specialist badge for demonstrated go-to-market focus, industry-specific solutions and customer success in the sector. We hold it, alongside Elite Solutions Partner status and accreditations in CRM Implementation, Data Migration and Onboarding.
Most mid-market full-stack migrations complete within four months, with ongoing support after go-live if you want it.
Work out what a migration or an audit costs for your portal first. When you want it checked against how your plant actually quotes, that is what the call is for.
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