Improved invoicing efficiency and created an automated notification system

Manual effort

The client's invoices had to be manually created through QuickBooks, leading to operational inefficiencies.

Siloed data

A lack of automated data sync was leading to fragmented, inconsistent sales and financial data.

Operational inefficiency

Teams were overwhelmed with time-intensive repetitive tasks and struggled with delays. An absence of automated workflows was leading to inefficiency across critical processes such as invoicing, payment tracking, and syncing deal stages with financial data.

Auditing existing processes

A comprehensive assessment of their existing sales and invoicing processes was done to identify pain areas and labor-intensive tasks. 

Integrating HubSpot and QuickBooks

We custom-made an integration plan to bridge the data gap between HubSpot and QuickBooks, keeping their business requirements in mind. To do this, an automated flow of contacts, products, and invoice data was set up to minimize data silos and improve efficiency.

Workflow automation

Automated workflows were used for invoice creation and tracking directly inside the HubSpot ecosystem.

Set up notification flow

A robust notification system was devised that alerted the salesperson whenever an invoice was created, ensuring prompt follow-ups with clients. 

Overdue alerts

We implemented an alert system that highlighted overdue invoices in red and sent a reminder to the relevant contact associated with the invoice.

Streamlined invoicing process

The invoices no longer needed to be created manually. This led to a significant reduction in human effort and improved efficiencies. 

Prompt follow-ups

Timely alerts for the sales teams streamlined the follow-up process, reducing the scope for error. This also helped in enhancing customer engagement and relationships. 

Improved collection rates

Automated overdue reminders assisted in enhancing collection rates and efficiency, significantly reducing delayed payments. 

Enhanced decision making

The automated flow of data between QuickBooks and HubSpot ensured that the client's team had access to data at their fingertips at all times. This enhanced their decision-making prowess.