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HubSpot + MYOB Acumatica: Automate Workflows Across Sales and Finance

Running a business is challenging enough without having to juggle disconnected systems. When your CRM and ERP don’t talk to each other, your team wastes hours re-entering data, chasing updates and trying to get a clear picture of customers and operations.

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With HubSpot and MYOB Acumatica working together, your sales, marketing, finance and operations stay in sync. Customer data flows seamlessly, orders are updated automatically and your team can focus on driving growth rather than managing admin.

Sell Smarter, Not Harder

Your sales team can quote, close and invoice without leaving your system. No more double-handling or chasing the accounts team for updates.

Make Decisions with Confidence

With ERP financials and CRM engagement data in one place, leaders can spot trends, forecast accurately, and react to changes in real time.

Personalise Every Interaction

Marketing campaigns can target buyers based on actual purchase history, order volume, and even product preferences pulled directly from Acumatica.

Save Hours Every Week

Automations replace manual data entry, follow-up reminders and reporting to free your team to focus on high-value work.

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Reduce Errors and Delays

Two-way sync ensures orders, invoices, and payment details are always up to date, eliminating costly mistakes and unhappy customers.

Grow Without Growing Pains

As your customer base and order volume increase, your integrated systems scale with you. No need for messy bolt-ons or manual workarounds.

Marketing Hub + MYOB Acumatica

AI-powered marketing meets real-time ERP data. Target the right prospects with accurate pricing, stock availability and purchasing history.

  • Sync customer and order data to create highly targeted campaigns.

  • Automate follow-ups based on purchase activity in Acumatica.

  • Measure ROI with combined marketing and sales analytics.

*The Digital Disconnection Challenge | MYOB Report June 2022.

The MYOB Disconnection research was conducted by SoWhat Market Research from 24th March and 17th April 2022. A nationally representative sample of 2,056 sole traders, small and medium sized businesses across Australia and New Zealand took part in the survey (1,531 in Australia; 525 in New Zealand). View report.

© Integrated Logic

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