Estech Systems Breaks Down Data Silos Across Marketing, Sales, and Revenue in Just 3 Months
Estech Systems, Inc. (ESI) provides cloud and on-premises phone systems. Since its founding in 1987, the company has sold over 400,000 phone systems and deployed more than 3 million phones nationwide.
“The Estech team had to rely on manual exports and imports of data between the two platforms, which became time-consuming, cumbersome, and delayed outreach.”
Michele Herzog, Senior Full-Stack Developer for Mole Street
Estech Systems was facing a major disconnect across its marketing, sales, and revenue efforts. While it managed its B2B prospect and customer communications through HubSpot’s Sales Hub and Marketing Hub, it handled billing and revenue data through Rev.io. Yet the sales and marketing teams wanted to leverage billing and revenue data to drive customer communications.
The Estech team had to rely on manual exports and imports of data between the two platforms, which became time-consuming, cumbersome, and delayed outreach,” said Michele Herzog, Senior Full-Stack Developer for Mole Street, and leader of the team supporting Estech. “Because Rev.io relies so heavily on object associations, a custom integration was the only way to accurately portray this information in HubSpot.
Estech needed to create an automated one-way sync from Rev.io to HubSpot. The integration would require precise data mapping, creation of custom HubSpot properties, extensive HubSpot technical know-how, and unwavering project management. It was a challenge that fit right in Mole Street’s wheelhouse.
Assess, plan and document integration of Rev.io and HubSpot
Build one-way automated sync from Rev.io to HubSpot
Map to approximately 30 standard HubSpot properties
Create approximately 35 custom HubSpot properties, and map to them
Lead extensive user acceptance testing
Manage launch and monitor data flow
Results
The heart of the project was building a serverless function in HubSpot that creates associations between Rev.io Customers and HubSpot Companies. Mole Street structured the project into a three-month plan with four major milestones, including discovery, project requirements, development, and launch and reporting. The development stage included creation of a sandbox demo environment and extensive user acceptance testing to prepare for a successful launch.
Engagement: Technical HubSpot Consulting
120 Hour Package
Development of serverless function in HubSpot
Consulting and management of technical solution and process best practices
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