Estech Systems Breaks Down Data Silos Across Marketing, Sales, and Revenue in Just 3 Months

Challenge

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.

“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