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Manufacturing

People-process-B2b

& industry

People-process-B2b

You build the product. We build the engine that sells it. Manufacturers sell through specifiers, installers, dealers and distributors, quote from the ERP and earn for years on parts and service. We build HubSpot around that reality, connected to SAP, Dynamics or Exact, on Winning by Design’s bowtie.

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Most manufacturing CRMs stop at the quote

Our framework: the Winning by Design bowtie.

The right side of the bowtie is where manufacturers make their margin: installed base, spare parts, service contracts and repeat projects. Every stage becomes a lifecycle stage, pipeline or object in HubSpot.

  • Acquire (Marketing & Sales Hub): VM1 Awareness, VM2 Education and VM3 Selection. Specifiers, projects and buyer intent; specs, datasheets, samples and dealer leads; project pipeline, installer quotes and tenders.
  • VM4 Commit: the knot of the bowtie, where the order is won and acquisition hands over to delivery and service.
  • Retain & expand (Service & Revenue Hub): VM5 Onboarding, VM6 Impact and VM7 Growth. Order, delivery and installation handover; installed base, service tickets and SLAs; parts, service contracts and repeat projects.
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The ERP knows the customer. Sales doesn’t

What we see in every manufacturing portal.

Quotes live in the ERP
Prices, stock and orders sit in SAP or Dynamics. Sales can’t see order history next to the conversation.

One project, many buyers
A building project involves an owner, specifier and several installers. Without a project object, the forecast double counts.

Dealers work in the dark
Distributors and dealers register deals by email and Excel. Channel conflict and attribution are guesswork.

Service is a black box
Spare part requests and technical questions arrive by email per country. Nobody sees response times or upsell signals.

The Manufacturing Revenue Blueprint

Purpose-built for manufacturers: six building blocks that connect the factory to the funnel, from first specification to spare part and service contract.

ERP-connected quoting
Quotes, orders and line items from SAP, Dynamics, Exact or Odoo into HubSpot, with the ERP as system of record for price and stock.

Project & installer pipelines
Parent project deals for the end customer, child deals per installer or distributor, with automatic win/loss logic.

Partner & dealer management
Partner objects, deal registration and a portal for dealers, so channel sales are visible next to direct sales.

Multi-country, one model
Country entities, languages and currencies on one data model, with lead routing and SLAs per market.

Service & spare parts
Help desk per country, ticket categories and AI that reads part numbers from emails to prepare orders.

Buyer intent & ABM
Intent signals and target accounts for specifiers and key accounts, with AI research notes before the first call.

Scan. Blueprint. Build. Steer.

We start with a RevOps Scan of your portal, deliver a blueprint in weeks, build it with your team and stay on as your RevOps partner. Technology isn’t the goal. Adoption is.

RevOps Scan
the good, the bad and the ugly across every Hub, including the revenue cost of doing nothing.

Blueprint
lifecycle, pipelines and data model designed around the manufacturing bowtie.

Build & adopt
implementation, integrations and role-based training.

RevOps as a Service
QBRs, monthly steering and sprints tied to commercial outcomes.

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We speak manufacturing. Your supply chain is our data model.

Every term below maps to an object, property, pipeline or report we configure in HubSpot.

  • OEM, distributor, dealer
  • Specifiers & installers
  • RFQ, quote, order
  • SKUs, BOM & price books
  • Tenders & framework contracts
  • Installed base
  • Spare parts & aftermarket
  • Service contracts & SLAs
  • Certifications (CE, FM, UL, VdS)
  • Bowtie VM1–VM7
  • Deal registration
  • SAP, Dynamics, Exact, Odoo
  • OneFlow, n8n, PIM

FAQ: HubSpot for manufacturers

Can HubSpot work alongside our ERP?

Yes. We connect SAP, Dynamics, Exact or Odoo to HubSpot. Quotes, orders and line items flow into HubSpot, while the ERP stays the system of record for price and stock.

We sell through dealers and distributors. Can HubSpot handle that?

Yes. We set up partner objects, deal registration and a dealer portal, so channel sales are visible next to direct sales and channel conflict stops being guesswork.

How do you handle projects with multiple buyers?

With a parent project deal for the end customer and child deals per installer or distributor. Automatic win/loss logic keeps the forecast from double counting.

We operate in several countries. Does that fit one portal?

Yes. Country entities, languages and currencies run on one data model, with lead routing, help desks and SLAs per market.

Where do we start?

With a 30-minute call. We map your channels on the bowtie and show where margin leaks between quote, order and service. From there, a RevOps Scan of your portal and a blueprint in weeks.