NAO ERP Hubspot Edition
Learn how a Hubspot ERP streamlines your business operations. NAO ERP is designed for retailers, wholesalers, distributors and made-to-order manufacturers.
Running your ERP linked seamlessly to the Hubspot platform means that you have no integration challenges, no silos and no disconnects between your CRM, your ERP and your customer service platforms.
Information and processes flow seamlessly, from lead management through to your opportunity pipeline, from quotes to sales order management through to fulfilment and logistics, purchasing and inventory management.
Hubspot is one of the most popular business platforms globally, by connecting NAO ERP you instantly have a seamless flow of data between key business processes.
Manage inbound and outbound leads via Hubspot Sales Hub.
Nurture leads with the Hubspot Marketing Hub.
NAO ERP extends CRM and Account Management with account level price books, account tiering and account call cycles.
Your sales representatives and Business Development Managers (BDM) have instant access to purchasing history via sales order data, invoice history and service history.
Manage your customer Deal pipeline with Hubspot Sales Hub. Sales Hub gives you best-of-breed sales management features with deals flowing seamlessly to NAO ERP.
Account level pricebooks ensure that correct pricing is applied to each customer.
Seamlessly manage phone, online and manual orders in one system.
Once activated, sales orders are available immediately for fulfilment.
Multiple order picks allow you to manage back order fulfilment.
Process orders via barcode scanning, including tracking serial numbers, batch numbers and batch / expiry dates.
Automatically generate and issue order confirmations, packing slips and invoices.
Online orders flow automatically to NAO ERP.
Use a native connector, a third-party or integrate directly via an Open API.
Common integrations include Shopify, WooCommerce, StoreConnect, eBay and Amazon.
Track inventory levels and streamline purchasing, including goods receivable and weighted average cost calculations.
Track serial numbers, batches, usage dates and country of origin.
Stay in control with low stock alerts and automated purchase order generation for re-orders.
Deliver world-class customer service with all sales order information and product knowledge instantly available to your Customer Service team.
Hubspot Service Hub gives you best-of-breed service management capabilities.
NAO ERP customer portals provide your B2C and B2B customers with an online portal for order placing, support and customer service.
Hubspot Marketing Hub gives you all of the power and flexibility of one of the most popular marketing platforms.
Combining the power and flexibility of Hubspot with the features of NAO ERP gives you an out-of-the-box ERP solution with the ability to customise to your requirements.
Automation features give you the flexibility to automate your business processes.
NAO ERP combined with Hubspot is a flexible platform, which means you can easily add new fields to accounts, contacts, leads, opportunities and sales orders, as well as build custom reports and dashboards.
Our platform is cloud-native with world class security and availability.
“NAO ERP has been our "one stop shop" to finally stop using multiples of other software packages.
We now can easily sit within only salesforce for 95%+ of our business practices. From Field Service work orders & job management, invoicing, ordering stock and more Nao ERP has really transformed the way we run our company.”
NAO ERP is a great option if you:
Contact us for a tailored demonstration.
Book a consultation to assess whether NAO ERP is a good fit for your business. We can provide a tailored demonstration of NAO ERP features.
