Hubspot ERP Software Guide for Sales and Operations Teams

Hubspot users in growing sales organizations often reach a point where spreadsheets and disconnected tools can’t keep up. At that stage, it becomes essential to understand how ERP software works, what it does, and how to select the right system to complement your CRM and revenue operations stack.

This guide explains ERP fundamentals, key features, benefits, and a structured process for choosing an ERP platform based on the framework used in the original HubSpot ERP software overview.

What Is ERP Software and Why It Matters for Hubspot Teams

Enterprise resource planning (ERP) software is a system that centralizes and manages core business processes. While a CRM such as Hubspot focuses on leads, deals, and customer relationships, ERP tools concentrate on the back office and operations that support those customers.

ERP platforms typically unify:

• Finance and accounting
• Inventory and supply chain
• Manufacturing or production
• Procurement and purchasing
• Human resources and payroll
• Reporting and analytics across departments

For teams that already rely on Hubspot for sales and marketing, adding ERP software helps connect revenue data with real operational performance, enabling better forecasting and customer promises.

Core ERP Features Hubspot-Oriented Companies Should Know

When evaluating ERP tools to sit alongside a CRM like Hubspot, it is important to understand the core modules that typically come standard. These modules create a single source of truth across departments.

Financial Management

The finance module covers:

• General ledger, accounts payable, and accounts receivable
• Budgeting, forecasting, and cash flow management
• Automated invoicing and expense tracking

This financial visibility pairs well with CRM data from Hubspot, allowing you to compare pipeline projections with real revenue and cost metrics.

Inventory and Supply Chain

Inventory and logistics modules help you manage:

• Stock levels and reordering rules
• Warehouse locations and transfers
• Purchase orders and supplier records
• Shipping, receiving, and returns

With ERP in place, sales reps using Hubspot can obtain more accurate availability information and delivery timelines to set proper expectations with prospects.

Manufacturing and Operations

For product-based businesses, ERP manufacturing tools manage:

• Bills of materials (BOMs)
• Work orders and production schedules
• Capacity planning and resource allocation
• Quality control and compliance tracking

Connecting this data with demand signals captured in Hubspot helps you align production with upcoming orders and sales forecasts.

Human Resources

ERP human resources modules often include:

• Employee records and organizational structures
• Time tracking and payroll
• Performance and training records

Central HR data gives leadership a complete view of staffing costs alongside the revenue tracked in Hubspot.

Benefits of ERP for Teams That Use Hubspot

Adding ERP capabilities can significantly improve how sales, finance, operations, and leadership work together around the data already managed in Hubspot.

• Single source of truth: ERP combines data from accounting, inventory, and production, while Hubspot manages leads and customers. Together they reduce conflicting reports.
• Process standardization: Shared workflows for purchasing, fulfillment, and invoicing reduce errors caused by manual handoffs from the CRM.
• Better forecasting: When ERP numbers feed into reports next to Hubspot pipeline data, you gain a more reliable view of demand and capacity.
• Improved customer experience: Sales reps can check order status, stock, and delivery information without leaving their primary tools.
• Regulatory compliance: Financial and operational audit trails support compliance that complements customer data management in Hubspot.

How to Choose ERP Software to Complement Hubspot

Selecting ERP software is a structured project. The decision affects nearly every department, so following a methodical evaluation process is crucial.

Step 1: Define Business Requirements

Start by documenting the problems an ERP system must solve beyond what Hubspot already handles.

• List current pain points in finance, inventory, or manufacturing.
• Note processes that rely heavily on spreadsheets.
• Identify reporting gaps between sales data in Hubspot and actual delivery performance.

Translate these into concrete requirements such as “real-time inventory visibility” or “consolidated financial statements.”

Step 2: Map Processes End-to-End

Create process maps from lead to cash and from purchase to pay:

1. Begin with a lead entering Hubspot.
2. Follow the process through quoting, ordering, fulfillment, and invoicing.
3. Identify where tasks move into accounting, warehousing, or production tools.

This mapping clarifies where ERP must integrate with Hubspot and where new automation opportunities exist.

Step 3: Establish Selection Criteria

Common criteria include:

• Industry fit (manufacturing, distribution, services, etc.)
• Scalability for company growth
• Cloud vs. on-premise deployment
• Integration options with CRM platforms like Hubspot
• Total cost of ownership (licenses, implementation, training)
• Vendor support, documentation, and implementation partners

Ranking these criteria helps you compare vendors objectively.

Step 4: Shortlist ERP Vendors

Based on your criteria, create a shortlist of ERP products. Include at least one solution aimed at small and midsize companies and one more robust platform for long-term scaling.

For expert help aligning your ERP evaluation with your Hubspot environment, you can consult a specialized agency such as Consultevo, which focuses on integrated digital systems.

Step 5: Run Demos and Proofs of Concept

Engage vendors with structured demos that reflect your real workflows.

1. Provide sample data from accounting, inventory, and deals from Hubspot.
2. Ask vendors to demonstrate full scenarios, such as quote-to-cash and procure-to-pay.
3. Evaluate usability, reporting, and how easily non-technical users can work in the system.

Where possible, run a limited proof of concept using a subset of transactions.

Step 6: Plan Implementation

Once you choose an ERP platform, success hinges on careful rollout planning.

• Define owners for each functional area.
• Set a phased timeline, starting with core finance and inventory.
• Clarify integration strategy with Hubspot, including data synchronization rules.
• Develop training plans and clear documentation.

A phased approach reduces risk and allows teams to adapt gradually while maintaining continuity in Hubspot-based processes.

Best Practices for Running ERP Alongside Hubspot

To get the most value from both systems, coordinate data practices and responsibilities.

• Define system of record: Decide which system is the primary source for customers, products, pricing, and orders.
• Standardize data fields: Align naming conventions, units of measure, and product codes between ERP and Hubspot.
• Automate handoffs: Use integrations or middleware to sync orders, invoices, and status updates rather than manual re-entry.
• Monitor KPIs: Build dashboards that combine ERP financial and operational data with revenue metrics captured in Hubspot.
• Iterate continuously: Review processes after each phase and adjust workflows, training, and integrations.

Using Hubspot and ERP Together for Sustainable Growth

When ERP software handles the operational backbone and Hubspot manages customer-facing activities, your company gains complete visibility from initial contact through fulfillment and collection.

By applying the requirements analysis, vendor selection, and implementation framework above, you can choose an ERP solution that supports your entire organization and strengthens the value of the CRM and sales tools you already rely on.

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