Partner portal with ZoomInfo + HubSpot integration

The challenge

Lacked 360-degree customer/business view. Data in local computers, non-synced systems. Needed partner portal for onboarding, deal registration, lead distribution.

System complexity

This $100M+ contract management software company lacked any 360-degree view of customers or business operations. Data lived in local computers, non-synced systems, and manual processes with no visibility between departments. They needed a partner portal for onboarding, deal registration, lead distribution, and opportunity management.

The implementation connected Sales Cloud and Community/Experience Cloud with ZoomInfo for enriched account and contact data, established bidirectional HubSpot-Salesforce sync for marketing alignment, and built data synchronization between Salesforce and the legacy ERP (EWS).

What we built

• Sales Cloud and Community Cloud for centralized management
• ZoomInfo integration for enriched account/contact data
• Bidirectional HubSpot-Salesforce sync
• Data sync with legacy ERP

The outcome

• Automated lead transfer improving conversion rates
• Bidirectional ERP sync improving forecasting
• Partner portal streamlining onboarding and collaboration

Technologies: Sales Cloud, Experience Cloud, ZoomInfo, HubSpot