Mexican Online Retail Association overcomes integration issues between Alegra and HubSpot

Implemented Services:
Marketing Hub Marketing Hub
Service Hub Service Hub
Sales Hub Sales Hub
Integration Accompaniment Integration Accompaniment
Detalle amvo

AMVO: The Association Promoting E-Commerce Development in Mexico

AMVO, the Mexican Online Sales Association (Asociación Mexicana de Venta Online, A.C.), is a guild and non-profit civil organization established in 2014 to promote and foster the development of e-commerce and the digital economy in Mexico.

AMVO's mission is to represent all e-commerce companies in Mexico, support their growth, collaborate with authorities and banks to strengthen the ecosystem, and keep its members informed about advances and developments in the field of e-commerce and the digital economy in Mexico.

Here you can find more information: Conocer AMVO. 

  • Industria
    Industry
    E-Commerce
  • Tamaño de la empresa
    Company Size
    50 employees
  • Ubicacion
    Location
    México

Challenges Faced by AMVO

Reto: Integration Challenges Between Alegra and HubSpot

Integration Challenges Between Alegra and HubSpot

The lack of data synchronization between Alegra and HubSpot caused delays in the billing process due to incomplete information. This led to outsourcing information management and difficulties in handling data, impacting the workflow and efficiency of the organization.

Reto: Architecture Challenges and Disorganization in HubSpot

Architecture Challenges and Disorganization in HubSpot

AMVO encountered architectural issues in their CRM, including duplicate properties, lack of data cleansing, and disorganization. These issues created clutter and obstacles when mapping properties, resulting in unnecessary data duplication. Consequently, efficient data management became difficult, affecting the daily operations of the team.

Reto: Decentralization of Information

Decentralization of Information

The lack of efficient integration hindered access to and availability of crucial data. Specifically, the sales team faced difficulties as they were uncertain whether a customer had made a payment. This uncertainty led them to contact multiple team members for validation and, in some cases, directly reach out to customers for information.

Dinterweb: The Best Partner for AMVO in the Correct Integration of Alegra

Diagnosis Planning Execution

A thorough mapping of the properties was conducted, ensuring a deep understanding of the information that needed to be transferred.

Through rigorous testing and meticulous attention to detail, all possibilities were explored, and any potential issues were addressed and resolved.

Ongoing maintenance was provided by the Dinterweb implementation team to eliminate any limitations that arose in the integration due to continuous updates from Alegra.

 AMVO sought to integrate HubSpot with their billing system, which in this case was Alegra. Their goal was to have a single platform accessible to the entire team, providing complete visibility of the billing and payment processes to avoid rework and poor communication experiences with customers.
 

However, the integration of Alegra with HubSpot presented challenges. There was a lack of data synchronization with HubSpot, architectural issues in the CRM, disorganization among teams, and data duplication.

Although AMVO had previously collaborated with another agency for 12 months, the integration had not been implemented effectively.

Results of a Successful Integration of HubSpot at AMVO

  • Bidirectional Communication Between Alegra and HubSpot

This significant improvement in bidirectional communication has led to greater integration and synchronization of operations between both platforms. For example, an automated flow was generated to manage transitions of deals in the pipeline.


When a deal is marked as Won in HubSpot, it is automatically transferred to the Quotes section in Alegra. At that moment, the corresponding invoice is generated, and the associated payment is processed. Once these actions are completed, the deal automatically moves to the Invoiced stage in HubSpot.


This automated process ensures perfect synchronization between both systems, eliminating the need for manual changes and providing an accurate and up-to-date view of the status of deals at all times.

 

  • Team Alignment: There is no longer a need to depend on each other to make changes

This alignment has significantly improved the invoice update process, without requiring constant consultation among teams to validate payments. Previously, each invoice update involved extensive communication and consultation to ensure payments were correctly recorded. Now, a more efficient and automated workflow has been established.


  • Elimination of Repetitive Tasks

AMVO used to spend a lot of time on repetitive tasks, which took away time from focusing on actions that positively impact the customer. However, thanks to the integration of HubSpot with their billing system Alegra, AMVO now has more time to efficiently plan strategies, run campaigns with their affiliates, and segment better to provide personalized service.


  • Positive Impact on End Customers

With this integration, AMVO has effectively impacted their customers by avoiding uncomfortable situations related to billing. Specifically, they have stopped directly asking customers about the status of their invoices and whether they have been paid. Now, they have the necessary information internally to provide accurate responses, demonstrating quality service and smooth communication with their clients.

Learn More About AMVO:


In conclusion, the successful integration of Alegra and HubSpot has been a key milestone for AMVO in their pursuit of improving efficiency, communication, and data management in their business environment.

Are you looking to integrate HubSpot's CRM with Alegra? We can help you achieve that!

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