Connecting the CRM to the ERP for one source of truth.
Daywalk is a leading provider of compliant transport and storage systems. Their sales team was running deals through NetSuite — a system built for finance, not for selling. Kongo built the bridge between both worlds.
Selling from an ERP built for accountants.
Daywalk’s sales pipeline lived inside NetSuite. On paper, it worked. In practice, the team was fighting a system that wasn’t designed for pipeline management. Processes were cumbersome, reporting was limited to what the ERP could surface, and there was no clean way to track deal progression, follow-up activity, or forecast revenue.
The result was missed follow-ups, poor visibility into pipeline health, and a sales team spending more time wrestling with software than closing deals.
The ERP handled invoices. It was never built to manage a pipeline.
HubSpot for selling. NetSuite for fulfilment. Connected by design.
Kongo deployed HubSpot as the front-end sales system and built a bi-directional integration with NetSuite. Opportunities initiated in HubSpot synchronised to NetSuite automatically, and quote modifications made in NetSuite flowed back to HubSpot so the sales team always had the latest figures at hand.
Deal stage transitions were mapped between both platforms, ensuring status changes in one system were reflected in the other without manual intervention. The sales team got a CRM designed for selling. Finance kept their ERP. Both systems stayed in sync.
Bi-Directional NetSuite Sync
Opportunities, deal stages, and quote data synchronised between HubSpot and NetSuite in real time — no manual data entry, no version conflicts.
Sales-First Pipeline Design
Pipeline stages, follow-up automation, and reporting dashboards built for how the sales team actually works — not how the ERP expected them to.
Sales pipeline moved out of the ERP and into a proper CRM.
Bi-directional sync kept both systems aligned.
Quote data flowed back from NetSuite automatically.
The sales team could finally focus on selling.
From cumbersome processes to streamlined operations.
Daywalk’s sales team stopped fighting their tools and started using them. Deal tracking became reliable. Follow-ups were automated. And leadership gained reporting that actually reflected pipeline reality — not a best-guess interpretation of ERP data.
NetSuite remained the backbone for fulfilment and finance, but the sales motion moved into a system designed for it. The integration meant neither team had to compromise, and both systems stayed authoritative for their respective domains.
Two systems, one truth. Sales and finance finally speaking the same language.
Ready to connect your CRM and ERP?
Book a discovery call. We’ll map where your current systems are costing you visibility, speed, or revenue — and show you how to fix it.