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Daywalk — Impact Study HubSpot ↔ NetSuite

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.

01The Challenge

Selling from an ERP built for accountants.

On a tool fighting its users.

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.

02The Approach

HubSpot for selling. NetSuite for fulfilment. Connected by design.

On the system we built.

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.

Two systems, one truth. Sales and finance finally speaking the same language.

Daywalk — The Outcome
03The Impact

From cumbersome processes to streamlined operations.

On what changed for the team.

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.

Result 01

Sales pipeline moved out of the ERP.

The sales team now operates from a CRM designed for selling, with full pipeline visibility and structured deal stages.

Result 02

Bi-directional sync kept both systems aligned.

Quote data flowed back from NetSuite automatically. No manual reconciliation. No data drift.

Result 03

The team could finally focus on selling.

Reporting, follow-ups, and pipeline health were no longer roadblocks. The system worked with them, not against them.

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