We understand complex B2B sales with long cycles, multiple stakeholders, and channel partners. Our implementations include distributor portal integration, quoting automation, and aftermarket service workflows — not generic CRM setups. We've been an Elite HubSpot Solutions Partner since 2017.
MANUFACTURING INDUSTRY
HubSpot for Manufacturing Companies
Connect your dealer networks, quoting workflows, and revenue operations into one system.
Manufacturing sales cycles are long, complex, and involve multiple stakeholders — distributors, dealers, engineers, and procurement teams. We implement HubSpot as the connected platform that unifies your channel management, quoting, order tracking, and after-sales service into a single revenue engine that gives every team visibility.
THE CHALLENGE
Your products are engineered to precision. Your sales operations aren't.
Manufacturing companies hit a point where the complexity of their sales process outgrows their tools. Dealers and distributors manage their own pipelines with no visibility back to you. Quoting involves manual configuration that takes days. After-sales service requests come through email, phone, and portal with no unified tracking.
The result: deals stall because nobody owns the follow-up. Channel partners underperform because they lack enablement resources. Aftermarket revenue gets left on the table because service data never connects back to the CRM. Forecasting is unreliable because half your pipeline lives in distributor spreadsheets you never see.
MANUFACTURING-SPECIFIC CHALLENGES
The operational gaps that limit manufacturing revenue.
These are the problems we see in every manufacturer that has outgrown its original sales infrastructure.
01. Channel Visibility That Ends at the Distributor
Dealers and distributors own the customer relationship but you can't see their pipeline, track sell-through rates, or identify which partners need support.
02. Quoting That Takes Days Instead of Hours
Configure-price-quote workflows involve multiple teams, manual approvals, and version control issues. By the time the quote reaches the buyer, momentum is lost.
03. Aftermarket Revenue Left on the Table
Service contracts, spare parts, and maintenance programmes represent significant revenue potential but service data lives in a separate system the sales team never sees.
04. Long Sales Cycles Without Stage Visibility
Complex B2B sales involving engineers, procurement, and multiple decision-makers require structured pipeline management. Without it, deals drift without accountability.
05. Marketing That Can't Prove ROI
Trade shows, technical content, and distributor marketing programmes consume significant budget but attribution is impossible when systems are disconnected.
THE REAL ISSUE
You don't need a simpler CRM. You need connected infrastructure.
Manufacturers don't struggle because HubSpot or Salesforce is too complex. They struggle because their systems were never designed for how manufacturing actually sells. Channel partners need portal access. Quoting needs approval workflows. Service needs to feed back into the sales pipeline. Marketing needs to prove that the trade show budget drives actual orders. What you need is a system where every channel, every quote, every service interaction, and every marketing touchpoint connects into a single view. That's not a CRM upgrade — it's revenue infrastructure built for manufacturing complexity.
HOW WE WORK
From fragmented to connected — how we implement HubSpot for manufacturers.
Our five-phase approach ensures every layer of your revenue operation is architected, connected, and optimised.
Discovery & Channel Mapping
We map your entire go-to-market operation — direct sales, dealer networks, distributor channels, quoting processes, service workflows, and aftermarket revenue streams. The output is a detailed blueprint of your future-state HubSpot architecture.
CRM & Pipeline Architecture
We configure deal pipelines for direct and channel sales, custom objects for distributor management, quoting workflows with approval gates, and lifecycle stages that reflect multi-stakeholder buying committees and long sales cycles.
Integration & Data Unification
We connect your ERP, CPQ tools, service management platform, and channel partner portals to HubSpot. Using native integrations, Operations Hub, or our DataBridge Middleware, we build a single view across direct and indirect revenue streams.
Automation & Channel Enablement
Automated dealer onboarding, partner enablement content delivery, quoting approval workflows, service-to-sales handoffs, and aftermarket upsell triggers. Every automation is designed to reduce manual work and increase pipeline velocity.
Reporting & Optimisation
Real-time dashboards for channel performance, pipeline by region and distributor, quoting cycle times, service revenue, and marketing attribution. One source of truth for your leadership team. Quarterly optimisation sprints to refine as your business evolves.
SERVICES
Services that drive manufacturing revenue
HUBSPOT
HubSpot Implementation
Architect HubSpot for manufacturing complexity — channel management, quoting workflows, and multi-stakeholder pipelines from day one.
HUBSPOT
HubSpot Migration
Move from Salesforce, Dynamics, or legacy CRMs without losing distributor data, deal history, or service records.
CRM & REVOPS
Sales Enablement
Equip sales teams and channel partners with quoting tools, deal-stage automation, and competitive intelligence within HubSpot.
CRM & REVOPS
Data Consolidation
Unify customer data from ERP, service management, distributor portals, and marketing systems into a single CRM view.
DEMAND GENERATION
Marketing Enablement
Demand generation tied to manufacturing pipeline — trade show follow-up, technical content marketing, and channel partner co-marketing programmes.
DIGITAL EXPERIENCE
Website & CMS
Product catalogues, dealer locators, and specification-driven websites on HubSpot CMS with full CRM integration.
DIGITAL EXPERIENCE
Data Architecture & Integration
Connect SAP, Oracle, Epicor, or custom ERP systems to HubSpot with native, custom, or middleware integrations.
INNOVATION & AI
AI Revenue Readiness
Structure your CRM data so it's ready for AI-powered demand forecasting, lead scoring, and channel optimisation.
CONNECT YOUR STACK
We integrate the tools manufacturers actually use.
From ERP to CPQ to service management — we connect your entire stack to HubSpot.
ERP & Operations
Sync order data, inventory levels, and production status to the CRM so sales teams have real-time operational context.
- SAP
- Oracle
- Epicor
- Sage
CPQ & Quoting
Connect configure-price-quote tools so quoting workflows live within the CRM with full approval automation.
- HubSpot Quotes
- PandaDoc
- DealHub
- Custom CPQ
Service & Aftermarket
Integrate service management platforms so aftermarket opportunities surface automatically in the sales pipeline.
- ServiceMax
- Salesforce Field Service
- SAP Service
- Custom Portals
Accounting & Finance
Sync financial data so revenue reporting matches reality across CRM and accounting systems.
- Xero
- QuickBooks
- NetSuite
- Sage
Communication & Engagement
Power customer and dealer communication from within HubSpot with full conversation logging.
- Dialpad
- Twilio
- WhatsApp Business API
Data & Infrastructure
Connect any data source to HubSpot. If it has an API or a database, we can sync it.
- Google BigQuery
- PostgreSQL
- Custom APIs
- DataBridge Middleware
WHAT CHANGES
What manufacturers look like after implementation.
Real operational improvements our clients experience after connecting their revenue engine on HubSpot.
Before
- Channel visibility: quarterly distributor reports
- Quoting cycle: 5-7 days with manual approvals
- Aftermarket revenue: ad hoc service upsells
- Pipeline forecasting: based on rep gut feel
- Marketing attribution: unmeasurable
- Dealer enablement: PDF catalogues via email
- Tech stack: 8+ disconnected systems
After
- Pipeline forecasting: based on rep gut feel
- Marketing attribution: unmeasurable
- Dealer enablement: PDF catalogues via email
- Tech stack: 8+ disconnected systems
- Channel visibility: real-time distributor pipeline dashboards
- Quoting cycle: same-day with automated approvals
- Pipeline forecasting: data-driven with weighted probability
- Marketing attribution: full campaign-to-order tracking
- Dealer enablement: automated content delivery via portal
- Tech stack: unified HubSpot + connected integrations
TESTIMONIALS
Client Testimonials
MO Agency has provided excellent service and insights from the get-go. Their account managers are knowledgeable and efficient and offer valuable insights.
Basson M.
Marketing Manager | Netstar
We were extremely pleased with our partnership with MO Agency. They addressed all our HubSpot needs and proactively suggested improvements. Highly organised and responsive.
Hagen S.
Marketing Director
We have a great partnership with MO. What started as a website project grew into sales CRM, training, and enablement. Only possible with their deep HubSpot knowledge.
Hayashi C.
CEO
Reviews from the HubSpot Partner Directory. View them all.
Frequently Asked Questions
What makes MO Agency different from other HubSpot partners for manufacturing?
Can you integrate our ERP system with HubSpot?
Yes. We integrate with SAP, Oracle, Epicor, Sage, and custom ERP systems using native connectors, Operations Hub, or our DataBridge Middleware. Order data, inventory status, and production updates sync automatically to HubSpot records.
How do you handle dealer and distributor management in HubSpot?
We build custom objects and pipelines for channel management within HubSpot. Distributors get portal access to register deals, access marketing resources, and track their pipeline. You get real-time visibility into channel performance with full attribution.
How long does a typical manufacturing HubSpot implementation take?
A standard implementation takes 10-14 weeks. Complex projects involving ERP integrations, channel partner portals, and CPQ workflows can take 4-6 months. We provide a detailed timeline during the discovery phase.
Can HubSpot handle configure-price-quote for manufacturing?
HubSpot's native quoting handles straightforward configurations. For complex CPQ requirements, we integrate tools like PandaDoc or DealHub and connect them to HubSpot's deal pipeline with automated approval workflows and version control.
What ongoing support do you provide after implementation?
Most manufacturing clients engage on monthly retainers covering workflow optimisation, new integration builds, channel partner onboarding, and quarterly strategy reviews. We treat your HubSpot as a living system that evolves with your business.
LET'S TALK
Ready to connect your manufacturing revenue operations into one system?
Whether you're implementing HubSpot for the first time, migrating from Dynamics or Salesforce, or fixing a CRM that can't handle channel complexity — we'll design a system built for how manufacturers actually sell.