Six & Flow, the Manchester-headquartered growth agency, has built and launched a custom HubSpot integration system for Imail Comms that is set to improve its billing processes, whilst also aligning its sales, marketing, and customer service departments.
Imail Comms, formerly called UKMail, offers a hybrid and digital postal service for companies of all sizes including some of the UK’s best-known brands. Following a management buyout, the business needed a new billing system as its existing format was overly complex, bespoke to each client and too time consuming for the internal team to action, monitor and change.
The project saw Six & Flow create a CPQ (Configure, Price, Quote) model and pricing structure centred around HubSpot, Xero and a standalone middleware which was created on AWS.
Utilising HubSpot’s expansive API sets, the middleware takes Imail Comms’ bespoke pricing and usage stats to create deals in HubSpot and, in turn, invoices within Xero. The middleware was built to ensure Imail Comms has clean data, a single source of truth (HubSpot), and transparency between the operations, marketing & sales, and finance teams.
The integration now enables sales and operations personnel to input the billing details in HubSpot, and have those changes reflected in the billing process. Now, as Imail Comms reconciles fulfilment, the middleware references the bespoke pricing held in HubSpot, creates deals in HubSpot and triggers the creation of invoices in Xero. The whole team, end to end, are aligned with a simplified process.
Rich Wood – MD of Six & Flow – said: “Imail Comms works with thousands of businesses and customers each week, all with different delivery volumes, individual pricing and billing terms. This means that it desperately needed a robust platform that was fit for purpose which its legacy system was not. Our aim was to create an intuitive, expandable, and precise invoice process that truly allowed it to become more streamlined and focused on driving business growth.
Rich added: “The new platform now forms the backbone of the entire company which is a big step change as the sales, marketing, service, finance and operations teams are now all singing off the same hymn sheet for the very first time.”
Andy Barber – chief executive officer at Imail Comms – said: “Six & Flow has done a fantastic job with this project which is already delivering huge commercial advantage to our operations as its enables our team to concentrate on growing the business rather than on time consuming and dis-jointed financial admin.”
