Commercient
Commercient SYNC Integration for Sage 100 and HubSpot CRM
Pages
7
Time to read
3 mins
Language
English
Pages
7
Time to read
3 mins
Language
English
This case study details the implementation of Commercient SYNC, a data integration platform, at TAP Sleep Care, which integrates Sage 100 and HubSpot CRM. The objective of this integration is to enhance customer communication and streamline sales processes. Prior to the integration, data between Sage 100 and HubSpot CRM was siloed, limiting access to essential customer information. With Commercient SYNC, TAP Sleep Care can now access over 7000 customer accounts, sales orders, and invoices directly within HubSpot CRM. The integration allows for automated order confirmations and improved task management for the sales team. The case study includes testimonials from Kelly McDuff, Marketing and Sales Manager at TAP Sleep Care, who emphasizes the efficiency gained from using the integrated systems. The document also outlines the ongoing collaboration between Commercient and HubSpot to further enhance TAP Sleep Care's operational processes, providing a comprehensive view of sales, customers, and marketing efforts.