How Commercient Lets Gecko Alliance’s Outside Sales Team Access Infor VISUAL Data from Anywhere
Customer Success Story
McLoone Metal Graphics Eliminates Double Data Entry on Orders and Quotes with Commercient’s Infor VISUAL and HubSpot Integration
For more than 65 years, McLoone Metal Graphics has been a single source for custom engineered metal and plastic nameplates, ID plates, overlays, and labels built to withstand demanding commercial and industrial environments. Based in La Crosse, Wisconsin, the company also offers value-added services such as fulfillment, graphic design, kit-packing, and assembly to support its custom manufacturing programs.
Systems Connected
Infor VISUAL + HubSpot CRM
Industry
Printing
Location
United States
Single Point of Truth
for customer and contact data across Infor VISUAL and HubSpot
No More Dual Entry
on the orders and quotes McLoone processes every day
Challenge
McLoone Metal Graphics replaced a previous CRM with HubSpot to better manage its sales pipeline, customers, and marketing, but data between HubSpot and Infor VISUAL, the company's ERP system for accounting and operations, remained siloed. With a high volume of orders and quotes moving through the business, staff had to manually enter the same customer and contact information into both systems, and the two data sources didn't always match.
Solution
McLoone worked with Commercient to implement SYNC, the number one data integration platform for sales, connecting Infor VISUAL and HubSpot CRM. Infor VISUAL customers and contacts now sync automatically into HubSpot as companies and contacts, and Commercient's Phase 2 SYNC pushes new and updated HubSpot companies and contacts back to Infor VISUAL.
SYNC helps us maintain data integrity for our business.
Sheila Wagner
McLoone Metal Graphics
Results
With Commercient SYNC in place, McLoone's team no longer has to dual-enter orders and quotes into both Infor VISUAL and HubSpot, improving data integrity and saving time while reducing the risk of errors. Leads gathered in HubSpot flow directly into the sales pipeline, and the sales team can access customers and contacts directly in HubSpot CRM.
Commercient gives us a single point of truth for our data.
Sheila Wagner
McLoone Metal Graphics
Kingspan Water & Energy Automates Service Contract Renewals Around the Clock with Commercient’s Infor LN and Salesforce Integration
Dynojet Grew B2C Revenue 28x by Connecting SYSPRO to Adobe Commerce & HubSpot with Commercient
