Valutek Turns Glove Orders into Cross-Sell Opportunities by Connecting SYSPRO to HubSpot using Commercient

Valutek was working with a limited CRM that couldn't keep up with the company's sales, marketing, and customer management needs, and it wasn't good at tracking communications with clients.

At the same time, the accounting and operations data the company managed in SYSPRO stayed siloed and disconnected from that CRM, so the sales and marketing teams had no easy way to see what a customer had already purchased, which made it difficult to identify cross-selling opportunities or tailor marketing to what customers were and weren't buying.

Valutek replaced its previous CRM with HubSpot CRM, a leading, cloud-based solution, and adopted HubSpot's marketing tools to more effectively manage sales, leads, customers, opportunities, and campaigns. To connect that new CRM with their existing SYSPRO system, Valutek chose Commercient SYNC, the number one data integration platform for sales, to bring SYSPRO data directly into HubSpot.

SYNC now delivers shipping dispatches, accounts, contacts, invoices, products, pricing, inventory, and account ownership data from SYSPRO into HubSpot.

With SYSPRO data now available directly in HubSpot, Valutek's sales team can see exactly what a customer has already purchased, such as gloves, and offer related products like adhesive mats or apparel, turning that visibility into real cross-selling opportunities. The synced data also gives Valutek a clearer voice of the customer, showing what clients are and aren't buying so the team can tailor marketing accordingly.

SYNC'd invoices support better reporting directly in HubSpot, and the company can mark orders as shipped there to trigger timely follow-up emails and service outreach, giving Valutek a more complete, 360-degree view of its sales, customers, and marketing.