“SYNC helps our sales team become more efficient, and they’re getting 5% to 10% more done in a day.”
– John Lewis, President and Owner of Direct Sign Wholesale
Direct Sign Wholesale utilizes QuickBooks Desktop for accounting and operations. They replaced a previous CRM with HubSpot, a cloud-based solution. They can better manage their customers, leads, opportunities, sales, and more.
The business worked with Commercient to implement SYNC, the #1 data integration platform for sales, to connect their QuickBooks and HubSpot CRM data.
The sales team at Direct Sign Wholesale can access QuickBooks Desktop data directly in HubSpot CRM, thanks to Commercient SYNC, including Customers -> HubSpot Companies, Estimates -> HubSpot Deals, and Invoices -> HubSpot Deals.
“SYNC will also show them what the landing percentages are of each client, bids that are won and become jobs, and what the averages are,” said Lewis. “And it will close out that job (Closed Won deals), especially on the bids we’ve made.”
Read the full customer success story.
About the Company
Direct Sign Wholesale is North America’s premier manufacturer of wholesale channel letters. Their streamlined manufacturing processes permit us to produce channel letter projects of any size.
- Challenge
- Replace a previous CRM with a cloud-based system
- Empower the sales team with access
to important QuickBooks Desktop data within HubSpot CRM - Continue to streamline the company’s processes
- Solutions
- HubSpot CRM, a leading solution
- Commercient SYNC, the #1 data integration platform for sales
- Commercient and HubSpot
- Results
- Direct Sign Wholesale improved managing customers, opportunities, leads, and more
- The sales team has become much more efficient, getting 5% to 10%
more done per day - Direct Sign Wholesale has a 360-degree view of sales, customers, and marketing
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