Commercient allows us a team to handover seamlessly from HubSpot straight into Sage 50. It saves us much valuable time…
preventing a manual handover and preventing human error. We would be lost without it.
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– Nina Townley 2022-09-22
We used Commercient to serve as the communication between QuickBooks and HubSpot. This integration made it possible…
for us to gather important business intelligence to help.us with our growth objectives, implement KPI’s, and understand our ROI for marketing. For years we never had a solution and were stuck using only QuickBooks Enterprise. Commercient made it possible for HubSpot and QuickBooks to talk between customers, invoices, and estimates. Our sales team now has relevant information at their fingertips that has helped improve our overall close rate and average job order. None of this would have been possible if it were not for Commercient and their integration. I will mention, all integration takes longer than expected, but their staff was patient and willing to work with us and our requests.
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– Ryan Christopher 2022-08-02
If you are looking for a platform integration partner (Epicor 10 ERP to HubSpot CRM or other), I will attest that…
Commercient is a wonderful value for any of your data integration projects. We have been utilizing Commercient for about 1 year and our sales team no longer needs to operate out of 2 platforms with a 2 way sync. I appreciate the hardwork of Joseph, Jitesh and Sergio in getting our platforms co-mingled quickly with success.
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– John Ericson 2022-05-04
Commercient funnels QuickBook Desktop’s information into HubSpot CRM, making it easy to manage customer relationships…
from their very first purchase.
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– Hannah Jonasse 2021-11-22
HubSpot Ad partners for 5+ years
Here we could talk about that journey from year one to today
Learn HubSpot with a certified trainer!
Ready to learn about Hubspot to decide which Hubs will help grow your business?
Why do you need a CRM?
Benefits of a CRM
- The estimated ROI per dollar invested in a CRM is $8.71
- Conversion rates increase by an estimated 300% with a CRM
- Customer retention increases by 27% on average
- CRM software is now the biggest software market in the world and the growth isn’t slowing down. In fact, CRM is now expected to reach more than $80 billion in revenues by 2025.
- One of the key factors behind the growth of CRM is accessibility. Companies want access to customer data in real-time, with mobile and cloud solutions leading the way.
What are Commercient customers saying about HubSpot?
We gather all our leads in HubSpot CRM, and they go right into the sales pipeline; it’s very streamlined. And HubSpot has all of the tools we need for marketing, and gives us all of the data analytics to help shape our marketing strategies.”
– Sheila Wagner, Business Systems Analyst
Learn more about how HubSpot can help your business today!
For years, we never had a solution and were stuck using only QuickBooks Enterprise. Commercient made it possible for HubSpot and QuickBooks to talk between customers, invoices, and estimates. Our sales team now has relevant information at their fingertips that has helped improve our overall close rate and average job order.
– Ryan Christopher
Commercient offers very responsive support and is helpful when working with us to fine tune things during the initial set up.
– Hannah Jonasse, Marketing Operations
What do our partners say?
Commercient is who we work with when our client needs ERP and HubSpot data integration. Their SYNC is mission critical.
– Dave Ward, Founder and CEO
What do our HubSpot sales reps say?
Kim and the Commercient team are the best in the business. They are always extremely helpful when discussing the integration they provide to HubSpot. Integrations aren’t always the easiest concept to understand, but the Commercient team always is able to put it into simple terms and make the prospect comfortable with the connection.”…..”I have literally never had a bad integration call with Kim and her team!
– Liam Burman, Inbound Growth Specialist, HubSpot.
Commerceint is an AMAZING team to work with! Their expertise and knowledge are top-notch. I would highly recommend them to anyone looking for ERP integration or HubSpot onboarding to get up and running quickly & efficiently and start seeing results right away.
– Sahar Miakhil, Channel Account Manager, HubSpot.
I have worked with the Commercient team on multiple projects, all of which have been great experiences. Not only does the team have a deep technical knowledge of integrating HubSpot with a variety of solutions, they are also very skilled in the motion of co-selling deals. I highly recommend Commercient to anyone working on deals with integrations into HubSpot!
– Nolan Flike, Mid Market Growth Specialist, Sales, HubSpot.
Learn more about how HubSpot can help your business today!
How can Accounting System/ERP integration enhance your HubSpot?
| Pain Points before ERP integration | Solution | Result |
|---|---|---|
| -Managing Product lists in two different systems. -Sales team members need to log into the ERP or request inventory levels -Limited visibility on changing prices making quoting cumbersome | Integrate the Product, PriceBook and Inventory tables into HubSpot Sales Hub Professional or Enterprise version. | Allows the Sales team to live in HubSpot CRM with access to the data they need. This allows for faster and more accurate quoting. |
| Teams create a quote in HubSpot, but then once a Deal is Closed Won, the ERP Account, Contact and Sales Order/Invoice all need to be manually entered. This is time consuming and tedious and prone to human error typos. | Integrate the HubSpot Company record, HubSpot Contact record and HubSpot Deal record to the ERP | HubSpot users can breathe and live in HubSpot to work their Deals and have seamless flow of the records they create into the ERP. |
| After a Deal is Closed Won, my team in the CRM has limited visibility to whether the customer paid and their buying history. | Integrate the Account, Invoice and Invoice Payments back into HubSpot from the ERP. | HubSpot users can see what a customer has bought in the past to help predict future purchases and to see that an account is current. They can also see credit limits and preferred payment methods, and much more! |
HubSpot Onboarding Pricing
 Onboarding |  Basic Onboarding | ||
|---|---|---|---|
| Sales Hub | Pro | $1,000 | $1,000 |
| Enterprise | $3,000 | $3,000 | |
| Marketing Hub | Pro | $3,000 | $3,000 |
| Enterprise | $6,000 | $6,000 | |
Grow your HubSpot with the Commercient Experience
White-gloved integration implementation paired with HubSpot Onboarding by a tried and tested solution HubSpot Partner.
- Dedicated Commercient Resource
- Integration Experts
- Customer Panel for streamlined Communication
- Commercient Guided Implementation for integration
- Commercient Guided HubSpot Onboarding
- Commercient Support 24/7
What topics are covered in Onboarding?
| Sales Hub | Marketing Hub | Sales and Marketing | |
|---|---|---|---|
| Add Users | X | X | X |
| Add Teams | X | X | X |
| Set User Permissions | X | X | X |
| Set default org settings | X | X | X |
| Add Key integrations | X | X | X |
| 2FA Setup | X | X | X |
| Setup Conversation Inbox | X | X | X |
| Setup Chatflow | X | X | X |
| Add Assets | X | X | X |
| Create Snippets | X | X | X |
| Add Custom Properties | X | X | X |
| Create Workflows | X | X | X |
| Create and Use Tasks | X | X | X |
| Create Lists | X | X | X |
| Create Forms | X | X | X |
| Create CTAs | X | X | X |
| Inbound Calling Tool | X | X | X |
| Meeting Tool | X | X | X |
| Lifecycle Phases | X | X | X |
| Personas | X | X | X |
| HubSpot Payments | X | X | X |
| Pipeline | X | X | |
| Sales Forecasting | X | X | |
| Quotes | X | X | |
| Playbooks | X | X | |
| Reports and Dashboards | X | X | X |
| User Friendly Sales Hub Training | X | X | |
| Use Friendly Marketing Hub Training | X | X | |
| Create your first campaign strategy | X | X | |
| Create Landing Pages | X | X | |
| Use SEO Tools | X | X | |
| The ABM Tool | X | X | |
| A/B Testing | X | X | |
| Blogs | X | X | |
| Paid Ads | X | X | |
| Socials Management | X | X | |
| Lead Scoring | X | X |
What’s Included?
 |  | |
|---|---|---|
| Kickoff | 7-20 days | 1-5 days |
| Meeting Cadence | Biweekly | Weekly |
| Role | Consultative | Coaching |
| Training Type | Guidance | Guidance + Demos + Training |
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