Humatics Avoided a Costly, Giant Integration To Get a Full View of Deals and Customers
Founded in 2015, Humatics is an industrial automation company selling radios and devices for better location tracking. Humatics decided to leverage HubSpot CRM and Marketing, to track their sales, deals and customer information. They use NetSuite to manage accounting information, so the data was siloed.
“Before, the team had to enter sales orders by hand” said Samantha Busby, Applications Systems Analyst at Humatics. “The process is a lot quicker now.” Busby explained that any new lead or closed deal entered by the Sales team was only visible in HubSpot, which “wasn’t good for the Financial team.”
To get a complete picture of sales, customers and marketing, the company decided to leverage a cloud-based Commercient SYNC for HubSpot and NetSuite, the #1 data integration platform for sales.
“Commercient takes the information on HubSpot of that deal that was closed and pulls it over to NetSuite. It also creates a company profile if we haven’t sold to this person before in NetSuite as well,” explained Busby. This avoids double data entry, the risk of errors, and the need to ask Accounting or Sales people all the time for specific information.
Commercient offers a variety of integration features at a reasonable price, making it an easy decision for the team at Humatics. In addition, Busby explained that customization was an important component to ultimately working with Commercient. “We could customize it, and just pull over what we needed, and not have to do this whole giant integration,” she said.