With SYNC, Hydra Rinse Can Quickly Track Machines, Parts, Warranties, and Customers
“I can quickly dive through QuickBooks information in HubSpot CRM, and give our outside sales team what they need, so they can keep moving things forward with customers.”
Hannah Jonasse, Inbound Marketing Specialist at Hydra Rinse
Hydra Rinse utilizes QuickBooks Desktop to manage, operations, and finance and implemented HubSpot CRM, a leading cloud-based CRM solution to modernize their sales processes.
They chose Commercient SYNC, the #1 data integration platform for sales, so the team at Hydra Rinse can access QuickBooks data directly in HubSpot CRM.
This data includes ship/bill name, ship/bill contact, ship/bill address, part numbers, serial/lot numbers, ship date, ship method, and contact phone. They can also track orders and invoices from multiple companies, franchisees, and locations.
“The invoice information is super helpful because I’m able to keep track of serial numbers and model numbers,” explained Hannah Jonasse, Inbound Marketing Specialist at Hydra Rinse. “When a customer calls, I’m able to quickly see what parts they need and when they got their machines, which helps us keep track of their warranties.”