“SYNC helps us maintain data integrity for our business.”
– Sheila Wagner, Business Systems Analyst at McLoone Metal Graphics
McLoone Metal Graphics replaced a previous CRM with HubSpot CRM to improve managing their overall sales pipeline and customers, along with tools for marketing. They utilize Infor VISUAL for their accounting and operations.
The team at McLoone worked with Commercient to implement SYNC, the #1 data integration platform for sales, to connect their Infor VISUAL and HubSpot CRM data.
With Commercient SYNC, the sales team at McLoone Metal Graphics can access Infor VISUAL data in HubSpot CRM. The data automatically integrated by SYNC is Infor VISUAL Customers -> HubSpot Companies Infor VISUAL Contacts -> HubSpot Contacts.
“SYNC improves our data integrity, efficiency, and use of time,” explained Wagner. “We turn over a lot of orders and quotes, and Commercient streamlines that for us. Our people aren’t dual entering those into Infor VISUAL and HubSpot.”
Commercient SYNC’s new and updated data from HubSpot CRM to Infor VISUAL. This includes HubSpot Companies -> Infor VISUAL and Customers HubSpot Contacts -> Infor VISUAL Contacts, helping to save McLoone time and eliminating possible errors.
Read the full customer success story.
About the company
McLoone Metal Graphics is the single source for custom engineered, high quality metal and plastic nameplates, ID Plates, overlays and labels for commercial and industrial applications that withstand environmental challenges.
- Challenge
- Replace a previous CRM with a new cloud-based solution
- Data between Infor VISUAL and HubSpot CRM remained siloed
- Integrate data created in CRM to ERP
- Solutions
- HubSpot CRM, a leading CRM solution, plus marketing tools
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- The team at McLoone Metal Graphics improved their sales pipeline
- The sales team can access customers and contacts directly in HubSpot CRM
- New and updated HubSpot Companies and Contacts are SYNC’d to Infor VISUAL, saving time