“Having the ERP data SYNC’d by Commercient to HubSpot helps our clients make better decisions.”
– Dave Ward, CEO and Founder of Meticulosity
Meticulosity is a Platinum HubSpot Partner Agency with a passion for all things digital. Their specialities include inbound marketing, web design, and software development and integration for established businesses and online retailers.
“The founders at HubSpot created this amazing platform to help with inbound marketing,” explained Dave Ward, CEO and Founder of Meticulosity. “But what happens next? HubSpot CRM helps to automate processes, nurture leads, and take better care of customers.”
Meticulosity partnered with Commercient to implement SYNC HubSpot and ERP data integration. The sales, marketing, and management teams of their mutual clients have a complete picture of customers, sales, and marketing.
“SYNC also enhances how you can market to a customer. You can set up marketing automation to a customer based on purchase history, for example,” said Ward.
- Challenge
- Streamline and modernize businesses’ processes
- Data between HubSpot CRM and ERPs remained siloed
- Continue assisting companies as they grow
- Solutions
- HubSpot, a leading marketing and CRM platform
- Commercient SYNC, the #1 data integration platform for sales
- Meticulosity and Commercient
- Results
- Meticulosity helps businesses to improve inbound marketing and take better care of customers
- Companies can access important data in HubSpot, including invoicing, purchase history, etc.
- Businesses have a complete picture of sales, marketing, and customers