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Partner Success Story
Meticulosity Powers Smarter HubSpot Marketing Automation with Commercient Integrations
About the Company
Meticulosity is a Platinum HubSpot Solutions and Google Partner agency based in Kelowna, British Columbia, that helps businesses grow through inbound marketing, web development, and eCommerce work across platforms like HubSpot, Magento, WordPress, and Shopify. The agency serves HubSpot enterprise users, mid-market ecommerce companies, manufacturers, and other businesses, bringing sales, marketing, and technology together to help clients hit their growth goals.
Location
Canada
Having the ERP data SYNC'd by Commercient to HubSpot helps our clients make better decisions.
Dave Ward
CEO and Founder
Challenge
Meticulosity's clients relied on HubSpot to run their marketing and sales processes, using it to automate workflows, nurture leads, and manage customer relationships. However, the ERP data that held information like invoicing and purchase history remained siloed outside of HubSpot, so sales, marketing, and management teams couldn't see that information alongside the customer data they were already working with.
This gap made it harder for Meticulosity's clients to make informed decisions about their customers or build marketing campaigns based on real purchase behavior.
Solution
Meticulosity partnered with Commercient to implement SYNC, connecting each client's ERP system with their HubSpot CRM. With ERP data flowing into HubSpot, Meticulosity's clients' sales, marketing, and management teams gained a complete picture of customers, sales, and marketing in one platform, including details like invoicing and purchase history.
This integration lets Meticulosity build more advanced marketing automation for clients, such as campaigns triggered by a customer's actual purchase history.
Results
With Commercient SYNC connecting ERP and HubSpot data, Meticulosity's clients now have a complete picture of sales, marketing, and customers, which helps them make better business decisions.
Access to purchase history and other ERP data inside HubSpot has also opened up more sophisticated marketing automation for clients, letting them tailor outreach to a customer's actual buying behavior. Meticulosity and Commercient continue working together to support clients as they grow.
It also enhances how you can market to a customer. You can set up marketing automation to a customer based on purchase history, for example.
Dave Ward
CEO and Founder
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