“SYNC helped improve our overall close rate and average job order.” 

– Ryan Christopher, General Manager at SVB Wood Floors

The team at SVB Wood Floors uses QuickBooks Desktop Enterprise for their accounting and operations, and leveraged HubSpot CRM and Marketing to modernize and streamline their sales and marketing processes.

SVB needed access to QuickBook data in HubSpot CRM, and chose Commercient SYNC based on a recommendation from HubSpot, to connect their ERP and CRM data.

SVB Wood Floors can view QuickBooks data in HubSpot CRM with SYNC, such as QB Customers -> HubSpot Companies, QB Products -> HubSpot Products, QB Invoices -> HubSpot Deals, QB Estimates -> HubSpot Deals, QB Account Ownership -> HubSpot Company Ownership, QB Pricebooks -> HubSpot Products, Contact Management Contacts – > Contacts SO.

“We’re able to look at historical data on particular accounts, and see what they have spent year over year, and then build that into HubSpot CRM,” said Ryan Christopher.

Additionally, Commercient provides a Phase 2 CRM to ERP SYNC, saving time. This data includes HubSpot Companies -> QB Customers, HubSpot Deals -> QB Estimates, HubSpot Contacts -> QB Contacts, HubSpot Products-> QB Products.

Read the full customer success story.

About the company

SVB Wood Floors has been a family-owned and operated business since 2003, with experience in hardwood floor installation, refinishing and restoration.