“SYNC gives us a holistic view of the client, and that’s where the real value is.”
– Matt Charles, General Manager at TacMed Australia
TacMed Australia had used two different CRMs, but implemented HubSpot CRM to improve managing of opportunities, customers, leads, sales, and more. They use NetSuite for their finance and operations.
Data between NetSuite and HubSpot CRM remained siloed, so the teams at TacMed Australia and Search and Be Found chose Commercient SYNC, the #1 data integration platform for sales, to connect their ERP and CRM data.
With Commercient SYNC, the sales team at TacMed can access NetSuite data in HubSpot CRM, including customer, contact, quote, deal, contacts, ticket, customer’s sales person’s code, opportunities.
Additionally, new company, contact, deal, HubSpot Sales Hub deals -> NetSuite opportunities, created in HubSpot are SYNC’d to NetSuite. This helps to save time and avoid double data entry.
“The HubSpot to NetSuite integration means that we don’t have misalignment or missing data, or inaccurate data,” explained Charles.
Read the full customer success story.
About the company
TacMed Australia provides emergency medical training and equipment to first responders.
- Challenge
- Implement a state-of-the-art CRM
- Data between NetSuite and HubSpot remained siloed
- Avoid double-data entry
- Solutions
- HubSpot CRM, a leading, cloud-based CRM solution
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- The sales team at TacMed Australia have improved the managing of sales and customers
- Sales can easily access important ERP information directly in CRM
- New company, contact, deal, etc. created in HubSpot are SYNC’d to NetSuite, helping save time
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