Hotsy is North America’s number one name in cleaning equipment. Based in Des Moines, Iowa, they specialize in distributing and manufacturing high-quality industrial pressure washers. The company has over 40 years of experience in providing its customers with insight, training, support, and service for their particular cleaning requirements.
As leaders in their field, Hotsy Cleaning Systems sales required a powerful CRM. Therefore, they upgraded their sales system to Salesforce and Sage 100 in addition to barcoding from Gimbal Barcoding to better track inventory.
Hotsy Cleaning Systems began using Act! CRM for their tasks, but as they grew they noticed that it wasn’t a clear way for it to communicate with their Sage 100 ERP. So they moved to a superior sales system: they chose Salesforce, the #1 Customer Relationship Management software.
Sage held all of their accounting data and Act! was their CRM software. Prior to moving to Salesforce and SYNC, it would take time if a field rep was trying to log into either system to find the data, and would have to call back into the home office for assistance.
The teams at Hotsy sought a more effective CRM that could meet their needs. Then, the sales and service needed to be able to easily access information in Sage 100 ERP and Salesforce.
Hotsy required a sales system solution that could integrate their ERP and Salesforce and that would help them access real-time data along with parts that have been barcoded, to help track inventory, warranties, sales, service, and more. They needed to be more efficient on keeping track of parts both sold and used for service.
Besides, Hotsy knew that in order to remain leaders in their field they needed to take the company to the next step. The team also wanted a powerful system that could successfully lead them into phase 2 of their sales strategy: securely accept payments at the time of service.
Hotsy would have to invoice, and payment could take days or even weeks and that was not acceptable in order to provide efficient customer service. This was a step back that no leader company wants to take.
To help enhance sales and customer service, Hotsy implemented Salesforce CRM and found out it was the superior system they needed to boost their sales.
“With the Sage 100 information being pulled into Salesforce [via SYNC], I was able to give a little more structure to it, a little more definition, and make it easier for people to have access to data on the go, as well as being able to find what they need,” explained Patrick Foy, Technical Architect at Hotsy.
As a leader company, Foy and his team also decided to work with Commercient and Gimbal Barcoding to barcode their devices and parts. They were sure that this was the right solution to become more efficient when reps are in the field making sales, in addition to being able to track parts better from both the sales and service side.
Commercient also became the solution the Hotsy team was seeking for their phase 2: take payments more efficiently at the time of service without wasting time.
That’s why Hotsy’s next step was using Commercient’s Sync2Pay solution to take immediate and secure payment in the field and become more productive. By making the software choices that suited their needs, Hotsy’s objective was to save critical time by having their systems integrated.
“It will be saving approximately, I would say, five business days from time paperwork is inputted, to the time it’s turned over and going out as an invoice. Which is making a net 30, technically a net 35 in some cases, or longer. So now we’re actually going to be within our nets.”, as Foy estimated.
Commercient and Gimbal Barcoding helped to barcode all their parts and pressure washing systems, with a connection to their ERP and CRM.
Hotsy now has a more efficient sales team on the field. Now they save a lot of time when selling something. “They’ll be able to scan it, import it into an order or work order, sync it up through Commercient, and into our Sage system and we’ll have the sales order in the system. They can take payment on it and everything.”, according to Foy.
Commercient SYNC did also wonders for inventory being synced into Salesforce.
“We have people out in the field that will be able to look up a part number, see if they have it on their vehicle. Also what other warehouse [that part] is in. There is no more of that need to, ‘Okay what’s the part number?’ And take the time to look it up, saving, minutes, which didn’t seem like a lot, but minutes over a day, over a week, over a month, over a year…”
As a result of choosing Commercient SYNC for their data sales integration, Hotsy is more productive and customer-centered mainly because of the benefits of ERP and CRM integration.
Now the employees have more access to real-time data such as orders, invoicing and more.
With SYNC integration, Hotsy Cleaning Systems has all the right tools to invest in their customers, make them a priority and save valuable time. The company has already spent 40 years providing its clients, both individuals, and businesses, with the insight and training for their cleaning requirements. And now Hotsy is on the right path to stellar customer service.
There are over 85 systems integrated by Commercient, including Sage, Acumatica, SYSPRO, Epicor, SAP. The systems “talk” to each other resulting in an increase in productivity, just as Hotsy found out.
Let Commercient be the solution for your company too. Contact us now and let’s discuss your data integration needs.