Tag Archive for: HubSpot CRM

Meet HubSpot. It’s like the Swiss army knife of CRM tools – packed with features to amp up your marketing, sales, and service game.

It’s got an interface so smooth, even a newbie can navigate it like a pro.

Now, let’s be real. 

When it comes to flexibility, HubSpot might not be the gymnast compared to the high-flying acrobatics of Salesforce and Zoho. It’s got its own rhythm and sometimes, that means not as much room for freestyle.

But wait, there’s a twist. Say hello to HubSpot Pro. 

It’s like HubSpot’s cool sibling who’s learned some new tricks. With Pro, you can integrate like a boss and bend those rules a bit more, adding a nice dash of flexibility to the mix.

Click here to see the HubSpot 101 Course in Udemy

Standard Limitations of HubSpot: An Overview

HubSpot boasts some commendable strengths, but it isn’t without its limitations. These become apparent when you delve into its structure. HubSpot primarily operates with:

  1. Contacts: For storing data related to individuals
  2. Companies: For holding information about companies
  3. Deals: For managing potential and closed sales
  4. Tickets: For keeping track of customer issues

These “standard objects” provide a solid foundation for CRM operations and are like predefined containers for specific types of data. However, their adaptability might not measure up to the ‘custom objects’ of platforms like Salesforce.

Take this scenario: Suppose your business needs to manage unique data objects like warranty claims or event registrations. In such cases, HubSpot’s framework might seem restrictive as customization in data management is limited.

Or suppose a business wants to track “Licenses” or “Subscriptions” as distinct entities. In CRM platforms like Salesforce or Zoho, one can create custom objects for these entities, but in HubSpot, there’s no direct equivalent.

You would have to repurpose one of the standard objects or use custom properties, which may not always be ideal.

Breaking Barriers with HubSpot Pro

The narrative shifts with HubSpot Pro. This upgrade allows users to stretch the capabilities of the standard objects in alignment with their business requirements.

For instance, HubSpot Pro empowers you to:

  1. Integrate ‘Inventory’ with standard objects: Enhances inventory management.
  2. Sync ‘Ship tos’: Improves shipping data processing.
  3. Incorporate ‘Sales Orders’: Streamlines sales order management.

Think of it as reshuffling the furniture within a room to suit your preferences, all within the existing structural guidelines.

While HubSpot Pro may not grant the liberty of creating entirely new data objects, it enables existing ones to be leveraged more effectively. Despite some boundaries, it equips businesses to extract the maximum potential from their CRM—a compelling proposition indeed.

Pro Integration Point 1: Inventory Management

To integrate inventory data with HubSpot Pro, one needs to use an HubSpot and ERP integration tool like Commercient SYNC that supports HubSpot Pro. Once set up, your ERP system will sync your inventory data with HubSpot, allowing you to access real-time inventory levels right within your CRM.

The benefits?

Real-time inventory tracking: Say goodbye to guesswork. Know your precise stock levels anytime, anywhere.

Enhanced sales forecasting: Armed with accurate inventory information, sales forecasting is a breeze.

Improved customer relations: No more disappointing customers with out-of-stock news. Give them real-time product availability updates, and see customer trust skyrocket.

Pro Integration Point 2: Shipping Information Management

Next up is shipping data, also known as ‘Ship tos’. Integration of this data can be achieved with the help of HubSpot’s APIs or a third-party integration tool. Once integrated, ‘Ship tos’ from your ERP will sync with HubSpot Pro, ensuring all your shipping data is stored centrally.

The advantages?

Efficient order processing: With shipping data in one place, your sales and distribution teams can work more seamlessly.

Stellar customer communication: Keep your customers in the loop with instant shipping status updates and delivery times.

Pro Integration Point 3: Sales Order Management

The process of integrating sales order data with HubSpot Pro is akin to the inventory data integration. Utilizing a data integration platform like Commercient SYNC that supports HubSpot Pro, sales orders can be synced with HubSpot’s Deals object, providing real-time insights into the sales pipeline.

The perks of this integration include:

Immaculate order accuracy: Any changes in the ERP automatically reflect in HubSpot, minimizing errors.

Elevated customer satisfaction: Customers love prompt updates on their orders. Delivering that equals a winning edge for your business.

Maximizing HubSpot Pro: Best Practices

Mastering HubSpot Pro requires more than just understanding its features. The real magic happens when you apply best practices for successful integration. Here are a few tips to ensure you’re maximizing the potential of HubSpot Pro:

Understanding the Limitations and Strengths: Acknowledge the inherent constraints of HubSpot, like its fixed structure of standard objects, while also recognizing the areas where it shines—like ease of use and data consistency. This knowledge can help guide your integration process.

Smart Use of APIs and Connectors: HubSpot Pro offers a range of APIs and connectors to integrate with various systems, like ERPs. Make sure to utilize these tools effectively, ensuring that the sync between systems is as seamless as possible.

Leveraging Custom Properties: While you can’t create new data objects, you can add custom properties to existing ones. This offers a workaround to introduce additional data into your CRM.

Continuous Data Clean-up: Regularly audit and clean your data to maintain its accuracy and relevance. Remember, your CRM is only as good as the data it holds.

Training Your Team: A tool is only as good as the person using it. Make sure your team is well-versed with HubSpot Pro’s capabilities and integrations.

Despite some of its constraints, remember HubSpot is only different than other CRMs, not lesser.

HubSpot Pro is Just a Different Choice

It’s essential to remember that HubSpot Pro isn’t a lesser choice—it’s just different.

It’s all about perspective.

While it may not offer the same level of customization as some other CRMs, it offers an ease-of-use and simplicity that many businesses value.

Its ‘standard objects’ model also has a key benefit: it reduces complexity.

By limiting the options, HubSpot ensures that data is organized in a consistent, understandable way. This can make your team’s work easier and more efficient, especially if your business fits neatly within the four standard objects.

Moreover, for those who want a little more flexibility, HubSpot Pro allows additional integration capabilities within these standard objects.

HubSpot Pro isn’t about fitting square pegs into round holes.

It’s about understanding the shape of your business processes and figuring out how they can best fit into the existing structure

So while HubSpot may not offer the ‘freedom’ of a fully customizable model, it still offers powerful tools to manage and track your business relationships effectively.

Remember, the tool is just a means to an end. What truly matters is how you use it. With the right approach, you can turn HubSpot Pro’s perceived constraints into your strategic advantages.

Embarking on your HubSpot Pro journey? Need personalized advice? Don’t hesitate to reach out to us and learn more about our Udemy course and HubSpot Onboarding Program. Let’s unlock HubSpot Pro’s potential for your business together.

Welcome to the future, where AI doesn’t just organize your data – it knows your customer better than you do!

In the dynamic landscape of modern business operations, the advent of Artificial Intelligence (AI) has proven to be transformative. Its integration into numerous domains has reshaped the conventional methods of operation, particularly within the realm of Customer Relationship Management (CRM).

AI within CRM does not merely serve as an automated system for data organization.

Instead, it acts as an intelligent agent capable of predicting customer needs, providing real-time insights, and conducting tedious tasks automatically, all while operating tirelessly round-the-clock.

Notably, not all AI integrations are identical – the implementation, capabilities, and impact differ based on various factors such as the underlying technology, application context, and the specific CRM platform.

The AI Realm

Understanding AI and CRM

Artificial Intelligence, or AI, refers to computer systems or machines that mimic human intelligence. This includes learning (the acquisition of information and rules for using the information), reasoning (using the rules to reach approximate or definite conclusions), and self-correction.

When AI intersects with Customer Relationship Management (CRM), we’re dealing with systems that don’t just passively store and manage customer data but actively analyze, learn from, and utilize this information to improve business operations.

In essence, AI-enabled CRM systems can comprehend complex data, learn patterns, predict trends, and make decisions, much like a human brain would, albeit at a much faster rate and with potentially higher accuracy.

The AI Revolution in CRM

The impact of AI on CRM has been nothing short of revolutionary. Let’s consider its influence across two key areas: customer service and marketing strategies.

In the sphere of customer service, AI allows for a more personalized approach. By analyzing a customer’s interaction history, AI can predict their needs, preferences, and potential problems before they even surface. This can translate to customized recommendations, proactive service, and a smoother customer experience. Think of it as having a personal assistant for each of your customers, one that knows what they want before they even do.

Meanwhile, in the realm of marketing strategies, AI opens the door to advanced data analysis and prediction models. It can process vast amounts of data to uncover trends and patterns that would be impossible for humans to discern manually.

This empowers businesses to fine-tune their marketing efforts, optimize their sales process, and make more informed decisions. In other words, AI can turn a mountain of seemingly random data into a roadmap towards successful marketing campaigns and sales strategies.

Unveiling the AI Troika – HubSpot, Salesforce, and Zoho

A. Journey to the Hub of Success – HubSpot

Content Assistant: HubSpot’s AI-powered Content Assistant offers an advanced way to generate impactful content.

This intelligent tool integrates with HubSpot’s product suite, enabling users to switch between manual and AI-led content creation.

With the capability to produce copy for various content types – from blogs and social media posts to marketing emails – the Content Assistant enhances both content quality and creation efficiency.

ChatSpot: The ChatSpot bot represents another significant AI integration within HubSpot’s CRM system.

This conversational bot is designed to maximize productivity for sales, marketing, and service professionals. With chat-based commands, users can rapidly execute tasks in HubSpot.

From creating new contacts to bypassing the need for manual data entry, ChatSpot transforms the CRM experience, delivering speed, convenience, and increased operational efficiency.

B. Sailing with the Force – Salesforce

Einstein GPT: Salesforce enhances its CRM capabilities with the innovative Einstein GPT.

As an embedded intelligence layer within the Lightning Platform, Einstein GPT brings AI technologies to every workspace, empowering users with smart tools right where they work. It provides a robust set of platform services, allowing admins and developers to build smarter apps and customize AI to meet unique business needs.

By enabling customization, Salesforce ensures that its AI tool is adaptable, personalized, and responsive to individual business requirements.

C. Zooming Past with Zoho

Zia: Zoho’s Zia is an AI companion that redefines CRM management.

Equipped with advanced AI capabilities, Zia performs a multitude of tasks intelligently. These include retrieving necessary information, taking dictated notes, predicting the outcome of sales activities, identifying anomalies, and automating mundane tasks.

By managing these tasks, Zia frees up time for users to concentrate on strategic decision-making and customer engagement.

This multifaceted functionality transforms Zoho’s CRM from a simple management tool into a powerful operational asset.

The Ultimate Showdown – HubSpot, Salesforce, or Zoho?

Ease of UseHubSpot’s AI tools are seamlessly integrated and intuitive, requiring a minimal learning curve.Einstein GPT is accessible within the usual workspace, but may require technical knowledge for advanced use.Zia is designed as a user-friendly companion that helps manage CRM tasks with minimal technical expertise.
CustomizationHubSpot offers some flexibility (i.e., toggling between manual and AI content creation) but lacks extensive customization.Salesforce’s Einstein GPT allows high-level customization aligning AI functionalities with unique business needs.Zia provides a wide array of functionalities but lacks the extensive customization options seen in Salesforce.
Predictive AnalysisHubSpot’s AI contribution to predictive analysis is not as significant as Zoho or Salesforce.Einstein GPT leverages vast data sets for predictive analysis, providing valuable business insights.Zia stands out with its ability to predict sales activities’ outcomes and detect anomalies, aiding in trend anticipation and pre-emptive issue resolution.

The Takeaway

The incorporation of AI into CRM is not just an upgrade – it is a fundamental shift in how businesses interact with and understand their customers.

  • Making the Choice

Selecting the right AI-enhanced CRM is a task that should be rooted in your company’s unique needs. Understanding the requirements, technical capabilities, and strategic objectives of your organization is critical to making an informed decision.

  • Future Gazing

    As we delve deeper into the digital era, the question no longer revolves around whether AI will revolutionize CRM. That revolution is already underway. The real question is whether your business is prepared to embrace this change.

As AI continues to permeate CRM, its ability to predict trends, personalize customer interactions, and automate tasks will only become more sophisticated and integral to business operations.

As this digital revolution accelerates, we find ourselves not at the end, but at the very beginning of an exciting journey. So, fasten your seat belts, because the race into the AI-driven future of CRM is on!

We encourage you to add your insights to this conversation.

Feel free to share this post within your network. Your perspective is a crucial part of this ongoing discourse and we’re excited to hear from you!

Progressing through the tiers of the HubSpot Partner Program is a bit like climbing a mountain. To make it to the top, you need to earn a combination of sold and managed points, which represent the revenue you generate from selling HubSpot products and services, as well as the value you provide to your existing customers through professional services and support.

Of course, climbing a mountain isn’t easy, and progressing through the tiers of the HubSpot Partner Program requires hard work, dedication, and a willingness to take on new challenges. But the rewards are well worth it – as you progress through the tiers, you’ll unlock new benefits and opportunities that can help you grow your business and achieve greater success.

For example, as you progress through the tiers, you’ll gain access to more advanced training and support from HubSpot, as well as co-marketing opportunities, priority access to new product features, and exclusive partner events. Plus, you’ll be able to differentiate your business from competitors by showcasing your HubSpot partnership and the expertise and resources that come with it.

So if you’re looking to take your business to new heights, consider joining the HubSpot Partner Program and start climbing the mountain to success!

Check out our HubSpot course in Udemy.

Different Tiers in HubSpot Partner Program

Before we move onto the table differentiating the tiers: what are Sold and Managed Points in HubSpot?

Sold points in the HubSpot Partner Program are obtained through successful sales transactions with both new and existing customers. 

These points can be earned by closing deals or through other means, such as when a customer’s subscription undergoes changes that lead to increased revenue, like modifications in discounts during the renewal process. Essentially, any form of revenue generated through sales activities contributes to accumulating sold points. 

Sold points are like the ascent of the mountain – they represent your ability to sell to new or existing customers and increase their subscription value. The more you sell, the more points you earn, and the closer you get to the top of the mountain.

On the other hand, managed points are accrued by providing exceptional services to existing customers. 

These points recognize the efforts put into serving and nurturing relationships with clients. By delivering top-notch professional services, such as consulting or implementation work, you can earn managed points and strengthen their position within the program.

Continuing our mountain analogy, Managed points are like the base camp of the mountain – they represent the support and services you provide to your existing customers. By delivering exceptional service and helping your customers succeed with HubSpot, you can earn valuable managed points that help you progress through the tiers.

Moreover, when you engage in sales activities targeting clients located in specific growth markets, you have the opportunity to earn additional points. This is an incentive to encourage you, and partners in general, to explore and tap into emerging markets, thereby fostering business expansion and rewarding contribution to the program’s overall growth.

TierSold PointsManaged PointsTotal Points

Please note that the table includes the managed and sold points requirements for each tier as and in May 2023, but these may have been updated or changed by HubSpot. Please visit HubSpot Partner Tiers Page for the latest information.

Additionally, this table includes the minimum requirements for each tier, but there may be additional criteria or qualifications that are not listed here. The table gives a general overview of the tier requirements for the HubSpot Partner Program.

Gold Tier: To achieve Gold tier status, a company needs to earn a minimum of 113 sold points and 38 managed points, for a total of 243 points. Sold points can come from monthly recurring revenue (MRR) generated through HubSpot products and services, as well as one-time sales of certain HubSpot products. Managed points can come from the provision of professional services, such as consulting or implementation work.

Platinum Tier: To reach Platinum tier status, a company needs to earn a minimum of 270 sold points and 150 managed points, for a total of 645 points. In addition to MRR, one-time sales, and professional services, Platinum partners can also earn points by selling certain HubSpot products and services, such as Sales Hub Enterprise or CMS Hub Enterprise.

Diamond Tier: Diamond tier is the most elite tier of the HubSpot Partner Program, and it requires a company to earn a minimum of 570 sold points and 550 managed points, for a total of 2,020 points. This includes points earned through MRR, one-time sales, professional services, and the sale of certain HubSpot products and services.

Elite Tier: The Elite tier is a new tier that HubSpot introduced in 2021. To achieve Elite tier status, a company needs to earn a minimum of 1,950 sold points and 1,700 managed points, for a total of 5,950 points. This tier is designed for the top 1% of HubSpot partners, and it comes with exclusive benefits and opportunities.

Why Should You Strive to be a Diamond Tier Partner?

1. Access to Exclusive Resources

As a diamond tier partner, you’ll gain access to a range of exclusive resources that can help you grow your business:

  • Priority Support from HubSpot’s Partner Program Team: Need help with a difficult client or a tricky technical issue? As a diamond tier partner, you’ll receive priority support from HubSpot’s Partner Program team, giving you the assistance you need to resolve issues quickly and efficiently.
  • Custom Onboarding and Training for Your Team: HubSpot is a powerful platform, and getting the most out of it requires expertise and training. As a diamond tier partner, you’ll receive custom onboarding and training for your team, ensuring that everyone is up-to-speed and ready to deliver results.
  • Priority Access to New Product Features and Beta Programs: As HubSpot releases new features and updates, diamond partners get first dibs on testing and providing feedback on new features, giving them a competitive edge.
  • Exclusive Partner Events and Networking Opportunities: HubSpot organizes a range of events for its partners throughout the year, from workshops and webinars to partner-only conferences. As a diamond partner, you’ll have access to these exclusive events, allowing you to connect with other top partners and learn from industry experts.

2. Co-Marketing Opportunities

Diamond partners also have the opportunity to participate in co-marketing activities with HubSpot, which can help you generate leads and build your brand:

  • Featured Placement in the HubSpot Partner Directory: When you become a diamond partner, you’ll be featured at the top of the HubSpot Partner Directory, making it easier for potential customers to find and connect with your business.
  • Joint Marketing Campaigns with HubSpot: Diamond partners have the opportunity to collaborate with HubSpot on joint marketing campaigns, allowing you to leverage the power of HubSpot’s brand and reach a wider audience.
  • Opportunities to Create Co-Branded Content: From webinars to ebooks to case studies, co-branded content can be a powerful tool for generating leads and building your brand. As a diamond partner, you’ll have the opportunity to work with HubSpot to create co-branded content that showcases your expertise and drives new business.

3. Greater Visibility and Credibility

By achieving diamond tier status, you’ll be able to differentiate your business from competitors and demonstrate your expertise in HubSpot:

  • Increased Credibility with Customers: As a diamond partner, you’ll be recognized as one of HubSpot’s top partners, giving you greater credibility and authority with potential customers. This can make it easier to win new business and close bigger deals.
  • Enhanced Branding and Differentiation: With exclusive access to HubSpot’s branding and marketing resources, diamond partners can stand out from the competition and differentiate their business from other agencies.
  • Greater Visibility in the HubSpot Ecosystem: By achieving diamond tier status, you’ll gain greater visibility in the HubSpot ecosystem, making it easier to connect with potential customers, partners, and other stakeholders in the community.

4. Competitive Advantage

As a diamond tier partner, you’ll be in the top tier of HubSpot’s partner ecosystem, giving you a significant competitive advantage over other businesses that aren’t as deeply integrated with HubSpot:

  • Higher Revenue Potential: With access to exclusive resources, co-marketing opportunities, and greater visibility and credibility, diamond partners are better positioned to win larger deals, generate more revenue, and achieve greater long-term success.
  • Better Customer Retention: By providing exceptional service and expertise, diamond partners can build stronger relationships with their clients, leading to higher retention rates.

Commercient’s 5 Tips to Become a Diamond Tier HubSpot Partner

Establish a Strong Foundation

You need to have a strong foundation that includes a dedicated team, a solid track record of customer success, and a proven ability to deliver high-quality work consistently.

The first step towards achieving this is to establish a team of experts with experience in inbound marketing, sales, and customer service. This team should be knowledgeable in using HubSpot’s suite of tools, including the Marketing Hub, Sales Hub, and Service Hub.

It’s also important to have a track record of success in delivering results for your clients. This can be demonstrated through case studies, testimonials, and awards.

Focus on Quality

You need to focus on delivering high-quality work consistently.

This means paying attention to the details and providing an exceptional customer experience at every touchpoint.

One way to achieve this is by investing in training and development for your team. HubSpot offers a range of certifications and training programs that can help your team stay up-to-date with the latest trends and best practices in inbound marketing and sales.

Additionally, you should focus on creating processes and systems that ensure quality work is delivered every time.

This could include implementing quality control measures, setting clear expectations with clients, and regularly reviewing and analyzing performance metrics.

To add on, you should maintain transparency. Maintaining transparency and honesty with your clients and the HubSpot team is critical to building trust and establishing yourself as a reliable partner. This means being upfront about your capabilities and limitations, setting clear expectations, and being transparent about your pricing and service offerings.

Build Strong Relationships

To build strong relationships: you need to be responsive, transparent, and proactive in your communication.

It’s also important to establish yourself as a trusted advisor to your clients. This can be achieved by providing strategic guidance and insights, identifying areas for improvement, and being proactive in suggesting new solutions and ideas.

Building a strong relationship with the HubSpot team is also critical.

This includes attending partner events, participating in partner forums, and collaborating with HubSpot staff to ensure that you are providing the best possible service to your clients.

Grow Your Business

You need to continually expand your client base, increase revenue, and demonstrate a commitment to ongoing growth and improvement.

To achieve this, you should focus on developing a strong sales and marketing strategy that includes a clear value proposition, effective lead generation tactics, and a focus on delivering results for your clients.

It’s also important to stay up-to-date with the latest trends and innovations in inbound marketing and sales.

This means regularly attending industry events, networking with other HubSpot partners, and investing in research and development.

You can also collaborate with Other Partners. Collaborating with other HubSpot partners can help you expand your service offerings, reach new clients, and drive growth. Consider partnering with other partners on joint projects or events to build relationships and grow your business.

Leverage HubSpot’s Resources

HubSpot offers a wide range of resources to help partners succeed, including training programs, partner events, and a partner portal.

You can leverage these resources to stay up-to-date with the latest trends and best practices, network with other partners, and access valuable tools and resources.

Try investing in HubSpot Training and Certification. HubSpot offers a range of training and certification programs that can help you stay up-to-date with the latest trends and best practices in inbound marketing and sales.

You can also check out Commercient’s HubSpot Guided Course.

Investing in HubSpot training and certification can help you position yourself as an expert in the ecosystem and provide more value to your clients.

You should also participate in the HubSpot Community. The community includes forums, social media groups, and other online platforms where partners can share insights, ask questions, and connect with others in the ecosystem.

Additionally, HubSpot regularly releases new features and updates, so it’s important to stay informed about these changes and how they can benefit your clients.

Taking Action: The Key to Diamond Tier Success in HubSpot Partner Program 

Set clear goals for your business, identify the areas where you need to improve, and commit to a path of continuous learning and improvement. With hard work, dedication, and a willingness to take risks, you can achieve diamond tier status and build a thriving HubSpot partner business that sets you apart in the marketplace.

But this is just the beginning.

Once you achieve diamond tier status, there are still plenty of opportunities to grow and expand your business. You can continue to invest in your team, build strategic partnerships with HubSpot, and experiment with new strategies and tactics to stay ahead of the competition.

If you want to know more about how to succeed as a HubSpot Partner, take a look at our HubSpot Onboarding course.

Are you tired of feeling like your marketing and sales efforts are falling flat? Do you want to take your business to the next level and attract more leads, close more deals, and improve customer satisfaction? Look no further than HubSpot, the all-in-one marketing, sales, and service platform.

But with so many features and tools available, it can be overwhelming to get started. That’s why Commercient came up with the HubSpot 101 Course to help transform you into a HubSpot Champion and supercharge your marketing and sales efforts.

Click here to see the HubSpot 101 Course in Udemy

From learning the fundamentals to mastering advanced features, you’ll gain the knowledge and skills you need to take your business to new heights.

Sure, there are different sources from where you can learn about HubSpot CRM, but HubSpot 101 is uniquely designed to cover everything about HubSpot. This includes from basic setup to advanced features, specifically for new HubSpot users like you.  

This is why HubSpot 101 is the friend you have been looking for.

So, whether you’re a seasoned business owner or someone who is just starting out, read on to discover how the HubSpot 101 Course can help you achieve your goals and grow your business.

But before that, we’re going to explain why you should take up a HubSpot Professional Course in the first place.

Benefits of Taking a HubSpot Guided Course

Targeted Marketing

As a HubSpot Expert, you can leverage the platform’s tools, such as persona creation, lead scoring, and smart content, to create highly targeted and personalized marketing campaigns. This will allow you to reach the right audience and convert more leads into customers.

For example, you can create buyer personas to better understand their target audience and create content that speaks directly to their needs and pain points. You can also use lead scoring to identify the most qualified leads and prioritize their sales efforts.

Sales Enablement

HubSpot provides a suite of sales enablement tools that can help a business owner improve their sales process and close more deals.

As a HubSpot Expert, you can leverage these tools to create sales playbooks, email sequences, and quoting tools that will streamline the sales process and help their sales team be more productive. By taking a pro course, you, a business owner can learn how to use these tools to improve your sales process and close more deals.

For example, you can use the CRM to manage their sales pipeline, automate follow-up tasks, and track the performance of your sales team. You can also use the Sales Hub to create custom email templates and sequences that are aligned with your team’s marketing efforts.

Improved Customer Retention

HubSpot provides tools that can help a business owner provide ongoing value to their customers, such as email campaigns and customer surveys.

As a HubSpot Expert, you can learn how to use these tools to improve customer retention and build long-term relationships with their customers.

For example, you can create automated email campaigns that provide relevant content and offers to your existing customers. You can also use customer surveys to gather feedback and improve your products or services based on your customers’ needs and preferences.

Better Team Collaboration

HubSpot provides tools for team collaboration and communication, such as shared inboxes and team calendars. As a HubSpot Expert, you can learn how to use these tools to improve team productivity and communication.

For example, you can create shared inboxes for your sales and customer service teams to ensure that all customer inquiries are handled promptly and efficiently. You can also use team calendars to schedule meetings and track deadlines, ensuring that everyone is on the same page and working towards common goals.


HubSpot can grow with a business, offering a suite of tools that can support businesses of all sizes. As a HubSpot Champion, a business owner can learn how to use these tools to scale their business and achieve their growth goals.

For example, they can use HubSpot’s Marketing Hub to automate their lead generation and nurturing efforts, allowing them to reach a larger audience without increasing their workload. They can also use the Sales Hub to manage their sales pipeline and track their performance, ensuring that they are able to handle more leads and close more deals as their business grows.


By becoming a HubSpot Champion, a business owner can gain a deep understanding of the platform’s features and capabilities. This knowledge can help them make informed decisions about how to use HubSpot to achieve their marketing and sales goals.

For example, they can optimize their campaigns for maximum impact and adjust their strategy as needed to stay ahead of the competition. They can also provide better guidance to their team and help them make the most of the platform’s features.


HubSpot offers powerful automation tools that can help a business owner save time and streamline their marketing and sales processes.

As a HubSpot Expert, they can learn how to use these tools effectively to improve efficiency and productivity.

They can automate repetitive tasks such as lead nurturing, email marketing, and social media posting, freeing up time to focus on more important tasks. By being more efficient, they can get more done in less time, which can help them stay ahead of the competition.

Cost Savings

HubSpot offers a suite of tools that can replace or supplement other software and services a business owner may be using.

As a HubSpot Expert, they can learn how to use these tools effectively, which can help them save money on other software and services.

For example, they can use HubSpot’s social media tools instead of a separate social media management platform, or use the Marketing Hub to replace a separate email marketing service. This can help them reduce costs and improve ROI.

Competitive Advantage

By becoming a HubSpot Champion, a business owner can set themselves apart from competitors who may not be using the platform or using it to its full potential.

They can leverage HubSpot’s powerful marketing and sales tools to attract more leads, close more deals, and improve customer satisfaction.

For example, they can create targeted and personalized campaigns that speak directly to their ideal customers, or automate their sales process to improve efficiency and responsiveness. By using HubSpot to its full potential, they can gain a competitive advantage in their market.

With numerous benefits attached to undertaking a HubSpot Course taught by Experts, let’s move on to a question that you still might have.

Why is the HubSpot 101 Course by Commercient over other Sources?

Here’s why:

The HubSpot Pro Course is designed to provide interactive learning experience to help business owners apply what they learn in a risk-free environment.

  • Comprehensive training:  The course includes 15 lectures that cover all the main HubSpot CRM tools. These lectures provide a foundation of knowledge for new HubSpot users to build on and provide a comprehensive understanding of HubSpot’s various tools, including its CRM, marketing, sales, and service software.

This can help you develop a deeper understanding of the platform’s capabilities and how to use them to achieve your marketing and sales goals.

  • Step-by-step instructions: Each unit of the course contains step-by-step instructions that guide business owners through how to use different parts of HubSpot. This helps them to learn by doing and understanding how the platform works.
  • Hands-on experience: The course includes interactive demos that allow business owners to see how HubSpot’s features work in real-time, and to apply what you’ve learned in a practical setting. This provides a safe environment for experimentation and learning. This will help you build your skills and confidence in using the platform.
  • Tailored learning: The course is tailored to the needs of new HubSpot users, covering everything from basic setup to advanced features. This ensures that business owners have a comprehensive understanding of the platform and can use it effectively.

  • Additional Support: The course provides access to Commercient Onboarding Office hours, every Wednesday 12 pm EST. This enables business owners to get the support they need to succeed.
  • Learning at your own pace: The course is self-paced, allowing business owners to learn at their own pace and take the time they need to understand the material. This ensures that they can fit learning around their busy schedules.
  • Updates and support: As HubSpot updates its software and releases new features, our HubSpot 101 Course will be updated accordingly. This ensures that you stay up-to-date with the latest changes and can continue to grow your expertise.

To make things more clear, here’s a breakdown of the Content of HubSpot 101 Course:

  • Basic Setup: The course covers the basics of setting up your HubSpot account, including adding users, setting user permissions, security, and org default settings.
  • Main HubSpot CRM tools: The course includes 15 lectures that cover all the main HubSpot CRM tools, including Contacts, Company’s, Products, Deals, and Quotes. The material evolves to provide an understanding of more advanced HubSpot features like Playbooks, Snippets, Sequences, Workflows, Reports, HubSpot Payments, the App Marketplace and more!
  • Daily User Training: The final two units of the course include training materials for daily users in HubSpot, allowing them to hit the ground running in your new HubSpot org. The course also includes a lecture detailing different methods people use to incorporate HubSpot into daily processes.

Master HubSpot and Grow Your Business with HubSpot 101 Course

In today’s rapidly evolving business landscape, staying ahead of the curve is crucial for success.

By becoming a HubSpot Champion, you as a business owner can acquire the skills and knowledge needed to stay ahead of the competition and achieve your marketing and sales goals.

And a professional course can help you become a HubSpot expert by providing a structured and comprehensive way to learn HubSpot and develop the skills and knowledge needed to become a HubSpot expert.

By signing up for Commercient’s HubSpot 101 Course, you’ll gain the knowledge and skills you need to become a true HubSpot Genius and unlock numerous benefits for your business.

Don’t wait any longer, take the first step towards becoming a HubSpot Champion today!

Commercient is happy to announce the company reached Diamond Tier as a HubSpot Solutions Partner.

Atlanta, GA. March 25, 2023. Commercient, LLC announced that it has reached the diamond tier of HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.  

The Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth, and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience. 

To achieve status as a diamond-tier solutions partner, partners must facilitate not only the initial acquisition but also the ongoing administration of HubSpot, in order to foster the sustained expansion of numerous clients.

Over the past year, Commercient has grown its business by incorporating inbound strategies to attract, engage, and delight customers. Commercient’s mission is to make deep integration easy for small, medium, and large companies so that they can innovate and grow. The pre-built integration enables HubSpot users by providing access to the data they need and the fully managed SaaS service allows businesses to focus on other business activities. Notable milestones and achievements include:

  • 123  integrations delivered, 12 new HubSpot partners and 9 five star reviews since our partnership began 9 months ago.
  • We have a HubSpot Certified Trainer badge by HubSpot Academy.
  • Now offering HubSpot Onboarding.

Commercient has achieved diamond tier status just 3 months after announcing Platinum tier. In 9 months we have come a long way alongside our CAM Sahar Miakhil. The keys of this shared success are: Motivation, communication, and our customer centered narrative. We constantly reassure that integration continues to provide a streamlined solution for all sized businesses growth.

“It’s a pleasure to welcome Commercient into the esteemed diamond level of our Solutions Partner Program,” expressed Brian Garvey, VP of the Solutions Partner Program. “Commercient has persistently achieved remarkable outcomes and tailored solutions for their clientele through collaboration, determination, and commitment, assisting them throughout each stage of the customer journey in collaboration with the HubSpot team. Kudos to the entire team!”

As digital marketing and sales landscapes continue to evolve, having a reliable and powerful system to manage leads, customers, and communications is imperative. Luckily, platforms like HubSpot have all of the integrations and resources businesses of all sizes need for connecting their sales, marketing, customer service, and other content in one place.

Since there is a plethora of CRM options available now, many companies have been using different platforms but would like to make the switch to HubSpot to improve operational efficiencies. In the following article, we’ll help those who are starting with HubSpot but have to import all of their company data, such as contacts, product list, and companies into their new CRM software.

Import New Companies Into HubSpot

Export Your Existing Data

To begin, take whatever database that has your existing data, such as a different CRM or your accounting system, and export the data using the necessary steps for each.

This should create an Excel or CSV spreadsheet of that information. You may also have your data on a spreadsheet so no exporting would be required, as long as it is formatted properly.

Clean Up Your Existing Data

Next, and importantly, you will need to clean up your data prior to importing into HubSpot. For example, you must remove duplicates, look at data for inconsistencies and correct them (ex. if your country data is formatted in different ways, like U.S., USA, or United States), prepare the fields in your data with HubSpots field names and required fields (make sure those required fields are on your sheet prior to importing), and be sure your data is complete.

For example, phone numbers, dates, and currencies must be formatted correctly according to HubSpot’s requirements. 

This is a high level overview of the data clean up process. Step-by-step instructions and considerations can be found at the following link.

Import Your Data

As long as your file is cleaned up and properly formatted, importing into HubSpot goes smoothly. Unfortunately, though, many errors do occur, such as formatting issues and missing headers that are required. When this goes on, it can be extremely tedious, frustrating, and time consuming. As a result, many businesses often look for other options and additional help.

For some, hiring a migration company might be considered. These companies will help you with importing your data one time only. This can get quite expensive, as many spend $2000 to $8000 for that one time import. For others, an integration company might seem like a great solution.

Integration companies help you continuously import and sync your data. As far as costs go, this can run $4500 to $12,000 in the first year, and then ongoing costs of $2000 to $4000 in the following years.

A Better Solution

For organizations that do not want to spend countless hours and a great deal of money importing data into HubSpot, Commercient SYNC is often the best solution. Our powerful integration platform is simple, quick, and much more affordable than hiring migration and integration companies.

Regardless of your industry or size, we can connect your CRM data in a timely manner, allowing your data to flow automatically, without all of the headaches of importing the data yourself.

Want a quote or a demo to see how we can help? Contact us today, our team is eager to assist!

Commercient is thrilled to announce the company reached Platinum Tier as a HubSpot Solutions Partner.

Atlanta, GA. December 15, 2022. Today, Commercient announced that it has reached the Platinum tier of HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.  

The Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth, and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience. 

To achieve status as a platinum-tier solutions partner, partners must support the initial purchase, as well the long-term management of HubSpot to support the continued growth of multiple customers.

Over the past year, Commercient has grown its business by incorporating inbound strategies to attract, engage, and delight customers. Commercient’s mission is to make deep integration easy for small, medium, and large companies so that they can innovate and grow. The pre-built integration enables HubSpot users by providing access to the data they need and the fully managed SaaS service allows businesses to focus on other business activities. Notable milestones and achievements include:

  • 101 integrations delivered in 2022 (Jan-Nov).
  • 633 million records SYNC’d monthly
  • Now supporting document SYNC into HubSpot 

Commercient has achieved Platinum tier status just 3 months after announcing Gold tier, this is a big step for us, reassuring that our proven integration methodology continues to provide a streamlined and customer-centric experience that, in partnership with HubSpot, and hand to hand-with our CAM Sahar Miakhil has indeed built the foundation for our continuous growth.

“I’m thrilled to welcome Commercient to the platinum tier of the Solutions Partner Program” said Brian Garvey, VP, Solutions Partner Program. “Through teamwork, hard work and dedication, Commercient has consistently delivered positive results and solutions to their customers, guiding them on every step of the customer journey alongside the HubSpot team. Congratulations to the whole team!”

In this episode of SYNC-Cast, powered by Commercient, Joe Stephan, Vice President of CRM and Marketing Services at Concept, and host Heath McKnight discuss how companies can modernize and improve their sales with HubSpot CRM, and how Commercient SYNC HubSpot and ERP data integration helps streamline processes. Plus, Joe offers his tips on the successful implementation of HubSpot CRM.

Mentioned in this episode:

HubSpot: https://www.hubspot.com/

Concept: https://conceptltd.com/

Find Joe on LinkedIn: https://www.linkedin.com/in/joe-stephan-8b9b7256/


– Introduction of Joe Stephan and his work at Concept.

01:05 – How adopting Salesforce helped Concept, which they then offered to help their customers modernize their sales processes as a Salesforce Certified Partner.

02:32 – Concept created a digital marketing agency to help their customers.

03:31 – How Concept became a HubSpot Diamond Solutions Partner.

05:10 – How Joe and his team help customers leverage CRM, particularly if they have antiquated or no processes at all.

08:43 – Joe’s tips for a successful HubSpot implementation.

12:15 – Best practices for improving adoption of CRM.

15:29 – How Commercient SYNC ERP and CRM data integration helps sales teams get a 360-degree view of customers, accounts, and more.

17:50 – The benefits of Commercient SYNC and marketing.

18:40 – How to learn more about Concept.


Heath McKnight  0:03  

Hi, welcome to SYNC-Cast powered by Commercient. My name is Heath McKnight. Today joining me is Joe Stephan from Concept. Joe, tell me a little bit about yourself and what you do.

Joe Stephan  0:18  

As you mentioned, I am the director of CRM and technology at Concept. So currently, I manage our CRM agency, our digital marketing agency, as well as our internal technology team. From a high-level Concept offers three core services, we’ve been in business for about 20 years. And we started off primarily as a sales development firm. 

So the best way to describe that is we would essentially, through outbound calling, take care of the first half of the sales process for our customers. And we would qualify those leads and send them over to our customer sales team to effectively close the business on those qualified leads. Well, several years ago, we decided to adopt CRM internally to best support those sales development efforts in those programs. It allowed us to showcase the ROI and value we were providing with those particular projects for our customers. But it also gave those customers real-time visibility into the opportunities, the analytics, all the activities, and everything we were generating for them. 

But it also opened up another door for us. Many customers, at the time, weren’t using CRM internally. And they really liked the way that we developed our processes. And we’re using CRM to support these programs. So as they were accessing our database is, you know, to get the visibility into the leads we’re generating.

We started to see some adoption there from organizations that we’re working with. And they would come to us and say, “Hey, we really liked how you built out CRM, and we’d like you to help us implement a CRM for internal purposes in use.” So at the time, we weren’t a CRM partner of any solution, but we went out and became a Salesforce partner at that time. And we started supporting customers to help them implement and consult on their CRM solutions. 

That’s how our CRM agency started, which is the second core division that we currently have a concept today. And then, if we fast forward a few years, we also had a lot of customers who started coming to us saying, “we could really use your help managing some of our inbound lead efforts, help us put together some marketing strategies, content, website management, and social media posts, things like that.

So we decided to start a digital marketing agency within our organization. And it’s been about three or four years now since we started that particular group. So today, Concept is this full-service sales and marketing consulting firm that supports the technology to best support those groups, whether it’s CRM, marketing, automation tools, or sales enablement tools. So those are the three core divisions we have at the organization today.

Heath McKnight  3:25  

That’s incredible. And you started out for many years with one, just one core division. And because of your own use of CRM, you created this other division. And that was only like you said, from my perspective, in the last few years, and probably many others. CRM has exploded in the last five years. I know that Salesforce has been around for 23 years now, as of 2022. And then I think it’s incredible that it just naturally evolved into the market, the digital marketing side. And in addition to Salesforce, I know you support HubSpot, marketing, and CRM. Can you tell me a little bit about how you came into the HubSpot side, especially since people look at HubSpot first as marketing? And then the CRM side second.

Joe Stephan  4:20  

Yeah, absolutely. HubSpot came into the picture when we started our digital marketing agency. It was, from a marketer’s perspective, a tool that was easy for our team internally to use to best support our customers and for our customers to use as well. Everything from developing the content, managing their social media posts, creating the automation and workflows, driving website traffic, and forming submissions into their database.

So we looked at a variety of options at the time and determined what are some of the best solutions out there currently that we can use to help us support our customers from a digital marketing perspective. And we landed on HubSpot being one of the primary ones. And we do support some others as well. 

But at that time, we became a HubSpot partner. And it’s really just exploded over the past couple of years. We started off with the baseline partnership. And since then, more recently, I would say, actually, within the last few weeks, became a diamond partner of HubSpot and are supporting customers on the marketing hub platform, the sales hub platform, the CMS operations hub, and the service hub today. So they have a full suite of products and services that can help any core division within an organization achieve their goals, automate processes, and just have a centralized location to manage all their information and data.

Heath McKnight  5:53  

Excellent. And I know you shared about your role, but on a day-to-day basis, if you don’t mind, maybe just kind of taking me through how you’re helping these customers, especially if they’re coming either with very limited CRM, like a built-in one from the ERP, or some of these CRMs that, frankly, we have customers that Commercient, they moved to a much more robust CRM, they were on a CRM that hadn’t been supported. Like a decade ago, it was the end of life, but they just have it. So sitting on computer servers, they’re so dependent on it, or they’re just pen and paper, spreadsheets, etc. How do you come in and your team to help them almost from square one to get to where they need to be with the marketing and the CRM with hubs?

Joe Stephan  6:49  

It’s not always a quick process, right? There’s typically a lot of change that needs to happen within an organization. But we start at the very beginning, from the first time we engage with a prospect or a customer. We sat back and tried to go through as much discovery as possible to identify how does your organization function? What are some of the pain points? Where are the gaps currently within those processes, what’s involved in sales, and what’s involved in marketing are the two working in tandem? And often, as you mentioned, we work with organizations that have antiquated systems; antiquated processes are no processes at all. 

So what we do throughout every stage of our onboarding with a new customer is we’re going through that discovery, we’re providing consultative approach, in terms of, you know, how we would recommend not only developing this process with our knowledge of sales development, and as we, you know, help manage and support that for some of our customers, we’re helping them develop these processes, and then incorporate them into the platform. 

Oftentimes, it does start with the sales team. There are obviously a lot of variations to that. But we are starting if we’re starting from square one, and they’re currently putting everything on pen and paper using Excel files, or they have their contacts currently being managed in Outlook, we need to start somewhere. So usually, it starts with the sales team and helping them build out what that pipeline looks like. What key metrics do you need to attain, and what does your reporting playbook need to look like? And what’s this whole process? Where are leads coming from? Where do we hand these leads off from a marketing perspective to sales, then we’re also helping the marketing group develop those processes and help them develop their strategies.

And then, the critical piece is marrying up those two, getting them working in tandem, and allowing marketing to best support sales and sales also leverage marketing and help them achieve leads for that particular group. So we do that through the use of the different tools that we have available to us within the HubSpot suite or even some additional applications that customers may use some data procurement tools, and sales enablement tools.

Heath McKnight  9:24  

That’s incredible. And if you have like maybe three or four tips for getting a great HubSpot CRM, and marketing hub implementation, what would you share with the customer side of how they can have a successful implementation?

Joe Stephan  9:50  

I would say some of the things that we come across: number one, I’d say be open-minded about what’s currently being done within the organization today, and have some pretty clear defined goals of where you’re trying to go. Oftentimes we get into projects with customers, and they know that we have some issues, but they don’t know the best way to approach that. That’s what we’re here to help you uncover and achieve, but having a baseline of an understanding of where do we want to go as an organization? What are some of those? What insights and goals do we want to make sure we put in place? And how can we best attain those by adopting these platforms? I think that’s important. 

Also, when evaluating CRMs, and digital marketing platforms, as you mentioned, I think a little bit earlier, in a call, you have customers who are switching from one CRM to another, oftentimes, and especially in my experience, going from one CRM to another it’s not really going to fix the core problems that you may have. Yes, this new platform may have a new bag of features and bells and whistles and tools that could help, but I think you have to address the root cause of the problem, whether it’s an adoption issue, whether it’s the system that wasn’t built out properly from the get-go. So, taking a step back and ensuring that, as you’re evaluating a CRM, you’re doing it for the right reasons, and you’re making sure you’re putting forth that proper evaluation from the get-go. 

I would always suggest working with a partner to help with the implementation. Even though a lot of the back-end functionality and the tools that are available within HubSpot, Salesforce, or any other CRM can be easy to figure out and how to implement, often, partners are going to understand the ins and outs of the application and be able to take your processes what goals you’re trying to achieve, and best support them, and best build them out within the platform to achieve a successful implementation. And then I think the last thing is really ensuring that you have a defined process, and for the sales group, and the marketing group, following the implementation, making sure you have that playbook, outline detailed ready to go. And it’s communicated across the board with all individuals within the organization that it would be relevant to so that you ensure successful adoption of the platform, you help increase productivity, efficiency, and ultimately sales for the organization.

Heath McKnight  13:01  

Excellent. And if you don’t mind, share a little bit about helping with adoption. I know that, in some cases, that can really be a pain point for companies. But I’ve talked to companies, and they said that when the sales team saw the tools that HubSpot CRM has to help them grow those sales, the adoption was tremendous for them. And they have almost 100% adoption on it. And if they don’t, it’s going to be there. Any suggestions on helping with adoption?

Joe Stephan  13:40  

Yeah, we typically see high adoption with HubSpot. Specifically because the user interface is very streamlined and simple to use. HubSpot has put a lot of time into r&d to develop it. For the everyday user, the whole interface is very efficient and streamlined, whether you’re on the sales or marketing side. What we do as a partner to help with adoption in every project we incorporate for an organization is to ensure that we have a customized training solution built into the project. 

So we spend time and work with the project committee or the executive leadership group to ensure that they’re trained on the processes. And then we also work with the sales team and sales leaders. And then, we work with the marketing team and the marketing leaders. We go through this extensive training with the group, and then we always recommend having some follow-up trainings with the team. We don’t want to overwhelm and just sit down in a room for eight hours going through an application because you tend to start to lose people’s attention spans, and they forget what they learn there. 

We like to make sure that we focus on the processes that have been defined by the organization and through the implementation to ensure a successful rollout of the tool itself. And then we like to give team members several weeks to start to work on the application and determine what isn’t working, where am I struggling, where we have adoption issues, and then circle back to have additional training to make sure that everyone’s comfortable with the processes that have been defined and outlined. 

If there are issues that need to be addressed, maybe something’s a little bit clunky and we don’t like how the process is currently flowing, and that’s preventing somebody from doing their day-to-day tasks, we want to hear from the end users as well, so that we could take that back to the executive leadership team or project committee, whomever we’re working with, so that we can address those concerns, address those issues, resolved those components within the platform to ensure the continued success of the application. I typically recommend to our customers that one-hour training with a sales group is simply not enough. You need continuous training with the team to ensure that adoption remains and they’re leveraging the application to the best of their abilities.

Heath McKnight  16:11  

Excellent. And before we wrap up our call, I just want to ask a little bit about Commercient SYNC data integration and how important it is for the sales and marketing team working within HubSpot, having access to that ERP data, be it QuickBooks Desktop, Sage 100, SAP, and other ERPs or accounting systems?

Joe Stephan  16:38  

I can tell you almost with every project that we work through after we get the sales hub implemented or marketing hub implemented, it’s an extremely common request from customers and a pain point for them to come to us and say, “hey, we really need to get visibility into our financial data or ERP information, we want to centralize that information in one place.” 

That’s what Commercient SYNC enables our customers to do. It gives that 360-degree view of a customer of an account to know what’s going on and other systems. And not only that, in many cases, you have sales team members responsible for entering some information in CRM, HubSpot sales hub, let’s say, and they have to follow that lead through the process to closure. And following that, post-sales when the actual orders take place or invoicing needs to happen. They may also input account information and data over in their ERP instance. Well, that’s inefficient, you don’t want to have to run duplicate data entry, and it’s ineffective for sales teams and users using both systems. 

So having that two-way SYNC of data streamlines the process for internal groups. From a sales and account management perspective, I can tell you that knowing exactly how much business a customer’s done and what they purchased allows them to tailor their conversations accordingly to help their customers with additional product lines and cross-sell opportunities. It also allows them to stay engaged and attentive to their customer needs by having ERP information directly into HubSpot in their CRM. 

From a marketing perspective, I could say it’s important for them to leverage ERP and financial data to help from a targeting and a messaging standpoint; they may identify customers who possibly have not used certain products or services for a certain period of time, and they may want to showcase promotions, or they may want to showcase additional or new product offerings, or service offerings, that they have to try to get those customers re-engaged. So knowing exactly where a customer stands and what they’ve done in past sales helps both groups tailor their processes within both systems.

Heath McKnight  19:28  

Excellent. How can our viewers and listeners learn more about Concept?

Joe Stephan  19:35  

You can go to conceptltd.com. We have several product and service pages where you can look at our CRM, digital marketing, or sales development services. Periodically we do put out blogs, so if you follow us on LinkedIn or Twitter, or even Facebook, we do post a lot of blogs and just relevant content for sales and marketing groups, whether it’s you know how to best prospect and what’s currently going on in the industry. And here are some tidbits on how to best leverage some of these tools that we personally leverage internally here at Concept as well. If you go to our website, you should have links to all of our social media accounts. And you can certainly just look us up through any of those social platforms as well.

Heath McKnight  20:27  

Awesome. Thank you, Joe, for your time today.

Joe Stephan  20:31  

Thank you so much, Heath.

Click here for more SYNC-Cast Podcast episodes and videos. Stay tuned for more!

For sales teams, both big and small, maximizing time wisely to meet and exceed quotas and goals should be a top priority. Unfortunately, many struggle with the monotonous tasks related to CRM activities, researching information about their leads and customers, looking at previous quotes and invoices, and other similar tasks. These often take up an unnecessary amount of time due to outdated software and systems that are in place. 

In order to save time and improve sales operations, many companies are leveraging the power of Commercient SYNC, the industry-leading Integration Platform as a Service (iPaaS) for ERP and CRM integration. Our SYNC app solves one very common problem many salespeople and companies face on a daily basis; easily viewing all the data from your multiple types of software in one easy place.

In the following, we’ll take a look at how sales professionals and organizations benefit from seamlessly accessing critical data without unnecessary hassle.

Integrate Data Between ERP & CRM – Bring QuickBooks Desktop and HubSpot Together 

As a leading CRM solution provider, HubSpot CRM and QuickBooks Desktop are being used separately by many sales professionals and accounting teams to track important data, create quotes, and invoice customers. In addition, enterprise resource planning, or ERP software, is also used in conjunction with this popular software.

As the important finance, HR, supply chain, procurement, and other important data is managed in the ERP software, this data is often unavailable within these other tools, including HubSpot CRM. As a result, time is wasted jumping between applications to try and make sense of the critical information within.

With Commercient SYNC, teams can easily access QuickBooks Desktop data directly in HubSpot CRM, such as products, estimates, invoices, and customers. The data that is created within HubSpot CRM is also SYNC’d over to QuickBooks, which helps avoid double data entry issues that are commonplace, plus ensures data accuracy.

Access Crucial Data, Anytime, Anywhere 

For outside sales teams who are constantly on the road, wasting time with a myriad of software and apps can be frustrating and lead to lower productivity. Because of SYNC’s ability to connect ERP and CRM data without mapping, coding, and complicated and expensive technology, accessing important data on the road is now easier than ever.

ERP data is sent to HubSpot CRM, and HubSpot CRM data is sent over to QuickBooks Desktop, simplifying access, regardless of your location. In turn, sales teams save time which helps improve their efficiency, activities, and close rates.

Minimize Human Errors and Manual Data Entry 

Manual data entry is one of the least loved tasks for any salesperson. This process not only takes time but often affects momentum and motivation. In addition, manual data entry often results in human errors. To minimize these issues and to help cheer up your sales staff, utilize SYNC for real-time data integration between your ERP and CRM.

Although this just scratches the surface, the benefits of the SYNC service are evident throughout many industries and are trusted by both large and small companies. In addition to the HubSpot CRM and QuickBooks Desktop integration, SYNC has over 110 systems in place. It can help with other software such as SAGE, Salesforce, Acumatica, Epicor, and more. Start integrating your data today, contact us to get started!

HubSpot CRM  is a customer relationship management tool used by many companies around the globe. HubSpot CRM assists businesses of all sizes to track, nurture and analyze business metrics. Users have the ability to track customer interactions automatically via email, social media or phone calls. Every interaction can be stored in a timeline organized by lead. The solution can also send real-time notifications for events such as when a contact opens an email or downloads an attachment.

With Commercient SYNC, the #1 data integration platform for sales, you can now integrate HubSpot CRM with Sage or Quickbooks to help enhance your sales, marketing, and customer service. Integrating HubSpot CRM with Sage or Quickbooks desktop is a powerful way to streamline daily processes and save valuable time and resources throughout your organization.

A strategic integration through Commercient SYNC allows HubSpot CRM users to leverage the features of both ERP and CRM systems to meet the requirements of even the most complex projects.

Commercient SYNC Data Integration Solution for HubSpot CRM to Sage and Quickbooks

Commercient’s SYNC makes it possible for you to see your Quickbooks or Sage data in HubSpot CRM. The data integration app keeps you up-to-date with changes made in Quickbooks or Sage ERP and HubSpot CRM system simultaneously. 

What we SYNC:

  • Order history
  • Bill to addresses
  • Financial accounting data
  • Customer data
  • Sales order data
  • Invoice data
  • Products
  • Custom Workflows / Opportunities / Orders / Invoices / Custom Objects
  • Plus any other data customers request

Click the link to find out how the above is demonstrated through HubSpot and Sage 100.

It is now easy to track real-time data feeds and updates while reducing data duplications and errors significantly. Better analysis of the HubSpot CRM data means you gain valuable insights into the true needs of the customer. This builds trust and customers are much more likely to stay with the brand or company.

Not only does this provide you with a better insight into your customer database, the integration can also help you build lasting relationships and determine where there’s potential for future growth. Consistent data gives you better analytics and reporting, so you can track changes in your customer’s profitability, preferences, and loyalty.

If you’re using HubSpot CRM, Sage and Quickbooks, and you would like to integrate those systems with Commercient SYNC, please contact us today.