Tag Archive for: Hubspot

(and some fun mini games)

In the last year, the integration of AI into business operations has been a transformative force, reshaping how everyday tasks are approached and executed. However, it’s the fusion of AI with human creativity that truly unlocks its vast potential.

This was the guiding principle behind the creation of CharlieGPT, an AI assistant I developed to streamline our team’s preparedness and performance at HubSpot’s 2024 Flywheel Kickoff, an internal company event we sponsored and attended in both Dublin and Boston. Keep reading to learn how I built it.

(Charlie is Commercient’s cute little blue robot mascot. Look at him. You can’t not love Charlie.)

CharlieGPT was a tool I set out to create for our executive team and anyone else from Commercient attending HubSpot FKO. I started by creating an event briefing but felt like I just couldn’t compile all of the essential information into a sufficiently condensed and accessible format. So here’s what I did instead…

I still created a 5 page event briefing covering:

  1. Event logistics and overview with a basic itinerary
  2. Common use cases for integration (our service) with HubSpot and ERP
  3. Information about customers we share with HubSpot
  4. Information about our partnerships with HubSpot

But there was so much more to cover. So many more potential questions that would certainly come up. And what if someone needed an answer quickly? Would it be easy enough to open a 5 page PDF and scroll for the answer they were looking for? No. So I created an AI assistant, and it was so painfully easy.

In creating the event briefing, my team collectively compiled over 100 pages of information about HubSpot and the event. I even pulled in entire email threads with loose information into a massive Google Doc. In this 100+ page doc, all of the information our team had access to was available, but who could possibly parse through 100 pages and pull out anything useful? ChatGPT.

With ChatGPT’s new custom GPT feature, I created my own model, named it CharlieGPT, and wrote this prompt (admittedly, not my best—but it worked just fine):

“You are an expert on HubSpot’s Flywheel Kick Off event, HubSpot, and Commercient. The Flywheel Kick Off (FKO) in Dublin and in Boston are internal HubSpot events. Commercient is attending as one of three sponsors in Dublin and as one of seven sponsors in Boston. Dublin FKO is February 7-8 and Boston is February 13-14.

All of your responses reflect information that is relevant to an audience of Commercient employees attending the event. This chat is meant to assist Commercient in answering questions related to information you have access to. Your knowledge is derived from documents provided to you, and your responses should draw from these materials first and foremost. When required, you can augment this information with web searches about HubSpot, the event venue, and the city of Dublin or Boston.

Never guess or make up information.

Always prioritize the information from the primary source document titled “Primary_Source_Knowledge_Dublin_Boston_Flywheel_HubSpot_Commercient_itinerary_use cases.docx”

When asked to suggest a list of questions, refer to the list of suggested questions in your knowledge.

Remember: Do not guess or fabricate information. Base your responses on the document in your Knowledge, and when necessary, the latest information available online. Your role is to support and enhance the event experience for Commercient employees with accurate and useful information.

At the end of every response, finish with making a tech joke in the style of Jerry Seinfeld. Jokes should explore themes like data integration, CRM, ERP and eCommerce software, SaaS, corporate tech, etc. Sign off with ‘-Charlie Bot’”

With this prompt in place, all I had to do was grab that 100+ page, raw, unformatted Google Doc and upload it to CharlieGPT’s Knowledge section. From there, I beta tested. I asked myself, if I were on the ground, what could I possibly need to know? As I started asking questions, I was surprised by how much CharlieGPT knew. I never read all 100 pages. I certainly didn’t know what was in there. But, sure enough, I couldn’t stump him!

He knew everything. Down to what our hotel reservation number was and when each person was landing at the local airports. I tried to nail him with really specific questions about HubSpot and Commercient, but he gave me really solid answers every single time.

After refining CharlieGPT, I had some fun and created a new model called FKO Mini Games. The idea was to create something fun FKO attendees could interact with after visiting our booth that would educate them on our product in fun and on-brand manner (we are a SaaS company after all.)

Using basic prompting and this same source Knowledge strategy, I taught the GPT how to lead players through three different games, allowing them to choose from a list of 3. The rules to each game were vastly different and were laid out in three separate Google Docs uploaded to the GPT.

Again, I was surprised by how well ChatGPT was able to execute the scripts and walk players through the game with a high level of consistency. My favorite part is the 8-bit images the GPT creates using DALL-E to illustrate each scene.

While we ultimately didn’t share this GPT at the event (as it would necessitate participants to have their own paid GPT 4 account), we hung onto the Buzzfeed-style personality quiz we created for it and hosted it on a free platform. That quiz (Which Hubspot Hub Are You?) was accessible by QR code and was a big hit.


Ok, so what?

Ok, so why am I sharing this? Yes, CharlieGPT was massively helpful for my team on the ground during the event. I was excited when someone told me they actually used it in an Uber when trying to figure out where the hotel was. That was a win for me.

But beyond this cool little AI assistant I made with a short shelf life and limited application, what’s really exciting to me here is the process of exploring what is possible when combining the most basic, generally accessible AI tools available with a little human ingenuity. As these systems get smarter and more powerful, how are we going to learn to work with them?

I’m getting curious and excited about the future of human-AI collaboration. I’m getting curious about how we can compound human potential with AI assistants. I’m really excited about how we are going to be able to solve problems at an exponentially increasing rate of complexity with access to dynamic thinking and AI computing power. I will have very little to do with that last part, though.

BUT… right next to all of the critical-to-humanity technological innovations to come, I think people and AI are going to create some really fascinating things together. Not always practical, and not always world-changing—nonetheless~nevertheless~either way, I think we’re on the verge of a massive leap in human creativity. We just have to learn how to play along with Charlie.

Btw… Want

Btw… want to try out those Flywheel Mini Games and play Charlie Bot and The Great API Tree? Or find out which HubSpot Hub you are?

Play it here!

Supercharge your CRM from the beginning and unleash the power of integration to drive business success. To learn more about how Commercient can transform your customer’s CRM experience, contact us at partners@commercient.com and become the hero your clients deserve.

If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

“SYNC brinda a nuestro equipo de ventas una visión amplia de lo que necesitan saber cuando van a visitar a un cliente”. 

– John Ericson III, Presidente de Ericson Manufacturing

¡Qué bien, un potencial cliente ha solicitado una cotización! Ahora, ¿cuánto tiempo le puede tomar a tu empresa preparar la cotización y enviarla? El factor tiempo es clave, así que una cotización no enviada a tiempo puede significar la pérdida de una venta -y de un cliente que de otra manera seguiría comprando.

Es por eso que la empresa Ericson, un fabricante de productos de energía e iluminación de Ohio, Estados Unidos, decidió apostar por sistemas que permitieran agilizar procesos. Para finanzas y operaciones, Ericson utiliza Epicor 10.

La compañía reemplazó un CRM que antes utilizaban por HubSpot CRM, solución líder en el mercado. Esto les ayuda a gestionar mejor datos de clientes, prospectos, ventas y más.

Acerca de la empresa

Ericson fabrica productos de energía temporal e iluminación. Desde 1918, la empresa familiar Ericson es líder en la industria de productos de seguridad eléctrica con un compromiso con la seguridad, la facilidad de uso y la confiabilidad.

Las líneas de productos de Ericson sirven a varios mercados: Generación de Energía, Refinación de Petróleo y Química, Gobierno, Procesamiento de Alimentos, Alquiler, Transporte, Construcción Naval/Desguace de Barcos y Entretenimiento.

Beneficios de usar HubSpot

“HubSpot es una gran herramienta de generación de leads, y los conduce a través de nuestro proceso de ventas, lo cual los convierte en leads cualificados”, dice Ericson. “Nos ayuda a incrementar nuestra base de clientes e incide en la rentabilidad”.

¿Quieres saber más sobre cómo utilizar o entrenar a tu equipo en HubSpot? Commercient ofrece HubSpot Onboarding, haz clic aquí para preguntar sobre este servicio (ofrecemos asistencia en español).

El desafío: La integración de datos

Ahora, la compañía se enfrentaba a otro desafío: integrar los datos almacenados en Epicor 10 y HubSpot, sin la necesidad de ingresar manualmente la información y arriesgarse a que la información estuviera desactualizada, o incluso se dieran errores humanos en el proceso.

Aquí es donde entra en juego Commercient SYNC, la plataforma de integración de datos #1 para ventas. “SYNC le aporta a nuestro equipo de ventas una visión más amplia de la información de los clientes cuando los visitan”, explica John Ericson III, Presidente de Ericson Manufacturing. “Pueden ver fácilmente datos de negocio, historial de facturación, así como el valor pertinente a esa cuenta”.

Con Commercient SYNC, el equipo de Ericson Manufacturing puede ver datos en Epicor 10 y HubSpot CRM, incluyendo cuentas, contactos, direcciones de envío, facturación, órdenes, productos, precios, inventario y más.

SYNC nos permitió reducir el tiempo de procesamiento y envío de cotizaciones de 15 minutos en Epicor 10 a 3-5 minutos en HubSpot,” dice John Ericson III, un ahorro en tiempo del 80%. “Commercient integra precios, disponibilidad, documentos y todo lo relacionado a SKU en HubSpot para la cotización.”

Además, nuevas compañías, contactos, productos y ventas creadas en HubSpot CRM son SYNCronizadas con Epicor 10, ahorrando tiempo y asegurando la exactitud de los datos.

Nuestro equipo interno y externo de ventas puede ver en Hubspot que algo que estaba con estatus “pendiente” ha sido enviado”, explica Ericson. “Aquí está la factura y el número de rastreo, que a su vez comunican a los clientes. Es un gran beneficio para nosotros”.

Haz click aquí para descargar este caso de éxito en PDF.

Si quieres saber más sobre cómo integrar HubSpot u otro CRM con tu ERP o sistema contable usando Commercient SYNC, haz clic aquí para una demo gratuita.

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!”

Having data stored in different systems is not enough; the real power lies on the efficient use of data to streamline processes, better serve customers, and make smarter business decisions based on what’s going on now. 

Customer Relationship Management (CRM) systems are an essential tool for businesses of all sizes, as they help companies to streamline their customer interactions and improve their relationships with prospects and clients. It also provides key data for decision makers so crucial decisions are made, and plans adjusted, with real-time information. 

How to choose the right CRM for your business? Here’s a blog post about it you may want to read.

In this blog, we’ll take a look at five of the top CRM systems on the market: Salesforce, HubSpot, Zoho CRM, Pipedrive, and Microsoft Dynamics CRM. We’ll delve into their key strengths and discuss which industries and company sizes they’re most suitable for, as well as their suitability for different processes, complexity levels, and reporting needs.


Salesforce is a robust, comprehensive CRM platform that offers a wide range of features, including sales force automation, customer service and support, marketing automation, and analytics. 

With a 360 view approach, it’s particularly well-suited for enterprise-level businesses, as it can support large amounts of data and users, allowing a full view of sales, marketing, service, etc. Salesforce is also highly customizable, so it can be tailored to fit the needs of businesses in a wide variety of industries, such as manufacturing, automotive, retail, distribution, and businesses with branches across the US and worldwide.

Salesforce offers a wide range of trainings and certifications that help companies’ staff and partners/consultants to know more about how to use Salesforce, how to customize it according to the business needs, so they can get the most out of their investment.

Salesforce product suite includes: Sales Cloud, Marketing Cloud (formerly known as Pardot), Commerce Cloud, Manufacturing Cloud, CPQ, Field Service Management, Tableau, and more.

With Commercient SYNC data integration, you can connect Salesforce with your ERP or Accounting system. Click here to see our Salesforce case studies.


HubSpot is a CRM platform particularly geared toward small and medium-sized businesses. It offers a wide range of tools for marketing, sales, and customer service, as well as integrations with other popular business apps. 

HubSpot’s strengths include its user-friendly interface, which makes it easy for non-technical users to set it up and start running quickly. Strongly focused on inbound marketing, HubSpot strives to offer segmentation options so companies can ensure their contacts, regardless of their buying stage, receive information that is relevant for them.

Their educational platform offers certifications and trainings on marketing, inbound marketing, content marketing, copywriting, social media, digital marketing, and how to use their products for better results. They also offer training courses to use their Marketing, Sales, and Service software, providing certifications for each.

HubSpot product suite includes: Sales Hub, Marketing Hub, Service Hub, CMS Hub, Operations Hub.

With Commercient SYNC data integration, you can connect HubSpot with your ERP or Accounting system. Click here to see our HubSpot case studies.

Zoho CRM

Zoho CRM is a feature-rich CRM platform that offers a wide range of tools for sales, marketing, and customer support. It’s particularly well-suited for small and medium-sized businesses, as it’s affordable and scalable. 

Zoho is also highly customizable, so it can be tailored to fit the needs of businesses in various industries. The interface is simple, which makes it easy to set up and start using. 

Zoho product suite includes: Zoho CRM, Zoho Analytics, Zoho Marketing, and more.  
With Commercient SYNC data integration, you can connect Zoho CRM with your ERP or Accounting system.

Click here to see our Zoho CRM case studies.


Pipedrive is a CRM platform specifically designed for sales teams. Created by salespeople for salespeople, it offers a range of sales-focused features, including lead and opportunity management, email integration, and a visual sales pipeline. 

This CRM offers features such as customizable sales funnels, segmentation, contacts history, teamwork, reminders, web forms, financial forecasting, and reporting.

Pipedrive is well-suited for small and medium-sized businesses, particularly those in the B2B space.

With Commercient SYNC data integration, you can connect Pipedrive with your ERP or Accounting system. 

Microsoft Dynamics CRM

Changing work scenarios and modernizing the workforce requires CRM software to adapt to these and go beyond traditional capabilities.

Microsoft Dynamics CRM is a comprehensive CRM platform that offers a wide range of features, including sales force automation, customer service and support, marketing automation, and analytics. 

It’s particularly well-suited for enterprise-level businesses, as it can support large amounts of data and users. Microsoft Dynamics CRM is also highly customizable, so it can be tailored to fit the needs of businesses in a wide variety of industries. Using other products of Microsoft product suite (Outlook, Teams, etc.) can make user adoption easier.

Click here to see our Microsoft Dynamics CRM case studies.

Choosing the right CRM

In conclusion, all five of these CRM systems are strong contenders in the market, each with their own unique strengths and capabilities. When choosing the right CRM for your business, it’s important to consider your specific needs, including your industry, company size, processes, complexity levels, and reporting requirements.

Click here to ask how SYNC can connect your CRM with your ERP or accounting system.

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!

The world we live in requires constant innovation. HubSpot and Commercient took a leap and became partners to help companies welcome innovation by connecting HubSpot with their ERP. 

For instance, Humatics implemented Commercient SYNC to connect HubSpot with their ERP, NetSuite. “Before, the team had to enter sales orders by hand” said Samantha Busby, Applications Systems Analyst at Humatics. “The process is a lot quicker now.”

Amazing, right? How does this integration work? Here’s the answer:

Business integration with HubSpot

There is no doubt that innovation and growth involve digitization. One of the many ways that HubSpot and Commercient work together is through business and data integration. This means that through our partnership, we work together on digital strategies, which involve, marketing, processes, automation, integration, transactions, and optimization. One of the reasons why this is essential is because it allows us to exchange information at a rapid pace and increase productivity. Not only that, but with strategies, in place, we can gain visibility and ensure operations perform smoothly.

How the integration works between Commercient and HubSpot

When Commercient works together with HubSpot on data integration, they can use their product called SYNC with a third party (our customer). Commercients developers review SYNC by bringing valuable ERP data from their customers to HubSpot.  They have to check that their customer information does not already exist in the ERP and HubSpot system. Once that is checked, Commercient creates the customer’s company with all the necessary details and those details are then brought over to HubSpot.

Next, in the HubSpot system, users will see all of Commercient customer’s information that was integrated. Commercient carries on their business activity and  HubSpot users continue to add information like customers, new companies, new contacts, and closing deals. The next step is to then take that HubSpot data back into the ERP. By using this process, Commercient protects the integrity of the ERP data. 

Click the link to find out how data integration works for HubSpot and Sage 100 with Commercient SYNC.

What makes Commercient different?

“Our integrations with Commercient allows us to unlock support for up-market customers and complex use cases. This is a major focus on HubSpot’s journey to move farther into the enterprise space. Commercient also has a foothold on supporting international customers which is also a major focus as we grow our customer base. Commercient’s integrations help provide a powerful and valuable use case for our customer’s needs.”

-Jake Morgen, Partner Manager at HubSpot. 

What makes HubSpot stand out?

HubSpot is a full CRM platform that allows businesses to manage their sales, marketing, help desk, and content management platform in one place. Their marketing and sales automation features stand out in the market, and now, with Commercient SYNC, companies leveraging HubSpot can bring the data stored in +85 ERPs into HubSpot right away. 

Among the ERPs businesses that can connect with HubSpot through Commercient SYNC are NetSuite, Sage 100, Sage 50, Sage X3, Epicor, Infor, and more.

“Our Developer Ecosystem allows any company to create a developer account to start passing data back and forth to unlock more functionality for joint customers (and net new customers looking to adopt new technology),” said Jake Morgen, Partner Manager at HubSpot.

Commecient Apps on the HubSpot Ecosystem

The third way Commercient and HubSpot work together is through collaboration on the HubSpot Ecosystem. On the HubSpot Ecosystem, there is an App Marketplace where partners who specialize in technology, can share their integrations for customers to have a better experience with Commercient and HubSpot. 


The pandemic changed the world, and businesses need to adjust to this “new normal.” With millions of people working remotely in every part of the world, leveraging technologies such as HubSpot and Commercient SYNC is crucial to give remote teams access to the data they need, when they need it, regardless of where they’re working at.

If you want your business to experience the benefits of HubSpot and connecting it to your ERP through Commercient SYNC, contact us now to get a free demo.

In 2020 Commercient plans to continue with the rapid expansion and moving on to bigger and better things. Here is a small taste of what’s to come.  

Artificial Intelligence

In 2020 Commercient will be extending the use of Artificial Intelligence not to only streamline SYNC processes such as data deduplication but also to drive the creation of an AI Sync engine that will autonomously build integration between products based on learned connections. Armed with an Oculus headsets and our virtual reality platforms, Commercient’s foray into 4th generation technology is what keeps Richard Jenkins, Co-Founder and Chief Technology Officer, motivated and excited to begin each day. His vision and enthusiasm motivates each person at Commercient to be a technologist.

The AI initiative includes:

  • Guided Commercient Sync implementation in virtual reality using Amazon Sumerian
  • Speech interaction during the Commercient Sync implementation using Amazon Lexbot in conjunction with Sumerian. 
  • Humanlike speech generated using Amazon Polly for combinations of 5 CRMs, and 85 ERPs in 5 languages to be used in conjunction with Sumerian and Lexbot.

“2019 is the awakening of AI in integration. 2020 is the year AI begins to influence integration projects in order to achieve the largest cost savings and Commercient will pass those cost savings on to the customers.” – Richard Jenkins CFO at Commercient.  

More Apps & Exclusive Offers

We will be producing more apps for Salesforce, Microsoft, Zoho, Sugar, Mulesoft, and HubSpot.

A SAPB1 app will become available in the Microsoft Appsource. Exact Online will be available soon in the Zoho Marketplace.  Also next year we will have an exclusive offering for Salesforce Manufacturing Cloud. The Manufacturing Cloud is a specific Salesforce CRM created for manufacturers. It allows manufacturers to combine sales and operations, consolidate account planning and forecasts, and deliver greater business clarity. 

In February and March, Commercient will be speaking at Salesforce’s offices in Chicago and Colarado.

Commercient’s Integration With HubSpot

We announced our partnership with HubSpot in late 2019. In 2020 our integration with HubSpot will continue to grow. Watch the space as we plan on connecting multiple ERPs with HubSpot.  

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.

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.

Continued Charity

In 2020 Commercient will continue with the pledge 1% promise and continue with the contributions to the World Wildlife Fund (WWF). We are also working on even further eliminating our carbon footprint as a company, and lastly but most importantly maintaining our company culture as the company continues its rapid growth.

In 2020 our customers will remain at the heart of Commercient. Our renewed efforts to deliver exemplary service will drive the customer experience in 2020. Management has worked tirelessly to deliver state of the art project dashboards, streamlined onboarding, and implementation, as well as support that is global and fast. The goal is to keep making Sync implementations faster, simpler and even more responsive. 

On this note, Commercient wishes our customers, our staff and our partners a healthy, prosperous new year filled with joy.

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.