“SYNC helps us to cut down on the duplication of effort and it also eliminates errors.”
– Tim Hagan, Director of IT at Viveves
Viveve replaced a previous CRM with HubSpot CRM to help improve and streamline the management of their sales processes. They utilize QuickBooks Desktop Enterprise to manage operations and finance.
The company worked with Commercient SYNC, the #1 data integration for sales, to connect their QuickBooks and HubSpot CRM data, giving them a 360-degree view of sales, customers, and marketing.
With SYNC, the sales and customer care teams at Viveve can access important QuickBooks Desktop Enterprise data directly in HubSpot CRM, including Products, Orders, and Invoices.
New HubSpot Deals and Companies are SYNC’d to QuickBooks as Orders and Customers, helping the team at Viveve to save time.
“Our data is centralized, so our sales team can just work in HubSpot, and it becomes the ‘system of truth’,” concluded Hagan.
About the company
Viveve provides women low risk, high reward medical procedures that promote personal health and wellness.
- Replace a previous CRM
- Data between QuickBooks Desktop Enterprise and HubSpot CRM remained siloed
- Create a data integration from
CRM to ERP
- HubSpot CRM, a leading cloud-based CRM solution
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Viveve has improved their sales processes
- The sales and marketing teams can access important ERP information directly in HubSpot CRM
- New Deals and Companies created in HubSpot CRM are SYNC’d to QuickBooks, saving time