This mid-sized construction supplier, founded in 1987, with ten locations across the Northwest US, offers a wide range of products and services for concrete construction projects. They started small, focusing on retail sales, and have grown into a comprehensive solution provider, including form rentals, engineering services, and equipment sales and repair.
- Custom Integration
- Site to Site VPN
- Training
- Data Cleanup
The Problem
The client’s sales team used both Epicor BisTrack, their on-premise Enterprise Resource Planning (ERP) system, and HubSpot, their Customer Relationship Management (CRM) platform, to manage deals. This created data silos – deals created in one system weren’t automatically reflected in the other. This inconsistency made it difficult to track sales
progress, manage customer interactions, and gain a holistic view of the sales funnel.
For instance, a salesperson might create a new deal in HubSpot for a potential customer needing equipment rentals. However, this deal wouldn’t automatically populate in Epicor, making it impossible to track inventory or generate quotes accurately. Conversely, a deal created in Epicor for an existing customer wouldn’t be visible within HubSpot, hindering communication and personalized outreach.
Solution
We implemented a bi-directional integration between Epicor BisTrack and HubSpot. This integration synchronizes critical data points across both platforms, including:
- Companies: Customer information is synced to ensure both systems have a complete and up-to-date record of each client.
- Contacts: Individual contact details within companies are synchronized, providing a centralized view of all customer interactions.
- Deals: Deals created in either system are automatically reflected in the other, ensuring all sales activity is tracked and readily accessible.
- Products: Product information, including pricing and availability, is synced to maintain consistency and accuracy across sales channels.
Results
The bi-directional integration has significantly improved the client’s sales operations. Here are some key benefits:
- Enhanced Data Visibility: Sales teams now have a unified view of all sales activity, regardless of the system used for initial data entry.
- Improved Efficiency: Automatic data synchronization eliminates manual data entry, saving time and reducing the risk of errors.
- Streamlined Communication: Consistent information across platforms allows for better communication between sales and customer service teams, leading to a more positive customer experience.
- Data-Driven Decisions: Accurate and centralized sales data facilitates better forecasting, resource allocation, and overall sales strategy development.
By integrating Epicor and HubSpot, this leading construction supplier has streamlined their sales process, improved data accuracy, and gained valuable insights to drive continued growth.
About Integrate IQ
Established in 2013, Integrate IQ provides customers worldwide custom development and consulting, system integration, and a variety of HubSpot-enabling SaaS applications. These solutions are delivered by a unique, fully-remote team of subject matter experts specializing in backend development, project management, and sales and marketing.
The team has successfully integrated hundreds and hundreds of systems over the years. In fact, we have integrated more than 200 different platforms to date. In 2023 alone, 16 billion records seamlessly flowed through our integrations. With decades of experience, established systems and processes, we take the complexity of integrations off our customer’s plates. Integration projects are typically complete within eight weeks of the kickoff meeting.
As a HubSpot Diamond partner with the custom integration accreditation, Integrate IQ is a well-known and well-regarded HubSpot enablement and integration expert in the HubSpot ecosystem. We are admitted HubSpot fans and view our core mission as enabling HubSpot users to make the most of the platform. We do this through professional services like onboarding, training, and of course custom integrations.
In addition we offer a number of HubSpot-enabling software as a service products in a related brand family called Smart Ramp. These products enable HubSpot users to send and receive automated, bulk, and one-to-one text messages from the HubSpot platform (Message IQ); configure and launch customer status portals for deals and tickets in 90 seconds (Status IQ); provide salespeople current product inventory information from the HubSpot deal record (Stock IQ); and enable the simple configuration and use of multiple price lists within the HubSpot deal interface (Price IQ).
We are a fully remote team of the integration engineers, project managers, and business consultants based in the US with operations in Costa Rica and Brazil.
Learn more at https://integrateiq.com
