Get rid of system-related frustrations, make the systems talk!
Updated: Jul 8
As a business owner or system administrator, you may be all too familiar with the frustrations that arise when your systems aren't synchronised. Maybe your sales team uses HubSpot to manage leads and customers, while your accounting department uses Tripletex to handle invoices and payments. Meanwhile, your support team has its own system for tracking customer issues and interactions. Despite each department functioning well independently, they often encounter inaccurate or missing information in their respective systems, which hinders their ability to achieve optimal efficiency and effectiveness.
One example of this is when a sales rep can't access important financial information when preparing quotes, leading to errors in pricing and lost deals. Another example is when support agents struggle to provide the best customer service when they can't see the customer's entire history across all departments. And accounting spends too much time manually transferring data between systems, leading to errors in billing and delayed payments.
The negative consequences of not having your CRM system synced with your ERP are many. The company loses sales due to inaccurate pricing, customers become frustrated with inconsistent service, and employees waste valuable time on manual data entry and reconciliations. The lack of communication between systems leads to misunderstandings, errors, and missed opportunities.
For instance, if a customer calls in to inquire about an order they recently placed, but your customer support representative is unable to access the relevant information because it's stored in a different system, it leads to frustration for both the customer and your team, potentially damaging your reputation and causing lost sales. Another example is if the sales team is unable to access up-to-date pricing and product information in their CRM system, it will cause them to provide inaccurate quotes to customers. This could result in lost business, as well as damage to your company's credibility.
From Chaos to Harmony
These are just a couple of examples of the many issues that can arise when your business doesn’t have access to the information needed when needing it. But don't worry, luckily there is a solution to this problem – data synchronisation.
With Making HubSpot Talk, you can easily connect your HubSpot account with other systems such as your ERP system. This will allow you to access accurate, up-to-date data in real-time, eliminating the need for manual data entry and reducing the risk of errors.
The benefits of having your data synchronised are numerous. With access to all the information you need, you can improve customer service by providing fast and accurate responses to inquiries. You can also improve the accuracy of your invoicing and pricing, leading to increased customer satisfaction and loyalty. Additionally, data synchronisation can help you make better decisions by providing real-time insights into your business operations.
In conclusion, if you're facing challenges with having multiple systems in your business, it's time to consider data synchronisation as a solution. With Making HubSpot Talk, you can easily connect your HubSpot account with your Tripletex account, saving time, reducing errors, and improving customer satisfaction. Try it today and experience the many benefits yourself!