Examples of Integration Use Cases
- Syncing customer, contact, and opportunity data between systems.
- Isolating client lists based on past purchases and conducting targeted email marketing campaigns.
- Targeted campaigns for upgrading home theaters or huddle rooms based on clients' previous purchases.
- Running opps and sales in HubSpot, quoting and BOM management in Q360.
Problem
Limited CRM, marketing, and sales capabilities within Q360 for achieving pressing sales and marketing goals.
Solution
We offer various levels of integration between popular CRMs (HubSpot, Pipedrive, Salesforce, Freshdesk, Zendesk CRM, and more.) and Q360, allowing Q360 users to design a workflow that works for them and empowers their sales and marketing reach.
Implementation
- Understanding Use Cases: We collaborate with you to understand your specific use cases, user stories, and sales staff operations.
- Workflow Design: Our team will work with you to design a customized workflow that integrates the CRM of your choice (HubSpot, Teamwork, Freshworks, Zoho, or Zendesk) with Q360. We like to use the “trigger” and “action” methodology. For example:
- Trigger: When a deal reaches “Proposal Request” phase.
- Action: Create company, contact, opportunity, and quote in Q360.
- Comprehensive Data Pipelines: We establish full data pipelines for synchronized objects, including customers, contacts, email lists, opportunities, quotes, line items, and more. The complexity and comprehensiveness of the solution determine the implementation timeline.
- Client-Focused Approach: We prioritize delivering exactly what is needed for your success, avoiding over-engineering and ensuring a streamlined and efficient integration.
- Training: We provide training for your team to ensure that they are comfortable and confident using the integrated system.
Technologies Used
- Integration APIs of respective CRM, marketing, and sales software (e.g., HubSpot API, Pipedrive API, Salesforce API)
- Data mapping and transformation tools
- Customized workflows and automation modules
- Email marketing automation tools for segmentation and targeted campaigns
