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CRM IMS Inventory Management Systems

Integrating a CRM with your IMS: how to get it right first time with Beyond Expectations

Peter Rowe
Peter Rowe
We often get asked by our customers: which CRM we would recommend?
 
The fact is, "Which CRM?" is probably the wrong question. Instead, ask "How can we integrate a CRM with the rest of the business?" And for product-selling businesses, that's "how can we integrate the CRM with the Inventory Management System?" 
 
CRMs are not something we have much of an opinion of because it's not our speciality. (We do use HubSpot internally, so now have a good appreciation for how it works and some of its capabilities. Even so, I expect we are just scratching the surface of what it can do for us.)
 
For our Cin7 customers who want a lot more CRM capability than they get from within Cin7, a connected CRM system is a valid add-on. It enables the sales team to work in the dedicated CRM and enjoy the powerful features of such a system for managing leads, prospects and deals.
 
The most vital thing is to make sure the CRM is tied in to the Inventory Management System so there is one source of truth.
 
Here are examples of the typical data flows between Cin7 Omni or Cin7 Core and HubSpot.
 
  • Synchronise customers from Cin7 to HubSpot
    • Creates contact and company records in HubSpot
    • Updates name, contact details, addresses, custom fields
  • Synchronise quotes and sales orders from Cin7 to HubSpot as Deals.
    • Syncs amount, product codes, product names, category names, project name, order ref, created date, dispatch date.
    • Updates deal stage and pipeline, when quote gets converted to a sale.
    • Maps Cin7 salesperson to deal owner in HubSpot.
    • Creates a follow-up reminder in HubSpot for the deal owner.
We've created the integrations required to achieve the above workflows. In some instances we've reversed them or added other specific data movements based on our customer's needs.
 
If adding a CRM to your IMS is on your tech stack horizon, give us a call. We love this stuff!
 

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