The CRM system at your company is used by multiple departments including sales, marketing, customer service, support, and even by accounting to manage and improve customer relationships. Indeed, it’s a business requirement that every customer-facing employee be able to effortlessly reach a customer, prospect, vendor, or re-seller especially when they are out of the office.
However, without an automated contact sync solution that makes CRM contacts accessible on smartphones, employees waste time looking up current contact information, are unable to identify critical business calls, or are forced to make manual updates.
The case for accessing HubSpot CRM contacts on smartphones
Let’s look at the scenario of a company that uses Office 365 and HubSpot CRM. The company wants every employee to be able to effortlessly identify and reach a customer, as described in the following scenarios:
- When a customer calls to purchase or ask for assistance, the customer name and company should instantly appear on inbound calls.
- For a salesperson on the road, it’s essential that all customers and prospecting contacts be in their smartphone address book.
With an empty address book, inbound phone calls, voicemail, and SMS messages all appear as anonymous phone numbers.
The solution: use CiraSync and the PieSync connector to sync HubSpot contacts to every Office 365 mailbox and hence make them accessible on every business smartphone. The use case described below shows how the combined solutions work for HubSpot.
(By the way, CiraSync has a native sync solution to make Salesforce contacts accessible on smartphones.)
How CiraSync with PieSync enables automated sync of HubSpot CRM to smartphones
Alfalfa Elevator Company (not the name of an actual company) has about 100 users in Office 365 and 4500 contacts in their HubSpot CRM. The list includes customers, construction companies, re-sellers, and contacts in state and local government agencies.
Five sales people sell elevators and related contract services. These sales people are highly mobile and each of them wants to be able to view and edit HubSpot contacts directly from their iPhone or Android.
With the PieSync to Office 365 connection, the sales team quickly achieves a full two-way sync. This is about $300/month for all five users but this is practically a rounding error when you analyze the tens of millions of dollars of revenue that the sales team brings home.
The story continues though.
Within days, the field service manager and the customer service team learn that the sales team has access to every customer directly from Outlook and their smartphones. They want the same thing. The field service team represents 85 highly mobile users and the customer service team is about 15 users. These departments don’t have quite the same budget as the VP of Sales. Furthermore, they should be only consumers of the HubSpot CRM data as the sales team doesn’t want anyone outside sales making changes to customer data.
Coincidentally, Alfalfa is already using the GAL Synchronization solution from CiraSync for 110 users. The Alfalfa IT team sets up a one-way sync for the remaining 100 users. A sync tunnel from the Sales Managers mailbox is targeted to the Field Service GAL and the Customer Service GAL groups.
In a few minutes, 100 more users get a one-way sync of HubSpot CRM contacts to their mailbox!
Here is some further reading on the CiraSync and PieSync blogs:
- Contacts sync from GAL & Public folders to other cloud apps through a combined use of CiraSync & PieSync (Video)
As always, do let us know if you have questions.