When it comes to meeting customer expectations, there are few things more important than making sure there is a seamless connection between your order system and your CRM. For many companies, building this connection can be a time-consuming, bug-prone problem that prevents sales teams from having an actionable place work their deals and leads to duplicate or unreliable data for sales reporting.
Patten Seed was experiencing a similar problem when Trent Bourgeois, Business Intelligence Manager, was tasked with finding a way to automate the tedious process of ingesting data from a SingleOps order system and surfacing that data as a new deal in Hubspot, Patten Seed’s CRM of choice.
In this webinar, you will learn how Trent inherited an error-prone Zapier automation that struggled to process 25-30 jobs per day and transformed it into a powerful cross-application automation that saves 2-3 hours per day, enabling their sales team to scale orders to over 200 per day.
By leveraging Azuqua, Patten Seed discovered that they could eliminate their error-prone Zaps and implement a sales operations solution that helps eliminate manual error, makes sales data more reliable, and accounts for customizations like checking if a deal already exists or if their sales team misses a field in their order intake form.