Events

Convincing Your Sales Team to Use Business One Recording

Mar 26, 2019 | 1:00 PM1:23 PM CDT
Online
Included with membership

Approx­i­mate­ly 8 years ago HTRI pur­chased their first SAP Busi­ness One licens­es and embarked on the task of con­vert­ing the vari­ety of appli­ca­tions, tools, spread­sheets, and oth­er process­es to all fit with­in the Busi­ness One land­scape. With­in 3 years the task was com­plete, well almost complete.

Core Busi­ness One did not pro­vide the tools the sales team need­ed to effec­tive­ly exe­cute their job. Mobil­i­ty, automa­tion, and tools that our users expect in today’s land­scape were not avail­able. After anoth­er cou­ple of years of no progress, the deci­sion to pur­chase Hub­spot licens­es and inte­grate SAP with a mature Hub­spot API was executed.

HTRI launched an inte­gra­tion at the end of May 2018 which includes a tool to han­dle rec­on­cil­i­a­tion of data between the two sys­tems as well as an exten­sion that sur­faces addi­tion­al data with­in the Hub­spot tool.

Final­ly, the sales staff is happy.

Key Busi­ness Benefits:
 — Data from all core areas of our com­pa­ny is now avail­able in one place — SAP
 — Sales did­n’t have to com­pro­mise on the tools they feel are nec­es­sary to prop­er­ly exe­cute their job
 — Con­fi­dence that our sales tools are best of breed in the mar­ket and will con­tin­ue to be devel­oped an prioritized

Speak­er:

Chris Walk­er, HTRI

Time­stamps: 

- Tar­get Audi­ence: 3:12

- Our Sto­ry: 4:12

- Prob­lem Solv­ing: 8:00

- Solu­tion Exe­cu­tion: 13:30

- Cur­rent Sta­tus: 15:45

- Question/​Technical Details: 19:01