Facing the challenges of a legacy ERP, a lack of CRM and a seriously underpowered marketing automation platform, the team at Centrix Dental sought a solution that could solve for each of these requirements together.
They chose HubSpot.
Selection
Centrix Dental is a world-class designer and manufacturer of products used in precision dental applications. Just as each patient is unique, the firm is proud of the fact that each of its products meets a specific, clearly defined need in the marketplace. With numerous patents and a
sterling reputation, Centrix was ready to grow to the next level with a CRM solution that could take them forward. They wanted a single database that could meet their sales, marketing and operational requirements. After considering many options including Salesforce.com, they ultimately chose to move forward with HubSpot.
Implementation
One thing that Wendt Partners worked closely with the Centrix team on was the scoping of the client’s custom integration between HubSpot and a legacy on-premise ERP system. With a focus on careful planning and the goal of delivering valuable trend data to the sales team based upon customer purchase history and product line selections, the Wendt Partners team learned how the ERP database viewed this data and worked to create an efficient, powerful integration that minimized the need to move large quantities of background data.
Success
While the sales team migrated to HubSpot Sales Hub, the marketing team also migrated to HubSpot Marketing Hub. These tools, combined with a customized training program that supported a combination of inside and outside sales users, resulted in a smooth and unified migration to HubSpot that has served as the firm’s growth cornerstone to this day.
