CRM Integration

Clients Objective

1. The client has a well thought out, specific sales process
2. The client was seeking to grow their revenue by at least 400% over the next 5 years and needed a solution which would allow for that growth while implementing the clients specific sales process.
3. The client and employee facing site needed to integrate seamlessly with HubSpot CRM.
4. The clients uses HubSpot CRM to manage the sales automation.
5. Actions on the customized CRM must update HubSpot CRM.
6. Actions on HubSpot CRM must update customized CRM.

Approach

• Developed custom CRM
  • Developed sales form and functionality for capturing new leads
  • Developed sales form and functionality for converting leads to appointments.
    • Client has a sophisticated process for pre qualifying leads before an appointment can be scheduled.
      • The qualification to set an appointment requires that the prospect submits a questionnaire.
      • The questionnaire is reviewed and approved, escalated to a second reviewer, or rejected before the final appointment is kept.
      • The entire approval process is automated, including push notifications to the sales team for updates in the approval process.
  • Developed sales form for managing the sales appointment and the outcome of the sales appointment.
  • Developed the functionality to process payments.
  • Developed the functionality to sign legally binding documents.
  • Developed the functionality to push new client data to the organizations Operations CRM.
• Setup HubSpot CRM for client
  • Setup pipelines
  • Setup automations
• Integrated Custom CRM with HubSpot CRM
  • Created a custom HubSpot App update the timeline events within the HubSpot Contact and Deal timelines so that users are kept up to date.
  • Developed webhook integrations betweent the Custom CRM and HubSpot CRM to allow communications betweent the two systems to keep them in sync.
  • Each system provides specific functionality to keep the overall progress of the sales opportunity fluid.

Additional Notes

• We continue to provide technical support and updates to this project.

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Clients Objective

1. Display clients by Sales Representative
2. Calculate and display detailed sales commissions by Sales Representatives

Approach

• Commission calculations are initiated on a set day of each month.
• The PrismHR database is queried and the required data is retrieved from the PrismHR database.
• The data is processed to calculate commissions.
• The Commissions are displayed on a private website.

Additional Notes

• Users can login to the private webstie to view historical commission data.

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Clients Objective

1. Automate the calculation of Paid Time Off for a client
2. Save the calculation for each qualifying employee to their record in PrismHR

Approach

• PTO calculation is initiated every 2 weeks.
• A webhook is received on a private site initiating the automation.
• The PrismHR database is queried and the required data is retrieved from the PrismHR database.
• The data is processed to search for qualifying employees.
• The Paid Time Off increase is calculated for each qualifying employee.
• The Paid Time Off in updated in PrismHR’s database.

Additional Notes

• Once payroll batch processing is initiated, the entire process is automated.

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