JAR Systems — Streamlining Sales & Service Processes with APPSeCONNECT
The Story of JAR System
JAR Systems, a pioneer in designing innovative charging and management solutions for mobile devices, has been at the forefront of empowering organizations with efficient technology since 2004.
Working closely with educational institutions, they offer an extensive portfolio of products including charging carts and stations powered by their Quick-Sense USB-C PD Charging and Active Charge portable power bank solutions. Always striving for excellence and innovation, JAR Systems sought to advance its operational efficiency and sales management by integrating SAP Business One with HubSpot using APPSeCONNECT.
Challenges Faced: Harmonizing Two Platforms
Before integrating with APPSeCONNECT, JAR Systems wanted to leverage HubSpot to enhance its sales and service operations, while keeping other business operations in its robust ERP system, SAP Business One. They sought to leverage the strengths of each platform, but they knew they would need to sync data between them to avoid manual data entry, fragmented sales processes, and limited real-time visibility. Tracking deals, updating sales stages, and managing service calls across SAP Business One and HubSpot was
essential to their growth and efficiency. They could not proceed until they found an application to seamlessly marry the two systems.
Here’s a sneak peek of what they needed to address with a custom solution for syncing data:
- Automated Data Management: Tracking deals, sales opportunities, and service calls across disparate systems would be too time-consuming and prone to human error.
- Integrated Sales & Service Processes: The absence of a synchronized system between SAP Business One and HubSpot would lead to delays in updating key sales milestones and service-related tasks.
- Comprehensive Data Visibility: They needed to avoid inconsistent data between platforms, so not to hinder the company’s ability to monitor sales cycles effectively, impacting decision-making and overall customer service.
Streamlined Integration with APPSeCONNECT: A Strategic Partnership
Partnering with APPSeCONNECT allowed JAR Systems to seamlessly synchronize HubSpot deals with SAP Business One opportunities, automate business partner and contact updates, and ensure real-time tracking of sales and service activities. This integration eliminated manual efforts and provided a unified, up-to-date view of the entire sales cycle.
The integration solution focused on the following key areas:
1. HubSpot Deals to SAP Opportunities Sync
Deal Sync as Opportunity: HubSpot deals, representing potential revenue opportunities, are automatically synchronized as opportunities in SAP Business One. This seamless integration allows the sales team to track deals from the initial contact through to closure, ensuring that every potential sale is accounted for in the sales pipeline.
2. Business Partner and Contact Synchronization
Unified Data Management: The integration ensures that business partners and their respective contacts maintained in SAP are automatically synced to HubSpot. Any updates made in SAP are immediately reflected in HubSpot, maintaining consistent and accurate customer data across both platforms.
3. Real-time Updates on Sales Progress
Opportunity Status Update: As soon as an opportunity is marked as ‘Won’ in SAP, the deal status in HubSpot is automatically updated. This real-time synchronization eliminates delays and ensures that the sales team has an up-to-date view of their performance.
Deal Update: Changes made to any deal details in HubSpot, such as modifications to the deal status, are instantly propagated to the corresponding opportunity in SAP, reducing manual effort and potential errors.
4. Integrated Service Call Management
Service Call Add: Service calls created in SAP—critical for managing after-sales service and support—are seamlessly synced as tasks in HubSpot. This integration helps the customer service team keep track of pending tasks and ensures timely follow-ups, enhancing the overall customer experience.
The Implementation Journey: A Seamless Transition for Enhanced Efficiency
By automating key processes such as deal syncing, opportunity status updates, and service call management, APPSeCONNECT played an essential role in JAR Systems advancing to the next level of operational efficiency. The smooth transition to an integrated system meant faster deal closures, improved data accuracy, and more efficient service management—setting the stage for future growth.
Here’s how:
- Enhanced Efficiency: Automation of data synchronization enables the teams to focus on strategic initiatives rather than being bogged down with routine data entry.
- Accelerated Sales Cycle: Real-time updates between SAP Business One and HubSpot ensure that sales opportunities are managed effectively, for a speedy sales cycle and reduced time to close deals.
- Improved Data Accuracy: Continuous and automatic syncing of business partner details and sales opportunities has enabled an advanced suite of tools while maintaining a single source of truth for informed decision-making.
- Optimized Service Management: The integration of service calls as tasks in HubSpot ensures that support and service activities are efficiently tracked, for optimal customer satisfaction and timely service delivery.
Results and Future Growth: Embracing a New Era of Operational Excellence
The integration has not only streamlined JAR Systems’ sales and service processes but has also accelerated their sales cycle, enhanced data accuracy, and boosted overall efficiency. This strategic move has paved the way for future growth, enabling JAR Systems to remain agile and competitive in a rapidly evolving market.
Key Foundations Laid by APPSeCONNECT
- Automation of Critical Business Processes: Seamlessly syncing sales, customer, and service data across platforms.
- Real-Time Data Synchronization: Ensuring immediate updates for efficient decision-making.
- Enhanced Operational Efficiency: Minimizing manual efforts and reducing errors.
- Robust Integration Framework: Providing a scalable and reliable connection between SAP Business One and HubSpot.
Why Choose APPSeCONNECT?
● Next-gen low-code/ no-code iPaaS for effortless automation and integration
● Robust user-friendly platform backed by experienced professionals
● Best-in-class implementation and post-implementation customer support
● Pre-built connectors with industry-tested reliability and functionalities
● Built-in functionalities to support geographical expansion
● Deeper full-stack integration for unparalleled scalability and customizability
● Fully automated instant bi-directional data sync
● Flexible implementations that scale with a growing eCommerce business
● Boost the efficiency of business processes and team productivity
JAR Systems provides more versatile ways to charge and secure ever-evolving technologies. The company works closely with its clients to develop products that support and streamline how mobile technology is used for learning and working in real-world environments. JAR Systems focuses on being a leading manufacturer of innovative charging solutions and designing efficient products that will work dependably for many years.
Lakewood Ranch, FL
Appliances, Electrical, and Electronics Manufacturing
50 approx.
Start your integration journey now!