Anonymised Client Profile Industry Automation Machinery Manufacturing / Process Control Years in Business 57+ Years Client Location Edgemont, PA Organisation Size 100–150 Staff Background About the Organisation The client serves the Mid-Atlantic region as a leading representative and distributor of control valves, process instrumentation, and more. Previously, they used Tour de Force (TDF) CRM to manage their sales process. They decided to replace TDF with a new CRM to enhance sales automation, improve customer outreach, and streamline processes. This initiative included migration of existing data and integrating the new CRM with Epicor Prophet21, Salesforce, and Service Pro for bidirectional data synchronization and efficient sales management. The Challenge Fragmented Systems, Missed Opportunities Data Discrepancies: Inconsistencies across CRM (TDF), ERP (Prophet21), Customer Service platform (Service Pro), and Salesforce. Lack of Real-Time Data: Limited real-time data access across business processes. Lead Handoff Gaps: Issues in transferring leads from Marketing to Sales. Limited Visibility on Customer Issues: Sales had restricted visibility into customer complaints. Multiple System Navigation: Sales teams needed to navigate multiple systems to provide order updates. Technology Stack Products Used HubSpot Epicor Prophet 21 Prophet 21 Middleware Service Pro Our Approach What Girikon Implemented 1 Business Process Design After collaborating with the Client, we mapped their current processes and, through iterative design, optimized workflows, eliminating redundancies and aligning on streamlined procedures. 2 Data Migration Strategy Our team assessed data discrepancies and developed a comprehensive migration plan, including data cleansing, mapping, transformation, validation, and loading to the new CRM. 3 Bi-directional Data Sync (Prophet21 & HubSpot) We deployed a custom Node.js component to handle real-time database changes from Prophet21 to HubSpot using webhooks, along with custom code to connect HubSpot workflows with Prophet21 APIs for seamless integration. 4 Bi-directional Data Sync (Service Pro & HubSpot) Using the same Node.js component, we ensured smooth data synchronization between Service Pro and HubSpot. 5 Salesforce Integration Leveraging a native app, we integrated Salesforce with HubSpot to synchronize contacts, companies, and deal objects. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems. Enhanced Customer Data Visibility Improved insight into customer data and service requests within HubSpot. Product-Service Association Greater clarity of products linked with specific services. Efficient Ticket Tracking Enhanced ability to track ticket status in HubSpot Service Hub. System Integration Smooth data flow and integration between HubSpot Service Hub and IFS as the central system. Service Data Management Enhanced visibility and management of service data within HubSpot. Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Electronics Manufacturing Years in Business 44+ Years Client Location Milford, NH Organisation Size 250–600 Staff Background About the Organisation The client is a prominent marine manufacturing company specializing in developing advanced marine technologies, such as catch control and net monitoring sensors, echo sounders, current profilers, and sonar systems. Their cutting-edge technologies are used worldwide in the fishing industry. Their goal was to enhance customer service and increase sales efficiency by leveraging and integrating their existing CRM system with the IFS Central system. This integration facilitated the seamless transfer of product and customer data from IFS9 to HubSpot CRM, resulting in enhanced customer service, increased sales performance, and greater internal and external operational efficiency. The Challenge Fragmented Systems, Missed Opportunities Establish a seamless connection between IFS and HubSpot. Enable HubSpot Service Hub to oversee all service-related operations. Transfer all Customer and Product data from IFS Central to HubSpot. Set up a one-way synchronization from IFS Central to the Service Hub. Schedule regular, time-based syncs between IFS Central and the Service Hub to occur every 24 hours. Technology Stack Products Used HubSpot IFS9 Cloud Server Custom component for data sync Our Approach What Girikon Implemented 1 Business Transformation Conducted an in-depth review of business needs and workflows. Configured HubSpot to centralize service operations, streamlining tasks and improving response times. 2 Data cleaning Cleaned and de-duplicated customer, company, and product data to ensure accuracy, removing redundancies and outdated entries. 3 Data Migration Migrated customer and product data with necessary transformations, including merging fields like Sales Part Number and Housing Category for better data organization. 4 Data Sync Uni-directional (IFS to HS) Built a custom, cloud-hosted synchronization component using Node.js. This component pulls recent data from IFS every 24 hours and updates HubSpot’s Company and Custom Object records accordingly. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems. Enhanced visibility of customer data tied to service requests within HubSpot. Improved insight into products linked to specific service requests. More effective tracking of ticket statuses in HubSpot Service Hub. Seamless data flow and integration between IFS (central system) and HubSpot Service Hub. Better visibility and control over service-related data in HubSpot. Client Feedback “ Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of. Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA See How Girikon Can Help Your Organisation Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations