About Project
- Client Details: IT solutions provider for AEC businesses
- Service Provided: Hubspot Connector– System Integration & CRM Workflow Optimisation
- Project Status: Completed
Description
Interscale supports AEC companies with IT services ranging from BIM consulting to cloud infrastructure. While operations were well-managed in Datto Autotask PSA, their sales team struggled with fragmented data and inefficient workflows caused by the lack of CRM integration.
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The Challange
Interscale’s sales processes were slowed by disconnected systems. The main issues were:
- Data fragmentation: No sync between Datto Autotask PSA and HubSpot.
- Manual workload: Sales staff spent time re-entering data.
- Missed opportunities: Lead signals were delayed or overlooked.
Work Process
- Discovery: Analysed tools, workflows, and pain points.
- Planning: Defined sync objects, frequency, field mapping, and rules.
- Integration: Built and tested API/Webhook connections.
- Testing & Optimisation: Validated data accuracy, removed duplicates, ensured live updates.
Results
- 30% more warm leads discovered through connected data.
- Manual data entry eliminated, improving efficiency and consistency.
- Better pipeline visibility, enabling proactive sales strategies.
Takeaways
Integrating systems isn’t just about syncing data — it transforms strategy. With real-time insights and streamlined workflows, businesses like Interscale can shift from reactive processes to proactive, scalable growth.