Case Study: Connecting Hubspot to Shopify for B2B sales commissions

The integration of Hubspot and Shopify presents a significant opportunity for businesses engaged in B2B sales, particularly in the management of sales commissions. This case study explores the methodologies and benefits associated with this integration, providing insights into how businesses can streamline their operations and enhance their sales processes.

Hubspot, a leading customer relationship management (CRM) platform, offers robust tools for managing customer interactions, tracking sales activities, and analyzing performance metrics. Shopify, on the other hand, is a powerful e-commerce platform that facilitates online sales. By connecting these two systems, businesses can achieve a seamless flow of information that is critical for effective commission management.

Video Walkthrough

Background & Challenge

Six Hats found incredible success by offering low-volume custom logo hat orders; However, their organization was tooled for direct-to-consumer, and when their customer shifted to small businesses, the proccess required a more personal, hands-on approach. There old system was bogged down by a bunch of administration overhead, which prevented them from doing more.

What They Wanted — and How We Got Them There

  • Their Goal

    Streamline the sales commission process so management knew what was going on. Sales people could accurately track their work and customers received a seemless experience.

  • Our Solution

    By leveraging Zapier, Hubspot and Shopify we were able to create a seamless integration for every draft order that was created by a sales rep. We used Shopify's metafields to make the selection of the order ownership simple and easy to do.

Results That Moved the Needle

14 hours
Decreased hours per-week in tracking commissions.
100% accuracy
By removing human error sales tracking because flawless
20% increase
20% increase in new sales calls made

These types of integrations are not flashy or glamorous, but their effect on the organizations is almost immeasurable. When you remove friction through a simple task, you open up opportunities for your staff to do better work.

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Let us help you scale while freeing up your time.

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