Our Work
Overview
Spruce Industries, a leading provider of industrial janitorial and cleaning supplies, recognized the need for an innovative CRM system. They partnered with Evenbound to transition from using their ERP system as a CRM to investing in HubSpot and their business’s future. By integrating HubSpot’s Marketing and Sales Hubs, Spruce gained a streamlined system that improved data organization and workflows. As a result, they now view Evenbound as a trusted strategic partner for HubSpot projects.
- Industry: Industrial Wholesale
- Company Size: +30
- Location: New Jersey
+1,450%
Increase in Calls & Meetings Last Year
+750
Contacts Creation
Advanced Reporting
The Challenge
An Ineffective CRM System
Spruce was using their ERP (Epicor P21) as a CRM, which lacked the functionality to support efficient customer relationship management.
Disorganized Data
Spruce struggled with data management and architecture, which made it difficult to implement workflows and automation.
Lack of Internal Expertise
Without in-house expertise, Spruce needed a long-term partner to train their team and optimize HubSpot for their specific needs.
Hubspot Tools We Used
Marketing Hub Professional
Sales Hub Professional
The Solution
HubSpot CRM Implementation
Evenbound implemented HubSpot Marketing Hub Professional and Sales Hub Enterprise into Spruce's operations. This included data migration, workflow setup, and system customization, so Spruce could efficiently manage operations and improve data visibility.
Data Architecture & Mapping
We developed a comprehensive data mapping sheet so Spruce could organize their CRM and ensure clean data transfer. This foundational work gave Spruce the clarity needed to optimize their CRM usage.
Email & Landing Page Template Creation
Our team designed reusable email and landing page templates to provide a professional and cohesive look while improving efficiency in campaign execution.
HubSpot Onboarding and Team Training
Evenbound provided tailored onboarding and training to ensure Spruce's team could leverage HubSpot’s capabilities. This included detailed training sessions, platform walkthroughs, and ongoing support to empower their staff.
The Results
Integrated ERP to HubSpot CRM
Epicor achieved a fully functional system tailored to their needs when we oversaw the integration.
Enhanced Analytics & Strategic Growth
With advanced reporting capabilities and a streamlined CRM, Spruce enhanced their strategy, unlocking new opportunities for growth and operational success.
Streamlined Operations
Clean data architecture and custom workflows streamlined Spruce’s operations, allowing them to focus on growth and customer service.
A Trusted Partner for Ongoing Success
Evenbound’s expertise earned Spruce’s trust, leading them to request additional projects like advanced reporting setup and further HubSpot optimizations.
