The company’s financial and resource tracking processes were out of sync due to using separate services for different needs. They used Hubspot as a CRM, Tacton to create quotes for customers (CPQ), and then there was the SAP Business One service to manage manufacturing resources (ERP).
After closing a deal with a customer, the team had to manually put the information from the order in the CPQ system into the ERP system. An additional challenge was having different logics of order items' part numbers in Tacton and SAP Business One.
A part number is a complex combination of purchased item characteristics like antenna impedance, cable length etc., and to recognize them, each system requires its own acceptable formats.
Our client knew precisely that they needed an integration layer to take on the manual labour and transfer orders data between the Tacton and SAP Business One systems. It was also important to make all the needed part number format adjustments in the process. Since Tacton easily connects with Hubspot CRM, it wasn’t necessary to build an integration between them. But it was preferable for our solution to also be compatible with the Hubspot technology in case the client ever needed to establish such a connection.