Dealing with health patients in a medical context, TecMend’s team was able to handle the integration and usage of three different softwares in order to assist a biotech company in handling meetings and customer information. Contacts are added to handle different patients, all individualized for the best categorization and information retrieval, which are then easily recorded in eHealth and OpenEMR for doctors to handle notes. 

Ditch the traditional methods of paper organizations and consultation schedules. Join us at TecMend to digitalize all your information in a secure, time-saving, and efficient manner.

Using HubSpot’s email marketing software, we have recently completed a project for a construction based company in order to promote services to a large amount of contacts and leads all through automation. Following a complex scripted campaign that we were able to code, and email HTMLs which are custom designed by our team. 

With tracking software built into the digital marketing we do, we have seen a 100% percent increase per week for our clients, and we can surely tackle these tasks for you as well for an affordable price.

To help a customer in the construction business, we were asked to handle data from three different sources that the client used for managing customers. From Datahub, we received customer information which would then be stored in HubSpot. Contact information would then be used to schedule meetings with EagleView to check order progress and directly link to Quickbooks in order to handle finances and invoices according to the deal stage.

By doing this integration, we improve collaboration and unification of systems, allowing for the three different softwares to all be used cohesively, saving millions of clicks, seconds, and the hassle of constantly manually updating data. 

In a recent venture, the TecMend team was able to directly synthesize HubSpot for customer information and a client’s website itself. From the website, we were able to receive data which were then inserted automatically into HubSpot to monitor conversion rates and analytics. An automated end of day report was then sent to managements for further processing. 

With this customer, we were able to achieve a highly satisfactory result that was custom-tailored to their expectations. No matter what obstacles you may have with data, we guarantee that we will be able to offer a solution. 

Call centers are an important source of data transfer between customers and agents, but communicating and integrating this data with leads / contacts can often be difficult. TecMend has created an ingenious solution to automate the scheduling of meetings and the addition of information to XCALLY, a commonly used call center application.

With our services, we can provide custom solutions to any data-related problem that you may have between multiple applications. We were able to provide this customer several email-marketing templates and create a reporting system to allow for much higher customer satisfaction.

Lately, we have completed integration for a client between HubSpot data and connecting it straight to Shopify in order to automate sales and transfer data from attracting customers to built-in payment systems, facilitating accounting methods as well. Competing with several other companies, our specialist data integration team was able to offer the cheapest alternative at the fastest rate, providing great value to the highly satisfied client.

Every click takes time, and time is money. By automating such processes for you, we can help you move your company’s sales and analytics to the next level.

Why did we not think of this earlier! — Customer Quote.

Customer picks one option in a contact property in HubSpot. Our custom integration creates a Loan flow document and picks the corresponding QuickPack – real time and within seconds. No more copy and paste of data multiple times.

Customer success story in the construction business. We have integrated HomeAdvisor, EagleView, HubSpot, QuickBooks, Google Calendar to automate 16 manual processes. Migrated data including attachments from Legacy CRM to HubSpot. The customer and his team of admin and sales personnel save a collective 10 hours a week on average. Data integrity is an ongoing process as all applications have the same data with exact spelling of names, addresses etc.

Customer in retail business who used to create 50-60 Invoices a day in QBO after getting records from multiple sources. It took one person almost 2 to 3 hours to complete this task. Given the other tasks in the office sometimes this used to get delayed for a week resulting in delayed payments and cash flow issues.

We automated data gathering into one spreadsheet which was checked and used our Excel to QBO routines that would post them in about 10 mins. An extracted AR/AP report is extracted every day at 5pm and emailed to the owner and accountant.