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CRM Enterprise Software

Centric Software

Centric Software makes software for product and retail teams. After two acquisitions, staff combined sales reports by hand. HubSpot and Salesforce now keep customer details updated automatically, giving the group a shared view of sales.

Key Outcome

Customer details stay updated across HubSpot and Salesforce so teams can work from shared sales information.

Tracked hours
420
Tasks
241

Tracked hours by project, as a share of the client total

Tools used

  • Make
  • HubSpot
  • Salesforce

What we built

  1. 01

    Customer details

    Contact and company changes carry across HubSpot and Salesforce automatically.

  2. 02

    Sales enquiries

    Qualified enquiries reach Salesforce for the sales team to follow up.

  3. 03

    Sales ownership

    Customer records carry the responsible salesperson across both systems.

  4. 04

    Notes and campaigns

    Sales notes and campaign details follow customer records into Salesforce.

  5. 05

    Earlier records

    Existing Contentserv customer records were brought into Salesforce.

  6. 06

    Record checks

    Automatic checks catch duplicate records and flag conflicting details for review.

Centric Software acquired Contentserv and ShoppingFeed, whose teams used separate customer systems. Group sales reports meant exporting files and combining figures by hand. HubSpot and Salesforce now keep customer details updated automatically. Teams can continue using HubSpot while sales leaders see a shared picture in Salesforce.

Projects

  • CRM Connection Rollout

    Customer and company details stay updated across Salesforce and the two HubSpot accounts. Sales teams can follow enquiries and read notes without copying records between systems.

    Read case study

  • HubSpot Salesforce Planning

    This project agreed how customer details, enquiries and sales stages should carry across HubSpot and Salesforce. It gave the sales and marketing teams a clear plan before the connections were built.

    Read case study

Recently touched

  • 2026-04-17 HubSpot / Contentserv Early Renewal Done
  • 2026-03-27 WG: HubSpot / Contentserv Early Renewal Done
  • 2026-02-28 Content Serv to Salesforce - Updating ids + enable sync Done
  • 2026-02-24 Enable sync for Contentserv customers Done
  • 2026-02-24 Update Salesforce IDs from sheet Done