Case Study: Everis automates quote-to-cash with Campaign Creators

Everis automates quote-to-cash across 2 systems with Campaign Creators

Everis, a medical device and pharmaceutical distributor, faced a major operational challenge because its sales pipeline in HubSpot was completely disconnected from its fulfillment and invoicing system in Microsoft Dynamics 365 Business Central. This disconnect forced manual data entry, created unreliable pipeline reporting, and prevented sales reps from accessing real-time shipment status. To solve this, Everis engaged vendor Campaign Creators for their CRM strategy and ERP integration support expertise.

Campaign Creators structured the data model for an integration built on the Commercient middleware platform, mapping HubSpot deals to Business Central sales orders and adding a shared PO Number field. The solution automated the entire quote-to-cash process, ensuring a purchase order entered in HubSpot automatically creates a matching sales order and that shipment updates in Business Central automatically move deals to Closed/Won. This eliminated manual handoffs, gave sales reps direct visibility into shipment status, and created a pipeline that accurately reflects reality, allowing both sales and customer support to work from a single source of truth.

Everis