Vision Inside - Full view with ChiliDataHub

The Swiss company Vision Inside AG has been offering customized IT and telecommunications solutions in the areas of network security, cyber security and building security since 2004. Vision Inside is known for its expertise in cloud integrations and has been recognized several times as a Microsoft Gold Partner. The company is also involved in sustainable projects, such as providing IT equipment for students in South Africa. vision-inside.ch

Challenges

The primary need was to be able to provide customers with comprehensive support and to know exactly what was going on with a customer at all times. Vision-Inside uses the Swiss ERP Messerli Informatik as its central solution. The IT department uses Autotask for its projects. HubSpot was chosen as the CRM solution. The challenge was to integrate the entire landscape in such a way that a 360° view of the customer is available in the CRM at all times.

Solutions

ChiliDataHub synchronizes the company, contact and deal data as well as custom objects for contracts and services between HubSpot - Messerli and Autotask. HubSpot thus ensures a complete view of the customer at all times and both the electrical infrastructure and IT departments always know which projects and activities are running at a customer. The solution helps employees to create an optimal customer experience in general, as the relevant information is available at all times.