However, there's a crucial piece missing in this mom database integration puzzle. While the system is efficient in creating deals, it does not associate these deals with a company in the system. This means that while you can see the transactions happening, you can't directly link these transactions to the companies making them. And while you can instruct HubSpot to associate deals to companies, there is no way to apply these changes in bulk.
Without the ability to associate deals with companies reliably, businesses face difficulties in tracking customer purchases at a company level. Then they will lack understanding of a company's buying patterns, which hinders their ability to provide personalized marketing and sales efforts or make inventory decisions based on order cycles.
Moreover, this gap in the integration process can also complicate customer support. When a customer submits a support ticket, the support team may struggle to view that customer's purchase history if the deals are not associated with a company. This can lead to delays and inefficiencies in providing support, impacting customer satisfaction and retention.
