Company
Location
California
Founded
2015
Category
Field Service Management
Sunderstorm is a premier California-based lifestyle cannabis manufacturer focused on quality of products, quality of life, and quality of community. Leveraging years of experience in the market, Sunderstorm promises clean, consistent, and reliable cannabis products backed by science. Sunderstorm’s KANHA gummies brand helps people achieve a life of harmony and wellness with consciously crafted cannabis; they are
distributed internationally in Thailand and have a presence in over 900 locations in California, Nevada, and Massachusetts.
The Sunderstorm management team uses technology to take advantage of new opportunities and adapt quickly to changing customer needs. This technological edge contributes significantly to their innovation capabilities, allowing them to optimize efficiency and distinguish themselves in a competitive marketplace.
Sunderstorm sales teams visit customer sites to market and deliver products, and provide account management functions. This team of field sales representatives documents their activity in their company CRM, HubSpot.
All sales team members are reimbursed for their travel to customer destinations. Initially, this reimbursement process was entirely manual. This manual process was error-prone, often late, sometimes inaccurate, and required additional reviews by administrative staff. As a result, team members wanted to save time, become more efficient, and not overpay on mileage reimbursements due to this inefficient process.
Wanting to improve reporting, transparency, and accuracy and seeking to automate this process, the Sunderstorm tech team looked to build on their existing infrastructure. Since the team used HubSpot as the central source of information, the team needed to make data capture more accurate and automated. The objective became clear: find a way to seamlessly automate the capture of location data to gather distances traveled for all sales reps. The team's view was that once this data was in the CRM, they would have more visibility via reports and dashboards. Management teams expected this data to give them new insights into the business and allow them to make better decisions.
The Sunderstorm tech team explored the HubSpot ecosystem to find a solution that would meet these needs. By exploring the HubSpot App Marketplace, Sunderstorm discovered HyperTrack, which emerged as a standout potential partner to help them achieve their desired outcomes. After a brainstorming session with HyperTrack’s solution team, it became clear that HyperTrack could help the team deploy a mobile app that would capture distance traveled and automate reports on places visited per sales rep.
“HyperTrack has significantly improved our operations at Sunderstorm. It allowed us to integrate with Acumatica, our ERP, and our Redshift database to enable essential recording of expenses and detailed reporting in Tableau. Additionally, it pushes data to HubSpot, allowing our sales team to track their mileage and stops without switching platforms. This integration has been essential in ensuring our mileage reporting is accurate, keeping our team streamlined and focused on selling."
Logan Sands, VP of IT
The HubSpot and HyperTrack solution gives companies the ability to add location intelligence to automate reporting for field sales teams. Using HyperTrack, teams can track sales visits to key customer locations and track distance traveled to automate reimbursements. The team was able to implement this solution in fewer than six weeks.
The Sales team uses the HyperTrack Visits App to clock-in when work starts to start location tracking and clock-out when work ends to stop location tracking
Places Sunderstorm created Geofences for Customer locations to automatically track visits
Dashboard visualizations to display work happening in real time
Together the above solutions allowed the team at Sunderstorm to transform their business. They expected the use of location intelligence to solve gaps between the field and the enterprise. Using HubSpot Connected HyperTrack for field service management helped them improve their processes, leverage location data to enrich tracking, and provide visibility for operations and management teams.
The rollout of HyperTrack brought about a mix of predicted and surprising effects. While the solution met its intended goals, it also produced additional benefits. The team sought more visibility into field operations to improve tracking and reporting; in the course of solving this, they were introduced to new functionality that became more impactful than initially anticipated.
“HyperTrack has helped streamline mileage reimbursements and sales management data in HubSpot. We used to struggle to track rep mileage and client visits accurately. Now, HyperTrack's easy-to-use dashboard gives us clear, weekly insights into each rep's activity. Plus, the ability to set up notifications and alerts based on this data is fantastic"
Erica Tetsworth, Director of Sales
Tracking and Reporting
Within six weeks of implementing HubSpot Connected HyperTrack, the team was able to track sales team member activity at over 1,000 customer sites. They have also been able to track over 1,000 visits and the distance traveled to those sites per sales rep. Most sales reps have an 80%-plus tracking rate, providing unprecedented visibility into field operations.
The new integration with their HubSpot implementation provided new opportunities for reporting. Now location data is delivered to the sales director and each individual sales rep. These reports give team members the level of transparency that builds trust between field teams, operations, and management teams.
An Unexpected Benefit and New Capabilities
With HyperTrack’s ability to capture granular location data, the tech team at Sunderstorm was able to notice unexpected benefits in the ability to identify the use of mock location software. By knowing when someone in their system is using tools to obscure their location, Sunderstorm can ensure these tools are not used to affirm the veracity of their data.
The next steps for Sunderstorm include using location data in ways they did not previously foresee. With new capabilities, the tech team sees opportunities to build on their existing implementation to integrate HubSpot Connected HyperTrack data into their ERP system to automate distance-based payouts.
The strategic implementation of location technology not only boosts productivity but also aligns with continuous improvement initiatives that drive innovation. Embracing technology has been a core component of Sunderstorm’s success and they are just getting started with unlocking the value of location intelligence.
HyperTrack provides the building blocks to add location intelligence to the shift work marketplace, field service management, and CRM solutions such as HubSpot and Salesforce. Our APIs and SDKs for planning, assigning, tracking, and verification learn from the ground-truth data to improve operational KPIs, including job completion or fill rate, workforce reliability with lower No-Call No-Show(NCNS) incidences, higher productivity, and on-time delivery.
HyperTrack provides workforce automation and proof-of-work solutions trusted by over 300 companies worldwide in various industries, from technology, light industrial, security, retail, hospitality, and healthcare to energy and transportation.Start building with the free trial at https://hypertrack.com/
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