SYNC for Made2Manage and Salesforce
Have the best of both worlds.
Integrating Made2Manage with Salesforce is a cost-effective and simple way to ensure your operations are running efficiently while improving the visibility between your sales, customer service, and back office teams.
Behind the scenes, Made2Manage is helping you manage your inventory and resources, oversee logistics, consolidate your finances and many more business-critical functions. Front of house, your sales and customer service teams can monitor and provide intelligent feedback through Salesforce in real-time.
Through SYNC, your sales and customer service teams are always kept up to date. They are able to check the progress and status and progress of Made2Manage jobs, resources needed to complete a job, work center details, financial information, and inventory levels. Your sales team can also close new business and instantly convert that new sale to Made2Manage in the form of a Sales Order, a Job or a new product with a BOM.
Interested? Ask your Commercient representative how SYNC can help your business.
Why Use SYNC For M2M?
Your ERP and CRM databases are too critical to your business to keep them isolated from each other. But how are you supposed to bring all of that data together and keep it organized? Commercient’s SYNC app solves that problem for you.
Eliminating the risk of data duplication errors and integrating your M2M and Salesforce data together is easy with SYNC. SYNC helps declutter your systems, improve visibility, and organize all of your crucial customer and accounting information in one easy-access place.
Commercient’s standard SYNC for M2M and Salesforce includes the integration of:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill-to addresses, and account history.
Sales order data:
Open sales orders, sales order detail lines, and sales order history.
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.
For additional information, and items we can integrate for you, visit the pricing page.
Software SYNC for M2M is Compatible With
Commercient SYNC is available for Made2Manage and additional Aptean ERP solutions including AssetPoint, Axis, Catalyst, CDC Factory, Compiere, Computron, Configuration Solutions, Cimnet, DTR, Encompix, Envision X ERP, Empower ERP, Factory MOM, GoMembers AMS, IMI Supply Chain, Intuitive, Knova, Medworxx, Relevant (INFIMACS), Ross ERP, and SupplyWorks.
The SYNC for Made2Manage and Salesforce app is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning Unlimited.
SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.
ACH Payments Solution Add-On
Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.
If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.
PDF Download: Payments SYNC Add-On Solution
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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”
– Gene Horlander
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