SYNC For Exact JobBoss And Salesforce
Have the best of both worlds.
Marrying your Exact JobBoss ERP with Salesforce lets you keep your shop floor running while providing much-needed visibility to sales and customer service. In the back office, your JobBoss ERP system helps you run your business, assisting with purchasing to meet your inventory demands, invoicing and managing your IT systems. In the front office, the sales and customer service teams can provide intelligent feedback through the Salesforce screens.
Included in their view is the ability to check the status of the JobBoss jobs, any material requirements, the progress of a job, work center details, inventory availability, invoicing and shipping. Sales can also close new business and automatically convert a new sale to JobBoss in the form of a Sales Order, a Job, a new product with a BOM.
Ask your Commercient representative about these options.
Why Use SYNC for Exact JobBoss?
SYNC for Exact JobBoss and Salesforce is a data integration application that seamlessly connects your ERP and CRM data together. This results in easy access to customer and accounting data all within a single, secure environment. SYNC is a cloud-based app that can be customized to update and SYNC anywhere from daily to real-time.
Sales reps will have the ability to provide first-class customer service easy access to such a wide scope of important data. They will have the ability to see inventory in real time, search customer records, and complete orders all from the comfort of your desk or while on the go.
Commercient’s standard SYNC for Exact JobBoss and Salesforce gives you complete control over your manufacturing processes and lets you focus on the most profitable products. SYNC includes the integration of:
Cost analysis and quotes: A simple, intuitive dashboard lets you look at the detail of labor and transaction materials. You can produce automatic RFQs and Purchase Orders using time-phased material planning reports. Detail of labor and material transactions. Full visibility of all outside Job purchases and cost analyses.
Order processing and inventory: Shows all current inventory availability to see if you can take on jobs or if you are at capacity. Wherever work orders come from, materials are updated automatically. Check on job status based on the employee, the machine, the work center, and a variety of other factors. Verify the materials needed per Job work center.
Scheduling and shipping data: Exact JobBoss’ customizable dashboard gives you a real-time view of the production schedule. Delivery date is updated automatically as the production schedule waxes and wanes. Check on a job’s schedule by eliminating bottlenecks.
For additional information, and items we can integrate for you, visit the pricing page.
Software SYNC for Exact is Compatible With
Commercient’s SYNC for Exact and Salesforce app is compatible with Kewill, Alliance, MFG, Vanguard, JobBoss, Macola ES, Macola Progression, Macola 10, and MAX. Additionally, this 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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