SYNC For Exact Macola Progression And Zoho CRM

Description

Have the best of both worlds

Integrating your Exact Macola Progression ERP with your Zoho CRM is a quick and cost-effective way to ensure your operations are running at their prime while providing essential visibility across your sales and customer service teams. Behind the scenes, your Macola Progression system helps run your shop floor, aiding you with purchasing to meet your inventory demands, financial consolidation, and scheduling your work orders to production based on material constraints and current capacity. Meanwhile, your sales and customer service teams can provide intelligent feedback through the Zoho CRM screens. Thanks to SYNC, they can check the status of Macola Progression jobs, view material requirements, follow the progress of a job, check inventory availability, access invoices and much more. Sales can also close new business and automatically convert a new sale to Macola Progression in the form of a Job, a Sales Order or a new product with a BOM. Interested? Ask your Commercient representative for more details.

Why?

Why Use SYNC for Exact Macola Progression?

SYNC for Exact Macola Progression and Zoho CRM 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.

What We SYNC

Commercient’s standard SYNC for Exact Macola Progression and Zoho CRM includes the integration of:

Accounting data:
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.

Invoice data:
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.

Compatible Software

Software SYNC for Exact is Compatible With

Commercient’s SYNC for Exact and Zoho is compatible with Kewill, Alliance/MFG, Vanguard, JobBoss, Macola ES, Macola Progression, Macola 10, and MAX.

Payments Solution

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

Let’s Get The Ball Rolling!