SYNC For Exact MAX And Microsoft Dynamics 365 CRM
Enjoy the best of both worlds.
Ever wished you could seamlessly run your factory whilst providing much-needed visibility on operations to your frontline team? SYNC for Exact MAX and Microsoft Dynamics 365 helps you keep operations running smoothly, aiding with inventory purchasing and scheduling work orders to production based on capacity and material constraints. Meanwhile, front of house, SYNC provides your sales and customer service teams with intelligent feedback, right within Microsoft Dynamics 365. Included in their view is the ability to check the status of MAX jobs, material requirements, the progress of a job, work center details, inventory availability, invoicing and shipping. Your sales team can also close new business and automatically convert the new sale to MAX in the form of a Sales Order, a Job or a new product with a BOM. Sounds interesting? Ask your Commercient representative about these options.
Why Use SYNC for Exact MAX?
SYNC for Exact MAX solutions and Microsoft Dynamics 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.
Commercient’s standard SYNC for Exact MAX and Microsoft Dynamics CRM 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 Exact is Compatible With
Commercient’s SYNC for Exact and Microsoft Dynamics 365 is compatible with Kewill, Alliance/MFG, Vanguard, JobBoss, Macola ES, Macola Progression, Macola 10, and MAX.
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
Like this app? Share with your friends!
Get Your Free Demo
“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
WE ARE LOCATED
1640 Powers Ferry Road Building 3,
Suite 300 Marietta, GA 30067
THIS WEEK FROM THE BLOG
- Does Your Business Need a Cloud Computing Strategy?August 17, 2017 - 3:53 pm
- Back-to-School Tech 2017: Best Technology for College StudentsAugust 15, 2017 - 1:29 pm
- 5 errores frecuentes de email marketingAugust 14, 2017 - 4:56 pm
- Learn from the Pros: 5 Daily Habits of the World’s Most Successful CEOsAugust 11, 2017 - 11:31 am