SYNC For Exact MAX And Salesforce

Description

Enjoy the best of both worlds. 

Integrating your Exact MAX ERP with Salesforce CRM helps you keep your manufacturing processes running while providing much-needed visibility to sales and customer service. Behind the scenes, your MAX ERP system runs your business, helps you with purchasing to meet your inventory demands, and schedules your work orders to production based on capacity and material constraints. In the front office, the sales and customer service teams can provide intelligent feedback through the Salesforce screens. With our 360-degree view, you have the ability to check the status of MAX jobs, material requirements, job progress, work center details, inventory availability, invoicing and shipping. This will help sales close new deals and automatically convert a new sale to MAX in the form of a Sales Order, a Job or a new product with a BOM. Ask your Commercient representative about these options.

Why?

Why Use SYNC for Exact MAX?

SYNC for Exact MAX solutions 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 a wide array of important data. They will have the ability to see inventory in real time, search customer records, and complete orders from anywhere and on any device.

What We SYNC

Commercient’s standard SYNC for Exact MAX and Salesforce 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 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.

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!