SYNC For SouthWare And Microsoft Dynamics 365 CRM

Description

Have the best of both worlds. 

Combining your SouthWare ERP with Microsoft Dynamics 365 helps your business run seamlessly while offering your sales and customer service teams the ability to see everything happening in the back-office.

Behind the scenes, your SouthWare ERP is working hard, scheduling your services, controlling inventory, monitoring performance and invoicing your customers.

Meanwhile, your sales and customer service teams can provide intelligent feedback from the front-office through Microsoft Dynamics 365. SYNC allows them to check the status and progress of SouthWare jobs, material requirements, customer records, inventory availability, and accounting information. Sales can also close new business and instantly convert a new sale to SouthWare as a Sales Order, a Job or a new product with a BOM.

Sounds interesting? Speak to your Commercient representative about how SYNC can work for you.

Why?

Why Use SYNC for SouthWare?

SYNC for SouthWare 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.

What We SYNC

Commercient’s standard SYNC for SouthWare and Microsoft Dynamics 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 SouthWare is Compatible With

Commercient’s SYNC for SouthWare and Microsoft Dynamics CRM is currently compatible with the SouthWare Excellence Series. Additionally, SYNC can work with ProcessPro and Traverse 11.

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

Video

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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!