SYNC for TRAVERSE and Oracle Sales Cloud

Description

Have the best of both worlds. 

Combining your TRAVERSE ERP data with Oracle Sales Cloud gives you a cost-effective and simple way to keep your operations running consistently while increasing knowledge sharing between your front and back-office teams.

Behind the scenes, TRAVERSE is actively optimizing your processes, assisting with inventory control, managing your warehouses, consolidating finances and reporting on business performance.

At the same time, your sales and customer service teams can see everything happening backstage and can give crucial feedback via Oracle Sales Cloud. SYNC allows them to check the status of TRAVERSE jobs, any material requirements, job progress, stock levels, customer records, financial information and much more. Sales can also win new business and instantly convert the new sale to TRAVERSE in the form of a Sales Order, a Job, or a new product with a BOM – eliminating the need for manual inputting, reducing data duplication and increasing team efficiency.

Want to learn more? Ask your Commercient representative how SYNC can help your business.

Why?

Why Use SYNC for TRAVERSE? 

Stay one step ahead of the competition by integrating your ERP data with your CRM. Doing so will give your sales team a leg up and allow them to proactively engage customers throughout the buying and selling process.

Keep track of sales orders, invoices, accounts and more within one master system and enable your accounting teams and AEs to be effective pipeline builders together. Drive collaboration within your company, use Commercient SYNC.

What We SYNC

Commercient’s standard SYNC for TRAVERSE and Oracle Sales Cloud 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 TRAVERSE Is Compatible With

Commercient SYNC is available for Process Pro, SouthWare and TRAVERSE 11 users.

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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!