SYNC for TRAVERSE and Salesforce
TRAVERSE Integration Made Easy
Have the best of both worlds.
Joining your TRAVERSE ERP with Salesforce helps keep your business operations running smoothly while offering crucial visibility between your front and back-office teams.
Behind the scenes, TRAVERSE is busy upgrading your processes, assisting with inventory control, managing your warehouses, consolidating finances and reporting on overall business performance.
In the meantime, your sales and customer service teams can monitor everything happening behind the scenes and pass on crucial feedback through Salesforce. SYNC allows them to review the status of TRAVERSE jobs, any material requirements, job progress, stock levels, financial information and much more. Sales can also win new business and immediately convert the new sale to TRAVERSE in the form of a Sales Order, a Job, or a new product with a BOM – reducing the need for manual input, decreasing data duplication and increasing team efficiency.
Sound intriguing? Ask your Commercient representative for more information.
You can also find us on the Salesforce AppExchange.
Why Use SYNC for TRAVERSE?
Commercient SYNC connects your TRAVERSE data with your Salesforce data, eliminating the hassle of switching back and forth between separate systems when you’re working with a customer. You’ll be operating comfortably from within one master system.
Commercient SYNC gives you the opportunity to provide your undivided attention to the customer and provides you with an unlimited capacity to grow. Commercient SYNC isn’t just about connecting software, it’s about achieving your goals with greater efficiency and providing your customers with a memorable experience.
Commercient’s standard SYNC for TRAVERSE and Salesforce 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 TRAVERSE Is Compatible With
Commercient SYNC is available for Process Pro, SouthWare and TRAVERSE 11 users.
The SYNC for TRAVERSE (Open Systems) and Salesforce 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.
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
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