SYNC for Traverse and Zoho

Description

Have the best of both worlds. 

Assimilating your TRAVERSE ERP with your Zoho CRM offers a cost-effective and quick way to keep your operations running harmoniously while increasing the visibility and communication between your front and back-office teams.

Behind the scenes, TRAVERSE is working to optimize your processes – assisting with inventory control, managing your warehouses, consolidating finances and monitoring your overall business performance.

Meanwhile, your sales and customer service teams can see everything occuring behind the scenes and impart crucial feedback via Zoho. SYNC allows them to check the status of TRAVERSE jobs, any material requirements, job progress, stock levels, financial information, and customer records. 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 – vastly decreasing their manual work, 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 Zoho 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’s SYNC is available for TRAVERSE 11, Process Pro and SouthWare. Speak to your Commercient rep for more details.

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

Get Your Free Demo

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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!