SYNC For Workday And Salesforce

Description

Have the best of both worlds. 

Marrying your Workday system with Salesforce helps improve your operational efficiency while offering your frontline teams a 360-degree view of everything happening backstage.

Behind the scenes, Workday is hard at work, helping with financial management, assisting with HR and reporting on everyday business performance.

Meanwhile, your sales and customer service teams can see everything happening backstage and give crucial feedback through Salesforce. Thanks to SYNC, they can see financial records, team capacity, and forecasts.

Sales can also win new business and instantly convert the new sale to Workday in the form of a Sales Order, a Job, or a new product with a BOM – decreasing their manual work, eliminating potential errors and increasing team efficiency.

Want to find out more? Ask your Commercient representative for further details.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC For Workday? 

One of the biggest benefits of utilizing Commercient SYNC’s cloud-based app are the positive customer relationships it helps you establish. Having easy access to each customer’s custom sales and accounting data in your system means you always have the answer to tough questions.

We help Workday customers achieve their goals fast and efficiently by providing your team members with up-to-date information that allows them to deliver the responsiveness that customers are looking for.

What We SYNC

Commercient’s standard SYNC for Workday 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 Workday and Salesforce is Compatible With

Commercient’s SYNC for Workday 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.

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!