Advantages Of Bringing Your Accounting Information Into Salesforce

Sales and accounting are interrelated disciplines your business should be tracking. Does your ERP system work separately from your Salesforce system? If so, you are operating a fragile business that’s vulnerable to inaccurate financial data, disjointed processes, and cluttered records.

It is vital your business sustains growth, and therefore your ERP and CRM systems must work together through integration. For some businesses, their sales team don’t have easy access to ERP data, which can make things time consuming waiting on things such as sales history, invoicing, etc. In addition, your sales records already exist in your Salesforce system. Wouldn’t it be easier and more efficient to have access to that data in a single system?

A data integration platform such as Commercient SYNC, the #1 data integration platform for sales, that can help you streamline your processes. SYNC allows your sales, accounting and customer service teams to stay informed when any changes happen within your ERP or CRM systems.

Your sales team will have access to key ERP data directly in Salesforce, such as customer information, sales history, invoicing, terms, serial numbers invoices, inventory, multi ship to addresses, and more.

New accounts, orders, opportunities, etc., created in Salesforce are SYNC’d to ERP, saving you double-data entry and possible errors. This gives you a 360-degree view of sales and marketing.

By integrating your accounting and Salesforce systems, your business will have a clear picture of your customers. Departmental barriers between sales, accounting, services, and delivery will vanish.

As an example, your Sales team will know when a customer orders less year over year, giving them a chance to call the client to find out why, and assist in getting sales up. Customer service will have easy access to order information, plus shipping data, to help clients who need assistance. At the same time, you can take advantage of centralized Compliance and policy management.

That’s simply an overview of some of the ways it makes sense to securely integrate your sales and accounting data with SYNC. Depending on the needs of your business, you can sync databases once a week, daily, hourly or near-real time. As your company grows, Commercient makes it easy to scale up as you add more users to Salesforce.

The bottom line is that you stand to gain a lot when using SYNC data integration for Salesforce and ERP. With an easier and more efficient sales process, you and your employees will spend less time on redundant updates and more time focusing on growing your business. And with an influx of important data, your sales reps will convert at a higher rate.

To learn more about Commercient SYNC and receive a free demo, please contact us today.