“For the types of reports that we want to create in Salesforce, we need the data from Global Shop Solutions to get a full picture.” 

– Brian Hetrick, Sales Operations & Quoting at ALCO Manufacturing

ALCO Manufacturing recently implemented Global Shop Solutions for production and quoting, and they leveraged Salesforce Enterprise to centralize their sales process and improve the management of opportunities, customers, leads, and more.

To assist with executive reporting and overall sales processes, the company turned to Commercient SYNC, the #1 data integration platform for sales, to connect their Global Shop and CRM data.

The sales team at ALCO can access Global Shop data in Salesforce Enterprise, thanks to Commercient SYNC, including customer information, accounting records, orders, quotes, invoicing, item master, price levels, inventory, etc.

“When we are pricing and quoting in Global Shop, they will SYNC up with the specific opportunities in the pipeline in Salesforce via a unique identifying number,” Hetrick continued. “It automatically advances to the next stage in the sales process. That automation ensures the data is reliable.”

Read the full customer success story.

About the company

ALCO Manufacturing is a world class supplier of precision machined components and fittings. They’ve expanded into other locations through acquisition.