“SYNC helps to close more opportunities and drive revenue upwards.” 

– James Helms, Operations Manager at Allied Industrial Sales

Allied Industrial Sales uses Sage 50 for operations and accounting, and leveraged Salesforce Professional to better manage their inside and outside sales, opportunities, customers, and more. Plus, there was an improvement in accountability.

Helms worked with Commercient to implement SYNC, the #1 data integration platform for sales, to connect their Sage 50 and Salesforce data.

Allied Industrial Sales can access Sage 50 data directly in Salesforce, including customer information, sales history, invoices, serial numbers invoiced, salesperson’s name, multiple bill to and ship to addresses, and much more.

“SYNC gives us complete transparency,” Helms continued. “No more spreadsheets, everything is in Salesforce, and it’s automated. Everyone inside and outside the office can see what’s happening in the pipeline.”

Read the full customer success story.