“SYNC helps to streamline things, cut costs, and we can lean on it to ensure consistency and accuracy.”
Erin Anderson, Director of Sales and Marketing at AquaDesign
Intersan by AquaDesign utilizes Sage 100 for finance and operations. They were using a previous CRM, but decided to leverage Zoho Enterprise CRM to help streamline their sales processes.
The company chose Commercient SYNC, the #1 data integration platform for sales for an expert and cost-effective ERP and CRM data connection solution.
Commercient SYNC’s key data from Sage 100 to Zoho Enterprise CRM, including customer information, sales order history, invoicing, pricing, inventory, multi ship to addresses, customer movement, item master, and much more.
“Sales can go into Zoho on a phone, iPad, or computer, wherever they may be, and the Sage 100 data is very succinct, right then and there, and easy to navigate,” explained Erin Anderson. “Commercient is a perfect solution.”
Read the full customer success story.
About the company
Intersan by AquaDesign makes commercial plumbing fixtures that look modern, are easy to clean, and are made from antibacterial materials.
- Challenge
- Replace previous CRM with a more streamlined, cloud-based version
- AquaDesign needed to connect data between Sage 100 and Zoho Enterprise CRM
- Integrate Zoho Enterprise CRM data to Sage 100, to avoid double data entry and errors
- Solutions
- Zoho Enterprise CRM, a leading CRM solution with a salesperson-friendly interface
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s two-way SYNC
- Results
- The company has improved tracking of projects, deals, contacts, and much more
- The team works in one system (Zoho) while getting ERP data they need for quoting, etc.
- New and updated accounts, quotes, and more created in CRM are SYNC’d to ERP
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