The Sales Team Defines Customer Patterns To Enhance Sales & Marketing Efforts, Thanks to SYNC
“Having customer data and sales orders SYNC’d into Salesforce has been invaluable for marketing and sales reports.”
Max Hampton, Sales and IT at Bio-Medical Instruments
Bio-Medical Instruments uses Sage 50 for their operations and finance, and chose Salesforce Professional, a state-of-the-art CRM, to streamline sales and marketing. To connect their ERP and CRM data, they selected Commercient SYNC, the #1 data integration platform for sales.
Bio-Medical Instruments can access Sage 50 data directly in Salesforce Professional, such as customer information, sales history, invoicing, price levels, inventory, and more.
“With Commercient’s seamless integration, inefficient double-entry between ERP and CRM is a thing of the past. We have more time that can be spent on growing our business,” explained Max Hampton. “We can see the customer patterns, and then we can send them different marketing emails based on that data.
To avoid double data entry, new and updated accounts, contacts, sales orders, and multi shipping addresses created in Salesforce are SYNC’d to Sage 50.