“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.
Read the full customer success story.
About the company
Bio-Medical Instruments carries a wide variety of biofeedback and neurofeedback equipment and supplies, which helps people to deal with stress, depression, or PTSD.
- Challenge
- Implement a CRM to help streamline and modernize operations as the company grows
- The sales team needs to work completely in Salesforce, but still needs Sage 50 data
- Enhance marketing efforts
- Solutions
- Salesforce Professional, the top cloud-based CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Sales order history is SYNC’d from Sage 50 to Salesforce Professional
- Results
- The company can better manage opportunities, customers, etc.
- With ERP data SYNC’d to CRM, the sales team have a full view of sales, customers, and marketing
- They can tailor marketing to customers based on past orders, patterns, etc.
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