“I’m super grateful that Commercient accurately SYNC’s transactions from Salesforce to Sage 50.”
– Bridget Miskell, Grants Accountant at BEDF (Boston Educational Development Foundation)
Boston Educational Development Fund (BEDF) leveraged Salesforce Enterprise to help modernize and streamline their processes. They utilize Sage 50 for their operations and finance.
Data between their ERP and CRM was siloed, so they chose Commercient SYNC, the #1 data integration platform for sales, to connect Sage 50 and Salesforce.
With Commercient SYNC, BEDF can quickly access Sage 50 data in Salesforce Enterprise. This includes customer, accounting records, terms code details object, bill to be paid, AP vendor, AP purchase order, AP invoice, AP invoice payments, “Vendor ID” IF not inc. above in core SYNC & Vendor Account to ERP, and more.
In addition, new and updated accounts and GL journal entries, accounts payable, and disbursement request (SF)/bill to be paid (Sage) created in Salesforce are SYNC’d to Sage 50. This saves BEDF plenty of time by avoiding double data entry.
Read the full customer success story.
About the company
The Boston Educational Development Fund (BEDF) is a K-12 education foundation and fiscal partner of Boston Public Schools.
- Challenge
- Implement a state-of-the-art CRM solution
- Data between Salesforce and Sage 50 remained siloed
- Avoid double data entry
- Solutions
- Salesforce Enterprise, the top cloud-based CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- BEDF can better manage accounts payable and accounts receivable
- The team can access important ERP data directly in CRM
- Transactions made in Salesforce are SYNC’d to Sage 50, which helps BEDF save time