SYNC Streamlines Cambridge Engineering’s Sales and Marketing
For over 50 years, Cambridge Engineering has designed manufactured space heating, ventilation (make-up air) and cooling products in commercial and industrial facilities. Prior to implementing Salesforce, the business used GoldMine CRM, but this CRM had a very low adoption rate among employees. They chose Salesforce, the top CRM in the world, to help streamline their sales.
Cambridge uses Epicor 10 and Salesforce for its operations, along with QlikView and ConfigureOne. However, the data between Epicor 10 and Salesforce remained Siloed, and the business needed to integrate their data. After careful research, they selected Commercient SYNC, the #1 data integration platform for sales.
With Commercient SYNC integrating data from Epicor 10 to Salesforce, Cambridge Engineering’s sales team have a full view of sales. They can access customer information, invoicing, sales history, terms, salesperson’s name, multiple ship to and bill to addresses, serial numbers, and much more, directly in the CRM.
In addition, Cambridge uses ConfigureOne for quotes, which ties into Epicor 10, and SYNC integrates the quotes to Salesforce. “That’s the big thing with Salesforce: Our sales team can go to one place and get all their information [thanks to Commercient],” said Rick Foerst, IT Director at Cambridge Engineering. “The more information they have, the better off we are.” The business saves time by not having to log into Epicor 10 to get ERP and quotation data.