“SYNC helps us to understand the financial data for all of our current and upcoming projects, in real time.” 

– Charles Garrison, Business Development Manager at Carlton Construction

Carlton Construction leveraged Salesforce Enterprise, the top cloud-based CRM in the world, to update their processes and improve the management of opportunities, customers, and much more. They use Sage 100 Contractor for their operations and finance.

The company needed their data centralized in Salesforce, so they chose Commercient SYNC, the #1 integration platform for sales to connect their data between Sage 100 Contractor and Salesforce.

The team at Carlton Construction can access Sage 100 Contractor data right in Salesforce Enterprise. This includes accounts, jobs, invoices and payments, contacts, project tables, and much more. This also helps with forecasting.

“SYNC will help us to create custom reports in Salesforce so we know where we are and where we’ll be.”

In the near future, Commercient will implement a Phase 2 SYNC, where opportunities, new accounts, and other items created in Salesforce will be integrated to Sage 100 Contractor. This helps to save time and gives Carlton a 360-degree view of sales, customers, and marketing.

Read the full customer success story.

About the company

Carlton Construction is a growing general contractor experienced in commercial and luxury residential construction.