Considering a cloud-based data integration platform such as Commercient SYNC? Let’s see the story of Republic Manufacturing and how they leveraged Salesforce and Sage 100 data integration with Commercient SYNC to achieve business goals.

Having a company in top shape requires different resources. However, it can be a complex process to figure out the right way to grow a company. You need to research in order to select the right resources to use – otherwise, the innovation process may backfire. 

Which technology should you use that enables your processes and your people to get more things done in less time? 

Republic Manufacturing began as a sheet metal manufacturer back in 1962. The demands of the market were quite different back then. It was a very different world from the one we find ourselves in now. And yet they managed to grow and adapt to an ever-changing market. To the point wherein 1991 they became one of the largest in North Texas. 

All because they knew when to adapt. Then Republic designed and manufactured its centrifugal blowers and air knife drying systems that offered distinct advantages over existing systems within the industry. 

Nowadays, Republic remains a leading designer and builder. Their products include blowers, vacuum pumps, compressors, air knives, and many more. They also do custom orders so of course with all the work they do they need the right systems. But what exactly is the right system for them?   

ERP and CRM that set them up for success

They found out using Sage 100 for their operations and managing their finances and worked with Josh Monson from the 1.1 Group to implement Salesforce Enterprise. This leading CRM helps them have the best management in regards to their opportunities, customers, their leads and so much more. The company also uses other Salesforce products like CPQ, Service Cloud, Knowledge, Pardot, and Einstein. 

Pardot was especially helpful. In the words of Republic’s Marketing Manager Nicole Taylor, “It’s amazing how Pardot captures information about customers and campaigns. We can create marketing automations and drip campaigns based on that data. It’s helped our sales and marketing teams work well together.”

So it all seemed to be coming together but something was still missing. They still needed to be able to connect their Sage 100 to their CRM, but how? 

Connecting Sage 100 and Salesforce Enterprise 

Commercient SYNC is the #1 data integration platform for sales, and with its bi-directional ERP and CRM integration, the company can access its important Sage 100 data directly in Salesforce Enterprise. Everything from inventory, accounting records, customer information, sales order history, addresses, tracking information, and so much more. 

We’ve taken it beyond just a records keeping piece by having Sage 100 SYNC’d with CPQ and Pardot,” said Taylor. “The integration allows the Sales Team to take appropriate steps to increase their rate of closure based on real-time information.”

Makes sense, doesn’t it? Being able to easily access customer data when you need it, makes it easier to make the sale. You know how likely a person is to buy or what they like to buy. Plus, anything like sales or new accounts created in Salesforce Enterprise are SYNC’d to Sage 100, giving Republic Manufacturing a full view of everything — customers, sales, and marketing. 

Having real sales data in our ERP allows us to market to customers in real-time based on their purchase history, lifetime value, and purchasing behavior,” explained Taylor of the marketing benefits. “Real campaign ROI is reported without relying on the Sales Team to backfill data into their opportunities.”

Nicole Taylor even called it a lifesaver. 

It’s been a real lifesaver for us and a much cleaner process,” said Taylor. “It has reduced errors, in the sense that the information that was quoted is now being pushed to the order. So there’s no need to reinterpret what was quoted.”

With Commercient SYNC, your ERP and CRM are a match made in heaven. It certainly was for Republic Manufacturing! 

Click here to read the full customer success story

Click here to read their review in Salesforce AppExchange

If you’re ready to innovate and scale, the easy way, with a data integration platform that fits your needs, contact us today.

In 2008, Warren Buffet sent a letter to Berkshire Hathaway’s shareholders where he wrote, “Long ago, Ben Graham taught me that – Price is what you pay; value is what you get.” This idea still largely guides decisions into new business investments where the dollar amount of a new purchase should be evaluated against other factors that create value, whether they be financial, emotional, or physical.

Let’s be honest, when we are talking about the price of new technology, rarely does someone see the price and think to themselves, “Wow, that is so much cheaper than I expected it to be.” New technology comes with a price tag, but it can also add extreme value to your organization.

The Price of Integration

There are many different integration options on the market all with various pricing structures, but in general, the price of integration can range from $4,000 – $80,000 or more in the first year. At this price point, sticker shock is common with first-time buyers. 

Naturally, the first question I would ask myself as a buyer would be, “OK, what do I get for that price?” With Commercient SYNC, for far less than $80,000, you will get seamless integration between your ERP and CRM that meets your organization’s exact needs. We SYNC the information you need at a frequency of your choosing using our tried and tested, pre-built integration points. This includes not only the initial installation of the SYNC but also ongoing maintenance and top-of-the-line customer support. This is a white-glove service where all of the integration is managed by Commercient to allow you to focus your time on other critical business activities.

The Value of Integration

As buyers of integration services, we must not only consider the price of integration, but also the added value as a result of it. Commercient SYNC can increase revenue and decrease costs, adding value to your business. So, let’s break it down. 

SYNC to increase revenue 

Commercient customers report seeing an immediate 5% increase in sales, with additional growth in that number over time.[1]  A 5% increase in sales overnight offers instant ROI to help offset the initial sticker shock, and integration can pay for itself within months

SYNC to decrease costs

To delve into this point, we must first establish some common “costs”. We have all heard the popular quote, “Time is money,” where time is related to labor costs and productivity. Other costs to consider are the cost of human error and customer retention. 

Decrease Time – Research shows that integration increases a company’s productivity by up to 40%. [2]  Imagine the added value for your business when you can be 40% more productive. In one day, you can save 192 minutes. Over the course of a week, that’s 960 minutes and over the course of a year, we are talking about 49,920 minutes PER EMPLOYEE! This time can be used for other business activities, saving the company time, and therefore money.

Reduce Human Error While the costs of human error may be difficult to calculate, research from EasyPost Data found that 4.7% of all human entered information has an error. Therefore, companies doing double data entry into both an ERP and CRM system have a possibility of human error in up to 9.4% of the company records.

Imagine, if you will, a distribution company that sends one million packages a year. Assuming they enter shipping addresses into both systems, that’s 94,000 errors made in ship to addresses each year. If these address errors cause a package to be returned, the company needs to then correct the error, which takes time and pays to resend the packages. For the sake of this scenario, imagine it costs $5 to resend each package.  That’s $470,000 each year to reship packages as a result of these errors! With integration from Commercient SYNC, you can cut these costs in half, and have the added benefit of more accurate data.

Customer Retention Costs PWC statistics indicate that customer service and the customer experience are the most important elements of a long-term business relationship, with more than 67% of customers saying that expedited customer service directly impacts their loyalty to a company. Furthermore,  Genesys found that less than 10% of customers aren’t willing to wait for more than five minutes on the phone for information, so it is our responsibility to give employees easy access to the information they need to address any prospect or customer needs. It is paramount to give teams the information they need in a centralized and easy-to-use platform to help them address customer queries in a professional and timely manner. 

While this benefit is immeasurable, there is no doubt that access to information can help teams provide the desired customer experience to drive new sales and retain existing customers. 

Let’s sum it up. It is true that integration costs thousands of dollars, but the price of that integration is very different from its value. SYNC is proven to increase sales, skyrocket employee productivity, improve customer retention, and decrease human error. The value of integration far exceeds the price, and one could even argue that you are losing money by not integrating these critical business systems. 

Laurentide Controls Customer Success Story

Clock Spring|NRI Customer Success Story

Introduction

As a leader in the field service industry, you know that there are many moving parts that need to be considered in order to run a successful field service organization. Day-to-day operations can be complex and streamlined communication is often lacking for both on-site and in-office teams. Ultimately, you need a tool that can support all the needs of your organization; and that tool is Salesforce Field Service.

“Salesforce Field Service is a feature and add-on that assists dispatchers and technicians with dispatching, directions, work orders, parts used, repair times, and more. This helps to streamline those operations and minimize paperwork,” Said Richard Jenkins, Co-Founder of Commercient. 

Essentially, Salesforce Field Service makes your team more aligned, operational management easier, and team efficiency skyrocket. 

How Salesforce Field Service Can Streamline Your Organization

How are teams operating without a strong field service management solution like Salesforce Field Service? 

Without the proper tools in place for field service teams, organizations oftentimes track projects through spreadsheets. They will manually dispatch technicians through email and phone, and don’t have a centralized clear way to see where their teams are at any given time. 

Without Salesforce Field Service, how do you properly track hours, parts used, etc.? How can you ensure that the technician’s route saves on gas, or that he or she isn’t spending unneeded time traveling between service calls? The other question to consider is, are you efficiently dispatching technicians? 

Commercient will be able to provide an ID through the SYNC, which will help to identify the correct building for a job and match that to the needed parts and labor.

What is Salesforce Field Service?

Salesforce Field Service essentially is designed to help teams fully manage every aspect of their field service operation in the most streamlined way possible. It also helps keep information updated for mobile-workers and customers. On-site technicians and contractors in HVAC, healthcare, construction, financial services, transportation, utilities, manufacturing, telecommunications, and professional services will find Salesforce Field Service particularly helpful. This is shown in the top features below.

Top Features of Salesforce Field Service:

Dispatching Console: 

Eliminate calls and emails, and dispatch technicians intelligently with regards to their location, schedule, and skillset.

Smart Scheduling: 

Take the guesswork out of scheduling for your team by creating an ideal schedule based upon current priorities or limitations.

Workflow Automation: 

Automate case creation for technicians and workflows.

Field Service Mobile App: 

Provide recommended articles, get directions, capture photos and sign work orders. What’s more, the Mobile App comes with offline capabilities so teams can work wherever they need to, regardless of connectivity.

Einstein Vision: 

Get image recognition with your photos and identify critical assets.

Field Service Analytics: 

Oversee safety protocols and your team’s current performance with the metrics that matter most to you.

Salesforce Appointment Assistant: 

Give your customers more visibility into your team and their whereabouts with your technician’s name, photo, ETA, and location. All of which are supported through email, WhatsApp, and SMS notifications.

With Salesforce Field Service, you can spend less time trying to find the best technician for a job, and more time on delivering the best in customer service. 

If you are looking for additional resources on field service operations, check out Abelian’s ebook intended to help teams avoid serious mistakes with field service operations.

Field Service Resource Button

Click Below to Download Your Free Ebook.

EbookCover.FieldService

Commercient and Salesforce Field Service 

For Salesforce Field Service and ERP integration, Commercient SYNC is your leading company. SYNC is utilized to ensure that data integration between Salesforce Field Service and your ERP runs smoothly. Your ERP data is automatically integrated into your Salesforce Field Service without the need to program, code, map, or use servers.

In Salesforce Field Service, there are four key players where Commercient is involved to assist customers with a smooth data integration process. The four key players are:

Administrator: 

An administrator configures field service features based on a company’s requirements. Commercient will collaborate with the administrator to sync relevant data into and out of Salesforce Field Service objects.

Service Agent: 

A service agent will take customer calls and log work orders via service appointments, which will be linked to the calendar of the mobile worker or technician. Work orders will be detailed and will include the skills and parts required to complete the job at hand. Then, Commercient can sync the work orders to the ERP system as a work order, sales order, invoice, or jobs.

Dispatchers: 

Manage service appointments that are assigned to mobile workers or technicians.

Mobile Worker or Technicians: 

Field Technicians will be provided with service appointments that will direct them to the specific location to conduct the service. They must then manage their work order and submit a report detailing the parts utilized and the service performed that day. The mobile worker or technician can then manage this by using timesheets on their mobile device. The parts and labor will be added to the work order, which will then be uploaded to the ERP system in the form of a work order, job, invoice, or sales order, depending on the customer’s needs. Salesforce Field Service empowers the technician to track hours by location and which parts were used; while Commercient will also SYNC timesheets to an import file that will be used by the ERP to generate payrolls and billing.

If your team is concerned about customer details changing and not reflecting in their ERP and Salesforce Field Service systems, SYNC has you covered. New customers can be created in the ERP through the SYNC and their personal information can be updated if anything changes.

Integration with Commercient SYNC for Salesforce Field Service

Phase 1:

  • Jobs
  • Work Order
  • User
  • Building
  • Account
  • Service Invoice
  • Service Invoice Line
  • Contact

Phase 2:

  • Customer
  • Contact
  • Building
  • Work Order
  • Daily Payroll

Conclusion

Salesforce Field Service is designed for your team to thrive in field service management. Abelian has guided a number of teams to a more streamlined and successful field service operation with countless implementations of Salesforce Field Service. If you are ready to partner with teams that truly understand field service business processes coupled with the skillset to deliver the best in configurations, reach out to us. Contact Abelian, a certified Salesforce Consulting partner, or Commercient, your Salesforce integration expert, and we will provide a free Salesforce Field Service consultation to kickstart your journey in conquering field service management. 

Field Service Management Resource

CRMs are designed to manage the most valuable asset of a company—the customers. As a customer management tool with customization options, pipeline tracking, and reporting and dashboard features it makes sense why company executives would want to maximize the user adoption of their CRM. Not to mention, a CRM can be a significant financial investment, so naturally, companies want to be sure that employees are using a CRM to its fullest potential. 

But all too often it seems, an organization purchases a shiny, new CRM and people are hesitant to use it. It’s like a 16-year-old who is given a brand-new Ferrari on his or her birthday with all of the bells and whistles who doesn’t want to jump in the driver’s seat to take it for a spin around the block. 

So, why are employees so hesitant to climb in the driver’s seat of this beautiful Ferrari and push the pedal to the metal? Often, this is because the CRM focus is Executive-driven instead of Sales Team driven. The Executive team provided a Ferrari with amazing executive-focused reports and dashboards, but the Sales Team’s focus is very different, and to keep going with the analogy, they wanted a Lamborghini. They need the bells and whistles that are directly related to their daily responsibilities, which are quite different from the information Executives are looking for.

Now the question becomes, what bells and whistles do the Sales Team need? While a CRM provides amazing pipeline features, something that is missing is the historical data of a customer’s past purchasing habits. Before a Sales Team representative gets ready to reach out to a client about their next order, they may want to ask themselves these questions: what did they buy last time? What price did they buy it for? How many did they buy? Do we have that in stock? Did they pay for it yet? In an Executive focused CRM, a lot of this data is siloed away in other systems, like the ERP. Therefore, Sales Team members need to look in multiple systems for the information they want, or they have the additional step of reaching out to the accounting team for more information. But what if there was a better way?

There is! Tailor your CRM to the Sales Team’s needs with integration between the ERP and CRM. Give the Sales Team the Lamborghini they deserve with increased visibility of the information they need at their fingertips to quickly and independently drive their sales. 

It’s really a very simple solution to this common problem… If you want to increase user adoption, you need to provide access to the information the users need, and that is made possible through data integration.

For a robust and reliable ERP and CRM data integration solution contact Commercient today!

The world has gradually begun to adjust to the new normal, and Salesforce Dreamforce 2021 will be a demonstration of that change. With the excitement levels running high among the coordinators, members, and the Trailblazers, safety is the number one priority for Dreamforce this year. Salesforce has put forth the most extreme attempts to guarantee the safety and well-being of the members for the in-person event. Salesforce has partnered together with a few forerunners in the clinical local area to guarantee a protected encounter for all the in-person participants.

Dreamforce has been taking place in San Francisco for years now, but due to the COVID-19 pandemic, the event is now held virtually. We have put together this guide to help you plan and make the most of the event irrespective of it being a virtual event.

1. Clear your schedule 

If you were attending Dreamforce in person this year, you wouldn’t listen to Marc Benioffs feature show while busy completing other tasks on the side, so the virtual Dreamforce shouldn’t be any different. Salesforce Dreamforce 2021 is a three-day event, the 2021 Dreamforce dates are 21-  23 September 2021, it’s much simpler than before to clear your schedule. Register for talks as they’re declared, and attempt to keep the time closed off in your schedule. Urge other colleagues to tune in to the same talks, and share learnings afterward.

2. Plan ahead

On the off chance that the event took place at a physical location, you would have arranged things a few days prior. So why not do the same for the virtual event? Have a proper plan for all your personal commitments, run errands, complete chores days ahead so you have no distractions during the event. The Salesforce Dreamforce event is jam-packed with loads of interesting information, you do not want to miss even one second of the talks.

3. Prepare a quiet room/office space

Assuming you will be attending the event from the comfort of your own home, it means you will be with your family. Having a peaceful environment in a family home can be troublesome. Preparing to have some peace and quiet ahead of time can eliminate any disruptions that might occur during the event.

4. Make sure you have a stable internet connection

A bad internet connection will take away the experience of enjoying the Dreamforce event to the fullest. You will miss out on some parts and can’t fully participate in the live event on Twitter and all other social media platforms. So ensure your internet connection is stable and install all these Salesforce applications: Salesforce+ and Quip to enjoy and participate in the event as it is happening live.

5. Drinks and Snacks

The Dreamforce talks can be very long sometimes, you do not want to be standing up to go to the fridge or pantry during the talks. So have your water and snacks ready and in arms-length reach to avoid distractions, then seat back and enjoy!

Networking

Have your elevator pitch ready! Yes, you got that right, the Salesforce Dreamforce 2021 virtual event offers plenty of opportunities to connect with other people. In case there are specific individuals, clients, accomplices that you need to connect with, reach out to them ahead of time and organize to meet with them. Now that Dreamforce 2021 offers virtual encounters, it is much simpler to plan that meeting you always wanted.

Everyone at Commercient will be attending the Salesforce Dreamforce 2021 virtual event, reach out to us if you would like to connect with us, we will be happy to chat with you!

Introduction

Making use of a CRM could be one of the most important decisions your company can make. With that being said, it can be quite a daunting task to do, and decisions can be overlooked when a company implements a CRM. That is why Commercient and Roycon have teamed up to make their customers aware of what can be overlooked when implementing a CRM and to ensure a successful implementation.

Here are the top 5 decisions that are overlooked when implementing a CRM.

1. A CRM Team

When implementing a CRM, companies may overlook the fact that when implementing a CRM you need a team to do so. This is to ensure that the CRM is used correctly. To avoid this happening, make sure you put together a team that includes the following:

  • An Executive Sponsor: The executive sponsor is someone who strongly believes in the power of the platform, and knows the value it will bring to the organization. They should be influential and be able to champion and support the project from conception through go-live, and beyond.
  • System Administrators: Your system administrators will be at the heart of your implementation. Not only will they need to have enough knowledge and understanding about Salesforce, but they’ll also need to have an in-depth understanding of your business processes, as well as the requirements from your managers and users.
  • Project Manager: A project manager will be a helpful resource to make sure that your project stays on track.
  • Power Users: Your power users will be helpful because they’re thinking about the end-user. They’ll make sure that the needs of the end-user, as well as management, will be met. Power users can also help with troubleshooting issues, and testing out solutions. Their feedback is very valuable in the process.
  • Trainers: Whether it’s a team or a singular trainer, they’ll be responsible for documenting processes and gathering and creating the appropriate materials to distribute to end-users. They’ll want to be thinking about adoption, how they will support your users, measure adoption, and encourage adoption.

2. Ongoing Maintenance 

You will want to have a plan to handle the ongoing maintenance  of the CRM after the project has been completed. (Salesforce post-implementation plan) Who will be the internal Product Owner responsible for training new hires and existing employees, regularly answering questions, building reports, and handling ongoing administrative tasks? Business processes change, strategies evolve and companies evolve, it’s important that you and your business have the resources to ensure your CRM can evolve with them.

3. Determine Expectations 

Before implementing a CRM, you have to ask yourself and your team, what are the expectations for using a CRM? Take the time to research and discover what you want to achieve and what your end goals are. It’s also worth considering the amount of work that needs to be put into the CRM implementation to ensure all of the processes are defined. In addition to that, requirements need to be clearly and concisely outlined, and all internal team members need to be aligned on the overall goals and scope of the project.

Your goals to achieve with a CRM can also include:

– Understanding your customer’s journey, to make better decisions.

– Improve your sales process.

– Making use of analytics to help gain insights

– To improve lead management

4. Importance of Data Quality

The data quality within a CRM is underestimated by many companies because of the work it’s going to take to transform the data.  This means it is going to require time and work to import old data into the new CRM as well as, how the new data will relate to other applications (if integration is included). If you need to clean your data, take a look at this article on best practices for cleansing Salesforce data.

5. Success Criteria

Without clear success criteria, it is hard to determine the primary areas to focus on during the build phase, in the event that requirements change or budgets shift. Therefore, when you are implementing Salesforce or any CRM you will want to have a clear way to measure the impact and ROI the project will have on your business.

6. Budget

This is to ensure that there is a proper budget for both licensing and implementation costs for a proper build-out. While allocating a budget can seem like you are putting in guardrails, it is meant to keep service implementations in line for expectation setting, and for validations to meet deadlines.

If you’re ready to start your Salesforce implementation be sure to download this Salesforce implementation checklist to make sure you’re set up for success.

Commercient is a leading data integration specialist, SYNCing ERP and Salesforce data with ease, giving companies a complete picture of sales, customers, and marketing. Roycon, a Salesforce implementation, and consulting partner has teamed up with Commercient to help educate businesses on decisions that can be overlooked when implementing their CRM. 

Contact Commercient or Roycon for a consultation today!

The Fourth Industrial Revolution is upon us. New technology is constantly flooding the market creating an era where business transformation is commonly associated with the willingness to experiment with new software, Strategic integration plays a very vital role in business processes. But before buying new middleware or jumping on a new app’s bandwagon, we must ask ourselves, does technology actually enhance business processes, or are there other factors at play?

The global pandemic forever changed business, and yes, technology now plays a crucial role in customer engagement, managing delayed production schedules created by global shortages, and increasing data visibility. But is software enough? Can a new App solve the problem? The answer is NO! All of the new tech options on the market are simply tools, and not all tools are created equally. They all require different time, personnel, and financial investments. What it all comes down to is that strategic integration, or the transformation of business processes to increase data visibility across systems, requires careful consideration of the tools that are available AND a devoted organizational commitment or service to maximize the use of those tools. 

So, what does that mean? The answer is that an organizational need for new technology needs to be identified, but more importantly, the organization needs to be committed to finding and using the best tools available for them to solve that need. Technology, as the tool, is only effective in the hands of people committed to using it, and people looking for a technological solution can only truly succeed with the right tool. As the saying goes, “You don’t bring a knife to a gunfight.” 

Now, let’s break this down and focus exclusively on the strategic integration of two crucial company systems, the ERP and CRM. First off, why do people integrate? What’s the point?

  • Increase data visibility – Data transparency allows for proactive business decisions based on up-to-date and comprehensive information from multiple teams and departments. 
  • Eliminate labor costs – Entering data into two systems is expensive. Not only are there financial costs of literally paying someone to do the same work twice, but there is also a factor of human error that has immeasurable long-term costs. 
  • Save time –Hours, maybe even days can be lost while different departments gain access to various systems for information. This may only take minutes or hours per inquiry, and for one account, that may not seem like a big deal, but what if you have hundreds of accounts? Thousands?
  • Protect the integrity of the accounting system! –Integration protects the integrity of the ERP by allowing users access to the information from the CRM.
  • Allow teams to work on the road – In general, CRMs offer more flexibility for teams to work remotely or from the field. Integrating ERP data into a CRM allows teams to securely access data without a VPN. 

Now, using this list of the five main advantages of ERP to CRM integration, let’s compare the most popular integration tools on the market?

Customized integrationPre-built integration through CommercientETL Toolsets
Increase data visibility?XXX
Save money?X
Save time?X
Protect ERP?XXX
Work remotely?XXX

Customized integration is ideal for organizations with unlimited funds and lots of time. While the final results of a successful custom integration may be the answer to all of the organization’s problems, they will come at an extreme cost and take months, if not years to accomplish. You heard me right, YEARS! Also, you must ask yourself with customized integration, does the person I hired to build this very expensive and customized integration actually know what they are doing? Have they done it before? While this tool has the potential to give amazing results, are the financial and time costs worthwhile? Can you wait for 2 years to see your data all in one place?

ETL Toolsets may be the most cost-effective option upfront, but in the long run, will take a lot of time to manage, and time is money. ETL toolsets are self-managed, meaning when something breaks or doesn’t work, you are the one responsible for fixing it. You are the one who will spend hours on hold with a customer support team that will not answer the phone or will not be able to help you if they do. You will be the one reading the “manual” trying to decipher how this works and where this goes because in reality ETL toolsets are complicated, and that complication falls on you! This tool is for the DIY’er, but not all projects call for DIY solutions. A leaky faucet, for example, is a great DIY project. Watch a YouTube video, go to the local hardware store to buy the parts, and repair this small issue. But long-term and successful data integration is not a DIY project! 

Pre-built and managed integration with Commercient checks all the boxes because it can be rapidly deployed at a fair price to immediately increase data visibility. Companies can have a 360 view of business processes within weeks, not months or years, and at a cost that is significantly lower than customized integration. Integration can be tailored to meet the needs of each organization without the cost and time of a custom-built integration. Imagine a giant table full of puzzle pieces with pre-built integration points. You can pick the puzzle pieces you need and then experts can put them together for you to offer a solution for your specific pain points. Plus, pre-built integration means that it is tried and tested! It comes with the peace of mind that, not only is this integration possible, but it has been done before and actually works! 
Here is an example of how SYNC works.

Strategic integration is the idea of solving a business need with a long-term, easy, and cost-effective solution. Successful integration should NOT take up valuable company time. Successful integration should NOT be a huge financial drain. Strategic integration should enhance business processes and offer immediate ROI. Strategic integration is managed and monitored by experts. Strategic integration is Commercient.

Introduction

CRM software (customer relationship management) makes your business objectives easier to achieve. They provide the best outcome for your customers through your sales, marketing, and customer service departments. However, it’s good to be aware that there are risks involved when it comes to implementing a CRM in your business, and there are steps on how to overcome these challenges.

There are several reasons why your CRM feels disconnected from the rest of your company.

Why Your CRM Feels Disconnected From Your Business

1. Customer records are missing important information

When a file is opened to start integrating data, vital parts of information are missing which can include names, history, or even an email address. This is problematic because then customers cannot be contacted to rectify the issue.

Sales or marketing representatives can prevent this from happening by asking all the right questions to ensure that the correct information is there. Using an ERP could work alongside your CRM so orders and invoices can complete the customer data you need.

2. Using the wrong vendor

It is easy to choose the wrong vendor to implement your CRM because of different marketing and sales strategies. Consumers get caught up with the wrong information to make an informed decision that suits their company best.  But, to avoid this here are a few questions to ask yourself:

  • Does your company have the right CRM tools to use to implement?
  • What reviews does that vendor have?
  • How long has the vendor been in practice for?
  • How does the pricing work for the vendor and what is included?
  • Is the vendor flexible enough to customize what the customer needs?
  • Will your company outgrow the vendor?

3.Complicated CRM

Some CRMs can be more difficult to implement than others, especially if you choose a vendor that does not provide support during your implementation phases. Keep it simple, and implement a CRM that has a powerful and user-friendly interface.

4.Users are Suspicious 

When we talk about users, we mean employees, whether it is in your marketing, sales, or customer service teams. Once your CRM has been implemented, you will expect instant results, right? Not always, because your employees need to get used to using new software which is why your CRM implementation can feel disconnected from the rest of your company. If you want to get your team on board, you have to demonstrate value. Mention how using a CRM causes fewer mistakes and saves them on time by spending less time with manual entry. 

5.Lack of Training

In order to use a CRM well, training has to be provided on how to use it otherwise employees will avoid it. With the right amount of training, employees will engage at a higher usage rate. But, without the correct training, it will lead to lower user adoption rates.

6.CRM Champion

When implementing a CRM, they are sometimes assigned to the wrong coordinators such as a CTO or COO. Your company can feel disconnected when not enough time is spent on the implementation to make it work. Therefore, it is advised to choose a CRM champion that has passion, the ability, and the time to work with the implementation.

7.Thinking CRM is Just a Technology Solution

Implementing a CRM is not just about technology but it is also used to improve customer relationships. So, users have to use it the right way. By thinking the CRM does not need to be utilized correctly, it can lead to your CRM feeling disconnected from your company. This means having trained staff, the correct workflows, and the right management to use the CRM to its fullest potential.

Conclusion

Commercient and Aptitude 8 have partnered to help businesses use their CRM to its fullest potential, and to avoid time-consuming and costly errors saving time and money. By choosing Commercient SYNC, we guide your ERP and CRM data integration with 24/7 support to ensure a successful integration, enabling you to carry on using correct data to achieve daily tasks.


Commercient can integrate your data in an affordable and seamless way while making use of their data integration experts. By Commercient integrating over 85+ ERPs and 5-star reviews, this shows Commercient has the experience and knowledge to implement your CRM the right way. Contact us today!

When it comes to automation, many businesses are hesitant to get started simply because of some common misconceptions. Commercient’s NextGen podcast hosts Noah Thomas and Victoria Jenkins identified and de-bunked five automation misconceptions with Kelly Skelton, the director of digital transformation at Fiber-Optics Center.

1. Automation does not make employees redundant

One of the reasons why many companies fear automation is that they commonly associate them with making people’s positions redundant. This is simply not true; AI is not coming for your job. 

Automation is rather a way to speed up processes and provide people with more information than they had prior. It assists with the job but does not displace the current process or procedure. 

When automating something, don’t look for ways to remove the work or cut out the process. Rather, you and your team should ask, “How can we improve the process?”

2. Automation is not the same as AI

The common notion that automating processes is the same as introducing an AI system to your workplace is simply not true; there are many differences between AI and automation.

AI systems can make decisions for themselves. They can be large, costly, and difficult to utilize without proper training and specialization. Although there are some smaller forms of AI available to general consumers, such as Amazon’s Alexa products and Apple’s Siri features on the iPhone, AI is not necessarily ‘there yet’ when it comes to business processes. 

Automation, on the other hand, is much simpler than AI. Often automations are made to move data, fill in data, or perform quick calculations. Automating redundant business processes can allow employees more time to focus on high-importance tasks.

3. Using multiple automations is the best way to rapidly improve business processes

Kelly has implemented a large handful of automations at Fiber Optics Center. As automations can often be small, simple parts of larger processes, it’s crucial to continue seeking out automations that can be combined to give your business processes more power. 

One large-scale automation Kelly swears by is Commercient SYNC, especially when combined with smaller automations such as Duplicate Check. For Fiber Optic Center, Commercient SYNC integrates their Sage 100 ERP and Salesforce Enterprise CRM systems to give them a 360-degree view of customer information, sales order history, inventory, and much more all in one dashboard. To learn more about how Commercient SYNC can streamline your business, get in touch with a sales representative today!

4. Any size business can find an automation to suit their needs

You don’t have to be a medium-to-large business with excessive amounts of money available to find cost-effective, appropriate automation. Large and small companies alike can utilize many of the same automation tools, often at low or free price points. The most universal options often improve marketing operations or customer service. For example, Commercient’s homepage uses chatbot automation to help customers visiting the site quickly find what they’re looking for, receive quotes on SYNC products, or get in touch with sales or our 24-hour support team. Free chatbot automations are available on many social media platforms, such as Facebook Messenger and Twitter, and can benefit businesses of any size.

5. Even if your business is running smoothly now, automation can still be beneficial

One of the main reasons companies shy away from automating their business processes is because they are operating perfectly fine without any automation. If everything is alright, then why bother automating anything? It’s simple, for two reasons. 

First, technology is developing rapidly, and you don’t want to fall behind. By making small changes slowly, you can save your business a sudden realization that you’re operating in an outdated or inefficient way. Small changes to business processes over a large amount of time can help bring your company up to speed with new tech trends without a shock.

Second, even small automations can save a large amount of your employees’ time, thus allowing them to work more on other business operations that generate more profit. Asking employees in departments what they spend the bulk of their time on can be an easy way to determine some areas that could benefit from implementation.

You can learn more about how Kelly and Fiber Optics Center streamlined their business processes with Commercient’s large-scale SYNC in the case study here. For more on AI and Automation, listen to Episode One of the NextGen Podcast, available in these places:

See how Commercient SYNC can improve your business by getting in touch with a sales representative today!

In today’s world, with more employees working remotely — including sales, marketing, and customer service teams — keeping track of leads, opportunities, and sales can be a challenge. CRMs are designed to assist employees to keep track. There are numerous CRMs a business can choose from such as Salesforce, Dynamics 365, Zoho CRM, Pipedrive, and more.

With a CRM up and running, leads and customer data are available for anyone that needs it, no matter where they may be working (from home, in the field, traveling, etc.) This is especially beneficial for companies with a remote sales workforce, such as Miller Plastic Products, that worked with Plus+ Consulting and Commercient to connect Salesforce Professional with their ERP, JobBOSS. 

“To have that JobBOSS data in Salesforce via SYNC makes a world of difference for us trying to find things and comment on jobs,” said Tim Zeliesko, COO at Miller Plastic Products.

Read the full customer success story here.

To enhance the CRM experience, Commercient SYNC connects the CRM with more than 85 ERPs (Sage, Epicor, Infor, JobBOSS, Microsoft Dynamics 365 Business Central, and others). This way, the sales team has access to ERP information such as orders, invoices, customer data, and more.

That’s why Plus+ Consulting and Commercient joined forces to help more companies to increase sales and provide outstanding customer service. 

How can a CRM help your sales team to keep better track of leads and opportunities, and close more deals? Read below.

Leads and Customer Data is More Accessible

When your ERP data is integrated with your CRM, it becomes easier to track, since it is stored in one place. It can be easily accessed by your sales, marketing, and customer service teams from any place, on any device, and at any time.

This helps to avoid lost time and increases productivity, as no employee will spend hours digging through redundant files to look up opportunities and close deals. The sales teams will be able to find information quickly, helping to build better customer relationships.

With the partnership between Commercient and Plus+, their mutual customer Miller Plastic Products benefitted from having access to their JobBOSS data directly in Salesforce. They can spend more time growing their sales.

Quoting Process Made Easier

Once your ERP data is integrated into your CRM, all the necessary information is there to effectively create a quote. A CRM can help your sales teams by creating quotes directly from opportunities, and can automatically be added in as a document that assists in streamlining your sales process.

In your CRM, each quote can be modified according to the opportunity, and once completed, it is then sent to the prospect or customer via email. Quotation management can also assist in keeping a history of quotes made, to keep a record of that data, in case needed in the future. Once the quote is completed, it can then be converted into an invoice to close a deal.

“It really helps when it gets down to the quoting aspect to quickly be able to pull up information from previous jobs and similar jobs,” explained Zeliesko. “Or if a customer ordered something a few years ago, and we want to see that historical data, we can get that pretty fast, as well.”


Communication

Good communication is important, in order for your business to grow, and having a CRM to track interactions between customers and employees will help achieve that. Allowing your CRM to track tasks can help with communication, linking departments, and helping everyone stay on the right path. It can result in improved sales, customer relationships, customer satisfaction, and efficiency.

But how does communication work in a CRM? First, it can track conversations that have attachments and messages in an accurate way, preventing mistakes. You will be able to discover any errors and/or adjustments that need to be made within your sales process. 

Second, employees are able to access the data in the CRM at any time or anywhere. This allows communication to take place over projects instantaneously.

And finally, communication in a CRM can improve customer experiences by seeing historical data, and finding leads to close deals.

“It’s definitely going to increase the efficiency of our sales, and increase communication and contact with potential customers and current customers,” said Zeliesko. “I see a lot less things slipping through the cracks with Salesforce.”

Projections and Forecasting

Having a CRM like Salesforce is especially important in order to have accurate forecasting and projections, since it can pick up on opportunities in order to close deals faster. In addition, forecasting can help a company or a sales team determine what is going to be sold in a week, month, or year, as it helps with identifying risks that can be handled before it is too late.

But how does a CRM do this? By using historical data within your CRM, it can help build trends to provide an accurate picture of what your business looks like. From there, sales strategies can be created with the given reports and a salesperson can provide quotas to their managers based on the projections from the forecasting.

In addition, historical sales data SYNC’d from JobBOSS to Salesforce helps the sales team at Miller Plastic Products to quote customers better. It also assists the company with projections and forecasting.

Conclusion

Commercient can close the gap in your CRM to assist your sales team by using the SYNC ERP and CRM data integration platform. Leads and opportunities will be easier to track and clients will get the most out of their data.


If you found these guidelines helpful, please contact us today to find out how we can help streamline your business.