5 Salesforce experts and Commercient partners offer us their free advice on salesforce.

Salesforce software is here to deliver all its capabilities and improve processes, workflows, customer management, and a lot more. But how do you get there? How can you bring the vision to reality and get the most out of your Salesforce implementation? How can you make Salesforce work for your business? 

Commercient asked some of our most trusted partners for their expert advice, to provide actionable tips and tricks to make any Salesforce implementation as smooth as possible. They have a proven track record of successful Salesforce consulting and software implementation, and now they’re happy to help you with recommendations that have helped their own clients as well.

If you’d like to see how Commercient SYNC has made a positive impact in our clients’ processes, sales, operations and customer service, click here to read customer success stories

Especially now, businesses are trying to find ways to maximize their investments and resources. If that’s your case, here are expert tips & tricks to get the most out of Salesforce. Some offer business/strategy advice, while others provide a more tactical approach, but all the advice compiled in this article intends to help your business to improve and optimize your Salesforce implementation. 

Where to Start 

Chad Anderson – CEO of Cirrius Solutions 

Certified Salesforce Business Architect

  1. Start with a strong discovery process

Discovery is the single most underrated phase of software development, and maybe the most important. It’s easy to focus mostly on the actual implementation, but execution without planning won’t help your company in the long run.

  1. Map out the customer journey

A good understanding of the end-to-end customer journey is key to ensuring your field service process provides the ultimate experience. Commercient SYNC provides the missing link to create a seamless customer journey, giving the business a full view of their data pushing ERP info back into Salesforce.

  1. Create an implementation checklist

It is very important to simplify the complexity by starting with a strong implementation checklist to outline the critical components of the implementation and keep everyone on the same page.

  1. Use declarative workflows where possible: 

80% of the platform features can be created using point and click workflow. These are very useful to eliminate the need of maintenance down the road. 

  1. Build Key Performance Metrics

What is measured can be improved. Provide executives with insights to make smarter, real-time decisions based upon key performance analytics. In order to have access to numbers useful for decision making, it’s useful to bring historical data (last week, last month, last year) to compare current performance and projections. With SYNC, that data is one click away. 

Data And Documentation Are Your Friends

Josh Monson– President, One Point One Group 

  1. Get your arms around your data

Use tools like RingLead, Field Trip to understand what is being populated, what is not (and why) so that you can improve the user experience. 

  1. Document your core business processes

Use tools like Lucidchart, PowerPoint or Visio so that you can focus conversations on the business process in Salesforce and have everyone on the same page.

  1. Bring in critical information:

Not just data, but meaningful information that may be aggregated before it goes into Salesforce, in order to bring more value to your users for decision making. Commercient SYNC brings to Salesforce historical data from the ERP, so managers and employees can compare numbers and make informed decisions and adjustments to the sales strategy.

Optimize Your Sales Process And Pipeline

Rob Diefenderfer – President, Rithom Consulting 

Making critical information available is key to any department, but for the success of the inside and outside sales team is crucial. That’s why Rithom Consulting recommends Commercient SYNC integration to seamlessly integrate your Epicor (or other ERP) data into your Salesforce CRM.

Here are their best tips and practices for Outside Sales teams:

  1. Let your Quote team (Inside Sales) know to generate a quote in Epicor when an Opportunity is Closed Won = Email Alert or Task assigned to Inside Sales.
  2. Another alternative is to use list views to easily find the latest updated/created Quotes.
  3. They can also use Tasks on the Home Tab to access the Task, follow up to completion, send a Quote.
  4. Outside Sales can review in Salesforce information such as Quotes, Sales Order, and actual sales numbers. This way, they can see if a quote sent has been accepted, for example.

For Inside Sales teams, here’s what they recommend:

  1. Inside Sales creates Quotes in Salesforce via CPQ, which is then synced to the ERP.
  2. The Inside Sales team creates tasks in Salesforce to request Outside Sales team members to follow up with a client when necessary. For example, when they need to verify quantity or pricing.
  3. If the prospect hasn’t closed yet, set up a reminder to follow up on a quote sent by a certain date, and see if they are ready to move forward and become a client.
  4. On Quote acceptance, generate a Sales Order. With Commercient SYNC, that order generated in the ERP will be synced to Salesforce. This will help to keep everyone on the same page.

Using a data integration platform such as Commercient SYNC with Salesforce brings benefits to Management as well. They are able to review reports for: 

○ Overall Tasks assigned

○ Staffing workload

○ Sales numbers

Don’t Overlook Admin Stuff

Kirby Colette – Business Analyst, CrossPeak Solutions 

Ok, now that the implementation is done, how can you ensure the data in Salesforce is not only stored -like it would be in a spreadsheet- but it’s up-to-date and useful for decision making and day-to-day operations? Here are tips recommended by Kirby Colette from CrossPeak Solutions:

  1. Always create Record Types. 

Whenever you set up a new instance you should create a Record Type for all Records your users are going to be working with. The most obvious advantage will be for inline editing; your end-users will be able to take advantage of in-line editing on filter list views through your instance. This will also set you up for continued success as you scale. 

  1. Create a custom update quick action for your Account Object.

Update the layout to include the most important fields for your users to see at a glance. Once you have finished the actions go to your Contact & Opportunity object and Create a Quick action on each, that Creates a New Account Record. Navigate to the Lightning Page Layouts for both the Contact and Opportunity Drag the Related Record component to the Page Layout, choose use “Account” on the Right pane, and Choose the Update Action you created and the New Action. Now, when your users are on Records that are children of the Account, they will be able to update the Account Record and view the most important information without leaving the page! This can be applied to several other objects!

  1. Now that we have created the Quick Action Update Account let’s use it on the Account as well. 

Navigate to your Lightning Record Page drag the Related Record Component onto your Page Layout. In the Properties on the Right-hand side of the Record Page Manager select ‘Use this Account’ and select your Update & New Actions. Publish your page. Now the most important details that you want to be able to edit on the account page layout while viewing something else on the Lightning page –like your chatter feed– are visible and editable. Rebuild this on any other page!

  1. Set up Path for Lead & Opportunity, and ALWAYS Celebrate.

Everyone loves to celebrate their win, so let’s make sure they can. Go to Setup > User Interface > Path Settings. (Enable if not already Enabled). Select the path for the object you need to edit or create a new one using an Object + Picklist field. Edit each value so that fields that are needed during each stage are added as well as notes of encouragement or reminders for that stage. Save your path. Return to Path Settings and Activate your path, then click Edit. Select Next Until you are back on the Page to turn on Celebration. and Turn it on and click always! 

  1. Avoid Multi-select Picklists whenever possible.

Reporting on these is no fun for anyone. The more efficient reporting is, the less time it’s going to take, and the easier it will be to make informed decisions.

Last but not least, an integration such as Commercient SYNC is highly recommended to get the most out of a powerful solution like Salesforce. This way, Salesforce users can enhance their experience and workflows having key customer data right at their fingertips, among many other benefits.

Mike Speer – Salesforce Practice Director, Plus Consulting 

If you want more tips to make Salesforce administration easier on everyone at your company, here’s valuable advice from Mike Speer, Salesforce Practice Director at Plus Consulting:

Tips for tools and features 

  1.       Use Google Chrome Extensions – The Salesforce user community continually builds extensions that bridge functionality gaps to make an admin’s job easier.
    • Salesforce API Fieldnames – this extension allows you to view the full name of the Salesforce custom field without leaving a record!
    • Force.com LOGINS – helps you to easily manage the usernames and passwords of the different orgs you may use, like a Sandbox and Production org.
    • Salesforce.com ID Clipper – Helps you get Salesforce.com Ids from records and links to your clipboard
    • Salesforce.com Quick Login As – Makes it easy to login as another user. Maintains the page currently being viewed.
  2.       Data Loading Tips
    • Be sure to turn off Validation and Workflow Rules when using import tools or you may fire off unwanted automation and updates will fail.
    • Exporting reports to Excel in .csv instead of .xls will speed up the time it takes to export and open the document.
    • When creating data for import, name column headers in your CSV with Salesforce field label names to allow auto-matching.
  3.       Leverage Login as Any User Feature 

Salesforce provides admins with the ability to login as a user to help troubleshoot issues without having to share passwords. Use this feature liberally. And make sure you disabled the feature Force re-login after Login-As-User so you don’t have to relogin when signing out as that user after troubleshooting.

 

Optimization Tips

  1.       Utilize Permission Sets over Profiles: 

One of the most difficult problems to correct is building too many profile to address minor differences in security.  By using permission sets, you can easily add functionality to users on an as-needed basis without altering profiles.

  1.       Dive Deep into Standard Lightning Page Components:

Within the past two years, Salesforce has released a ton of useful standard components that have extinguished old practices.  For example, having a different page layout for each record type isn’t necessarily the way to go if you want to customize the fields on a page.  By combining conditional visibility with standard components, you can highly customize Lightning Pages with very specific requirements.

  1.       Use the Description Attributes in Setup: 

The best place to create documentation is within Salesforce! Use those description fields to leave yourself a note EVERY TIME you create new metadata.  You’ll thank me in a year.

  1.       Keep Using Workflow Rules for Simple Field Updates: 

If you need to have a very simple field update or email alert, build it in workflow.  Workflow doesn’t count against any governor limits and will always execute. Process Builder is built on Flow technology and is subject to many of the same limitations. Commercient SYNC makes the data native on Salesforce to trigger different workflows, which reduces those limitations and increases Salesforce users efficiency.

We hope all these tips leverage your experience with Salesforce and help you to get the most out of the #1 CRM in the world. If you want to learn more about how Commercient SYNC enhances business processes connecting Salesforce with the ERP, contact us today.

We hope you enjoyed Acumatica Summit; we certainly did. And we have hundreds of inquiries about our platform, so here goes with answers to all your questions. Are you an Acumatica reseller looking for an integration vendor or partner? Look no further. Here are three reasons why you Acumatica partners are recommending Commercient.

Reason #1: We Are The World’s #1 Sales and Marketing Integration Platform

If you’re an Acumatica reseller looking for an integration vendor, you will be happy to know that Commercient is the #1 Sales and Marketing Integration Platform for ERP software. We help companies of all sizes integrate their ERP data with their CRM, ecommerce, sales and marketing automation systems.

With our SYNC data integration app, we make ERP and CRM data integration simple, quick, and efficient. Our platform helps to keep sales and customers service teams on the same page, since data is synced automatically and in real-time. SYNC is able to integrate data safely and securely via the cloud, and helps sales reps to deliver superior customer service, since it allows them to serve clients anytime and anywhere.

Here is a list of CRM solutions that we currently sync with Acumatica:

  1. Salesforce CRM
  2. Microsoft Dynamics 365 CRM
  3. Oracle Sales Cloud CRM
  4. Zoho CRM

For a complete list of our SYNC data integration apps, check out our SYNC Integrations page.

Reason #2: We Integrate Acumatica With Over 815 Popular Cloud-Based Apps

As an Acumatica reseller, if you recommend Commercient to your customers, users will be able to leverage our IoT Pulse app, which enables users to connect to the cloud and to the Internet.

IoT Pulse provides connectivity quick connectivity to more than 815 apps, including:

  1. Core Sales and Marketing Automation Apps: InfusionSoft, MailChimp, HubSpot, Buffer, Marketo, ActiveCampaign, GetResponse
  2. eCommerce: Shopify, Magento, BigCommerce, SendOwl, Paypal
  3. Back Office Apps: Amazon S3, LiquidPlanner, Megaventory, Expensify
  4. Project Management Apps: Gmail Apps, Slack, Evernote, Asana, Zoom, GoToWebinar, and many more

By connecting your Acumatica ERP to the Internet, your users will be able to automate tasks, like sending out emails instantly when customers input a new order, or generate new invoices. Additionally IoT Pulse helps businesses maximize the potential of the ERP system and make better business decisions.

For a closer look at all the apps that IoT Pulse provides connectivity to, view our Acumatica ERP Integration page.

Reason #3: We Are A Trusted Partner Of Both Salesforce And Acumatica

Our strong relationship with Salesforce and Acumatica has helped us build a full end-to-end solution. Our SYNC data integration platform was recently recognized as an Acumatica-Certified Application, and since we are a Trusted Salesforce Partner, every app to integrate Acumatica with Salesforce is developed by a group of professionals who have a full understanding of each system. This has helped us to make a seamless robust integration.

As a strategic partner of both companies, we can help you retain customers for the long term and get a return on investment. Additionally, if you choose to work with Commercient, you will be able to build a better long term strategy aimed at growing your business.

Ready to work with Commercient? We’re excited to work with you!

The use of CRMs has become the norm in today’s business world. However, without an integration, it’s impossible to use the full capabilities of these systems. Salesforce is the CRM chosen by more than 100,000 companies around the world, and when integrated with ERPs such as Acumatica, it becomes an extremely powerful tool to increase a company’s efficiency and revenue. Why does Commercient’s SYNC integration platform for Acumatica and Salesforce work so well? Here are 4 reasons:

Enterprise CRM

A CRM is a useful resource to store basic information about customers, such as names, emails, phone, etc. With a tool such as Commercient SYNC, you’re able to connect your CRM to a more comprehensive sales system that helps you to work more effectively on current opportunities, or nurture leads from deals that weren’t closed. How? You can pick the accounting information you’d like to sync, and integrate it into a more intuitive comprehensive sales system: CPQs, quotes, opportunities…

A CRM helps you more than just to “keep track” of customers information. When all the data is part of a comprehensive sales system, you can take leads and customers interactions to the next level through automations, or integrations with additional apps or custom objects, to use the data to achieve strategic business goals.

Basic Connectors Cannot Support This System

A comprehensive sales system has many advantages, but if you only rely on a basic connector, the system will not be successful. Why? They don’t connect directly with APIs and don’t work well with automations. Besides, these connectors require building and maintaining systems over time, incurring  additional costs. These solutions can break, so these are other costs you need to consider with the basic connectors. In the long-run, it’s a very expensive solution.

On the other hand, Commercient SYNC is a self-supported, cost-effective solution that provides businesses with a better overview of key data. As it’s a licensed managed package, the updates are done automatically without requiring manual coding or mapping from end-users. Unlike basic connectors, this system provides a more reliable connection with APIs, which allows data transmission between systems and object matching.

Intuitive Object Matching

Commercient has an automated object matching function that matches everything for the customer. They decide which items they need to match, and the SYNC integration platform does that matching for them. This process is automatic, taking the complexity out of the customer’s hands. Mapping, coding or ETL… none of that is needed with Commercient SYNC for Acumatica and Salesforce.

Using Salesforce? We Have The Platform You Need

Can you imagine connecting Acumatica and Salesforce without the costs and frustrations of a traditional ETL tool? Without spending months, or even years, working on on projects that could cost thousands of dollars? Besides offering a better price and timeline, SYNC keeps your accounting system stable, making it “the master system.” This means there’s no need to switch to a different ERP system to see certain data, due to the impossibility to establish a proper connection between systems.

Bonus

Since it’s now an Acumatica-Certified Application, SYNC for Acumatica and Salesforce is the only integration certified by both parties. This ensures your Acumatica and Salesforce integration is in expert hands; an end-to-end solution on Commercient’s Platform.

Questions? We’ll attend Acumatica Summit in Nashville, TN on January 28th. If you’re there, stop by at booth 262, or feel free to contact us today.

Are you deciding whether you should leverage Commercient SYNC to integrate your Acumatica and CRM systems? Well, good news! We’ve got three things that will blow your mind about our integration platform, and will help you make the best decision for your business.

Surprising Fact #1: It’s The #1 Sales Integration Platform

Did you know that Commercient SYNC is the number-one Sales Integration Cloud Platform specializing in ERP and CRM integration? Trusted by the world’s best, we provide the fastest, simplest, and most flexible solutions to your data integration needs. In fact, our SYNC integration has grown to over 65 systems, including Acumatica, Sage, QuickBooks, Epicor, SAP, and many others.

SYNC allows your business to synchronize your ERP and CRM data in real-time, whenever you want, in a safe and secure environment – in the cloud. Oh, and there is no custom coding or mapping to manage on your end, and it’s easy to use. What’s more is that with SYNC, you can be up and running quickly. Traditional ETL tools can take months or years to implement.

Furthermore, our customers are loving every bit of what SYNC has to offer. Parry Wang of StemCyte says, “With [Commercient] SYNC, our salespeople can see the customer information and accounting records, all together. That cut a huge part of the sales process for existing customers.” Check out more of what our customers are saying on our homepage.

Surprising Fact #2: It’s Recognized As An Acumatica-Certified Application (ACA)

In addition to being the number one integration cloud platform specializing in ERP and CRM integration, Commercient SYNC has also been recognized as the only integration app to receive an Acumatica-Certified Application (ACA) designation. To receive it, Commercient has demonstrated commitment to quality by passing the Acumatica software test, and aligning to future Acumatica roadmap releases. The ACA title itself recognizes outstanding development partners whose applications have met the highest standards set for Acumatica integration and functionality.

Christian Lindberg, Vice President of Partner Solutions at Acumatica says, “Our ACA label is built to help customers find applications capable of delivering that. We’re proud to recognize Commercient SYNC as an Acumatica-Certified Application. It masterfully utilizes the Acumatica platform to meet customers’ growing business demands.”

While Acumatica is a full-featured, browser-based Cloud ERP solution that brings together all the critical information of your business operations, implementing Commercient SYNC creates a simple data integration pathway between Acumatica and your CRM. Check out all our SYNC integrations for Acumatica here.

Surprising Fact #3: It’s The Only Certified Solution For Integration Recognized By Both Acumatica and Salesforce.

Did you also know that Commercient SYNC is the only certified solution for integration recognized by both Acumatica and Salesforce? Yes. As Richard Jenkins, co-founder of Commercient said, “We look forward to providing Acumatica and Salesforce consulting partners an end-to-end solution on Commercient’s Platform. Check out our SYNC Integration for Acumatica and Salesforce here. It’s a great way to streamline your operations while improving the communication between your front and back office teams.

Are ready to leverage Commercient SYNC now? Talk to one of our Account Executives today.

Commercient SYNC is recognized as an “Acumatica-Certified Application” by the Cloud ERP company

Marietta, Georgia —  Commercient, the #1 Sales Integration Cloud Platform specializing in ERP and CRM Integration, announced today that SYNC has been recognized as an Acumatica-Certified Application (ACA). Commercient SYNC is also the only certified solution for integration recognized by both Acumatica and Salesforce.

Acumatica is a comprehensive, browser-based Cloud ERP solution optimized for ease of use, adaptability, mobility, speed, and security. The ACA title highlights outstanding development partners whose applications have met the highest standards set for Acumatica integration and functionality.

“Customers who want to stay competitive need flexible, responsive technology to execute their long-term business strategies,” said Christian Lindberg, Vice President of Partner Solutions at Acumatica. “Our ACA label is built to help customers find applications capable of delivering that. We’re proud to recognize Commercient SYNC as an Acumatica-Certified Application. It masterfully utilizes the Acumatica platform to meet customers’ growing business demands.”

To become an Acumatica-Certified Application, Commercient has demonstrated commitment to quality by passing the Acumatica software test and aligning to future Acumatica roadmap releases.

“We are thrilled to work with such a fantastic company,” said Richard Jenkins, co-founder of Commercient. “Their cloud-based API is simple to connect to, and we look forward to providing Acumatica and Salesforce consulting partners an end-to-end solution on Commercient’s Platform.”

About Commercient

Commercient, based in Marietta, GA, is a leader in ERP integration for CRM. Fueled by demand, our SYNC app was released with the specific purpose of simplifying ERP and CRM data integration. We have worked tirelessly to integrate 65+ ERP systems, including Acumatica and leading CRM systems such as Salesforce, and performed countless integrations for SMBs, Mid-Market, and Enterprise Businesses. Today, Commercient’s platform integrates over 815 popular sales, business, and IoT applications, and is working hard to expand our data integration apps to work with analytics systems, big data systems, and eCommerce systems.

About Acumatica

Acumatica provides cloud-based business management software that enables small and mid-size companies to accelerate their businesses.  Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications, such as Financials, Distribution, CRM, and Project Accounting, on a robust and flexible platform. For more information, visit www.acumatica.com.

Media contact:

Noah Thomas
noah@commercient.com
(770) 910-4007

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Are you a new Salesforce user looking for ways to get a higher return on investment with your new system? Here are a few steps you can take to get the most out of your Salesforce solution.

 

  1. Integrate Your ERP and CRM

Every new Salesforce user should consider accounting ERP and CRM integration. By integrating your Salesforce CRM and ERP systems, you will be able to streamline business processes and boost productivity. For instance, our SYNC data integration app allows you to integrate both your ERP and CRM data together by creating one master system for easy data access. Additionally, it keeps you up-to-date with changes made to your ERP and CRM system simultaneously. Our SYNC data integration app also helps to:

  • Provide you with a safe and secure environment for integrating the data between your ERP and CRM systems.
  • Keep all the users in your organization on the same page.
  • Enable your sales team to see inventory in real time, search customer records, and complete orders for a simpler and more efficient sales process.

 

  1. Take Credit Card Payments in Salesforce

Another great advantage is the ability to take credit card payments in Salesforce. At Commercient, we offer a payment processing solution, providing your business with credit card services inside Salesforce and your Accounting ERP. Our Sync2Pay solution provides more convenience for your customers, and special security features to prevent fraud. Check out the many benefits our Sync2Pay solution has to offer in our recent post, 5 Key Benefits of Using Sync2Pay to Credit Card Payments in Salesforce, or on our Sync2Pay page.

 

  1. Become a Commercient Partner

If you are a consultant struggling with losing deals to no-decision… Partner with us! Commercient is a Trusted Salesforce Partner, which means that every app to integrate your customer’s ERP with Salesforce will be developed by professionals with a full understanding of the system. And since customers can save up to 80% on integration costs, that can help you to win back more deals. Also, as our business’s Partner, you can benefit from strategic digital media interaction with Commercient, value content, joint webinars, joint press releases, be the first to find out about our newest apps and resources, and much more.

 

  1. Meet Us At Industry Events

If you’re new to Salesforce, you’ll definitely want to join us at Dreamforce every year. At the world’s largest software conference, you will also be able to participate in hands-on training where you’ll have the opportunity get Salesforce-certified, and gain knowledge and expand your expertise. You will also be able to meet and network with the Commercient team, and our Co-Founders Richard Jenkins and John Angove, about syncing CPQ, payments, etc., integrating your ERP and CRM systems. You can also learn about integrating 815 apps to your ERP with our IoT Pulse solution. If not Dreamforce, you can follow us on social media and check out the events we will attend. Also, you can sign up to our newsletter and stay tuned!

 

Want to know what else we can offer you as a new Salesforce user, call or email us.

Some of the best reasons to attend the Dreamforce include educational and networking opportunities. Even though it’s impossible to learn all the capabilities of Salesforce in a just few days, the educational aspect of the conference invaluable for you and your company. In addition, networking is a great way to help grow your business through new customers and more.

Commercient’s Co-Founders John Angove and Richard Jenkins will be attending the four-day conference, and would love to meet and network with you. Our SYNC app allows your company’s Accounting ERP and Sales CRM systems to be integrated, giving your employees access to data that would otherwise be separate. Whether you’re a company willing to save up to 80% on integration costs or a consultant interested on winning back deals lost due to no-decision, meet with Commercient’s Co-Founders and get the answers you need.

Here are 4 reasons why you should consider meeting Commercient’s Founders at Dreamforce:

 

Learn How To Improve Efficiency And Save Money In The Process

Imagine having all that data integrated with your ERP/Accounting system, so every time there’s customer activity, like a new invoice, sales order, payment received, and more, you could have that information in your CRM automatically. Without you or anyone in your staff having to be at their computer to add the data manually.

In addition, if you have that data properly integrated, your team will be able to answer any question about customers to resolve an internal issue or provide customer service. Through 65+ apps and ERP integrations with Salesforce and other CRMs, Commercient does all this without coding, mapping, ETL or big upfront payments – which lead companies to save up to 80% on integration costs.

 

Learn How To Integrate Your ERP Or Accounting System To Your CRM

This reason is a must if an integration of your Accounting/ERP system with Salesforce or other CRM is a line item on your project plan. Whether you need to have a better understanding of the value an integration like this would bring to your business, or ask questions about the technical aspects to implement and run an integration, who could be better to speak with than the founders? Click here to set up a meeting with them and be ready with your questions!

Are you a consultant tired of losing deals to no-decision? Our Founders can show you how Commercient has helped over 200 partners win deals they were losing due to hefty integration costs. If you want to learn how you can win back 50% more prospects, click here.

 

If Syncing CPQ, Payments, And Other Data Is In Your Agenda

Is there specific data you’d like to integrate with your CRM? Meet with us and learn how you can effectively integrate CPQ, payments, orders, accounts receivable and other customer data in Salesforce or another CRM through Commercient’s SYNC. Thanks to SYNC, you and your team will be able to access customer data from any device (desktop computer, laptop, mobile devices), anytime, asking customer’s questions and resolving issues promptly. If you accept credit card payments and would like to integrate that info with your CRM, Commercient offers Sync2Pay.  

 

Understand Migration Of Data From Multiple Sources

And what if you need to migrate info from more than one source, not only from your ERP to your CRM, or vice versa? Commercient helps you with that, too. For example, SYNC allows two-way integrations, which means that any information added, changed or deleted in either system will automatically change in the other! How much time do you think that can save you? You can use that time to help grow your business.

 

To Figure Out How To Integrate Over 815 Apps

Do you have more apps, with diverse purposes and functions, that you’d like to integrate to your Accounting system? If that’s the case, Commercient can help you through IoT Pulse. If you want to get the most out of, for example, marketing automation, you can integrate your Ecommerce system (such as Magento) with tools like Mailchimp, Hubspot, InfusionSoft, Spring, Zendesk, Trulio, and, of course, Salesforce, to automate these processes as much as possible, which can lead to saving you a lot of time and money.

 

BONUS: If You Won’t Be Able To Attend, No Problem!

No matter how much interest you may have in the event, sometimes plans fall through, or the conditions didn’t work out as expected. If you won’t be attending Dreamforce this year, but you’re interested in speaking with Commercient about any of these solutions, you can always speak with us!

 

If you’re interested in implementing our solutions with your company, set up a meeting here.

 

Are you a consultant or interested in partnering with us to stop losing deals to no-decision? Click here.

 

If you read this article after Dreamforce, feel free to contact us.

Are you considering integrating your CRM and ERP systems, but are looking for more information? Good news! Commercient SYNC’s CRM and ERP integration solution will help you reap all the benefits of a unified system, help you streamline processes, and boost productivity. Here are five reasons why you’ll love our SYNC data integration application.

 

See Your ERP Data in Your CRM

If you are deploying your CRM and ERP systems separately, you are missing out on the added benefits of having them SYNC’ed. Moreover, performing manual updates can result in slower operations and in a higher risk of database errors. With Commercient’s SYNC data integration app, you don’t have to worry about manual updates – it keeps you current with changes made to your ERP and CRM systems simultaneously, and enables you to see your ERP data in your CRM. This can help your company run more efficiently, so you can focus on sales and new business.

 

Keep Everybody on the Same Page

Our SYNC data integration app creates one master system that allows everyone to be on the same page. Since updates in either system are visible instantaneously, changes you make in your ERP system will automatically reflect in your CRM system, and vice versa. The result is employees from different departments will find it easier to collaborate, and there will be less of a chance of miscommunication.

 

Ensure Safe and Secure Data

Security is extremely importantly when it comes to the management of data. Because Commercient SYNC is a cloud-based app, it is able to provide you with a safe and secure environment for integrating the data between your ERP and CRM systems. Operating within the cloud also makes it easier to grant your employees varying levels of controlled access to the data that you sync into your CRM system. In addition, you can access your data from anywhere and at any time.

 

Deliver Outstanding Customer Experience

We’re in the age of the customer, so it’s all about delivering top-of-the-line customer service and creating ultimate experiences for them. SYNC works to give you a 360 degree view of every customer, so you will be able to understand them more. You can analyze their buying habits, payment history, account standing, order history, and more. This is a great benefit, as you gain better insight into your customer base, which will aid in building long lasting relationships. This will also help you in making smarter decisions, and in developing more targeted marketing campaigns.

 

Close More Sales

In addition to helping you deliver the ultimate customer experience, Commercient’s SYNC data integration app will help you close more sales. You’ll be able to see inventory data in real-time, run detailed reports, search customer records, and complete orders for a simpler and more efficient sales process. What could take hours or days to receive certain customer data, your sales and customer service teams have instant access, anytime, anywhere. It means they will be able to serve your customers no matter where they are. Additionally, sales managers will be able to see exactly what their sales team is doing on a granular level, and compare data and performance to establish how to best increase sales across the entire organization.

 

Fast Set-Up and SYNC

Competing data integration systems can take weeks or even months to set up, and you end up having to do much of the ‘heavy lifting.’ With Commercient SYNC, we can get you up and running in a matter of hours, and we handle everything, so you can continue focusing on growing your business.

 

Ready to use Commercient’s SYNC data integration app? Let’s get your integration started today.

Sage, the world leader in cloud accounting software, is hosting this year’s “must-attend” business conference. On May 9-11, 2017, industry experts, business builders, and businessmen alike will convene for a 3-day Summit at the Georgia World Congress Center in Atlanta. It will be an opportunity to network, build business relationships, and learn more about new technologies–in short, it’s an event you don’t want to miss. Here are our top 5 picks of things to see at this year’s Sage Summit.

1.George Foreman

World heavyweight champion, Olympic gold medalist, and business entrepreneur George Foreman will not only be making an appearance at this year’s Sage Summit, but he will be one of the event’s keynote speakers. Foreman has seen much success over the years as a businessman. Foreman’s company has sold about 100 million George Foreman Grills since 1995. His success makes him one of the highest-paid and most recognized celebrity endorsers in the world, according to Success.com. This year’s Sage Summit will be a great opportunity for those who want to learn and be inspired by Foreman’s remarkable story.

2. Josh Browder

Josh Browder, a British entrepreneur and founder and CEO of DoNotPay is responsible for developing the first website that allows motorists to appeal their parking tickets automatically. In 2015, he created the world’s first robot lawyer. Browder, like Foreman, will be a keynote speaker at this year’s Sage Summit in Atlanta and will shed light on his journey to success.

3. Robert Tercek

As one of the world’s top keynote speakers, innovation expert and creative strategist Robert Tercek will also be joining the keynote speaker lineup at this year’s Sage Summit. John Kilcullen, the President and Publisher of Billboard, says “Robert Tercek ranks among the very best speakers I’ve encountered. His speeches on the topics of innovation and creativity have influenced industry leaders in many parts of the world. He is an electrifying speaker.”

4. Interactive learning sessions

During this year’s Sage Summit, each day will consist of an Interactive Learning session. This session will allow you to gain insight from executives, customers, and partners from Sage and find solutions to your most significant business challenges.  

5. Networking party

To add to the list of benefits, the event will also host a networking party session where you will be able to network with your peers. With endless networking opportunities, the Sage Summit will allow you to build business relationships that can help you take your business to the next level.

 

In addition, don’t forget to see Commercient’s very own CEO, Richard Jenkins, speak at a panel regarding Partnering with Payments.

The global leader in CRM took the tech world by storm with its recent AI technology, Salesforce Einstein; it is Artificial Intelligence built right into the Salesforce platform, and it makes Salesforce the world’s smartest CRM. The birth of Salesforce Einstein is a  concerted effort by the company to make life easier for customer service representatives and their managers, and in turn for all CRM users. John Ball, the General Manager of Einstein at Salesforce, says “What we’re really trying to do is transform the way people work by focusing on what matters and giving them time back.”

Einstein at a glance

Much like a data scientist, Salesforce Einstein helps companies discover insights and predict future behaviors and outcomes. It also helps them to recommend optimal next actions and automate tasks based on a company’s business processes. Einstein also benefits sales representatives by doing most of the work for them – sales representatives no longer need to spend time inputting data as Einstein will do it. With Einstein, “…you don’t have to prep data or manage models. Your CRM constantly grows smarter, making you more productive and your customers happier.”  Salesforce’s Chief Scientist Richard Sochers says, “Einstein helps companies focus on what’s actually important and exciting instead of how to recover your email for the 50th time.”

Joint solutions with IBM

To help companies make smarter and faster decisions, in March of this year, Salesforce and IBM joined forces to integrate their AI platforms, Salesforce Einstein and IBM’s Watson. According to a press release, “The partnership will bring new insights from Watson directly into the Salesforce Intelligent Customer Success Platform, combining deep customer insights from Salesforce Einstein’s with Watson’s structured and unstructured data across many sources and industries including weather, healthcare, financial services, and retail. Together Watson and Einstein will ingest, reason over, and derive recommendations to accelerate decision making and drive greater customer success.”

While actual products from the partnership will not be available until the second half of 2017, IBM Chairman, President and CEO Ginni Rometty commented that, “Within a few years, every major decision – personal or business – will be made with the help of AI and cognitive technologies.”

Another new product we can anticipate includes a new Lightning component on the Salesforce AppExchange that will provide weather insights. Marc Benioff, the Chairman of Salesforce, thinks that “the combination of Einstein and Watson will make businesses smarter” and Salesforce “customers more successful.”

The future of Salesforce

Salesforce is changing the CRM world with new Einstein technology. In its Spring 2017 release, it integrated Einstein across all its cloud services, including Sales Cloud, Marketing Cloud, Service Cloud, Commerce Cloud, Analytics Cloud, and Community Cloud. With this new era of AI, some experts say that Einstein will begin to replace human workers in the future.  Machine learning expert Andrew Ng, chief scientist at Baidu, said to Wall Street Journal, “Things may change in the future, but one rule of thumb today is that almost anything that a typical person can do with less than one second of mental though we can either now or in the very near future automate with AI.” He says that “there are a lot of jobs that can be accomplished by stringing together many one-second tasks.”

Salesforce’s move to incorporate AI into its platform will help the company continue to dominate the market and expand its business abroad.