Commercient is happy to announce the company reached Diamond Tier as a HubSpot Solutions Partner.

Atlanta, GA. March 25, 2023. Commercient, LLC announced that it has reached the diamond tier of HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.  

The Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth, and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience. 

To achieve status as a diamond-tier solutions partner, partners must facilitate not only the initial acquisition but also the ongoing administration of HubSpot, in order to foster the sustained expansion of numerous clients.

Over the past year, Commercient has grown its business by incorporating inbound strategies to attract, engage, and delight customers. Commercient’s mission is to make deep integration easy for small, medium, and large companies so that they can innovate and grow. The pre-built integration enables HubSpot users by providing access to the data they need and the fully managed SaaS service allows businesses to focus on other business activities. Notable milestones and achievements include:

  • 123  integrations delivered, 12 new HubSpot partners and 9 five star reviews since our partnership began 9 months ago.
  • We have a HubSpot Certified Trainer badge by HubSpot Academy.
  • Now offering HubSpot Onboarding.

Commercient has achieved diamond tier status just 3 months after announcing Platinum tier. In 9 months we have come a long way alongside our CAM Sahar Miakhil. The keys of this shared success are: Motivation, communication, and our customer centered narrative. We constantly reassure that integration continues to provide a streamlined solution for all sized businesses growth.

“It’s a pleasure to welcome Commercient into the esteemed diamond level of our Solutions Partner Program,” expressed Brian Garvey, VP of the Solutions Partner Program. “Commercient has persistently achieved remarkable outcomes and tailored solutions for their clientele through collaboration, determination, and commitment, assisting them throughout each stage of the customer journey in collaboration with the HubSpot team. Kudos to the entire team!”

Commercient is thrilled to announce the company reached Platinum Tier as a HubSpot Solutions Partner.

Atlanta, GA. December 15, 2022. Today, Commercient announced that it has reached the Platinum tier of HubSpot’s Solutions Partner Program. HubSpot, a leading CRM platform for scaling companies, works hand-in-hand with partner experts to grow their businesses through inbound software, services, and support.  

The Solutions Partner Program is an ecosystem of experts that offer marketing, sales, customer service, web design, CRM, and IT services. It’s a global community that believes putting customers first is the key to growth, and enables its members to offer a wide breadth of more sophisticated solutions across the entire customer experience. 

To achieve status as a platinum-tier solutions partner, partners must support the initial purchase, as well the long-term management of HubSpot to support the continued growth of multiple customers.

Over the past year, Commercient has grown its business by incorporating inbound strategies to attract, engage, and delight customers. Commercient’s mission is to make deep integration easy for small, medium, and large companies so that they can innovate and grow. The pre-built integration enables HubSpot users by providing access to the data they need and the fully managed SaaS service allows businesses to focus on other business activities. Notable milestones and achievements include:

  • 101 integrations delivered in 2022 (Jan-Nov).
  • 633 million records SYNC’d monthly
  • Now supporting document SYNC into HubSpot 

Commercient has achieved Platinum tier status just 3 months after announcing Gold tier, this is a big step for us, reassuring that our proven integration methodology continues to provide a streamlined and customer-centric experience that, in partnership with HubSpot, and hand to hand-with our CAM Sahar Miakhil has indeed built the foundation for our continuous growth.

“I’m thrilled to welcome Commercient to the platinum tier of the Solutions Partner Program” said Brian Garvey, VP, Solutions Partner Program. “Through teamwork, hard work and dedication, Commercient has consistently delivered positive results and solutions to their customers, guiding them on every step of the customer journey alongside the HubSpot team. Congratulations to the whole team!”

Zoho customers and partners gathered in Mexico City in November 2022, and as Zoho Partner, Commercient had to be there, too! Our solutions engineer Rebeca Oliva assisted #ZoholicsMX2022 in Mexico City. She met many amazing people, made valuable #connections, and learned a lot about what’s new and coming for Zoho in 2023.

Zoholics is Zoho’s conference series, where they share product updates, educate customers, and announce game-changing new product releases. It also allows attendees to meet Zoho’s team face-to-face and learn directly from the staff behind their apps. Zoholics offers:

-Informative Product Briefings 

-Personal 1-on-1 Sessions 

-Networking & Fun

So we interviewed Rebeca Oliva about her experience at this event, and here’s what she has to say about Zoho and the integration apps Commercient develops to connect our client’s Zoho CRM with their ERP accounting system:

Learn more about the Zoho and ERP integration

Click here to see the Zoho CRM integrations.

Why did Commercient attend Zoholics?

We are expanding our strategic partnership with Zoho LATAM, so when they invited us to Zoholics, we decided it was time to go. We also wanted more information about what’s new with Zoho and their plans for the future.

We wanted to connect with Zoho implementation partners and users from Mexico and Latin America. As part of the Commercient Sales team, the goal was to bring all the knowledge we could to use as a sales tool as part of our data integration services. For example, Zoho Analytics allows data analysis, showing data on reports and dashboards that as of now, come from different sources (both internal and external).

Any takeaways you’d like to share?

Many partners are committed to Zoho and looking for ways to enhance growth together.

Zoho’s interface is intuitive and robust, as it has access to more than 50 apps within the Zoho ecosystem.

The Zoho team was kind, friendly, and respectful. All attendants could see how passionate Zoho’s staff is regarding the solutions they provide for their clients and the plans ahead.

Many were pioneers when Zoho decided to break into the Latin American market.


News on Marketing, Sales, Customer Service, Development, Operations, Productivity, and Collaboration.

What’s coming in 2023.

Zoho’s Values and how they strengthen their work in terms of investment, security, innovation, privacy, and an ecosystem that includes clients, partners, and employees.

Investments so they develop or improve the best apps in the market.


We connected with Zoho partners in Mexico and other countries that may be interested in partnering with Commercient to offer an integration between Zoho and more than 110 ERPs.

There were in-person meetings with Commercient partners before the event.

We received the recommendation to integrate Aspel SAE and Contpaq in Mexico. 

They also recommended working on an integration for Zoho Books Mexico, one of their newest products.

I met with the Zoho LATAM team and discussed how to strengthen our partnership in Mexico and Latin America to help more companies that need to connect Zoho CRM and the different apps in Zoho One.

We planned Business Development strategies to bring Zoho and Commercient SYNC in front of more potential customers in a more effective way.

Questions about how you can connect Zoho CRM, Zoho Books, Zoho Analytics and more to +110 ERP accounting systems? Contact us today to discuss your data integration needs.

In this episode of SYNC-Cast, powered by Commercient, Joe Stephan, Vice President of CRM and Marketing Services at Concept, and host Heath McKnight discuss how companies can modernize and improve their sales with HubSpot CRM, and how Commercient SYNC HubSpot and ERP data integration helps streamline processes. Plus, Joe offers his tips on the successful implementation of HubSpot CRM.

Mentioned in this episode:



Find Joe on LinkedIn:


– Introduction of Joe Stephan and his work at Concept.

01:05 – How adopting Salesforce helped Concept, which they then offered to help their customers modernize their sales processes as a Salesforce Certified Partner.

02:32 – Concept created a digital marketing agency to help their customers.

03:31 – How Concept became a HubSpot Diamond Solutions Partner.

05:10 – How Joe and his team help customers leverage CRM, particularly if they have antiquated or no processes at all.

08:43 – Joe’s tips for a successful HubSpot implementation.

12:15 – Best practices for improving adoption of CRM.

15:29 – How Commercient SYNC ERP and CRM data integration helps sales teams get a 360-degree view of customers, accounts, and more.

17:50 – The benefits of Commercient SYNC and marketing.

18:40 – How to learn more about Concept.


Heath McKnight  0:03  

Hi, welcome to SYNC-Cast powered by Commercient. My name is Heath McKnight. Today joining me is Joe Stephan from Concept. Joe, tell me a little bit about yourself and what you do.

Joe Stephan  0:18  

As you mentioned, I am the director of CRM and technology at Concept. So currently, I manage our CRM agency, our digital marketing agency, as well as our internal technology team. From a high-level Concept offers three core services, we’ve been in business for about 20 years. And we started off primarily as a sales development firm. 

So the best way to describe that is we would essentially, through outbound calling, take care of the first half of the sales process for our customers. And we would qualify those leads and send them over to our customer sales team to effectively close the business on those qualified leads. Well, several years ago, we decided to adopt CRM internally to best support those sales development efforts in those programs. It allowed us to showcase the ROI and value we were providing with those particular projects for our customers. But it also gave those customers real-time visibility into the opportunities, the analytics, all the activities, and everything we were generating for them. 

But it also opened up another door for us. Many customers, at the time, weren’t using CRM internally. And they really liked the way that we developed our processes. And we’re using CRM to support these programs. So as they were accessing our database is, you know, to get the visibility into the leads we’re generating.

We started to see some adoption there from organizations that we’re working with. And they would come to us and say, “Hey, we really liked how you built out CRM, and we’d like you to help us implement a CRM for internal purposes in use.” So at the time, we weren’t a CRM partner of any solution, but we went out and became a Salesforce partner at that time. And we started supporting customers to help them implement and consult on their CRM solutions. 

That’s how our CRM agency started, which is the second core division that we currently have a concept today. And then, if we fast forward a few years, we also had a lot of customers who started coming to us saying, “we could really use your help managing some of our inbound lead efforts, help us put together some marketing strategies, content, website management, and social media posts, things like that.

So we decided to start a digital marketing agency within our organization. And it’s been about three or four years now since we started that particular group. So today, Concept is this full-service sales and marketing consulting firm that supports the technology to best support those groups, whether it’s CRM, marketing, automation tools, or sales enablement tools. So those are the three core divisions we have at the organization today.

Heath McKnight  3:25  

That’s incredible. And you started out for many years with one, just one core division. And because of your own use of CRM, you created this other division. And that was only like you said, from my perspective, in the last few years, and probably many others. CRM has exploded in the last five years. I know that Salesforce has been around for 23 years now, as of 2022. And then I think it’s incredible that it just naturally evolved into the market, the digital marketing side. And in addition to Salesforce, I know you support HubSpot, marketing, and CRM. Can you tell me a little bit about how you came into the HubSpot side, especially since people look at HubSpot first as marketing? And then the CRM side second.

Joe Stephan  4:20  

Yeah, absolutely. HubSpot came into the picture when we started our digital marketing agency. It was, from a marketer’s perspective, a tool that was easy for our team internally to use to best support our customers and for our customers to use as well. Everything from developing the content, managing their social media posts, creating the automation and workflows, driving website traffic, and forming submissions into their database.

So we looked at a variety of options at the time and determined what are some of the best solutions out there currently that we can use to help us support our customers from a digital marketing perspective. And we landed on HubSpot being one of the primary ones. And we do support some others as well. 

But at that time, we became a HubSpot partner. And it’s really just exploded over the past couple of years. We started off with the baseline partnership. And since then, more recently, I would say, actually, within the last few weeks, became a diamond partner of HubSpot and are supporting customers on the marketing hub platform, the sales hub platform, the CMS operations hub, and the service hub today. So they have a full suite of products and services that can help any core division within an organization achieve their goals, automate processes, and just have a centralized location to manage all their information and data.

Heath McKnight  5:53  

Excellent. And I know you shared about your role, but on a day-to-day basis, if you don’t mind, maybe just kind of taking me through how you’re helping these customers, especially if they’re coming either with very limited CRM, like a built-in one from the ERP, or some of these CRMs that, frankly, we have customers that Commercient, they moved to a much more robust CRM, they were on a CRM that hadn’t been supported. Like a decade ago, it was the end of life, but they just have it. So sitting on computer servers, they’re so dependent on it, or they’re just pen and paper, spreadsheets, etc. How do you come in and your team to help them almost from square one to get to where they need to be with the marketing and the CRM with hubs?

Joe Stephan  6:49  

It’s not always a quick process, right? There’s typically a lot of change that needs to happen within an organization. But we start at the very beginning, from the first time we engage with a prospect or a customer. We sat back and tried to go through as much discovery as possible to identify how does your organization function? What are some of the pain points? Where are the gaps currently within those processes, what’s involved in sales, and what’s involved in marketing are the two working in tandem? And often, as you mentioned, we work with organizations that have antiquated systems; antiquated processes are no processes at all. 

So what we do throughout every stage of our onboarding with a new customer is we’re going through that discovery, we’re providing consultative approach, in terms of, you know, how we would recommend not only developing this process with our knowledge of sales development, and as we, you know, help manage and support that for some of our customers, we’re helping them develop these processes, and then incorporate them into the platform. 

Oftentimes, it does start with the sales team. There are obviously a lot of variations to that. But we are starting if we’re starting from square one, and they’re currently putting everything on pen and paper using Excel files, or they have their contacts currently being managed in Outlook, we need to start somewhere. So usually, it starts with the sales team and helping them build out what that pipeline looks like. What key metrics do you need to attain, and what does your reporting playbook need to look like? And what’s this whole process? Where are leads coming from? Where do we hand these leads off from a marketing perspective to sales, then we’re also helping the marketing group develop those processes and help them develop their strategies.

And then, the critical piece is marrying up those two, getting them working in tandem, and allowing marketing to best support sales and sales also leverage marketing and help them achieve leads for that particular group. So we do that through the use of the different tools that we have available to us within the HubSpot suite or even some additional applications that customers may use some data procurement tools, and sales enablement tools.

Heath McKnight  9:24  

That’s incredible. And if you have like maybe three or four tips for getting a great HubSpot CRM, and marketing hub implementation, what would you share with the customer side of how they can have a successful implementation?

Joe Stephan  9:50  

I would say some of the things that we come across: number one, I’d say be open-minded about what’s currently being done within the organization today, and have some pretty clear defined goals of where you’re trying to go. Oftentimes we get into projects with customers, and they know that we have some issues, but they don’t know the best way to approach that. That’s what we’re here to help you uncover and achieve, but having a baseline of an understanding of where do we want to go as an organization? What are some of those? What insights and goals do we want to make sure we put in place? And how can we best attain those by adopting these platforms? I think that’s important. 

Also, when evaluating CRMs, and digital marketing platforms, as you mentioned, I think a little bit earlier, in a call, you have customers who are switching from one CRM to another, oftentimes, and especially in my experience, going from one CRM to another it’s not really going to fix the core problems that you may have. Yes, this new platform may have a new bag of features and bells and whistles and tools that could help, but I think you have to address the root cause of the problem, whether it’s an adoption issue, whether it’s the system that wasn’t built out properly from the get-go. So, taking a step back and ensuring that, as you’re evaluating a CRM, you’re doing it for the right reasons, and you’re making sure you’re putting forth that proper evaluation from the get-go. 

I would always suggest working with a partner to help with the implementation. Even though a lot of the back-end functionality and the tools that are available within HubSpot, Salesforce, or any other CRM can be easy to figure out and how to implement, often, partners are going to understand the ins and outs of the application and be able to take your processes what goals you’re trying to achieve, and best support them, and best build them out within the platform to achieve a successful implementation. And then I think the last thing is really ensuring that you have a defined process, and for the sales group, and the marketing group, following the implementation, making sure you have that playbook, outline detailed ready to go. And it’s communicated across the board with all individuals within the organization that it would be relevant to so that you ensure successful adoption of the platform, you help increase productivity, efficiency, and ultimately sales for the organization.

Heath McKnight  13:01  

Excellent. And if you don’t mind, share a little bit about helping with adoption. I know that, in some cases, that can really be a pain point for companies. But I’ve talked to companies, and they said that when the sales team saw the tools that HubSpot CRM has to help them grow those sales, the adoption was tremendous for them. And they have almost 100% adoption on it. And if they don’t, it’s going to be there. Any suggestions on helping with adoption?

Joe Stephan  13:40  

Yeah, we typically see high adoption with HubSpot. Specifically because the user interface is very streamlined and simple to use. HubSpot has put a lot of time into r&d to develop it. For the everyday user, the whole interface is very efficient and streamlined, whether you’re on the sales or marketing side. What we do as a partner to help with adoption in every project we incorporate for an organization is to ensure that we have a customized training solution built into the project. 

So we spend time and work with the project committee or the executive leadership group to ensure that they’re trained on the processes. And then we also work with the sales team and sales leaders. And then, we work with the marketing team and the marketing leaders. We go through this extensive training with the group, and then we always recommend having some follow-up trainings with the team. We don’t want to overwhelm and just sit down in a room for eight hours going through an application because you tend to start to lose people’s attention spans, and they forget what they learn there. 

We like to make sure that we focus on the processes that have been defined by the organization and through the implementation to ensure a successful rollout of the tool itself. And then we like to give team members several weeks to start to work on the application and determine what isn’t working, where am I struggling, where we have adoption issues, and then circle back to have additional training to make sure that everyone’s comfortable with the processes that have been defined and outlined. 

If there are issues that need to be addressed, maybe something’s a little bit clunky and we don’t like how the process is currently flowing, and that’s preventing somebody from doing their day-to-day tasks, we want to hear from the end users as well, so that we could take that back to the executive leadership team or project committee, whomever we’re working with, so that we can address those concerns, address those issues, resolved those components within the platform to ensure the continued success of the application. I typically recommend to our customers that one-hour training with a sales group is simply not enough. You need continuous training with the team to ensure that adoption remains and they’re leveraging the application to the best of their abilities.

Heath McKnight  16:11  

Excellent. And before we wrap up our call, I just want to ask a little bit about Commercient SYNC data integration and how important it is for the sales and marketing team working within HubSpot, having access to that ERP data, be it QuickBooks Desktop, Sage 100, SAP, and other ERPs or accounting systems?

Joe Stephan  16:38  

I can tell you almost with every project that we work through after we get the sales hub implemented or marketing hub implemented, it’s an extremely common request from customers and a pain point for them to come to us and say, “hey, we really need to get visibility into our financial data or ERP information, we want to centralize that information in one place.” 

That’s what Commercient SYNC enables our customers to do. It gives that 360-degree view of a customer of an account to know what’s going on and other systems. And not only that, in many cases, you have sales team members responsible for entering some information in CRM, HubSpot sales hub, let’s say, and they have to follow that lead through the process to closure. And following that, post-sales when the actual orders take place or invoicing needs to happen. They may also input account information and data over in their ERP instance. Well, that’s inefficient, you don’t want to have to run duplicate data entry, and it’s ineffective for sales teams and users using both systems. 

So having that two-way SYNC of data streamlines the process for internal groups. From a sales and account management perspective, I can tell you that knowing exactly how much business a customer’s done and what they purchased allows them to tailor their conversations accordingly to help their customers with additional product lines and cross-sell opportunities. It also allows them to stay engaged and attentive to their customer needs by having ERP information directly into HubSpot in their CRM. 

From a marketing perspective, I could say it’s important for them to leverage ERP and financial data to help from a targeting and a messaging standpoint; they may identify customers who possibly have not used certain products or services for a certain period of time, and they may want to showcase promotions, or they may want to showcase additional or new product offerings, or service offerings, that they have to try to get those customers re-engaged. So knowing exactly where a customer stands and what they’ve done in past sales helps both groups tailor their processes within both systems.

Heath McKnight  19:28  

Excellent. How can our viewers and listeners learn more about Concept?

Joe Stephan  19:35  

You can go to We have several product and service pages where you can look at our CRM, digital marketing, or sales development services. Periodically we do put out blogs, so if you follow us on LinkedIn or Twitter, or even Facebook, we do post a lot of blogs and just relevant content for sales and marketing groups, whether it’s you know how to best prospect and what’s currently going on in the industry. And here are some tidbits on how to best leverage some of these tools that we personally leverage internally here at Concept as well. If you go to our website, you should have links to all of our social media accounts. And you can certainly just look us up through any of those social platforms as well.

Heath McKnight  20:27  

Awesome. Thank you, Joe, for your time today.

Joe Stephan  20:31  

Thank you so much, Heath.

Click here for more SYNC-Cast Podcast episodes and videos. Stay tuned for more!

Commercient and App Solve Partnership

Commercient whose SYNC App is the fastest, simplest, and most flexible app for ERP & CRM data integration signs a partnership agreement with App Solve. They are a Certified Salesforce Implementation Partner that has over 500 Salesforce implementations and consulting projects based in Toronto, Canada. 

With more than 25 apps on Salesforce’s AppExchange, Commercient actively works with ERP and CRM consultants to provide hassle-free, fully supported integrations that successfully connect their customers’ systems. This helps to avoid late-night support calls, or too many hours spent resolving technical problems.

App Solve is a Certified Salesforce Implementation Partner that has provided over 500 Salesforce implementations and consulting projects. App Solve truly cares about the future of your company and that’s why they strive for business transformation by providing Salesforce solutions such as implementation, consulting, and integration. Their core values include providing the best experience through innovative services while making it fun for App Solve and its clients.

“Our commitment is to assist businesses in making the most of the Salesforce platform to drive ROI and achieve extraordinary results,” said David Brabrook, CEO & Founder of App Solve. “After years working with hundreds of customers, we’ve helped businesses of all sizes in integrating their ERP data with their CRM system, allowing them to become more productive. With Commercient, we are able to make ERP and CRM data integration simple, quick, and efficient.”

As a company leveraging the newest and most functional tech trends, Commercient’s fast-track plan will SYNC data in a short amount of time, and integrate transactions bi-directionally so that ERP and Salesforce will communicate effectively with each other. Commercient features VR technology to provide personalized, interactive support to enhance customer and partner experience. 

“The team Commercient is excited to be partnering with App Solve,” said Dave Bebbington, Head of Partnerships. “They have great strategies and implementations for their prospects and clients towards the Salesforce platform. Since they are certified in Salesforce implementations and consulting, we believe integrations with Salesforce will be seamless and bring great success.”

Now, you may be wondering, why should we become a customer of App Solve or Commercient?

Customers choose App Solve because customer service teams struggled to maintain customers relationships by not having a proper CRM and capturing the right data. App Solve resolves this by helping their clients to become their own manager of  Salesforce features, tools, and automation that was not previously available to maintain relationships and to use data efficiently.    

Well, Commercient will ensure your synchronization is done within a few short weeks instead of months of work. Using Salesforce to integrate data from your ERP system streamlines tasks like creating sales reports, sending order status updates, and keeping track of ERP financial records, among other things. The best aspect is that it can all be done in the cloud.

If you are looking for a Salesforce implementation or consulting partner, App Solve is the right solution for you. Click here to find out more. 

Are you looking to streamline your processes by integrating your ERP with Salesforce? Choosing Commercient comes with many benefits for your data integration Click here to enquire.


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.


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:


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.


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


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


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!


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.


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.”


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.


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.