“SYNC gives the sales team everything they need in Salesforce before meeting with customers.”
– James Sangster, Managing Director at CeriumOptical
The team at CeriumOptical uses Microsoft Dynamics NAV for operations and finance, and replaced a previous CRM with Salesforce Professional to modernize their sales processes and improve managing customers, leads, opportunities, and more.
The company worked with Commercient to implement SYNC, the number one data integration platform for sales, to connect their Microsoft Dynamics NAV and Salesforce data.
With SYNC, Cerium Optical Products can access Microsoft Dynamics NAV data in Salesforce Professional, including customer information, accounting, orders, invoicing, customer movement history, terms, territory, contacts, and more.
“Commercient SYNC allows geographically distant members of our staff access to information without having to log into the ERP,” explained Sangster.
Read the full customer success story.
About the Company
CeriumOptical is involved in the development of many of the consumable products for the production of optical lenses available in the marketplace today. The company is recognized as a world leader due to its policy of constant research and development.
- Challenge
- Replace a previous CRM with a new, state-of-the-art solution
- Data between Microsoft Dynamics NAV and Salesforce remained siloed
- Continue with enhancing and streamlining processes
- Solutions
- Salesforce Professional, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient and Salesforce
- Results
- CeriumOptical Products have modernized their sales processes
- The sales team will be able to access customer information, orders, invoicing, and more in Salesforce
- The company has a 360-degree view of sales, customers, and marketing
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