“SYNC just makes everything run a lot smoother. It keeps information current and a lot more organized than before.”
Nick Swies, Sales Manager at ClearStream Recycling
ClearStream Recycling replaced a previous CRM with Microsoft Dynamics 365, a leading CRM, to better manage their customers, leads, opportunities, and much more.
To assist with streamlining their sales processes and get a full view of sales, marketing, and customers, the company chose Commercient SYNC, the #1 data integration platform for sales.
The ClearStream Recycling sales team can access QuickBooks Online data directly in Microsoft Dynamics 365, helping to streamline operations, quoting customers, and placing new orders. This data includes customer information, sales order history, invoicing, salesperson names, etc.
In addition, new accounts and sales orders created in Microsoft Dynamics 365 are SYNC’d to QuickBooks Online, saving time and eliminating double data entry and possible errors. This also helps their bookkeeper with orders.
Read the full customer success story.
About the company
ClearStream Recycling has sold over 500,000 recycling and refuse collection containers that promote safety and sustainability for their customers. They utilize QuickBooks Online for their finances and operations.
- Challenge
- Replace a previous CRM with a more powerful solution
- Data between QuickBooks Online and Dynamics 365 remained siloed
- Integrate important data from Microsoft Dynamics 365 to QuickBooks Online
- Solutions
- Microsoft Dynamics 365, a next-generation CRM
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s two-way SYNC
- Results
- ClearStream Recycling can better manage leads, customers, opportunities, etc.
- Sales can access ERP data directly in CRM, helping to streamline operations
- New accounts and sales orders are SYNC’d from CRM to ERP, eliminating possible errors
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