Commercient SYNC: A Great Way for Your Salespeople to Love CRM

The best CRM projects involve salespeople who love and appreciate CRM. And, getting your salespeople to love your sales system can be as simple as integrating it with your ERP. A lack of integration with other business tools may be one of the biggest reasons why your salespeople aren’t digging your current CRM. In this post, we’ll uncover a great way to get your salespeople to love CRM – Commercient SYNC.

Complete Business Automation

Integrating your Salesforce, Microsoft Dynamics 365, or Zoho CRM with your accounting system using Commercient SYNC means you will have a 360-degree view of your sales and customers, along with inventory, serial numbers, price levels, sales history, invoices, and much more. This enables your sales team to more effectively quote clients, and with the extra time not having to find data, they can work on new business.

Without integrating your sales and marketing systems, your sales team will be stuck having to into the two systems to see the full picture, which can be frustrating, time consuming, and can increase the odds of making a mistake.

Commercient SYNC serves to streamline and automate your business processes, and allows you to stay up-to-date with changes made to your accounting and sales systems simultaneously. Moreover, by connecting marketing and sales using SYNC, your salespeople can update and retrieve customer data in real-time and have quick access to important information that will help them to better serve clients.

It makes valuable data from both the ERP and CRM systems available to the right people at the right time, through a single interface, and will allow your salespeople to come to respect your CRM.

Simplified Communication

Communication, collaboration and teamwork are core elements needed for any business who wants to be successful. However, a lack of clear communication between different departments is a problem that we hear about from time to time. Simply put, when every department doesn’t have access to the same information from sales and marketing, employees will not be able to collaborate and support each other effectively.

But, thanks to apps like Commercient SYNC, businesses can now keep everyone on the same page when integrating their sales and marketing systems, as you are able to see your accounting data in your CRM. And new accounts, quotes and orders created in your sales system will be SYNC’d back to your ERP.

Commercient SYNC helps you simplify communication so that everyone on your sales team can work together to accomplish the same goals, growing your business.

Improved Contact Management

As both your CRM and accounting systems store detailed information on customers – whether it be customer contact information, order history, and billing and shipping details – integrating the two systems using Commercient SYNC allows you see all the details for one account in one location, rather than having to look at the same account in the two separate systems.

Instead of having to manage and update contacts and accounts in both systems, with Commercient SYNC you will only have to do so in one centralized location. We’re sure your salespeople will be happy about that.


Having integrated sales and marketing systems means success for your business, and sales teams now have access to the kind of information needed to close for deals. See how some of our customers, including Hotsy Cleaning Systems and The Baker Company were able to increase sales using Commercient SYNC on our Customer Success page. Would you like more information? Contact us today for a demo.