Concept and Commercient Modernize Clients' Processes

Concept & Commercient SYNC

“SYNC gives sales teams access to important ERP data, and that’s the big benefit of Commercient.” – Joe Stephan, Director of CRM and Technology at Concept

Concept is a full service sales and marketing consulting firm and develops and implements comprehensive B2B lead generation and sales development solutions for companies, and CRM implementation, including Salesforce and HubSpot.

“Salesforce gives our clients real time visibility into the leads, analytics, opportunities, and all the information we are generating for them,” said Stephan.

The company worked with Commercient to integrate their client’s ERP and Salesforce data, giving the sales team a full view of sales and customers.

“Our clients want their sales team to know what the inventory looks like or how many orders they received from a customer. SYNC gives them that ERP data, and that’s the big benefit of Commercient,” explained Stephan.

Read the full partner success story.

Challenge
Modernize the overall sales and marketing processes of businesses
Data between CRM and Accounting systems (ERPs) remained siloed
Continue enhancing clients’ processes, such as access to inventory and customer data

Solutions
Two distinct solutions are offered, Salesforce or HubSpot
Commercient offers SYNC, the #1 data integration platform for sales
Concept and Commercient

Results
Concept helps businesses to better manage customers, opportunities, leads, marketing, and more
The sales, marketing and management teams can easily access ERP data in Salesforce or HubSpot CRM
Businesses have a full view of sales, inventory, customers, and more

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