SensoScientific Keeps Sales and Finance in Sync with a Two-Way Sage 100 + Salesforce Integration from Commercient
Customer Success Story
1stVision Saves 50% on Quote Prep Time by Connecting Sage 50 to Zoho CRM with Commercient
1stVision is a distributor of machine vision and industrial imaging equipment, supplying cameras, lenses, lighting, and software to manufacturers and engineers across North America. Based in Andover, Massachusetts, the company has spent more than two decades supporting industries like automated inspection, robotics, and logistics with both products and technical expertise.
Systems Connected
Sage 50 + Zoho CRM
Industry
Distribution
Location
United States
50%
less time spent manually entering part data between Sage 50 and Zoho CRM
Predictive Part Search
reps type part of a part number and Sync finds the match instantly
Challenge
Before Sync, 1stVision's sales team had to manually re-enter part information from Sage 50 into Zoho CRM every time they built a quote. As new parts were added to the ERP, nothing carried over automatically, so reps had to duplicate that data entry by hand before they could even start pricing a quote.
That manual process was slow and left room for error, since finding the right item in the ERP meant typing a complete, exact part number rather than searching for a close match.
Solution
Commercient's Sync connects 1stVision's Sage 50 ERP to Zoho CRM, automatically pushing new and updated part data from Sage into the CRM as soon as it's entered. When a rep builds a quote in Zoho, the part information is already there waiting for them.
Sync also enables predictive part search, so reps can type just part of a part number and Zoho surfaces the matching options to choose from, rather than requiring the exact full number the way Sage does. To protect the accounting system, Commercient set the sync up as one-way, from Sage into Zoho only, so activity in the CRM can never push incomplete or duplicate part records back into the ERP.
It takes everything out of Sage Peachtree and basically puts it into our Zoho CRM. So when we go to do quotes, it basically has all the information that's there. As new parts get entered, it automatically populates the database, so the easiest thing when we go to do this is it's already there.
Jon Chouinard
VP of Sales & Marketing
Results
1stVision estimates Sync saves its sales team at least 50 percent of the time they used to spend manually entering part data between systems, freeing reps to focus on building and closing quotes instead of duplicate data entry. The predictive part search has made it faster and more accurate for reps to find the right part while quoting, and some team members now pull the information they need straight out of Zoho instead of going into Sage at all.
The one-way sync also protects the integrity of 1stVision's ERP data, since sales activity in the CRM can never create bad or duplicate records back in Sage.
One of the cool features is that when we start typing any part number, it automatically shows up. In the ERP we've got to go put in the full part number, but I can just put in part of a part number and it says, here's three that look like that, pick one, and that's it. That's actually a pretty nice feature out of the tool.
Jon Chouinard
VP of Sales & Marketing
West Yorkshire Steel Cut their Workload by Integrating Sage 50 UK Product Data into Salesforce using Commercient
How Trueman Distribution’s Remote Reps Stopped Calling the Home Office by Integrating Sage 300 + Salesforce using Commercient
