1stVision Saves 50% on Quote Prep Time by Connecting Sage 50 to Zoho CRM with Commercient
Customer Success Story
Commercient Becomes “The Ultimate Time Saver” for CRW Finishing’s Sage 100c to Zoho CRM Connection
CRW Finishing is a job shop that provides mass finishing services, including deburring, shot blasting, and aqueous parts washing, and also sells the finishing equipment used to perform them. The company works with clients on complex projects such as 3D printed parts and medical devices from its facility in Addison, Illinois.
Systems Connected
Sage 100c + Zoho CRM
Industry
Industrial Services
Location
United States
Ultimate Time Saver
The sales team stays updated on every edit made in Sage 100c to customers and products
Full View of Sales
Customers, and marketing, without needing to log into the ERP
Challenge
CRW Finishing's sales team relied on the accounting department for information about customers and prospects, since important Sage 100c data such as order history, price levels, and customer records lived outside the CRM the sales team used day to day. Adding new prospects to the CRM also meant re-entering the same information in Sage 100c by hand, creating extra work and the risk of errors.
Solution
CRW Finishing adopted Zoho CRM to modernize its sales processes and worked with Commercient SYNC to connect it to Sage 100c. Customer information, order history, price levels, and other ERP data now sync directly into Zoho CRM, and with Phase 2 SYNC, new and updated contacts added in Zoho are synced back to Sage 100c.
Commercient SYNC is the ultimate time saver for us. The sales team is updated on all edits made in Sage 100c to their customers and our products.
Kim Mantega
Controller
Results
CRW Finishing's sales team no longer needs to log into Sage 100c to see customer and order details, since that information updates automatically in Zoho CRM. Reps can also see whether an existing customer already has one of CRW's installed products, so they can invite prospects to see it before making a purchase, and syncing new contacts back to Sage 100c saves the team time while giving the company a full view of sales, customers, and marketing.
The sales team can see in Zoho via SYNC if an existing customer has one of the products we've installed set up in their facility, and invite a prospect to see it prior to purchasing.
Kim Mantega
Controller
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