Miller Plastic Products Speeds Up Quoting on Similar Jobs with Commercient’s JobBOSS and Salesforce Integration

Miller Plastic Products precision-machines and fabricates plastic products and components, including chemical tanks, pipe systems, custom filtration systems, ductwork and fume hoods, and tanks for boats, yachts, and RVs. Based in Burgettstown, Pennsylvania, the company manufactures its products from 100% American-made materials, follows the German DVS PersZert welding standards, and has earned NSF approval.

Systems Connected

JobBOSS + Salesforce Professional

Industry

Manufacturing

Location

United States

Faster Quotes

pulling historical job data straight from JobBOSS into Salesforce

Fewer Things Slip Through the Cracks

with sales and customer data all in one place

Challenge

Miller Plastic Products decided to move away from its previous CRM to better manage opportunities and customers, but data between JobBOSS, the company's ERP system, and its new CRM needed to be connected for the sales team to take full advantage of it. Without that connection, the team had to dig through JobBOSS separately to find historical job details and pull together accurate quotes.

Solution

Miller Plastic Products worked with Plus+ Consulting and Salesforce to implement Salesforce Professional, then connected it to JobBOSS using Commercient SYNC, the number one data integration platform for sales. Customer information, sales order history, invoicing, packlist detail, and more now sync directly from JobBOSS into Salesforce, and Commercient's Phase 2 SYNC pushes new accounts and quotes created in Salesforce back to JobBOSS.

Having JobBOSS data in Salesforce via SYNC makes a world of difference for us trying to find things and comment on jobs.

Tim Zeliesko

COO

Results

With JobBOSS data available in Salesforce, Miller Plastic Products' sales team can quickly find historical order details and comment on jobs, and quote customers faster by pulling up information from previous and similar jobs. The integration has also improved sales efficiency and communication with customers, helping fewer things slip through the cracks, and SYNC assists the company with projections and forecasting.

SYNC helps when it gets down to the quoting aspect. We can quickly pull up information from previous jobs and similar jobs.

Tim Zeliesko

COO

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