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Customer Success Story
NewMedical Technology Keeps QuickBooks Data Up-to-Date with Commercient’s Salesforce Integration
Newmedical Technology, Inc. is a global medical products company focused on developing, manufacturing, and distributing patented therapies for advanced wound care, scar management, skin care, and surgical solutions. Based in Northbrook, Illinois, the company is dedicated to supplying medical professionals with new solutions that improve quality of life for patients.
Systems Connected
QuickBooks Desktop & Salesforce Professional
Industry
Medical Device Manufacturing
Location
United States
One Platform
sales team works almost exclusively in Salesforce instead of switching tools
Accurate & Up-to-Date
QuickBooks data stays consistent with zero manual double entry
Challenge
NewMedical Technology replaced its previous CRM with Salesforce Professional to streamline and modernize its sales processes as the company continued to grow. Data between Salesforce and QuickBooks Desktop, the company's accounting and operations system, remained siloed, keeping the sales team from working in one consistent, up-to-date platform.
Solution
NewMedical Technology worked with Commercient SYNC, the number one data integration platform for sales, to connect QuickBooks Desktop and Salesforce Professional. Customer information, open sales order header and detail lines, invoicing, and AR invoice payments now sync directly from QuickBooks into Salesforce, and Commercient's Phase 2 SYNC pushes new and updated customers, sales orders, and products created in Salesforce back to QuickBooks.
Commercient will help our company save a lot of time.
Adrian E Garcia
Information Systems Manager
Results
NewMedical Technology's sales team can now work almost exclusively in Salesforce with access to synced QuickBooks data, giving them one tool instead of several. The Phase 2 SYNC also eliminates double data entry and possible errors, giving the company confidence that its QuickBooks data stays accurate and up-to-date.
SYNC gives us that connection, consistency, and the reassurance that the QuickBooks data is accurate and up-to-date.
Adrian E Garcia
Information Systems Manager
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