Customer Success Story
Northwest Electric’s Sales Team Ditched Phone Calls to Inside Sales with Commercient’s Aptean Traverse and Salesforce Integration
Since 1955, Northwest Electric has been the Midwest's expert in industrial electromechanical sales, service, and solutions, handling everything from new products and motor repair to re-engineering services for motors up to 10,000 HP. The company serves customers in the agricultural, manufacturing, and utility markets across Nebraska and Iowa, backed by a 24/7 service line.
Systems Connected
Industry
Location
Challenge
Northwest Electric's outside sales team had to call inside sales at the office to get account and quote information, since data between Aptean Industrial Manufacturing ERP Traverse Edition and Salesforce Professional remained siloed. The company also wanted to enhance its marketing so it could identify opportunities to sell additional products and services.
Solution
Northwest Electric connected Aptean Traverse and Salesforce Professional using Commercient SYNC, the number one data integration platform for sales. Customer information, accounting records, orders, invoicing, new quotes, and new service repair quotes now sync directly from Aptean Traverse into Salesforce, giving the sales team order history they can use to build targeted marketing campaigns.
SYNC helps our sales team to see how an account is doing, or have an idea of what quotes are outstanding, right in Salesforce.
Results
Northwest Electric's sales team can now give clients answers on the spot using the Salesforce app on their phones, instead of calling inside sales back at the office. The synced order history also lets the team track which clients haven't ordered in a while and set up targeted marketing campaigns, and Salesforce alerts the team to conversations about additional products and services.
We can track which clients haven't ordered in a while, and create targeted marketing campaigns, thanks to SYNC.
