1stVision Saves 50% on Quote Prep Time by Connecting Sage 50 to Zoho CRM with Commercient
Customer Success Story
OTECH Tracks Budget vs. Actual in Zoho with Commercient’s Sage X3 Integration
OTECH is a leader in thermoplastic compounding and one of the largest vinyl compounders in the Midwest, developing, designing, and custom manufacturing specialty PVC compounds, thermoplastic elastomers, and alloys for the electrical wire and cable, footwear, housewares, roofing, agricultural, and automotive industries. Based in Rolling Prairie, Indiana, the company is built around customer service, innovation, product development, and quality.
Systems Connected
Sage X3 + Zoho CRM
Industry
Manufacturing
Location
United States
Synced Twice a Day
Sage X3 orders and customer data refresh automatically in Zoho
Budget vs. Actual
tracked directly in Zoho reporting
Challenge
OTECH needed its sales team to have access to certain Sage X3 data, but giving the team direct, individual logins to the ERP became cost prohibitive. The company had already implemented Zoho CRM to modernize its sales processes and improve accountability, but without a connection to Sage X3, the sales team couldn't see orders, customers, or budget information without going into the ERP.
Solution
OTECH chose Commercient SYNC, the number one data integration platform for sales, to connect Sage X3 to Zoho CRM. Customer information, accounting records, sales orders, invoicing, item master, price levels, contacts, and more now sync from Sage X3 into Zoho twice a day, accessible right through the Zoho app.
Our sales team can access the Sage X3 data through the Zoho app. That's SYNC'd twice a day from X3, and it's a huge help.
Christine Stantz
Corporate Director of Finance
Results
OTECH's sales team can now see sales orders, new orders, and customer information synced twice daily from Sage X3, without needing individual access to the ERP. SYNC also supports reporting in Zoho that shows the sales team's budget versus actual, and Commercient continues to work with OTECH to give the company a 360-degree view of sales, marketing, and customers.
SYNC helps with reporting in Zoho that shows, for example, what the sales team's budget versus actual.
Christine Stantz
Corporate Director of Finance
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