Pleatco Gives Sales and Engineering Teams a Shared View of Epicor 10 Data in Salesforce using Commercient

Pleatco implemented Salesforce Enterprise to modernize its sales processes and worked with WhiteRock to help the team use it more effectively and competitively. Data between Salesforce and Epicor 10, the company's ERP system for accounting and operations, remained siloed, limiting how much of that information the sales and engineering teams could put to use.

Pleatco and WhiteRock chose Commercient SYNC, the number one data integration platform for sales, to connect Epicor 10 and Salesforce Enterprise. Customer information, accounting records, users, sales orders, orders released, invoicing, serial numbers, item master, price levels, and more now sync directly from Epicor 10 into Salesforce, and Commercient's Phase 2 SYNC pushes new accounts, sales orders, and contacts created in Salesforce back to Epicor 10.

With Epicor 10 data syncing into Salesforce, Pleatco's inside and outside sales teams, along with its engineers, can see the story behind the company's performance and make faster, more accurate decisions. Salesforce has become Pleatco's single point of truth, letting the team work in one system instead of switching between two, three, or four, and the company plans to bring other departments like operations and production onto Salesforce over time.