Customer Success Story
PYI Connects Sage 300 to Salesforce Enterprise using Commercient
PYI Inc. is a manufacturer and distributor of marine, boat, yacht, and ship equipment and supplies, based in Lynnwood, Washington with operations extending into Europe. Founded in 1981, the company serves boaters and marine businesses with products ranging from feathering propellers to steering and autopilot systems.
Systems Connected
Industry
Location
Challenge
PYI had outgrown its previous CRM, which lacked the capabilities the growing marine equipment company needed to manage customers, opportunities, and communication effectively. At the same time, data between their Sage 300 ERP and their CRM remained siloed, forcing the team to work across disconnected systems rather than relying on one complete view of each customer.
Without a connection between the two systems, PYI's team also faced the prospect of double data entry between CRM and ERP as they scaled, a process that would cost time and introduce room for error.
Solution
PYI adopted Salesforce Enterprise, the world's top cloud-based CRM, to better manage customers, opportunities, and communication. To connect it with their Sage 300 ERP, PYI worked with Commercient to implement SYNC, bringing customer information, accounting records, inventory by warehouse and location, price level, invoicing, item master data, and more directly into Salesforce. A second phase of SYNC was added so that new and updated data created in Salesforce, including accounts, sales, and quotes, flows back into Sage 300 automatically.
Salesforce allows us to easily generate quotes, track sales, and we have real reminders. It's a great system to interact with the customer, and that has been the most important thing for us.
Results
With Sage 300 data now visible directly in Salesforce, PYI's team can see a customer's boat type, attributes, and full purchase history in one place, allowing them to respond quickly when a customer calls with a question. Salesforce also gives the team an easy way to generate quotes, track sales, and set reminders.
Because updates made in Salesforce now sync back to Sage 300, PYI avoids double data entry and saves time, giving the company a 360-degree view of sales, customers, and service.
SYNC integrates different boat types and different attributes into Salesforce, and we have a whole view of the customer and details of their boat, and what they purchased, so if they call, we can quickly get back to them on an answer to their questions.
