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Customer Success Story
The LCF Group Now Runs All Its Reports from Salesforce After Connecting Sage 50 with Commercient
The LCF Group is a boutique business financing firm based in Lake Success, New York, that draws on its management team's small business ownership experience to offer customized financing options for its clients. As a direct funder of merchant cash advances specializing in high-risk and hard-to-fund businesses, the company treats clients as partners and works to make sure every business in America has access to the capital it needs.
Systems Connected
Sage 50 + Salesforce
Industry
Financial Services
Location
United States
Zero
app-switching needed to run Sage 50 reports
Faster
account validation with Sage 50 credit memos in Salesforce
Challenge
The LCF Group was using a previous CRM that was cumbersome to work with and couldn't easily integrate with the third-party applications the team relied on, forcing employees to jump between multiple tools just to find the information they needed.
At the same time, the company managed its operations and finances in Sage 50, but that data remained siloed and disconnected from the CRM, so anyone who needed accounting records, invoicing details, or credit memos had no direct way to see them alongside customer information.
Solution
The LCF Group replaced its previous CRM with Salesforce Enterprise, the top cloud-based CRM in the world, giving the team a single, streamlined system that could take advantage of app integrations rather than fighting against them. To close the gap between that new CRM and their existing Sage 50 system, the company chose Commercient SYNC, the number one data integration platform for sales, to connect the two.
SYNC now brings customer accounting records, invoicing, credit memos, salesperson names, and more from Sage 50 directly into Salesforce.
The SYNC'd data has made our lives easier. The ERP data comes in and sits in Salesforce, and if we need to run a report, we can do it from CRM.
Nikitha Kancherla
Salesforce Administrator
Results
With Sage 50 data sitting directly in Salesforce, The LCF Group's teams can now run the reports they need without ever leaving the CRM, and the synced credit memos give the accounting team what they need to validate accounts more easily.
Commercient and Salesforce continue to work with The LCF Group to streamline its processes further, giving the company a complete picture of its sales, marketing, and customers.
The credit memos help our accounting team to validate accounts.
Nikitha Kancherla
Salesforce Administrator
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