How Trueman Distribution’s Remote Reps Stopped Calling the Home Office by Integrating Sage 300 + Salesforce using Commercient

Trueman's sales reps work remotely throughout Western Canada, and before working with Commercient, the team relied on email and phone calls to keep track of product inventory, orders, shipments, and other details for reps out in the field. That approach wasn't efficient: reps often had to log directly into Sage 300 or call the home office just to check on product availability or a customer's account, slowing them down while they were meeting with clients.

Trueman turned to Gemini Logic and Louis Pinto to implement Salesforce Enterprise, the world's leading CRM, to modernize and streamline their sales processes. To give the team a complete, 360-degree view of sales, customers, and marketing, they selected Commercient SYNC, the number one data integration platform for sales, for a tailored Sage 300 and Salesforce integration.

SYNC now brings customer information, sales order history, open orders, inventory, and price levels from Sage 300 directly into Salesforce Enterprise.

With Commercient SYNC in place, Trueman's remote sales reps can access the Sage 300 data they need directly in Salesforce, without logging into the ERP or calling the home office for updates on product availability and customers. Reports from Sage 300 are now summarized on dashboards in Salesforce, giving reps nine to ten different touch points for talking with customers.

Thanks to Salesforce and SYNC, Trueman has stepped into a new way of customer engagement, with reps now able to see which clients are and aren't buying, margins, and more, changing how their sales team makes calls and engages with clients.