“SYNC makes Sage 100 data available in Zoho CRM for all facets of our organization.”
– Zack MacNabb, Database Manager and CRM Administer at Douglas
The team at Douglas utilizes Sage 100 for accounting and operations, and replaced a previous CRM with Zoho CRM, a leading solution, which helped improve how they manage sales, leads, customers, quoting, and more.
They chose Commercient SYNC, the #1 data integration platform for sales to connect Sage 100 and Zoho CRM, giving them a full view of sales, marketing, and customers.
Douglas’ team can access Sage 100 data directly in Zoho CRM with Commercient SYNC, including customer information, accounting records, orders, invoicing, serial numbers invoiced, customer movement, item master, price levels, and more.
“Commercient SYNC gives us accessibility to important Sage 100 data in Zoho CRM, and the ability to build reports based on that data,” said MacNabb. “Our sales team can create quotes faster in Zoho.”
New accounts and sales orders created in Zoho CRM are SYNC’d to Sage 100, helping to save the team at Douglas Outdoors time by eliminating double data entry and ensuring data accuracy.
Read the full customer success story.
About the Company
Douglas brings their commitment to quality and excellence into every rod they design, from their high-end fishing rods to entry level.
- Challenge
- Implement a powerful, cloud-based CRM, replacing a previous system
- Data between Sage 100 and Zoho CRM remained siloed
- Create a Zoho CRM to Sage 100 data integration
- Solutions
- Zoho CRM, a leading solution
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- Douglas Outdoors improved how they manage their sales, customers, leads, quoting, reports, and much more
- Sales, marketing, and other teams can access ERP data directly in Zoho
- New accounts, orders, and product items created in CRM are SYNC’d to ERP, which saves time
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