“If a customer calls, our reps can pull up an invoice in Salesforce thanks to SYNC, and relay any info back to the customer.”
Jeremy Borggen, Purchasing Manager at Elite Biomedical
Elite Biomedical Solutions uses Sage 100 for finance and operations and needed to modernize and update their sales processes, and leveraged Salesforce Professional, the top cloud-based CRM solution in the world, to improve managing opportunities, leads, customers, and more.
From the start of the implementation of Salesforce, the company required their Sage 100 data connected to CRM. They chose Commercient SYNC, the #1 data integration platform for sales, to accomplish that goal.
The sales team at Elite Biomedical can easily access Sage 100 data in Salesforce Professional, such as customer information, order history, invoicing, multi-bill to and ship to addresses, serial numbers, customer’s salesperson code, and more.
The SYNC’d data also helped improve customer service. They can quickly and easily help customers who call in looking for information on an order. “If any of our customers call, our reps can pull up an invoice in Salesforce and relay any info they need back to the customer,” said Borggen.
Read the full customer success story.
About the company
Elite Biomedical Solutions is a manufacturer of replacement parts for the healthcare industry, including infusion pumps and patient monitor devices.
- Challenge
- Elite Biomedical Solutions needed to leverage a powerful, cloud-based CRM solution
- The team needed to have access to Sage 100 data directly in Salesforce, to help save time
- Elite Biomedical’s sales team needs access to invoicing information to help customers
- Solutions
- Salesforce Professional, the top CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient SYNC’s invoices from Sage 100 to Salesforce Professional
- Results
- The company can better manage opportunities, customers, and more
- They can quickly view data like customer info, order history, multi ship to addresses, and more
- The reps can quickly relay information to customers when they call the company