Fast Track Salesforce® Implementations
You can Fast Track your implementation of Salesforce CRM by using Commercient’s core sync agent for ERPs. Along with our out-of-the-box data sync, you’ll have access to our implementation team which can give you immediate return on investment and user adoption.
Our 4 day Fast Track implementation is designed to get you up and running so your team can immediately realize your CRM vision.
- Sync data between your ERP & Salesforce
- Streamline the Order to Cash Process
- Empower Sales Reps in the Field
- Improve Customer Service
- Import Sales Orders & Generate Quotes
FOLLOW OUR 4-DAY FAST TRACK
See your familiar Customer lists in Salesforce. View meaningful business data (Sales Orders, Invoices, payments, shipments, backorders etc).
Let users login and see their customers and data. Layout their screens. Show them Salesforce 1. Once the user‘s see a glimpse of the future you will get their buy in. Who wouldn’t like an app on their iPhone which can show them their shipment status of their customer’s orders?
Be the awesome facilitator that you are. It’s important to hear back from the people that use the system, so let it become their own.
Take the FIRST STEP and let us walk you through how it works.
Frequently Asked Questions
What if I have an existing Salesforce database?
Clients with existing records in both their ERP and Salesforce must consult with the Commercient Professional Services team to perform a clean-up and a match-up of records before the Commercient Sync is enabled.
Can I limit or control the data that is Synced?
Commercient has created an open methodology of allowing you to control filtering of data in the SQL WHERE statement while maintaining the integrity of relationship mapping, and efficient syncing methodologies. Within the WHERE you can perform sub queries, filters, and cross table and cross database sub queries to affect the results.
Can I sync additional tables or custom tables?
Additional Tables or Views outside of the standard sync can synced to Salesforce. SQL Views are particularly useful. A SQL View allows you to create your own report on the data using your own business logic. The SQL View is uploaded and kept up to date in Salesforce.
Are Opportunities and Quotes integrated with my ERP?
You can create a quote in Salesforce and click to add your part numbers to the quote. Pricing is calculated using the pricing rules from your ERP system. Query inventory availability on the fly. Convert your quote to an Order and we will automatically mark the Opportunity as closed and won! Less steps, less work! New orders are downloaded automatically to your ERP server. New Salesforce prospects can be imported as a new ERP Customer and automatically be put on hold until accounting has has a chance to verify their account.
Can I see Inventory Availability in Salesforce?
Inventory availability is pulled directly from your ERP system. Inventory can be displayed by warehouse or consolidated. You can also provide your own availability calculations if you need to.
Do you support Return and Warranty Processes?
The Service Desk solution gives you the ability to track each case with a case number. The customer service agent can lookup and reference the serial number the client is calling in about from the Salesforce screen. The date of sale and the original purchaser is used by the service agent to help determine if the service is an in/out of warranty issue. The online knowledge base in Salesforce helps the agent and client diagnose the issues. A Return Authorization (RA/RMA) order can be issued and a cross shipment replacement provided. Field service technicians can be scheduled using the calendaring system from within the Salesforce case screen. The field service agent is notified on their mobile phone calendar automatically. The results of the case which may include service calls, spare parts, repairs, cross shipments, in/out of warranty replacements are integrated back to the ERP for fulfillment and invoicing. Inventory on a service technician’s truck is visible within Salesforce, and is made accountable through the integration with your ERP.