Commercient SYNC’s Epicor P21 & Salesforce Data, Helping Sales

Commercient SYNC’s Epicor P21 & Salesforce Data, Improving Sales & Marketing

“SYNC provides the sales reps with relevant data, helping to improve sales numbers.”
– Jackie Clarkson, Operations and Process Improvement Manager at Filter Sales & Service

Filter Sales & Service utilizes Epicor P21 for accounting and operations, and replaced a previous CRM with Salesforce Professional which also modernized their sales processes. Additionally the previous CRM couldn’t ‘talk to’ Epicor P21.

They chose Commercient SYNC, the #1 data integration platform for sales, to connect to free their Epicor P21 and Salesforce data and also improve reporting.

Filter Sales can access Epicor P21 data in Salesforce Professional, including customer information, orders, contacts, accounting, invoicing, customer movement history, salesperson names, AR terms, AR territory, and much more.

“Our sales team can use that SYNC’d Epicor P21 data and filter contacts and industries, and send out email blasts,” said Leo Lake, Sales and Business Development Manager. “For example, they can email customers in the health industry about specific products that may interest them.”

Additionally, new and updated contacts created in Salesforce Professional are SYNC’d by Commercient to Epicor P21, saving time by eliminating double data entry and errors by ensuring data accuracy.

Read the full customer success story.

About the Company

Filter Sales is the leader in air filtration and was founded in 1953 as a service organization and today maintains a highly trained service department.