“SYNC allows our sales team to see details when they’re creating new quotes in Salesforce, plus what the customer paid in the past.”
Dale Gordon, CEO at Gemini Bio
Gemini Bio uses Sage 100 for their operations and finance, and replaced an older CRM with Salesforce Enterprise plus Pardot for marketing. This helps the company manage their sales funnel, from lead to opportunity, and creating quotes.
To help the sales team succeed in Salesforce, Gemini Bio worked with Commercient to implement SYNC Sage 100 and Salesforce Enterprise data integration.
The sales team can access Sage 100 data directly in Salesforce, including customer information, sales orders, invoicing, customer’s salesperson code, contacts, etc.
“SYNC gives sales the Sage 100 data at their fingertips to provide better customer service,” continued Gordon. “They’re more autonomous in their ability to work, which is very important for us.”
Read the full customer success story.
About the company
Gemini Bio is a leading manufacturer and supplier of cell culture media, sera, and other reagents across many industries.
- Challenge
- Replace an older CRM with a state-of-the-art solution
- The sales team needed fast access to Sage 100 data without logging into the ERP
- Enhance customer service
- Solutions
- Salesforce Enterprise, the world’s leading cloud-based CRM
- Commercient SYNC, the #1 data integration platform for sales
- Order details are SYNC’d from Sage 100 to Salesforce Enterprise
- Results
- Gemini Bio have streamlined their sales processes
- Gemini Bio can access important ERP data directly in CRM, saving time and helping with quoting
- The sales and support teams have the information they need to assist their customers
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