Gongos specializes in data analytics to build a laser-sharp consumer orientation across organizations, which will create greater customer attraction, retention and lifetime value.
- The company uses Deltek Vision ERP software to manage their finance and operations. To help modernize their sales processes, and get a more comprehensive view of customers, leads, etc., they leveraged Salesforce, the world’s CRM leader.
- Gongos chose Commercient SYNC, the #1 data integration platform for sales, to integrate Deltek Vision and Salesforce. This gives the company a 360-degree view of their sales, customers, and marketing.
- Commercient SYNC allows the salespeople at Gongos to access important Deltek Vision data directly in Salesforce. This includes customer information, sales history, invoicing, salesperson names, branch/division details, terms, leads and opportunities, and much more. In addition, new and updated accounts created in CRM are SYNC’d to ERP.
- “SYNC makes sure we’re not duplicating contacts, and is also making sure the contact information and clients is in order,” explained Kelly Hooks, Platform Manager at Gongos. “It gives us a general understanding of the opportunities going on by account, so that our sales people aren’t having to keep data updated in our ERP and CRM.”
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- Challenge
- Manage Gongos’ accounts and
customers with a state-of-the-art CRM - The company realized that integrating
their Deltek Vision and Salesforce data
was vital - Gongos needed to avoid manually
updating files in ERP that were created
in CRM, which takes more time
- Solutions
- Salesforce, the #1 CRM in the world
- Commercient SYNC, the #1 data
integration platform for sales - Commercient’s bi-directional SYNC for
CRM and ERP
- Results
- The company can track customers,
leads, etc., helping to modernize their
sales processes - The sales team at Gongos can access
important ERP data directly in CRM,
saving them time - New and updated accounts and
contacts created in Salesforce are
SYNC’d to Deltek Vision
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