“With SYNC, our sales team will be operating only in Salesforce.” 

– Engineering Manager

The Graphic Design Company leveraged Salesforce Enterprise to more effectively manage and view their sales pipeline, leads, customers, opportunities, and more. They use Infor VISUAL for their accounting and operations.

They were entering data in both Infor VISUAL and Salesforce, so they chose Commercient SYNC, the #1 data integration platform for sales, to automate that process.

The Graphic Design Company can access Infor VISUAL data directly in Salesforce Enterprise, thanks to Commercient SYNC. This data includes customer information, accounting records, invoicing, orders, contacts, salesperson name, and much more.

“SYNC allows our sales team to access Infor VISUAL information in Salesforce at the drop of a hat,” explained the Engineering Manager. “They may get an email after hours with a question, and they can view that information and reply immediately.”

New and updated accounts and contacts created in Salesforce are SYNC’d to Infor VISUAL, helping the Graphic Design Company to save time by avoiding double data entry. It also eliminates potential errors.

Read the full customer success story.

About the company

The Graphic Design Company designs, produces, and prints signs, graphic overlays, stickers, decals, labels, and much more.