When Jenna’s team at a manufacturing company implemented Salesforce in Q1 of 2024, they weren’t just adding another tool to the tech stack—they were setting the stage for a complete transformation in how their sales team operated.
But let’s rewind a bit.
The Pre-SYNC Reality
Back in 2018, the company had already been running on Genius ERP. It was robust and familiar—but it existed in a silo. Sales had no clear view into what was happening in operations, and operations had little visibility into sales activity. Double entry was the norm. Sales reps juggled two systems daily, trying to piece together a customer’s full story.
“We knew going into Salesforce that we didn’t want it to be just another disconnected tool,” Jenna shared. “From day one, integration was part of the vision.”
Enter Commercient SYNC
By the time Salesforce launched in March 2024, plans were already in motion to bring in Commercient SYNC. The integration kicked off around May or June, and the timing couldn’t have been better.
The goal? Simple on paper, but powerful in practice:
- Eliminate double entry across ERP and CRM
- Give sales real-time visibility (without the noise) into key ERP data
- Centralize insights so customer visits could be informed, not blind
But it wasn’t just about syncing data. It was about changing behavior.
“We wanted our sales team to live in Salesforce. That’s their world now,” Jenna explained. “But our estimators still live in Genius ERP. SYNC became the bridge between those two realities.”
A Single Source of Truth
Before the integration, sales reps might show up at a client meeting not knowing about overdue invoices or outstanding orders. Now? That information surfaced right inside Salesforce. Past-due balances, order status, and even production progress are just a click away.
“It’s made a huge difference,” Jenna said. “Now our reps can bring up critical issues while they’re on-site with a customer. It helps with accountability and makes the conversation more strategic.”
Implementation in Focus
Despite the complexity of integrating ERP and CRM, Jenna described the SYNC setup as “surprisingly smooth.”
“We were able to get it implemented in a short amount of time. And we really appreciated how flexible the Commercient team was in adapting things to fit our workflow.”
What stood out most? The alignment between SYNC’s capabilities and what the sales team actually needed—not just a data dump, but targeted, relevant insights delivered in context.
The Outcome
Today, the sales team is no longer navigating two systems. Salesforce is their home base, and Genius ERP data flows into it seamlessly through Commercient SYNC. That shift has unlocked more productive conversations, reduced admin work, and aligned departments around shared information.
“We’re no longer operating in the dark,” Jenna summed up. “It’s transformed how we collaborate and how we serve our customers.”
If your business is juggling disconnected systems and struggling with fragmented visibility, take a page from Jenna’s story. Integration isn’t just about moving data—it’s about empowering people.
Commercient SYNC makes it happen.
