How To Use The Power Of Salesforce For Manufacturing

As traditional business processes become increasingly irrelevant in this modern technology era, manufacturers all over the world are rethinking the way they do business. Companies are undergoing digital transformations to change their existing business models to keep up with technology and stay in the race.

Even so, many manufacturers still struggle to compete in today’s environment because of outdated technology. Now more than ever, manufacturers need to adopt the latest technology solutions, such as Salesforce and Commercient SYNC data integration, if they want to stay competitive and in the forefront of their industry.

CRM and ERP Systems

A common challenge facing manufacturers today is the inability to effectively manage order and demand forecasting.This means that there is difficulty incorporating customer wants and needs early in the planning cycle.

To overcome this challenge, many manufacturers leverage a Customer Relationship Management (CRM) system such as Salesforce, the world’s leading CRM. It’s also important to have an Enterprise Resource Planning (ERP) system, like Sage, Microsoft Dynamics, SAP Business One or NetSuite. CRM systems handle front-end data while ERP systems engage in critical back-end information.

CRM and ERP Data Integration

Connected data is essential for successful business decision-making. Integrating your ERP and CRM systems can add immense value to your company. Implementing Salesforce and integrating it with your company’s existing ERP system often makes sense for manufacturers who want the best of both worlds.

The right integration tool can sync ERP and CRM data, so manufacturers can better manage complex distribution and supply chains, and meet product demand. Ensure a smooth flow of data between the two systems by using Commercient SYNC, the #1 data integration platform for sales, to connect your ERP and CRM data.

The benefits of SYNCing your ERP with your CRM include enhanced customer service, increased data visibility for all departments, increased data accuracy, automation of data management tasks, optimization of business processes, and so much more.

Salesforce Integrates with the Following Business Systems:

  • Sage
  • SYSPRO
  • NetSuite
  • SAP Business One
  • Microsoft Dynamics Business Central (NAV)
  • Microsoft Dynamics AX
  • Epicor 9
  • Epicor 10
  • Epicor Prophet 21
  • Infor VISUAL
  • and many more

Salesforce

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform, and is used by more than 100,000 companies worldwide. Salesforce is suitable for small, medium and large businesses, plus enterprise-level, and focuses on sales and support.

Salesforce’s capabilities include sales management, marketing automation, partner relationship management and customer service. The powerful, cloud-based CRM helps companies manage customer accounts, track sales leads, conduct and monitor marketing campaigns, and provide service post-sale.

Salesforce Features

Some of Salesforce’s most popular features include:

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Calendar
  • Opportunity Splits
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform

Read about how Commercient helped North West Rubber, a leading manufacturer and distributor of recycled rubber solutions, by SYNCing their ERP and Salesforce systems, helping give a 360 degree view of sales.

If you’d like to learn more about how Commercient SYNC can integrate your manufacturing company’s sales and marketing systems, please contact us today.

About the Author

Anna Kinnear is a Sage Financials Consultant at Edgeware, and holds a Bachelor’s Degree in Accounting Science from the University of South Africa. She has always had a passion for reading and writing.

SYNC ERP and CRM