IEC Thermo Has Immediate Access to Everything They Need in Salesforce, Thanks to SYNC
“Our project managers can track important payment and ship date information contained in Sage.”
Matthew Clark, Director of Safety and Compliance at IEC Thermo
IEC Thermo uses Sage 50 for operations and finance, and leveraged Salesforce Enterprise, the top cloud-based CRM in the world, to improve their sales processes, and better manage opportunities, customers, quotes, leads, and more.
To get a full picture of sales, customers, and marketing, they needed an ERP and CRM data connection. They turned to Commercient SYNC, the #1 data integration platform for sales, to achieve that goal.
The team at IEC Thermo can access Sage 50 data directly in Salesforce Enterprise, thanks to SYNC. This includes customer information, customer accounting record, multi-ship addresses, invoicing, dispatch shipping records, and much more. Plus, new and updated accounts, invoices, P.O.s (purchase orders), and contacts created in CRM are SYNC’d to ERP.
“Being able to quantify leads for our sales team and also for management to be able to make planning decisions based on what’s in the pipeline,” said Matthew Clark