The Industrial Parts Distributor is a value added distributor of vision processing products for the automated imaging industry. They are based in the United States.
They use Sage 50 for operations and finance, and switched to Zoho Enterprise CRM from another CRM, to help modernize their sales processes, marketing, managing leads, and more.
Data between Sage 50 and Zoho Enterprise CRM remained siloed, and the company wanted their sales team to work in CRM only. To help free their data, they chose Commercient SYNC, the #1 data integration platform for sales.
The sales team can access important Sage 50 data in Zoho Enterprise CRM, thanks to Commercient SYNC. This includes customer information, sales order history, shipments, invoicing, part numbers, and much more.
“The primary objective is getting the Sage 50 information to do quotes within Zoho,” explained the Vice President of Sales and Marketing. “Our sales team can see the parts and get the pricing off that, all of the history of shipments and invoices. They can log into Zoho, and get all the data ported over by Commercient.”
- Challenge
- Replace a previous CRM with a new and modern CRM solution
- Integrate important Sage 50 data to Zoho Enterprise CRM
- Further refinements to their sales processes
- Solutions
- Zoho Enterprise CRM, leader in the CRM market
- Commercient SYNC, the #1 data integration platform for sales
- Zoho Enterprise CRM and Commercient SYNC
- Results
- The company modernized sales processes and communication
- The sales team can access ERP data in CRM, improving quoting from Zoho
- The company will have a complete picture of sales, customers and marketing