Intact is a leader in the production and supply of high-performance hot melt adhesives for UK manufacturers. They recently upgraded their sales system from ACT! to Zoho CRM. Intact chose Commercient SYNC, the #1 data integration platform for sales, to connect their Sage 50 UK and Zoho CRM data, to get a full view of sales, reporting, and more.
Paul Barry, Commercient’s permanent UK-based Account Executive, promptly responded to Intact’s inquiry to learn more about SYNC. After implementation, the sales team now has access to Sage 50 UK data, including customers, invoicing, multiple ship to addresses, inventory and more. All available and customizable in Zoho CRM.
With the SYNC’d Sage data, Intact’s leadership can draw up reports and dashboards on their accounts, to get an overall view of their clients’ current status and other important data. This has proved invaluable by providing an overview of their customers in near real-time.
The sales and management teams discovered many unforeseen benefits. Commercient SYNC provides access to historical accounts and data, top-level financials and more, without the cost of a major ERP upgrade. These added benefits resulted in additional cost savings and efficiencies for the whole team at Intact.
- Intact needed to find a replacement for ACT! CRM
- The company needed to see key
data in Zoho CRM from Sage 50 UK
- Reports regarding overall health of Intact’s accounts
- Zoho One, the cloud-based suite of tools
- Commercient’s UK Account
Executive Paul Barry recommended SYNC, the #1 data integration platform for sales
- SYNC integrates important
information for reporting
- Zoho One provides CRM, plus
invoicing and estimates, K.P.I. Dashboard monitoring, a password manager, live chat and more
- The Sage 50 UK data is available
and customisable to the fullest extent Zoho CRM allows. Intact can access customers, invoicing, ship to and mail to addresses, and more.
- With the reports, they have a
360-degree view of sales and data, such as historical data, top level financials, account health and more