“Our closed client orders that have been won come over as a one-way SYNC into QuickBooks.” 

Alex de Lucena, Network Administrator/Purchasing Manager at IPM

IPM’s inside and outside sales teams use Salesforce CPQ to create proposals for their clients based on phone calls. In addition, Salesforce Enterprise is their system of records, and they use QuickBooks Desktop for operations and finance 

To avoid double-data entry, they needed a data connection from Salesforce CPQ to QuickBooks Desktop. They chose Commercient SYNC, the #1 data integration platform for sales to achieve that goal and to assist with streamlining processes.

Commercient SYNC’s important data from Salesforce CPQ to QuickBooks Desktop, automatically. This includes new and updated accounts, CPQ order, order details and order products. This helps the company save time and avoid double data entry and possible errors.

“Our closed client orders that have been won come over as a one-way SYNC into QuickBooks,” explained Alex de Lucena. “We can go ahead and process the sales orders and invoice the clients.”

Read the full customer success story.

About the company

For over 30 years, IPM has specialized in helping businesses leverage technology to drive innovation.