IR.TOOLS, based in Crofton, Maryland, specializes in manufacturing IR (infrared) products to help protect law enforcement and military members. The company utilizes Global Shop Solutions ERP to help manage their operations and finance.

The company chose Salesforce, the world’s #1 CRM solution, to help optimize their sales process, and giving them a complete view of their customers and leads, all in one place and with no need to access it from the desktop computer every time.

When implementing Salesforce, the plan was to integrate important data between Global Shop Solutions and their new CRM. To help with this, IR.TOOLS selected Commercient SYNC, the #1 data integration platform for sales.

Thanks to Commercient SYNC, the sales team at IR.TOOLS can access important data from Global Shop Solutions directly in Salesforce. This includes customer information, sales history, invoicing, serial numbers invoiced, contacts, price levels, inventory, multi ship to addresses, salesperson names, terms, and much more.

The next phase will be new and updated accounts, quotes, updated and deleted contacts, etc., created in Salesforce will be SYNC’d to Global Shop Solutions. This will give IR.TOOLS a 360-degree view of their sales and customers, particularly for operations and finance.

Read the full customer success story.