Lubrication Engineers Success Story

Lubrication Engineers Created A Powerful Sales System With SYNC

Lubrication Engineers specializes in lubricants, oils, grease, for both large and small businesses. Having been in business since 1951, the company decided to modernize their sales process by implementing Zoho CRM and a host of tools from the Zoho CRM Plus suite, including SalesIQ, Zoho Desk, Zoho Connect, and more.

Realizing their sales team needed access to vital data in their Sage X3 system, the company turned to Commercient SYNC, the #1 data integration platform for sales, who crafted a customized integration.

Lubrication Engineers’ sales reps can now access Sage X3 data, such as customer information, inventory, price levels, serial numbers, and much more.

They can create quotes in Zoho CRM, based on their ERP data. They now have a 360-degree view of their customers, sales and marketing, helping them to close more deals and grow their business.

Read the full customer success story.

Challenge
Updated and modernized Lubrication Engineers’ sales system
Sales team required access to
important information from Sage X3, their ERP system
The company needed a full view of sales and customers information

Solutions
Implementation of Zoho CRM Plus, which contains powerful business tools
Commercient SYNC, the #1 data
integration platform for sales
Combination of Commercient
SYNC, Zoho CRM Plus business tools, & Sage X3

Results
A modernized and streamlined
sales process that improves territory route management, and leads to more satisfied customers
Lubrication Engineers’ sales team now has access to key customer data, invoicing, inventory, sales history, bill to and ship to addresses, and more, from within Zoho CRM
With a 360-view of sales data,
Lubrication Engineers can focus on growing their business

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