“SYNC lets our teams spend more time working effectively in Salesforce.”
– Christian Kleber, Salesforce Administrator at Magnaloy Coupling Company
The team at Magnaloy uses DELMIAWorks (formerly IQMS) for operations and accounting, and worked with DTC Force to implement Salesforce Enterprise to improve managing sales, communication, customers, leads, etc. It is a highly customizable solution.
The company chose Commercient SYNC, the #1 data integration platform for sales, to connect their DELMIAWorks and Salesforce data, avoiding a new ERP implementation, double data entry and redundant communication.
The sales team at Magnaloy Coupling can access DELMIAWorks (formerly IQMS) data directly in Salesforce Enterprise with Commercient SYNC. This data includes customer information, accounting records, multi ship addresses, sales orders, invoicing, contacts, and much more.
“SYNC allows the sales team to access the ERP data remotely in Salesforce, run better reports, work in a superior system, and build our own solutions,” said Kleber.
Read the full customer success story.
About the company
Magnaloy Coupling Company has been manufacturing precision machined products since 1956, including the original light weight, heavy-duty flexible drive coupling.
- Challenge
- Leverage a state-of-the art, cloud-based, and customizable CRM solution
- Data between DELMIAWorks (formerly IQMS) and Salesforce remained siloed
- Continue to streamline and enhance Magnaloy’s processes
- Solutions
- Salesforce Enterprise, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient and Salesforce
- Results
- Magnaloy Coupling has modernized their sales processes and improved communication between departments
- The sales team can access important ERP and accounting information directly in Salesforce
- The team has 360-degree view of sales, customers, and marketing