“We have inventory, buy/sell pricing, and customer details all SYNC’d over to Salesforce, which is purely sales-based for us.”
– Andrew Williams, General Manager at Maxijet Australia
As Maxijet has grown and evolved, they invested in state-of-the-art technology, including Salesforce Enterprise, the world’s top cloud-based CRM, to create their funnel of opportunities and quotes, and track the sales that they win. They use MYOB AccountRight Premier for their finance and operations.
After having issues with a different integration company, Maxijet chose Commercient SYNC, the #1 data integration platform for sales, based on a strong recommendation from Salesforce, to connect their ERP and CRM data.
The sales team can access MYOB AccountRight Premier data right in Salesforce Enterprise with Commercient SYNC. This includes customer information, accounting records, invoicing, price levels, item master, contacts, etc.
In addition, new accounts, sales orders, and contacts created in Salesforce are SYNC’d to MYOB, helping to avoid double data entry.
“Commercient automatically SYNC’s our sales that have been won to MYOB as a sales order,” said Williams, which helps the company save valuable time.
Read the full customer success story.
About the company
Maxijet Australia specializes in water conservation and water pumping for residential, commercial and agricultural applications.
- Challenge
- Implement a state-of-the-art CRM solution
- Data between MYOB AccountRight Premier and Salesforce Enterprise remained siloed
- Create a CRM to ERP data integration
- Solutions
- Salesforce Enterprise, the top cloud-based CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- Maxijet Australia can better manage their sales funnel, opportunities, etc.
- The sales team can access important ERP information in CRM
- New accounts, sales orders, and contacts created in Salesforce are SYNC’d to MYOB, saving time
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