SYNC Allows Salesforce to Be the Absolute Truth for Medworks Surgical
“SYNC allows Salesforce to be the absolute truth for us.”
Rachael Jarrells, Executive Assistant to the President at Medworks Surgical
Medworks Surgical manages their finance and operations with QuickBooks Desktop Enterprise, and replaced a variety of apps and Excel spreadsheets with Salesforce Enterprise to improve tracking of opportunities and lead, managing customers, etc.
To connect their QuickBooks and Salesforce data, they selected Commercient SYNC, the #1 data integration platform for sales, giving them a 360-degree view of sales, customers, and marketing.
The team can access ERP data directly in CRM, thanks to SYNC. This includes customer information, sales order history, invoicing, multi ship addresses, serial numbers, and much more. In the future, new accounts, sales orders, and invoices created in Salesforce are integrated to QuickBooks.
“Commercient really listened to our needs, explained fully what they were doing every step of the way,” commended Jarrells. “If there were any problems, they worked with us to quickly resolve it.”