“SYNC gives our sales staff Global Shop information that they did not have before.”
– Vice President of Operations
The Metal Fabricator leveraged Salesforce Enterprise to better manage and monitor their leads, sales, opportunities, customers, and much more. They utilize Global Shop for Accounting and Operations.
The company chose Commercient SYNC, the #1 data integration platform for sales, to connect their Global Shop and Salesforce systems.
Commercient SYNC’s Global Shop data to Salesforce for the Metal Fabricator, including customer information, accounting records, multi ship addresses, open sales order header and detail lines, invoicing, invoice payments, item master, price level, quote header and detail, and customer salesperson code to account owner.
“Having customer information from Global Shop available for our sales team in Salesforce is important, and is much more readily accessible and easier to read,” said the VP of Operations. “It also helps them to save time.”
Commercient also helps bring a new sales team member up-to-speed quickly with existing customers, thanks to the Global Shop and Salesforce SYNC. They have a snapshot of what they have ordered in the past, invoicing information, and more.
Read the full customer success story.
About the company
Founded over 40 years ago, the Metal Fabricator has been a leading designer and manufacturer of metal products.
- Challenge
- Implement a state-of-the-art, cloud-based CRM solution
- The company needed access to Global Shop information directly in Salesforce
- Bring new salespeople up-to-speed quickly with customers
- Solutions
- Salesforce Enterprise, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient SYNC’s order history, invoicing details, and more
- Results
- The Metal Fabricator has improved how they manage and monitor their customers and make decisions
- The sales team has valuable accounting and ERP data right at their fingertips in Salesforce
- The new sales team members are deeply familiar with customers
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