Milamar Coatings is a leader in the manufacturing of epoxy and urethane resinous coatings for commercial use, in addition to a consumer line of products. They use Made2Manage for their operations.
As part of a growth initiative, Milamar implemented Salesforce, the top cloud-based CRM in the world, to help modernize their sales processes. Unfortunately, the data in their ERP, Made2Manage, and Salesforce was siloed, and the sales team didn’t have access to ERP. Because of this, the adoption of Salesforce was low.
Milamar Coatings, chose Commercient SYNC, the #1 data integration platform for sales, to integrate Made2Manage and Salesforce. This helped the sales team get a full picture of sales and their customers, and to increase the adoption of CRM.
Thanks to Commercient SYNC, Milamar Coatings’ sales team, both inside and third-party outside sales, have a 360-degree view of sales and customers. They can access Made2Manage data directly in Salesforce. This includes customer information, order history, tracking numbers, shipment dates, invoicing, serial numbers invoiced, inventory, multi-ship to addresses, etc.
“Commercient was key to adoption of Salesforce,” said Robyn Sheehy. “We went from being reactive to proactive. We can monitor orders this year to last year, same quarter to quarter, see who’s dropping off, who’s coming up. SYNC was the hook that brought our sales team into Salesforce, and helped them adopt some really healthy habits.”
- Challenge
- Milamar Coatings needed to implement a CRM as part of a growth initiative
- Data remained siloed within the company’s Made2Manage and Salesforce systems, and adoption of CRM was low
- They needed assurance to get the necessary support when implementing third-party apps, as sometimes companies using them are left on their own
- Solutions
- Salesforce, the top CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s excellent Support and Customer Service Teams
- Results
- With Salesforce in place, the company helped modernize their sales processes
- Milamar’s sales team can access ERP data in CRM such as customer information, sales history, invoicing, tracking numbers, etc. This increased Salesforce adoption
- When there are software updates or any additional support is needed, Support and Customer Service are there to help Milamar to run smoothly