“To have that JobBOSS data in Salesforce via SYNC makes a world of difference for us trying to find things, and comment on jobs.”
Miller Plastic Products uses JobBOSS for their operations and finance, and worked with Ali Safi Account Director – Retail and Consumer Goods at Salesforce and Plus+ Consulting to implement Salesforce Professional to better manage opportunities, customers, leads, etc.
They chose Commercient SYNC, the #1 data integration platform for sales, to give them a 360-degree view of sales, customers, and marketing. The sales team can access JobBOSS data directly in Salesforce, helping streamline their processes.
That data includes customer information, sales order history, invoicing, packlist detail, and more. New accounts and quotes created in CRM are SYNC’d to ERP, saving the company time.
“SYNC really helps when it gets down to the quoting aspect to quickly be able to pull up information from previous jobs and similar jobs,” explained Tim Zeliesko, COO at Miller Plastic Products.
Read the full customer success story.
About the company
Miller Plastic Products is an industry leader in the fabrication and precision machining of plastic products.
- Challenge
- Replace a previous CRM with a state-of-the-art new system
- A JobBOSS and CRM integration to take full advantage of Salesforce
- New accounts and quotes in Salesforce need to be integrated to JobBOSS
- Solutions
- Salesforce Professional, the top CRM in the world, and Plus+
- Commercient SYNC, the #1 data integration platform for sales
- Commercient two-way SYNC
- Results
- Miller Plastic Products manages opportunities, customers, leads, etc.
- Sales can access ERP data in CRM, saving time, and also assisting with quoting
- The company have a complete picture of sales, customers, and marketing
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