“SYNC helps our sales team to see how an account is doing, or have an idea of what quotes are outstanding, right in Salesforce.”
– Jesse Albert, Vice President of Sales & Marketing at Northwest Electric
The team at Northwest Electric uses Aptean Industrial Manufacturing ERP Traverse Edition for their operations and accounting, and leveraged Salesforce Professional to improve how they manage their overall sales, opportunities, leads, customers, and more.
Outside sales would have to call inside sales for information, so the company chose Commercient SYNC, the #1 data integration platform for sales, to connect their systems.
Northwest Electric can access Industrial Manufacturing ERP Traverse Edition data in Salesforce Professional, thanks to Commercient SYNC, including customer information, accounting records, orders, invoicing, new quotes, new service repair quotes, etc.
“The sales team can give answers to clients while meeting with them, thanks to SYNC, rather than calling inside sales at the office.” said Albert. “Now it’s in the Salesforce app on their phones with SYNC.”
Read the full customer success story.
About the company
Since 1955, Northwest Electric has been the Midwest’s expert in industrial electromechanical sales, service, and solutions.
- Challenge
- Modernize and streamline overall sales and marketing processes
- Data between Aptean Industrial Manufacturing ERP Traverse Edition and Salesforce remained siloed
- Enhance marketing solutions to sell additional products and services
- Solutions
- Salesforce Professional, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient SYNC’s order history
- Results
- Northwest Electric can take better care of their clients, plus track contacts, expenses, and more
- The sales team can access important ERP data directly in Salesforce
- An automated targeted marketing campaign to reach out to clients
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