OTTO Engineering is a leader in manufacturing control switches and two-way radio communication products for a variety of unique and standard applications. They use Infor CloudSuite Industrial (SyteLine) to manage operations and finance.

OTTO was using parts of their ERP as a sort of CRM, but they needed a more powerful and dedicated system. They selected Salesforce Enterprise, the top CRM in the world, and CrossPeak Solutions was chosen as the implementation consultant.

Data between Infor CloudSuite Industrial and Salesforce Enterprise remained siloed, so the company chose Commercient SYNC, the #1 data integration platform for sales, for ERP and CRM integration.

Commercient SYNC integrates Infor CloudSuite Industrial data to Salesforce, such as customer information, order history, invoicing, pricing, serial numbers invoiced, multi ship addresses, salesperson name, and more. This gives OTTO a full picture of sales and marketing.

“In order for them to quote out of Salesforce, it would have to mimic what their ERP does,” said Heather Sosebee, Senior Business Analyst at CrossPeak Solutions. “That is where their orders and important data live, so we had to get Commercient to migrate that data.”

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