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Partner Success Story

ETG Gives Clients a True Customer 360 by Integrating Salesforce Data via Commercient

About the Company

ETG is a Crest Level Salesforce partner headquartered in Plano, Texas, with a global delivery center in Hyderabad, India, and teams serving clients across the US, Canada, UAE, UK, Australia, and India. Over the past two decades, the ISO 9001:2015-certified firm has built a reputation as one of the fastest-growing partners in the Salesforce ecosystem, helping technology, manufacturing, production, and clothing companies get the most out of the CRM platform.

Location

United States

Sales, service, and marketing teams can access important ERP data in Salesforce with SYNC, giving them that important 360-degree view of their customers.

Mark Keene II
Director of Sales

Challenge

ETG's clients wanted to run their sales, service, and commerce operations on Salesforce, the market-leading CRM platform, so they could track everything from ticketing to sales in a single system. Once clients moved onto Salesforce, though, there was no data integration between their ERP systems and Salesforce or their eCommerce platforms, so critical customer and order information stayed locked in the ERP.

Without that connection, ETG's clients' sales and service teams could not get a true 360-degree view of their customers, since key details about orders, invoicing, and account history lived outside of Salesforce entirely.

Solution

ETG partnered with Commercient to deploy SYNC, connecting Salesforce to more than 115 ERP systems, including Sage, QuickBooks, NetSuite, and SAP. With SYNC in place, ETG's clients' sales, service, and marketing teams can pull ERP data directly into Salesforce rather than switching between systems, giving them access to the customer information they need from within a single platform.

This lets ETG deliver a complete customer 360 experience on top of its existing Salesforce, eCommerce, and managed services work.

Results

With Commercient SYNC connecting Salesforce and ERP data, ETG's clients now have a complete picture of sales, marketing, and customers. Sales, service, and marketing teams can access important ERP data directly inside Salesforce, giving them the 360-degree view of customers they need to track sales and support without leaving the platform.

ETG and Commercient continue working together to streamline and enhance these processes as client needs grow.

We use the 360 platform of Salesforce, and unite the commerce to our clients' Sales or Service Cloud. They can easily track sales or ticketing, and it brings the entire experience together in a single platform, Salesforce.

Mark Keene II
Director of Sales
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Commercient is an AI-first software company based in Atlanta, that connects ERP, CRM, eCommerce, and related systems through its cloud-hosted integration platform, with reusable templates and AI-assisted tools.
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