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Partner Success Story
One Point One Solutions Speeds Up Client Onboarding with Commercient’s ERP-to-CRM Data Bridge
About the Company
One Point One Solutions is a cloud-based Salesforce and CRM consulting firm based in Austin, Texas, serving clients across the United States in manufacturing, professional services, healthcare, and financial services. The firm takes a "bite sized" release approach, rolling out capabilities in stages so clients see value quickly, backed by a steady focus on adoption and change management.
Location
United States
Our clients have a more holistic view of their own customers in Salesforce, and that holistic view comes because of SYNC.
Josh Monson
President
Challenge
One Point One Solutions' clients needed to implement a modern, cloud-based CRM, and the firm deployed Salesforce along with hands-on training to drive adoption. Even with Salesforce in place, clients' important data remained stuck in their ERP systems, disconnected from the CRM, which limited how complete a picture of sales, customers, and marketing clients could actually see.
Freeing that ERP data and getting it into Salesforce was necessary for clients to get real value from their CRM investment and for One Point One Solutions to drive the adoption it prioritizes with every rollout.
Solution
To give clients a complete picture of sales, customers, and marketing, Josh Monson and One Point One Solutions partnered with Commercient SYNC for an expert Salesforce and ERP data integration. With SYNC connecting the two systems, clients get a more holistic view of their own customers directly inside Salesforce.
Because Commercient has already built the "data bridge" between ERP and CRM, One Point One Solutions finds it easier to onboard new clients, since that integration work doesn't have to start from scratch.
Results
With Commercient SYNC connecting ERP and Salesforce data, One Point One Solutions' clients get a full view of sales, customers, and marketing, plus the more holistic customer view that comes from that integration.
Having Commercient's integration already built into the onboarding process has made it easier for the 1.1 Group to bring new clients up to speed on Salesforce. One Point One Solutions and Commercient continue working together, scaling Salesforce and SYNC as clients' companies grow.
It's easier to onboard clients when they know that the 'data bridge' between their ERP and CRM has already been built by Commercient.
Josh Monson
President
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