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Partner Success Story
Rede Corporativa Puts Customer Purchase History in Zoho using Commercient
About the Company
Rede Corporativa is a Zoho Premium Partner based in São Paulo, Brazil, implementing the full suite of Zoho One products, including CRM, People, Recruit, Analytics, and Creator, for clients across Brazil, South America, North America, and beyond. The firm handles licensing, implementation, configuration, integrations, and training for businesses in technology and services looking to modernize their operations.
Location
Brazil
SYNC benefits our clients by giving them access to information about their customers in Zoho, such as what they've purchased in the past, which helps with sales.
Marcello Andrade
Support Technician
Challenge
Rede Corporativa's clients wanted to digitally transform their businesses with a modern, cloud-based CRM, and the firm implemented Zoho CRM and Zoho One to meet that need. Once clients were running on Zoho, their ERP data remained siloed from the CRM, so sales and marketing teams couldn't see customer information, past orders, invoicing, or product details without leaving Zoho.
That gap meant sales teams often had to contact other departments, like accounting, just to answer basic questions about a customer's purchase history.
Solution
Rede Corporativa partnered with Commercient to implement a data SYNC between Zoho CRM and each client's ERP system. With SYNC in place, sales and marketing teams can see a customer's purchase history, orders, invoicing, and product information directly inside Zoho, without having to track down that information from another department.
This integration has become part of how Rede Corporativa helps modernize clients' sales and marketing processes alongside its broader Zoho implementation work.
Results
With Commercient SYNC connecting Zoho CRM and ERP data, Rede Corporativa's clients now have a full view of sales, marketing, and customers. Sales teams can pull up a customer's past purchases and other account details directly in Zoho, saving them from having to call the accounting department for that information.
Rede Corporativa and Commercient continue working together to streamline and enhance these processes for clients.
They won't have to call the accounting department to get that information.
Marcello Andrade
Support Technician
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