“Our sales team will have everything in one place, Zoho, including Sage 50 UK data, thanks to Commercient SYNC.”
– Accounts Assistant, Porcelain Distributor
The Porcelain Distributor utilized Sage 50 UK for their operations and finance and leveraged Zoho CRM to manage their leads, sales, opportunities, customers, and much more.
They worked with Commercient to implement SYNC, the #1 data integration platform for sales, to accomplish their goal of connecting Sage 50 UK and Zoho CRM data, streamlining their processes and allowing sales to create reports.
With Commercient SYNC, the Porcelain Distributor can access Sage 50 UK data in Zoho CRM. This includes customer information, account records, invoicing, serial numbers, dispatch shipping records, item master, price level, inventory, PDF sales targets (1 table), AP vendor, AP purchase order, AP invoices, AP invoice payments, etc.
“Our sales team won’t have to wait for the accounts department to send information about taxes, items, stock levels, or anything like that, because everything will be in one place in Zoho,” explained the Accounts Assistant.
New accounts, sales orders, invoices, and contacts created in Zoho CRM are SYNC’d to Sage 50 UK, helping the team at Clay International avoid double data entry and eliminating possible errors.
Read the full customer success story.
About the Company
The Porcelain Distributor is the exclusive United Kingdom distributor of large scale Italian porcelain slabs. These decorative porcelain slabs are used for surfaces in homes and businesses.
- Challenge
- IImplement a state-of-the-art, cloud-based CRM
- Data between Sage 50 UK and Zoho CRM remained siloed
- Create an integration from Zoho CRM to Sage 50 UK
- Solutions
- Zoho CRM, a leading solutionn
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- The sales team can access important data, including inventory, customer information, and more
- New orders, invoices, and contacts created in CRM are SYNC’d to ERP, saving Porcelain Distributor time