Name: Integration for Deltek Vantagepoint and Salesforce Service Cloud with Commercient SYNC
Brand: Commercient
SKU: 200270
Rating: 5.00 (0 reviews)

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Integrate Deltek Vantagepoint and Salesforce Service Cloud with Commercient SYNC

Description

Deltek Vantagepoint and Salesforce Service Cloud (SF Service Cloud) Explained:

Deltek Vantagepoint is an ERP software that can be integrated into Salesforce Service Cloud, a CRM application that is built on the Salesforce Platform and is based on customer service. Your customer data can remain separated within Deltek Vantagepoint and the SF Service Cloud, which can lead to missing crucial information to make decisions. SYNC can provide a cost-effective and practical way to close this gap between them, which provides efficiency and visibility with customer services, sales teams, and back-office teams. Your customer service and sales teams monitor and provide real-time feedback through SF Service Cloud, while your back-office teams manage projects, finances, and more.

SYNC
In light of SYNC, your sales and customer service teams will have the visibility to enhance customer service in order to create a single view since we have the required expertise to assist them. This means that they are able to check customer information, resources, tasks, financial information, orders, project management and intelligence, and more in one easy to access place. You will also save time on data entry and eliminate the possibility of human errors, as your data is synced to Deltek Vantagepoint and SF Service Cloud as needed. Thanks to SYNC, your sales and customer service teams will have a birds-eye view of your entire business.

Why?

Why Use SYNC for Deltek Vantagepoint and Salesforce Service Cloud (SF Service Cloud)?

Commercient SYNC is able to make your business fully digital since we operate via the cloud and we can ensure you have accurate, complete and up to date data in your Deltek Vantagepoint and SF Service Cloud to improve income, leads, and credibility. SYNC will be able to help you by having accurate information in one single view across channels, which can lead to simplifying the process as well as expediting it and improving customer satisfaction.

How can Commercient SYNC’s data integration platform benefit you?

Streamline your processes, sales, and customer service.
Commercient software provides Deltek Vantagepoint users with a “CRM in the cloud” experience.
Implementing Commercient SYNC creates a simple data integration pathway between Deltek Vantagepoint and SF Service Cloud. Our SYNC solution also enables you to prevent the duplication of data and handle custom fields in SF Service Cloud.
Increase customer satisfaction.
Cut costs.
Assist with inventory control and warehouse management.
Consolidate your financials.
Deltek Vantagepoint data is automatically integrated into your SF Service Cloud so you don’t have to program anything.
There is no ETL, coding, or server.
SYNC is a cloud-based app that allows access from any location. Since it is a cloud-based experience, you can ensure that Commercient will have your data secured.
SYNC provides a 360-degree cycle in which Deltek Vantagepoint can be integrated into SF Service Cloud as well as, SF Service Cloud back into Deltek Vantagepoint.

What We SYNC

Commercient’s standard SYNC for Deltek Vantagepoint and Salesforce Service Cloud includes the integration of:

Phase 1:

Financial accounting data (customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill-to addresses, and account history.
Customer data.
Sales order data (Open sales orders, sales order detail lines, and sales order history).
Invoice data (Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped).
Products.
Contacts / Opportunities / Orders / Invoices / Custom Objects.
Plus, any other data customers request.

Phase 2:

Financial accounting data (customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill-to addresses, and account history.
Customer data.
Sales order data (Open sales orders, sales order detail lines, and sales order history).
Invoice data (Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped).
Products.
Contacts / Opportunities / Orders / Invoices / Custom Objects.
Plus, any other data customers request.

Features of SYNC and Salesforce Service Cloud

How SYNC and Salesforce Service Cloud (SF Service Cloud) Compliment Eachother:

When choosing SYNC to integrate your data to and from SF service cloud, we help to expose your customer data. With SYNC, you will be able to make well-informed decisions since you can integrate your data in real-time (Depends on the connection we use ODBC or Normal Sync for your ERP for more details check with your AE) and you will be able to monitor information since everything will be up to date. In addition, your data will be SYNCed automatically, which allows you to track and respond to your customer’s needs where necessary. Not only that, but since there is automation(Only Phase 1) in the process, repetitive tasks are prevented and this allows your teams to attend to urgent queries (For Phase 2 you will need to check what data you want to Sync).

Compatible Software

Video

Payments Solutions

Credit Card Payment Solutions Add-On

Do you need a credit card payment solution to complete your ERP and CRM integration? We’ve partnered with multiple payment processors to provide you with the merchant service you’re looking for.

If you want the ability to take quicker payments in your ERP, CRM, or an eCommerce system, would like to experience less fraud and provide more convenience for your customers you can download the PDF below or contact us now to learn more.

PDF Download: Payments SYNC Add-On Solution

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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”

– Gene Horlander

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Integrate Deltek Vantagepoint and Salesforce Service Cloud with Commercient SYNC

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Get Your Free Demo

Let’s Get The Ball Rolling!

Must Read Blogs

Additional Integrations with Commercient SYNC

All You Need To Know About Commercient And Amazon Seller Central

The Truth Behind Hidden Data Integration Costs, And Why Commercient is Different

How Salesforce Field Service Management and Commercient Can Help the Service Industry

Republic Manufacturing: Salesforce and Sage 100 data integration journey with Commercient SYNC

LETS GET SOCIAL