Connect Microsoft Dynamics 365 Business Central to Workvivo

We have been working with Commercient for over four years now and whilst initial set up was slow as we have limited resources and IT infrastructure, since implementation, it has been a breeze. Successfully passing information through from our ERP to CRM and back again. It helps our Finance team provide a better service with more connected data every day. For what they do, I don't believe there is a better option on the market. Thanks to the team, your work is very much appreciated!

Commercient has been incredibly valuable in connecting our ERP to our CRM, a process we our technical team didn't have the capacity to handle ourselves at the time. Throughout our project, every member of the Commercient team was extremely supportive and went the extra mile to assist us. I recommend Commercient to anyone looking for a solution to streamline certain business processes.

It has been an amazing partnership so far.

Spent years trying to make it connect Sage + Zoho, worked for a few months and never again, finally gave up and they still made us pay out the term. Now using JobRouter and much better support and service

Our order entry process needed a boost in efficiency and a reduction in manual entry errors, and Commercient delivered by setting up a synchronization system between our Shopify platform and our Syspro ERP system. The Commercient team, especially Ellen, Beatriz, Pranay, and Diego, were incredibly helpful throughout the process. I would recommend Commercient to anyone because they are able to familiarize themselves with your systems and synchronize them seamlessly, showing great patience and expertise throughout the process.

We needed a solution to link our ERP system with our CRM for real-time syncing of opportunities and sales orders, and Commercient proved to be the perfect fit. Vicky from the team truly stood out, guiding us expertly through the setup and onboarding process. I would recommend Commercient for their reasonable pricing and the extensive customizations they offer to meet specific needs.

Commercient SYNC is a critical part of our business infrastructure. We utilize the product to bi-directionally sync our CRM and ERP systems together to create a seamless data environment for our users. The product is very reliable, and the support team is responsive.

Our goal was to connect and integrate our CRM with our ERP, and Commercient made this a seamless process. Their service and support team were responsive and always ready to assist during the entire integration process and beyond. I would recommend Commercient because their sync works superbly, providing an essential function that ensures our CRM has the necessary data our sales team needs.

As a customer, I found Commercient to be a valuable tool for synchronizing our accounting system, Sage, with Salesforce objects. This feature has significantly streamlined our workflow by eliminating the need for manual entry of pricing details, which has notably increased our productivity by 32% across all teams at Shepherd. I would like to especially acknowledge the commendable support we received from Beatríz González, who was consistently helpful throughout our project. While there can be challenges in the initial stages of implementation, the overall business growth and team dynamic improvements we've seen with Commercient make it a worthwhile choice for any company seeking to enhance their operations.

I was looking to integrate Sage 300 to Hubspot and Commercient made it a breeze. The team member, Naren, truly went above and beyond to make the project a success. I'd recommend Commercient to anyone because they provide a quick and easily managed workflow.

The team at Commercient was instrumental in connecting our client's ERP to CRM, a task which they executed nicely. Notably, Felix and Ricky really stood out for their exceptional service.

We have had a great experience using Commercient Sync to integrate our ERP system with Salesforce. The integration has been seamless and reliable, giving our team real-time access to critical data like customer orders, accounts, contacts, and invoices from our ERP directly in Salesforce. It has improved our efficiency and visibility across departments. The implementation was quick and simple, with the support team being responsive and helpful. I recommend Commercient to any business that is looking to streamline their operations and enhance their Salesforce experience.

I was looking for a way to sync our custom quoting from Sage into our Hubspot CRM, and Commercient made that possible, enabling us to track closure rates and enhance our follow-up process. I was particularly impressed with the dedication and assistance from Daniel, Cliezl, Heath, and Lorenzo. While the onboarding does take some time, it ensures a flawless sync and a top-notch experience in the end. If there's ever an issue, a prompt notification is sent and their team is ready to resolve it swiftly. I would definitely recommend Commercient for their excellent service and results.

Commercient has been instrumental in maintaining consistent data between our Salesforce and Epicor systems, providing us with a reliable and efficient sync. The dedication and support from team members Sudha Kamble, Tessha Perez, and Thomas Foster has been exceptional—they're always ready to help and available for discussions. I would confidently recommend Commercient for their reliable syncing solution between ERP and CRM systems, and their remarkable customer service and support.

It's been a great experience working with Commercient to sync our QB data with Salesforce. They are very helpful when small issues arise and they are extremely proactive with maintaining our sync accurate and error free. We've been working with Commercient for a few years now and we look forward to continue to use their services.

Very helpful and patient! We needed a better way to dig into our accounting data with Sage 100 Contractor and this Commercient sync agent is helping us get there. We have just completed the Phase 1 sync process and are currently working through developing the reports and dashboards to help us understand all of the data that is coming over, but the entire time that we were getting the back-end sync set up, the Commercient team was very patient and helpful.

2 plus years later and Commercient is still great to work with. They are right on top of anything I need to do. (Previously I wrote) My experience in working with Commercient has been outstanding. The team there really went the extra mile in dealing with my ERP data and its unique structure.

We had a delightful experience working very closely with the team at Commercient. The communication was smooth and their technical knowledge is extremely insightful. With the help of Commercient we are now synchronizing our ERP (Netsuite) data regularly with Salesforce allowing our senior managers to have real-time data to make key strategic decisions. It has also saved our time to generate comprehensive reports for nearly all the functions of the business. We are already in the discussion to rollout another project with Commercient shortly. I will have no hesitation to recommend Commercient to others.

We use Commercient to sync data between Sage 50 and Salesforce, including customer records and sales orders. It’s been a reliable solution that gives our team better visibility without switching between systems. Having accurate ERP data in Salesforce has made a big difference for reporting and marketing.

Update * -- With the delta sync, "real-time" data is real-time. This is crucial for processing records instantaneously. Have had very good experiences working with the Commercient team now for a few years. We have a couple of businesses that use differentiating workflows, and they were able to accommodate our needs on both sides. Implementation is a thorough process that takes some time, but they will do what it takes to make sure the outcome is what you envision.

Commercient has allowed us to fully integrate our ERP data into our Salesforce environment. This means reduced duplication of data across systems, better insight for our Sales Team and support users, and easier access to the data that matters. The benefits vastly outweigh the costs and support has always been a breeze. We've been Commercient customers since 2014 and couldn't be happier. Update (2024): We're still holding strong with Commercient! Our Sales Team has more access to our ERP data (pricing, inventory/lead times, sales order status, etc.) than ever before thanks to our sync.

We were referred to Commercient by our implementation partner, Summit Technologies. We were in need of a middleware-type solution that would allow us to pass large amounts of data from our ERP (JD Edwards EnterpriseOne (E1)) to Salesforce. We had previously been using a more manual export/import process using DataLoader and a series of commands that “automated” this process. We were, however, plagued with errors that went unnoticed with no notification capabilities and constant monitoring and correcting. Various searches on the Salesforce AppExchange and elsewhere did not reveal any obvious/out-of-the-box API-type integration options for E1 to Salesforce. It was at this time that Summit Technologies referred us to Commercient with the intention of using their SYNC tool to connect E1 and Salesforce. SYNC, we were told, was capable of connecting a wide range of ERP and accounting-type systems to CRMs, one of the most popular being Salesforce. Commercient did indeed deliver on this front. We are bringing over a massive amount of data as accounts, sales orders, and products. Commercient was very patient with us as we worked through our desired outcomes and the best path to achieve them. Specifically, the Commercient representative we worked with was very diligent in learning more about the JDE E1 back-end tables to help determine how E1’s data is structured and how it should be loaded. Post Go-Live, Commercient has been very responsive to any inquiries and/or issues we have encountered and quickly resolved them. Overall, the Commercient SYNC solution has saved us a lot of time and improved our success rate in getting the needed data into Salesforce. Though implementation was no doubt complex and required a lot of communication and trust between our team and theirs, the results have been well worth it.

We have experienced excellent customer service and support. The team was constantly accessible to answer questions, provide us updates, and make sure our expectations were fulfilled. The individualized care and commitment to our project gave us a sense of importance as clients. Throughout the process, there was clear and easy communication. Every step of the process was communicated to us, and any possible problems were dealt with beforehand.

We use the Commercient app to Sync Sage X3 to Salesforce. With a highly customized ERP system we were uncertain if we could realize the full potential of Salesforce. The Commercient team proved us wrong. Whilst there have been some challenges in the initial setup, the Commercient team have been responsive, solutions focused and their attention to detail is second to none. From syncing custom fields and creating custom objects in Salesforce the Commercient team have been able to provide the perfect solutions for data transfer. As we increase our use of Salesforce, we will continue to rely on Commercient for our integration needs.