Name: SYNC Integration for Plex Online and Salesforce
Brand: Commercient
SKU: 201308
Rating: 5.00 (1 reviews)

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★★★★★(1)

Commercient SYNC for Plex Online and Salesforce

Description

Have the best of both worlds.

Integrate Plex online with Salesforce data is a simple, fast, and cost-effective way to ensure your operations are running at their best while improving the visibility between your sales, customer service, and back office teams. Back-of-house, your Plex systems are hard at work, managing your inventory and resources, scheduling work orders, consolidating your finances and much more. Meanwhile, your sales and customer service teams can monitor and provide real-time feedback through Salesforce. Commercient SYNC for Plex Online and Salesforce CRM integrates all versions of Plex Online.

Thanks to SYNC, your sales and customer service teams can enjoy a birds-eye view of your entire business. They are able to check the progress and status of Plex jobs, resources to fulfill an order, work center details, financial information, and stock levels. Your sales team can also close new business and automatically convert that new sale to Plex in the form of a Sales Order, a Job or a new product with a BOM. All this and more when you integrate Salesforce and Plex Online. Saving them precious hours and increasing efficiency.

Would you like to learn more? Ask your Commercient representative for further information.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC for integrating Plex Online and Salesforce?

If you are looking to grow your business through the use of cloud software, automate sales and become a fully digital business Commercient has the app for you. Commercient helps businesses streamline sales and customer service, cut costs, increase customer satisfaction, and drive profitability.

We help sales and customer service achieve their results fast and efficiently by presenting the Plex accounting and order information on the screen at the right time. The SYNC app also automates the import of orders and invoices from Salesforce back into the Plex Online so that the purchasing, shop floor, and warehouse can immediately act on the sale.

We can also help you tie the order back to the opportunity and the account in Salesforce in order to complete the circle of order to cash. Our customers have consistently grown year after year since using our SYNC integration for Plex Online and Salesforce.

What We SYNC

Commercient’s standard SYNC for Plex Online and Salesforce includes the integration of:

Accounting data:
Plex customers with Salesforce accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.

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.

For additional information, and items we can integrate for you, visit the pricing page.

Compatible Software

Commercient SYNC for Plex Is Compatible With

Commercient SYNC for Plex ERP and Salesforce CRM integrates Plex Online system with Salesforce CRM. It is compatible with all versions of, Plex Online to Salesforce with no mapping, or Coding.

Commercient SYNC for Plex Online works with Salesforce Group Edition (GE) as a licensed managed package with a built-in API license for GE, Salesforce Professional Edition (PE) as a licensed managed package with a built-in API license for PE, Salesforce Enterprise Edition (EE) as a licensed managed package (API included in EE), Salesforce Unlimited Edition (API included in UE), Salesforce Lightning Professional as a licensed managed package with a built-in API license for Professional, Salesforce Lightning Enterprise (API included in Enterprise), Salesforce Lightning Unlimited (API included in Unlimited).

SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.

Commercient’s SYNC agent is installed on a Windows PC or Server for direct connection to the Plex system. Both on-prem and cloud installations are supported.

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Product Review

Great service and Data

★★★★★

“Commercient has helped us to get our data from Plex to Salesforce in a helpful and intelligent manner. They work with you step by step to understand what data needs syncing and how they can help improve Salesforce with your already existing data in Plex.”

- Garnett Andes

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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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Commercient SYNC for Plex Online and Salesforce

Great service and Data

Great service and Data

Get Your Free Demo

Let’s Get The Ball Rolling!

Reviews

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Commercient SYNC for Plex Online and Salesforce

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Get Your Free Demo

Let’s Get The Ball Rolling!

Reviews

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