“SYNC integrates different boat types and different attributes into Salesforce, and we have a whole view of the customer and details of their boat, and what they purchased.”
Nicolas Lafitte, Manager at PYI
PYI uses Sage 300 for their operations and finance, and replaced a CRM with limited capabilities with Salesforce Enterprise to improve managing customers, opportunities, communication, and more.
The company wanted their teams to work more exclusively in CRM, so they worked with Commercient to implement SYNC, the #1 data integration for sales, to connect their Sage 300 and Salesforce Enterprise data.
Commercient SYNC gives PYI access to Sage 300 data, such as customer information, accounting records, inventory by warehouse / location, price level, invoicing, item master, and more, in Salesforce Enterprise.
New accounts and sales and new and updated quotes created in Salesforce are SYNC’d to Sage 300, helping to save time and avoiding double data entry. This gives PYI a 360-degree view of sales, customers, and service.
Read the full customer success story.
About the company
PYI is a leading manufacturer and distributor of high quality marine, boat, yacht, and ship equipment and supplies.
- Challenge
- Replace a previous CRM with a more powerful solution
- Data between Sage 300 and Salesforce remained siloed
- Eliminate the need for double data entry between CRM and ERP
- Solutions
- Salesforce Enterprise, the top cloud-based CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- PYI has improved managing of customers, opportunities, communication, and more
- The team can access ERP data directly in CRM, and have also helped improve customer service
- Data created and updated in Salesforce is SYNC’d to Sage 300, helping save PYI time