“SYNC brings over a lot more data from Sage X3 to Salesforce Enterprise, not only to assist sales, but also service calls from a technical service standpoint.”
Brandon Schauf, IT Business Systems Analyst II at ScentAir
ScentAir replaced a previous CRM with Salesforce Enterprise, along with Sales Cloud, Service Cloud, Pardot, and Chatter, to improve the management of sales, customers, opportunities, service, and more. They use Sage X3 for operations and finance.
They chose Commercient SYNC, the #1 data integration platform for sales, to connect their ERP and CRM. This helps give them a 360-degree view of sales, customers, and marketing, plus helped increase the adoption of Salesforce.
With SYNC, the sales team at ScentAir can view Sage X3 data, including customized modules, directly in Salesforce Enterprise. This includes customer information, sales order history, serial numbers invoiced, multi ship addresses, deliveries, unpaid invoices, customer movement, salesperson name, and much more.
“Customer service doesn’t have to always go into Sage X3 when a customer calls up; everything is SYNC’d into the Salesforce Enterprise record,” explained Lisa Hamon, Salesforce Manager at ScentAir.
Read the full customer success story.
About the company
ScentAir provides best-in-class ambient scent marketing solutions to many of the world’s most recognized brands. Additionally, ScentAir for Home allows customers to bring home the luxury of a ScentAir system.
- Challenge
- Replace older ERP and CRM systems
- Sage X3 data needs to be connected to Salesforce
- Improve tracking of customer activity, invoicing, commissions, etc.
- Solutions
- Sage X3 and Salesforce Enterprise, plus Sales Cloud, Service Cloud, Pardot, and Chatter from Salesforce
- Commercient SYNC, the #1 data integration platform for sales
- SYNC connects important Sage X3 data to Salesforce Enterprise
- Results
- ScentAir has modernized and updated their operations, finance, sales, and service
- The sales and service teams access ERP data in CRM, plus increased adoption
- The teams are on the same page with customers, orders, sales commissions, and more