Spectronics is the manufacturer of Spectroline ultraviolet equipment and fluorescent materials, which are used to detect structural integrity, in addition to fluid leaks in major industrial plants. The company recently implemented Salesforce to help modernize their sales processes, and use Infor VISUAL for finance and operations.
Commercient provided a customized SYNC from Infor VISUAL to Salesforce to help their sales reps access important data from their ERP, without leaving Salesforce. This includes Customer Accounting Records; Inventory; Invoice History Headers and Details; Serial Numbers; Bill To and Ship To Addresses; and much more.
With the implementation of Salesforce and SYNC, the business has seen an improvement of 3 to 4% in their profit margins, explained Joseph Noonan, IT Manager.
The team uses customer order history, synced by Commercient, along with analytics and other data, to help with product forecasting, including which products could become a bestseller, where specific industry and product trends are going.
- Challenge
- Modernize their sales system, and move to the cloud
- Sales team needs more visibility of the customer base
- Spectronics needs more insight to help with sales forecasting
- Solutions
- Implementation of Salesforce Enterprise Edition
- Commercient SYNC, the #1 data
integration platform for sales - SYNC integrates from Infor VISUAL to Salesforce, plus dashboards and analytics
- Results
- Spectronics’ sales team has more visibility of their sales performance, which has led to closing more deals
- Sales now has a 360-degree view of their customers, including sales history, invoicing, inventory and more. Their profit margins have increased as a result
- With the data, they can see what products are becoming best sellers, and where trends are going
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