SYNC Provides Valuable Reports that Optimize the Sales Team’s Work in the Field
“Commercient was available, virtually off the shelf, and it’s certainly an easier and less costly method than going the custom development route.”
Jeff Laderer, CFO at Surestep.
The company leveraged Salesforce Enterprise, the world’s #1 CRM, to help modernize their sales processes, and better manage opportunities, leads, and more. Previously, they were using a CRM module in Epicor 10, which wasn’t robust enough for their needs.
To help get a complete picture of sales, customers, and marketing, Surestep turned to Commercient SYNC, the #1 data integration platform for sales. “Commercient was available, virtually off the shelf, and it’s certainly an easier and less costly method than going the custom development route,” explained Jeff Laderer, CFO at Surestep.
Commercient SYNC integrates important data from Epicor 10 to Salesforce Enterprise. This includes customer information, sales order history, product sales history, invoicing, multi-ship to addresses, inventory, and much more.
“SYNC definitely makes it easier to put the data into our sales team’s hands,” said Jeff Laderer, CFO at Surestep. “There are good reports we can provide to our sales reps, that help them drive more value and optimize their own time in the field,” added Edward L. Gordon, Sales Operations Specialist.