Tag Archive for: Automation

Transform Your Field Service Team with Salesforce Field Service

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Introduction

As a leader in the field service industry, you know that there are many moving parts that need to be considered in order to run a successful field service organization. Day-to-day operations can be complex and streamlined communication is often lacking for both on-site and in-office teams. Ultimately, you need a tool that can support all the needs of your organization; and that tool is Salesforce Field Service.

“Salesforce Field Service is a feature and add-on that assists dispatchers and technicians with dispatching, directions, work orders, parts used, repair times, and more. This helps to streamline those operations and minimize paperwork,” Said Richard Jenkins, Co-Founder of Commercient. 

Essentially, Salesforce Field Service makes your team more aligned, operational management easier, and team efficiency skyrocket. 

How Salesforce Field Service Can Streamline Your Organization

How are teams operating without a strong field service management solution like Salesforce Field Service? 

Without the proper tools in place for field service teams, organizations oftentimes track projects through spreadsheets. They will manually dispatch technicians through email and phone, and don’t have a centralized clear way to see where their teams are at any given time. 

Without Salesforce Field Service, how do you properly track hours, parts used, etc.? How can you ensure that the technician’s route saves on gas, or that he or she isn’t spending unneeded time traveling between service calls? The other question to consider is, are you efficiently dispatching technicians? 

Commercient will be able to provide an ID through the SYNC, which will help to identify the correct building for a job and match that to the needed parts and labor.

What is Salesforce Field Service?

Salesforce Field Service essentially is designed to help teams fully manage every aspect of their field service operation in the most streamlined way possible. It also helps keep information updated for mobile-workers and customers. On-site technicians and contractors in HVAC, healthcare, construction, financial services, transportation, utilities, manufacturing, telecommunications, and professional services will find Salesforce Field Service particularly helpful. This is shown in the top features below.

Top Features of Salesforce Field Service:

Dispatching Console: 

Eliminate calls and emails, and dispatch technicians intelligently with regards to their location, schedule, and skillset.

Smart Scheduling: 

Take the guesswork out of scheduling for your team by creating an ideal schedule based upon current priorities or limitations.

Workflow Automation: 

Automate case creation for technicians and workflows.

Field Service Mobile App: 

Provide recommended articles, get directions, capture photos and sign work orders. What’s more, the Mobile App comes with offline capabilities so teams can work wherever they need to, regardless of connectivity.

Einstein Vision: 

Get image recognition with your photos and identify critical assets.

Field Service Analytics: 

Oversee safety protocols and your team’s current performance with the metrics that matter most to you.

Salesforce Appointment Assistant: 

Give your customers more visibility into your team and their whereabouts with your technician’s name, photo, ETA, and location. All of which are supported through email, WhatsApp, and SMS notifications.

With Salesforce Field Service, you can spend less time trying to find the best technician for a job, and more time on delivering the best in customer service. 

If you are looking for additional resources on field service operations, check out Abelian’s ebook intended to help teams avoid serious mistakes with field service operations.

Field Service Resource Button

Click Below to Download Your Free Ebook.

EbookCover.FieldService

Commercient and Salesforce Field Service 

For Salesforce Field Service and ERP integration, Commercient SYNC is your leading company. SYNC is utilized to ensure that data integration between Salesforce Field Service and your ERP runs smoothly. Your ERP data is automatically integrated into your Salesforce Field Service without the need to program, code, map, or use servers.

In Salesforce Field Service, there are four key players where Commercient is involved to assist customers with a smooth data integration process. The four key players are:

Administrator: 

An administrator configures field service features based on a company’s requirements. Commercient will collaborate with the administrator to sync relevant data into and out of Salesforce Field Service objects.

Service Agent: 

A service agent will take customer calls and log work orders via service appointments, which will be linked to the calendar of the mobile worker or technician. Work orders will be detailed and will include the skills and parts required to complete the job at hand. Then, Commercient can sync the work orders to the ERP system as a work order, sales order, invoice, or jobs.

Dispatchers: 

Manage service appointments that are assigned to mobile workers or technicians.

Mobile Worker or Technicians: 

Field Technicians will be provided with service appointments that will direct them to the specific location to conduct the service. They must then manage their work order and submit a report detailing the parts utilized and the service performed that day. The mobile worker or technician can then manage this by using timesheets on their mobile device. The parts and labor will be added to the work order, which will then be uploaded to the ERP system in the form of a work order, job, invoice, or sales order, depending on the customer’s needs. Salesforce Field Service empowers the technician to track hours by location and which parts were used; while Commercient will also SYNC timesheets to an import file that will be used by the ERP to generate payrolls and billing.

If your team is concerned about customer details changing and not reflecting in their ERP and Salesforce Field Service systems, SYNC has you covered. New customers can be created in the ERP through the SYNC and their personal information can be updated if anything changes.

Integration with Commercient SYNC for Salesforce Field Service

Phase 1:

  • Jobs
  • Work Order
  • User
  • Building
  • Account
  • Service Invoice
  • Service Invoice Line
  • Contact

Phase 2:

  • Customer
  • Contact
  • Building
  • Work Order
  • Daily Payroll

Conclusion

Salesforce Field Service is designed for your team to thrive in field service management. Abelian has guided a number of teams to a more streamlined and successful field service operation with countless implementations of Salesforce Field Service. If you are ready to partner with teams that truly understand field service business processes coupled with the skillset to deliver the best in configurations, reach out to us. Contact Abelian, a certified Salesforce Consulting partner, or Commercient, your Salesforce integration expert, and we will provide a free Salesforce Field Service consultation to kickstart your journey in conquering field service management. 

Field Service Management Resource

Tips to Convince the Owner of your Company to Buy Salesforce

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Do you find yourself constantly spending time doing tasks that you feel could be automated? The truth is that if you feel certain tasks could be automated, they probably can be, you just don’t have a system set up yet to assist you with those automated processes, but you can with the power of Salesforce. It can help your organization store, measure, and divide data across different teams since there are only so many hours in the day. Now that you know you need a more powerful solution to streamline your daily company activities, how do you go about persuading the owner of your company?

Here are 3 Sure-Fire Ways to Sell the Owner of Your Company on Salesforce.

1. You Don’t Have Complete Visibility Into Each Department

Do you find yourself constantly looking for key data to make critical decisions? Then you don’t have true transparency of your team’s activities and need a system that can support that type of overview. That is why by having Salesforce, it will provide you with a 360-degree view of your accounts, customers, sales, opportunities, and contacts. Which in turn will help make better decisions by providing your business with the full story as your key data will be in one location. 

Do you have the reporting you need? And is the reporting updated constantly in a way that makes sense for your team? With the use of Salesforce, your teams will be able to make their own reports in order to establish what tasks have been completed and what has been missed. Their reports will be able to create dashboards to weigh their performance. 

You need a system with a true bird’s-eye-view not only on the company level, but also at the departmental level. Without true transparency, you’re going to keep making decisions that affect the entire organization without the full story and without the full story, are you really making the best decisions? Salesforce will centralize data, which will help teams collaborate with one another, and they will be able to assess what is the best decision to make for the organization at the time.

2. Everything Takes One Too Many Steps To Complete

Do you need to get approval from your boss for a discount on a sale? Did you know you can automate that approval process? By having a manual process, it is time consuming for you and your managers. Salesforce will be able to automate these approvals making it simpler for your boss to grant them.

Do you often have the same three tasks that need to happen after an SOW is signed? You’re wasting time when you carry out each of those processes manually. You can simply set up the automation one time with Salesforce, and all those steps are happening in the background as business chugs along as usual. 

3. The Cost Of Implementing Salesforce Ts Way Cheaper Than Hiring Multiple Team Members 

Once you set up your Salesforce instance with the right team guiding you through the process, your automation is set. You’ll have seamless business processes that can save your team countless hours. You have the initial implementation cost, which for many teams will satisfy their Salesforce needs. For teams that need ongoing support through managed services, plans are usually customizable and built to fit technology budgets of all sizes. 

Alternatively, to get the same work you need done you’ll need to hire, train and employ multiple staff members, just to do manual administrative work that could be easily automated. And the more customers your business gains, the tougher it is to keep data organized and make accurate decisions. By continuing to spend time doing things that otherwise could be automated, you’re wasting valuable time, and incurring more expenses for your team by spending less time on your core responsibilities.

When it comes down to dollars and cents, there truly is no comparison: You will considerably save money up front with a Salesforce implementation versus hiring new full time staff to take on the responsibilities.

Are you ready to talk to the owner of your organization about the power of Salesforce? 

Conclusion

Commercient is a Salesforce integration expert that can focus on migrating your data into Salesforce without hassle. Additionally, Abelian has teamed up with Commercient, as a trusted Salesforce implementation partner, to guide you through the process of automating your Salesforce instance to your team’s exact specifications.

Ultimately, you’re going to save money when you implement Salesforce and move away from your legacy business processes. Additionally, your team will save time with Salesforce and get the insight into the company they have been craving to make actionable and well-thought-out decisions that will not only benefit the current team, but future team members for years to come.

Stop wasting time and start boosting your team’s productivity. Reach out today to Abelian, a certified Salesforce Consulting partner, or Commercient, your favorite Salesforce integration expert, for a free consultation.

Marketing Automation to Maximize Salesforce

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Salesforce is an incredible tool to maximize your sales pipeline. You can streamline and track your sales process with lead and opportunity stages; organize page layouts to give you the most relevant information first; set up alerts to notify your team of new leads and deals; access to unlimited reporting; and you can automate certain tasks and forecast with predictive intelligence. No doubt, Salesforce is a powerful tool. 

But what are you doing to fill your sales pipeline? How do you ensure that you always have leads ready to pursue? That is where marketing comes in; Sales is the back half of your pipeline. Let’s talk about the front half, marketing, and more specifically, marketing automation.

Marketing automation explained 

Imagine having a sales rep that works 24 hours, that can respond to thousands of emails right away without fail. Who consistently hands out relevant information to potential new leads, and every morning has a list of the top leads for your team to start working. Impossible, right? Too good to be true? With marketing automation, it’s all doable, and it’s the process of using technology to streamline and improve marketing activities.

Marketing automation systems, such as Pardot, Marketing Cloud, HubSpot, or Marketo, power automated and targeted messaging to your leads or potential customers based on their digital engagement with your company. These systems leverage information from digital ads, referring websites, social media platforms, lead forms, and website viewing history.

Marketing automation is able to segment these leads into categories you set up for targeted marketing. You can even set up scoring models based on this information, so you and your sales team are focused on the leads with the highest potential for conversion. This information can be automatically updated into Salesforce, so your sales team is able to consistently focus on the best prospects for conversion. 

As an example, let’s say you run an ad on LinkedIn which will link to a landing page on your website conveying relevant information from the ad. The landing page should have two to three paragraphs, a nice image, and a simple form for the lead to fill out with some basic information, often in exchange for an offer or access to value-add content. 

When the form is submitted, an email automatically is sent with the offer or content. You can then add this person to one or more lists segmented by geography, product interest, job title, etc. The marketing automation system can then begin sending more targeted email sequences to nurture the lead toward conversion.

The marketing automation system can then track the lead’s digital engagement with your company and rank them on likelihood of conversion, established on a lead scoring model based on your business. And all of this information can be synced to your Salesforce CRM system so your sales and marketing teams can have access to the same information about a prospective customer.  

By making use of marketing automation processes, the following benefits occur:

  • There is more time to focus on marketing strategies.
  • You will be able to obtain a full understanding of potential customers.
  • Marketing campaigns can be expanded.
  • Follow-ups with customers can be personalized.
  • Leads will be prioritized.
  • You can boost your marketing ROI.
  • Improve your ability to predict potential investments.

Conclusion

Salesforce is changing the way companies operate, so that clients can get the most out of their data. By making use of marketing automation, it provides an efficient and effective path to improving sales performance, and allowing your team to get the most out of its investment in Salesforce CRM. Commercient SYNC can help their mutual customers with marketing automation by sending important ERP data to Salesforce. NPWR and Commercient can lead you on the right path to assist in your Marketing Automation needs from any location in the world. Please feel free to contact us.

How To Automate Tasks in Your CRM to Make Your Sales Cycle Shorter and Easier

As businesses grow, it is harder to keep track of information and data. Leads fall through the cracks. Salespeople don’t have access to updated customer information. By automating tasks in your CRM, sales reps avoid unnecessary manual entries, enhance their performance, and streamline workflows.

That’s why Commercient and Plus+ have joined forces: Together, we help businesses to successfully implement Salesforce and other CRMs, enhance their sales processes, and automate tasks flawlessly with a simple and cost-effective solution such as Commercient SYNC.

Plus+ is known for assisting their clients so that they can reach their goals through transformative solutions by closing the gap between business outcomes and the unknowns of technology. They have been operating for over 20 years providing in-depth expertise who delivers IT solutions that relate to Microsoft, Salesforce, Cybersecurity, Strategy, CRM, and Staffing.

The Plus+ experience goes beyond the implementation of technology: They provide consulting services to improve the sales process from many facets. Commercient SYNC is often recommended to their clients when the client’s sales team needs access to leads and customer data from the ERP and wish to improve quoting and sales process, just as it happened with Miller Plastic Products: 

“To have that JobBOSS data in Salesforce via SYNC makes a world of difference for us trying to find things, and comment on jobs.”

Tim Zeliesko, COO at Miller Plastic Products

Jacob Guertin, Applications Consultant at Plus+, shares some of their best practices to automate tasks in the CRM:

Scenario

When approached by customers looking to either implement or enhance their Customer Relationship Management (CRM) system, the conversation often centers on tracking the daily activities of their users. While you may be thinking, “Isn’t that the point of CRM?”, organizations often struggle with finding a balance in how to manage activities.  

How often should reps create activities? What should they capture? Are they doing enough to move the sale along?

These questions can sometimes result in monitoring activity frequency or setting quotas.

Most organizations implementing or currently using CRM have mapped a process with stages that adhere to their Sales cycle. However, managing the daily activity within the stages is often left to the Sales reps. While reps should use activities for managing their day-to-day activities, and a lack of resulting records can be cause for concern, focusing only on the number of activities can produce misleading results.

Incorporating your activities into sales process planning can increase productivity by providing a foundation for automation. Automating activity management allows users to focus on the most important actions while closing those that are no longer relevant.

Plan

Prior to logging into CRM for the first time, it’s important to plan for what you build. This provides a roadmap, as well as a baseline, for the system. You can always add more, but undoing poor design is often more difficult than an actual build.

Once you have your high-level sales process mapped out, analyze your existing data (if available) and/or engage your sales team to identify the types and timing of touchpoints that lead to closed opportunities.

Consider factors such as:

  • Are there any initial actions sales reps need to take upon the creation of an opportunity?
  • Can activities be scheduled at any specific stage?
  • Are you quoting? How long do customers need to review your quotes?
  • Do you use approvals? Do users need to take certain actions following approval? At specific
  • steps of approval?
  • At what point do we “lose deals”? Early in the process? Late?
  • Do other users need to take action on opportunities?

There are certainly others, but this thought process should result in the identification of key points creation of activities.

Automate

Once you identify the activity creation points, you must define specific criteria for triggering the action. This can be a stage change, the population of a field, creation of a child record, or any other change in relation to the object.

At this point, you can determine the appropriate automation tool and the automation cheat sheet is always a great starting point. Below are a few points I usually consider:

  • While workflow rules do have the ability to create tasks, I generally use Process Builder for the future in case I get requests for additional logic or actions.
  • If an activity should be created as a result of an approval process, they can also create tasks via workflow actions
  • Flows can always do the job but have a higher learning curve. For our purposes, you shouldn’t need a flow, but if you require complex logic or need to create/update a record then reference that record, you may need to look at using a flow.

I recently worked with a manufacturer who was implementing CRM and integrating their ERP. Their ERP provided quoting functionality and they had a well-defined process up to the point the quote was sent to a customer. From there, it effectively disappeared. There was no tracking, no assigned follow-ups, no understanding of why deals were lost.

Once we integrated the ERP, we synced the quotes with their opportunities and created a process to generate a task three days from the current date upon a stage change related to quote delivery.  The process looked like this:

We automated a few other tasks at a critical point, some based on incoming quote data from ERP.

To prevent tasks from remaining open if an opportunity was closed (regardless of win or loss), we created a process which set all tasks related to the opportunity to Completed when the opportunity IsClosed field changed to True:

Monitor

When people hear “monitor” they often think of managers looking at reports, then communicating with their reports. While oversight is necessary, giving reps the tools to manage the tasks you’re now generating is just as important. The following actions can put key touchpoints in front of sales reps where they are most:

  • Configure and train users on the Salesforce mobile app
  • Enable the Outlook or Gmail integrations and train users
  • It has Today’s Tasks built-in out of the box
  • Configure home pages for users
  • Teach users how to update their app navigation
  • Configure types (and record types) of activities
  • Engage users on a regular basis regarding task effectiveness

Conclusion

Activity management is an often-overlooked component when developing a strategy for CRM implementation. Incorporating these tools into strategy and automating their creation/closure can increase the effectiveness of your sales team while diminishing the all too common tension with leadership.

What do you think of these tips? If you want to start automating workflows and improving processes, Commercient SYNC and Plus+ are here to help! Contact us today to discuss your needs.

Enhancing Customer Relationships with AI and CRM

Businesses are finding it hard to keep up with the shift in consumer demand. With the advancement of technology, customers have increased their expectations for personalization, service, responsiveness, and delivery. For your business to be successful, you need to build strong relationships with your customers. But how do you do that? The obvious answer is by using a customer relationship management (CRM) system.

A traditional CRM database was used to achieve goals more straightforwardly. Initially, it was only used for gathering, storing, and structuring data for easy access. It didn’t play any role in the process of analysis and interpretation of data to provide meaningful insight.

Customer Relationship Management (CRM) is a vital requirement for large and growing businesses operating in a competitive market. A variety of tools and software enables the sales and marketing department to build and strengthen customer relationships. 

Artificial Intelligence has made it easier to predict user behavior and needs. AI combined with CRM enable businesses to enhance their customer relationships. Artificial intelligence, or AI, refers to the ability of machines to think and understand like humans. We have now provided machines with some capabilities that can do much more than just collecting and storing of data. With the help of AI, a system can process a huge chunk of data, analyze it and detect patterns to predict behavior, and also use the same insight to calculate risk.

AI has great potential to boost the output of CRM tools. AI can provide a clear view of the customer’s entire journey from the prospect stage to retention. Artificial Intelligence is steadily redefining the future of CRM systems. With the advancement in Artificial Intelligence, the field of automation is becoming broader. It prompts customer relationship stakeholders to focus on more pressing issues. In short, it will elevate the customer experience from the first touchpoint to after-sales service.

How AI is Redefining the Future of Customer Service

Intelligent Automation: AI coupled with CRM will enable organizations to restructure their workflow and automate manual processes intelligently. It can be used to evaluate sales funnels, predict customer behavior, and predict ROI with maximum accuracy. With predictive analysis, AI can enable businesses to use historical data to make predictions about the future and take relevant actions.

As mentioned before, AI can help predict customers’ behavior based on past interactions. It uses the same insights to evaluate the sales funnels and forecast market dynamics with maximum accuracy, allowing businesses to take relevant actions that will have a positive impact, restructuring, and automating the workflow, depending on the insights. For instance, it can help with lead scoring and assist in lead segmentation based on demographics, sales records, and more. 

Efficient Management of Data: Nowadays, a vast amount of information is generated every hour by interactions with consumers. This data can be used to gain insights into predicting buyer’s behavior and formulate your business strategies accordingly.

Artificial intelligence is a useful resource when it comes to collecting and processing a massive amount of data. AI can help centralize all data from different social channels and digital interfaces into a single platform — CRM. It can then easily interpret and analyze them and provide value to the company’s objective. 

In essence, it will help effortlessly manage the marketing department by enabling them to respond to customers more quickly and efficiently. 

Advanced Customer Service Capabilities with NLP: Natural Language Processing is defined as a type of machine learning. It understands words, sentences, and the context of your customer care queries. As a subset of artificial intelligence, Natural Language Processing interprets and analyzes customer’s verbal statements. When it’s done, it provides them with an answer without any human intervention.

Natural language processing in Artificial Intelligence is an essential speech recognition capability that can read, convert, and make sense of human languages. NLP can help the CRM system to meaningfully analyze the textual context of customer emails and send them a precise response and it can also provide real-time advice for sales pitches. NLP combined with CRM tools can help businesses to reveal their brand sentiments accurately, which will ultimately affect marketing efforts. 

Transform your Business with Our Artificial Intelligence and CRM Expertise

Commercient provides CRM and ERP software integration solutions. We integrate +85 ERPs with Salesforce, Microsoft Dynamics CRM, Sugar CRM, Zoho CRM, and HubSpot CRM.

Commercient’s out-of-the-box “SYNC app”  is so easy to install. There’s no coding, no mapping, and no servers to manage on your end. Just download and go with easy access to sales and customer data when and where you need it.

Commercient SYNC can be set up to synchronize your ERP and CRM data as frequently as your business requires, once a day, every hour, or in real-time. SYNC is configurable to your company’s unique needs.

Examples of AI and CRM

Salesforce Einstein: Salesforce Einstein is the first comprehensive AI for CRM that is designed for business to be smarter and more predictive about potential customers. Einstein is powered by deep learning, Machine Learning, Predictive Analytics, and Data Mining.

Zoho: Zoho has a conversational AI assistant called Zia. It assists customers with everything from simple responses to complex analytics. We at Commercient integrate Zoho products with CRM systems to manage products, sales, marketing, recruitment, social media, and more.

Sugar CRM: Sugar CRM has recently launched an AI product called Hint. It automatically searches, tunes, and inputs personal and corporate profile details of prospective customers.

Conclusion

A CRM is considered as the backbone of any business organization. In the end, you will see a vast improvement in the company’s bottom line. Investing in AI can help your business optimize various back-office processes –  your business will improve customer service, improve customer engagement, and increase retention rates. Artificial intelligence will help create a better experience for both customers and sales representatives. The combination of AI and customer relationship management is a gateway to a profitable business. 

How to Automate Workflows With a CRM And ERP Integration

In order to get the most out of your ERP and CRM’s, automating workflows would work best through the seamless integration of data between your ERP and CRM. To be able to elaborate on this, we need to discuss and gain a better understanding of what ERP and CRM’s have to offer your business, by providing examples of ERP and CRM data integration, and how to automate workflows.

Let’s define what is an ERP and CRM Software:

ERP stands for enterprise resource planning, ERP systems deal with financial data, supply chain management, and payroll. Businesses need an ERP system to assist in lowering costs and increasing revenue by having their communications and business functions consolidated. ERP systems are there to prevent repetition, arrange pricings, and assist teams in speaking to each other. To summarise, the ERP system looks at all aspects of a company. 

Examples of ERP systems in action:

  • It updates accounts and processes orders;
  • Manages employees on payrolls that deal with benefits, income, and stores personal information about employees;
  • You can track any manufacturing processes and create alerts for every phase of the process;
  • Supply chain management that consists of manufacturing, distribution and purchasing; and
  • You are able to track processes in and across departments.

There are about 85+ ERP’s and some examples are, Sage, Quickbooks, Acumatica and Netsuite to name a few.

On the other hand, you have CRM systems – customer relationship management systems deal with the interaction between potential and current customers, ensuring they enjoy their experience. It’s all about delivering a service that is timely, reliable, and consistent because if that can be delivered, the business will have more of a chance of having customers that are loyal, and that will increase sales. Therefore, CRM systems are mainly used for customer service, sales, and marketing departments. 

To illustrate CRM systems in action:

  • Assist in high-quality customer support;
  • Streamlining the process for sales;
  • The response time will be more efficient;
  • Leads and opportunities can be pursued more effectively; and
  • You can draw up reports to analyze how the customer interacts with the business and their purchasing pattern. 

Some examples of leading CRM systems Salesforce, Hubspot, Sugar CRM, Zoho, and Microsoft Dynamics 365.

Data Integration and workflow automation

Every business would like to streamline their data, in order for day-to-day processes to be more efficient so they can deliver expedited service to customers. If you have a separate ERP and CRM system without them being integrated into one system, it becomes tedious and hard to manage, and not only that, you will have to keep track of when to synchronize all the data. The workflow of data will become slower and there are more risks of running into numerous errors.

Data integration between your ERP and CRM has numerous advantages, as your business will be able to share one database between all employees, which means the following: 

  • 360-degree view of customers and products;
  • Employees can access information at a faster rate;
  • Avoid manual data entry and the risk of duplications;
  • There will be better inventory, order, and quote management;
  • Better quality control; and
  • Better mobility meaning employees can collaborate easier and faster.

But, now how does ERP and CRM integration play a role in automating workflows?

Well, workflow automation is a logical method of automating any manual task or work for an employee or worker and consists of knowing what tasks employees or workers do and automating them through technology. By integrating your ERP and CRM data, you have already created a ground for workflow automation. It is ideal for any business because it helps with;

  • Data accuracy;
  • Avoidance of manual data entry by employees;
  • Productivity; and
  • Efficiency. 

But how can one integrate their data to automate workflows?

Commercient SYNC makes data integration simple and user-friendly. Information is made available on a platform accessible to all employees. Through SYNC, data is transferred from your ERP to your CRM and from your CRM to your ERP and stored according to the business needs. Through this, Commercient assists in automating workflow because once the two platforms have been SYNC’ed, there will be a streamlined workflow that eliminates unnecessary work and your employee’s productivity will increase. Unlike traditional data integration tools such as an ETL, there is no coding, mapping, or server required through Commercient. Here is a video to prove it.

Contact us today and get your department’s workflows automated with SYNC!