The Covid-19 pandemic has forced businesses to maintain and build relationships with consumers from a distance. With the “new normal”, businesses are now facing tension between generating sales during a period of extreme economic hardship and respecting the threats to life and livelihood that have altered consumer priorities and preferences.

Businesses that cannot supply the demand of their stakeholders are struggling, some might even be closing their doors, while some are learning how to adapt and pushing past this crisis. The rapidly spreading of businesses shutting down has proven the advantage of digital technology and readiness also shown how software platforms enable work to be done remotely. Whether for telecommuting, product fulfillment, or service delivery, modern technology systems have helped optimized operations in the face of limited person-to-person contact to comply with social distancing.

Here are four ways to manage your customer relationships during and post a crisis like the COVID-19 pandemic:

  1. Help Your Customers by Guiding Them Through the Changes: Stay ahead of the information curve. Set up robust media monitoring systems to stay educated on the outbreak. Offer your customers online learning opportunities. To keep your customer relationships strong during COVID-19, provide your customers with intelligence, guidance, and direction that makes your value delivery a seamless interaction. Stay on top of and ahead of all shifts, and provide regular updates on closings, delays, product changes, and promotions to keep your clientele informed and appeased. Learn what your audience needs and help them discover how your service will best help in these trying times.
  • Run webinars
  • Use media monitoring software
  1. Empathize and Communicate Like a Human: Provide employees with messaging to share with customers and partners. Be truthful about what you don’t know and avoid sweeping statements that may prove to be false in the coming weeks. Striking a balance between natural and professional communication in a time of crisis can seem tricky, but whatever you say to your customers right now must come from an honest place while still respecting their boundaries. Be mindful of how your service affects each of your clients, as well as how COVID-19 is affecting their lives and their own business.
  • Create a landing page dedicated to your clients during these trying times with FAQ’s, You can easily take a news plugin for this function.
  • I recommend enabling external comment functionality for improved feedback from customers.
  • Allow your customer service and sales teams to offer reduced prices or increased services during this time to customers
  1. Keep What Works But Adapt Quickly: Some companies may have advanced their digitalization capabilities in the past few years. These companies are likely experiencing, at least in the short term, only a moderate impact due to the global pandemic. By shifting their operations to remote work via online conferencing and communication tools like Zoom and Slack, most projects continue.

In disruption, operational challenges need solutions, cash management and liquidity need to be adjusted for the changes in demand and communications and leadership must be expanded into the digital space. If your company was not online before, it’s likely online now. In a fast-changing marketplace, aggressively pushing new solutions into the market may help some companies. Many business issues resulting from disruption due to worldwide efforts to contain the spread of COVID-19 will need quick fixes and solutions. They are also the beginning of new problems.

4. Leverage Technology to Generate Value for Your Customers:  In collaboration with marketing automation tools, you need to ensure it’s integrated with channels from which data can be pulled. Once you have the data, it needs to be analyzed and segmented to an individual level and then utilized for personalized customer communication via marketing automation. Every part of this process should be speaking to the other parts for maximum efficiency, information, and results. Depending on your business your data collection channels can be CRM; Website; Email marketing platform; Mobile app; Event management tool; Social media; Online store; ERP system.


During the pandemic having accurate data is key, it helps in making decisions based on your business’s day to day operations. Your goal as a business leader during this time should be to increase customer engagement and position yourself as a reliable, value-add partner who goes above and beyond during difficult times.

With an app like Commercient SYNCyou can grow your business from anywhere in the world using cloud software, automate sales, and become a fully digital business. Commercient’s SYNC’s application makes it possible to see your ERP data in your CRM and vice-versa since it can be used on any device. In addition to this, you will need a way to ensure that you have access to accurate, complete, and up to date data in your ERP and CRM.

Talk to us now to get on the digital business train!

There comes a time when managing your client’s databases via thousands of spreadsheets, hopping from one system to another to find leads or customer data, or navigating amongst sales opportunities by checking scribbles on Post-it notes is no longer an option.

In order to effectively handle business operations and to improve the efficiency of your business, you need a robust customer solution where you can capture customer data, track incoming leads, segment customers into meaningful groups and create a structured workflow. Customer Relationship Management (CRM) systems work best for small businesses to maintain strong relationships across the board. In a CRM, all employees can record customer interactions with the company, create personalized messages for a targeted audience group, implement lead nurturing and lead scoring techniques, automate work processes, and much more.


Let’s take a look at factors to consider when picking a CRM software:


  • Define your business needs
  • Do I need to increase lead generation? Look for a CRM that delivers strong and agile lead generation software.
  • Are deals getting stuck in my pipeline? You’ll want a CRM with strong sales reporting, so you can identify the bottleneck.
  • Do I need to better access my contact data? Purchase a CRM that provides easy access to a 360-degree contact view.
  • Do I need to increase efficiency across my teams? Look for a CRM that can automate as many manual processes as possible.
  • Do I want easier access to insight around my results? Your best bet is a CRM that provides customizable dashboards.
  • Is my sales team unable to convert leads? A CRM that provides lead scoring so that you can qualify leads and identify the most sales-ready prospects will help.
  • Price of CRM for small business

Most CRM software providers offer a free trial and offer per-user pricing. Before making the final selection, it is advisable to take advantage of the free trial and consider the price your organization can afford on such a plan.

  • Ease of use/learning curve

Will your team be able to easily use the system? User-friendly CRM software is what your small business needs, so having to spend money on training might not be a great idea. Research reviews and find out if the CRM is easy to use and novice-friendly

  • Availability of customer support

You might have technical questions that only the software provider can answer-finding one that offers customer support without any delay is the key to success for any business. Your business needs complete and unhindered access to support that doesn’t allow geographical boundaries or time zones to come between you and support.

  • Marketing features

All-in-one CRMs include marketing automation software. The capabilities coming out of such software will let you do things such as:

  • Email marketing
  • Build landing pages and web forms
  • Score and qualify leads
  • Run multichannel marketing campaigns
  • Track the results of your efforts
  • And much more

An all-in-one CRM eliminates the need to spend more money on a stand-alone marketing automation solution, making it a great choice for small businesses.


It’s more than likely that you’re already using other software systems in various departments of your small business. Commercient SYNC, the #1 data integration platform can help you integrate your existing systems, such as your ERP and CRM solutions. A systems integration will ensure the right information is available to your organization.


Your sales team will have access to ERP data directly in CRM, such as customer information, sales history, invoicing, serial numbers, inventory, multi-ship to addresses, and much more. With two-way sync, new accounts and orders are integrated from CRM to ERP. This gives you a 360-degree view of sales and marketing.


Revolutionize the way your organization does business and expedite all processes by getting an advanced CRM system.

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.

Traditional CRM was used as a database 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 critical requirement for large and growing enterprises operating in a competitive environment. A variety of tools and platforms enable sales and marketing professionals to build and strengthen their customer relationships. 

Artificial Intelligence has made it easier to predict user behavior and needs. AI and CRM together 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 an abundant potential to boost the output of CRM tools. It can provide a holistic view of the customer’s entire journey from the prospect stage until retention.

Artificial Intelligence is steadily redefining the future of CRM. With the advancement in AI, the scope of automation is becoming wider. It will prompt customer relationship stakeholders to focus on more pressing issues. In brief, it will elevate the customer experience from the beginning to after-sales service.

How AI is Redefining the Future of Customer Service

Intelligent Automation: AI and CRM integration will enable organizations to restructure the workflow and automate manual chores intelligently. It will be used to evaluate sales funnel, predict customer behavior, and predict revenue with maximum accuracy. With predictive analysis, we can enable organizations to use historical performance 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. It allows businesses to take relevant actions that will have a positive impact. It entirely results in 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 a type of machine learning. It understands the words, sentences, and context of your customer support queries. As a subset of artificial intelligence (AI), NLP interprets and analyzes customer’s verbal statements. Once it does, it provides them with an answer—all without human intervention.

Natural language processing (NLP) in AI is an essential speech recognition capability that can read, decipher, and make sense of the human languages. It can help the CRM platform to meaningfully analyze the textual context of customer emails and send them a precise response. 

At the same time, it can also provide real-time advice for sales pitches and course correction. NLP, combined with CRM tools, can help businesses to reveal their brand sentiments accurately, which will ultimately affect their 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 prospective 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 Oodles ERP, integrate Zoho products with enterprise applications 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.


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 will help you optimize various processes – improved customer service, compelling sales pitches, increased retention rates, improved customer engagement, and more. 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 more profitable business. 

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.

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

Remote work is on the rise. As a manager, how can you track the performance of your sales team, in order to establish trends and predict business growth as more companies embrace working with remote teams? 

Besides sales metrics, managers and business owners need to keep in mind aspects such as sales processes, efficiency, communication, and especially the creation of a remote work culture that employees have embraced and are committed to do everything they can to make it work for everyone: bosses, coworkers, stakeholders and customers.

This is the time to leverage the capabilities and advantages of cloud-based technology. Data doesn’t have to be siloed, or resting in desktop computers that only a few employees have access to. Data is here to be used, to optimize everyone’s work and, most importantly, to make decisions that help your company grow. 

Commercient SYNC has helped inside and outside sales teams to have access to key customer data in different devices, manage leads and opportunities, optimize their time in the field, be more productive, close deals, and provide an enhanced customer service. 

The technology is there, and in order to get the most out of those investments and truly make a difference in the company, a new culture needs to emerge. This is a process, it’s true, but just as Rome wasn’t built in a day, no change can come unless managers and employees take the first step towards a culture that embraces innovation and seizes new opportunities and trends.

As a company, Commercient walked the talk using Zoom for its global team communication, and to provide embedded live support in its unique training environment. Besides the security of the system and the frictionless video conferencing for staff and client meetings, Commercient chose Zoom to connect clients to a support technician via video in real time, in its VR environment to provide customers with an interactive guidance to implement its integration technology.

“Everything in this [virtual training environment] runs within a web browser, so one of the requirements was that the solution had to be able to run in a web browser,” said Richard Jenkins, co-founder of Commercient.

This change has made a positive impact not only in client onboarding and interaction, but in how the whole organization, sales, customer service and support interact with each other as well.

As a manager, you may have some concerns about how to successfully manage your sales staff and projects remotely. Here are some of the most common concerns and tips to tackle each of them to ensure goals are met and your team is as engaged as in the office (if not more):

Tracking People’s Time

This is especially important if your employees are hired per hour. How can you make sure that they’re working the corresponding hours each day/week? There are time tracking softwares such as Screenshot Monitor, that will allow you to see how many hours your employees are working on projects, and compare it with the invoices they send or the contract terms. 

If your company doesn’t work on hourly contracts, but project based or according to specific results, project management software such as Trello, Monday or Asana can work to track how many of those goals are met: how many calls were made, how many new leads, customers served, and more.

These are some tools Kelly Michael Skelton, System Architect at Fiber Optic Center, recommends in a recent article with tips to work remotely. He also recommends setting up a clear schedule. “Blocking off certain hours of the day for different tasks / meetings can help. I also make checklists every day of what I need to accomplish and what I hope to accomplish,” he explains. According to Skelton, these tasks may spillover into the following day, but it is still helpful to visualize responsibilities.

Choose The Right People

Can you “trust” your staff to work as efficiently at home as in the office (if not more)? Research shows people tend to be and feel more productive at home, but as a manager, it can be a challenge to correctly “assess” your own employees could make it work from home.  

There are some attributes to consider, such as discipline, proactiveness, being a self starter, and efficient time and stress management. Since they’re “on their own”, it’s important they feel personally responsible for getting things done, and communicate constantly with managers and coworkers as necessary.

Creating this remote work culture requires reinforcing these attributes in your team, and making sure any new hires have experience or the potential to develop them as well. Although is not possible to accurately predict a potential new employee’s performance in the job interview, there are questions you can ask: 

-Have you ever worked alone/remotely?

-Have they worked or managed a team that is not at the same location/country?

-Do you consider yourself a self starter? Can you give an example?

-Do you have specific, consistent habits in your routine (exercising, getting up at the same time, yoga, reading, etc.)

-Have you used project management software or CRM systems? How comfortable are you with this technology?

Project Timelines, Deadlines And Communication

In order to make everything work efficiently and meet goals, setting up firm project deadlines is a must. Especially with your team working from home, leaving projects hanging or to complete “when there’s some time”, is not going to do you, your employees or your company any good.

Time is money, and projects without clear deadlines is money lost in the long -and maybe not so long- run. Time is not something people “have”, it is something people “create” according to their priorities. So make sure your team has those priorities clear, especially during stressful times.

Deadlines need to be defined according to detailed and realistic project timelines, so your team knows what needs to happen now, and next, until the whole project is successfully completed. This doesn’t only help with the logistics, but reduces uncertainty and the stress that comes with it, since everyone is clear on their role at each step.

This cannot happen without clear and constant communication. To ensure everyone is on the same page and there are no duplicate efforts, technology has made it a lot easier: email, chat apps, video conference software for meetings such as Zoom, and remote team collaboration tools such as Google Suite and Quip (Salesforce).

As they say it themselves, with Quip employees can be on the same page without being at the same place. It combines documents, spreadsheets, and chat, to help distributed teams to work together effectively. For now, until September 2020, Salesforce has made this technology available for free.

Underperforming Team Members

Is there any team member struggling to meet deadlines or achieve sales quotas? Opening communication channels is crucial to find out what’s going on, in order to make decisions that correct any mistakes or deficiencies in the systems the team is currently using.

What can an open, thoughtful conversation do in these cases? First of all, you can detect problems the team is facing that you maybe weren’t aware of: communication problems among team members, a tool not working correctly, and even non-cloud based solutions that cause double data entry, duplicate efforts, errors, and data not synced between systems. 

That’s one of the main benefits the manufacturing company Gecko Alliance, a Commercient’s customer, perceives by using Salesforce and connecting it with their ERP, Infor Visual, through SYNC. At first, the Sales team showed some resistance towards the use of a CRM and other systems, since they felt like a struggle having to dedicate time to enter data into Salesforce. 

That has changed now. “In the last sales meeting, they all said ‘we can’t live without it anymore. This is our true source of data, this is where everything we do is happening.’ It pushed Salesforce into the front end for them. They know that without SYNC they couldn’t be doing what they’re doing right now,” said Elodie Martinez, Salesforce Administrator at Gecko Alliance.

Other useful tools are help desks and online FAQs pages, that can provide answers and resolve issues for employees and customers.

Reward Your Thriving Team Members

How about your top performers, those that consistently meet deadlines and reach -or exceed- sales quotas? If they’re working remotely, an “employee of the month” card in the office might not be the best way to show recognition, but there are other ways to show them how valuable they are to the team and the company. 

Mentions in the company chat can go a long way to show someone he/she is appreciated, and there are other perks such as rewards to meeting specific goals, bonuses, training/certifications at no cost to the employee… To keep a remote sales team motivated and thriving every time, having good communication is key to help them not feel isolated. Whether they work at the office or remotely, they all need to feel they’re part of a company that is up to do something great.

With a remote sales team, watching salespeople’s interactions with leads and customers is not always a possibility. That’s why it’s important to have processes in place that provide direction and clarify what’s expected from them every step of the way.

Having systems talking to each other and data that, instead of siloed, is easily accessible from any device goes a long way in helping a team to thrive. Remote workers need tools to help them optimize their time and resources, and Commercient SYNC can be a great ally in creating an innovative culture in your company. Let’s talk about connecting your CRM to your ERP today.

Customer Relationship Management (CRM) solutions help in streamlining day-to-day business processes and increasing profitability in a company’s sales, marketing, and service departments. Enterprise Resource Planning (ERP) software integrates business processes across finance, HR, distribution, manufacturing, and other business departments.

Integrating your CRM and ERP systems with Comercient SYNC gives your company improved sales processes, more accuracy in product forecasting, and the most relevant data stored in one centralized location. Your company might already be weighing the benefits of integrating the ERP and CRM system, let us take a look at how the CRM and ERP integration would be beneficial to your company.

  • Even if sales are not a fundamental part of your business operations, you should remember that a CRM tool is not just for customer management. By integrating your CRM software with an ERP system, a company is able to gain advanced tools for streamlining relationships between sales personnel, the back office, and operations on the shop floor.
  • Automatic updates keep both systems in sync with each other which is crucial for when changes to operations are made or different requirements are added. For instance, any alterations made in the ERP will be immediately reflected in the CRM system as well – and vice versa. Since the data in both the ERP and CRM are defined in the same integration solution, you will always have consolidated and consistent data that you can rely on.
  • The data integration between your ERP and CRM system with Commercient SYNC will add a new layer of efficiency to your company’s business operations. Integrated platforms have the ability to support multi-level assimilations, they are optimized to deal with different technology innovations in a flexible environment.
  • The latest information about product availability, which an ERP system provides, can result in more accurate shipment dates, which can then provide the opportunity for rush orders if the customer needs to receive orders faster. This can improve the company/customer relationship immensely. A happy customer is a returning customer.

From a salesperson standpoint, a CRM tool gives them a better picture of which campaigns are doing best, while the ERP system reveals the highest selling products. Combine this data, and operations are able to forecast product demand with a lot more accuracy. This is important because having too little or too much inventory impacts a company’s bottom line. Excess inventory can tie up revenue that could be better spent elsewhere.

When salespeople in an organization have access to the order history from an ERP system, in congruence with customer data from a CRM tool, they stand a better chance for closing a deal. ERP and CRM integration provides salespeople with all the necessary information even before reaching out to a customer. Not only does this speed up the collection process, but it also ensures sales proposals include the most relevant information.

Through a CRM viewpoint, the primary value is that it helps companies bring in new customers, providing a structure and process for turning prospects into leads, quotes, and sales opportunities. 

Order processing is also sped up. When a salesperson enters an order in the CRM system, the data is automatically transferred to the ERP – this eliminates the need for manual data entry from printed sales reports, emails or paper forms, making the lives of both manufacturers and sales easier.

Overall, when you have an ERP and CRM integration in place, you can create a seamless and streamlined workflow that eliminates the tedious work of entering the same data in various systems. This can save companies time and money in labor costs and reduces data redundancy errors that can ultimately result in unreliable data.

With an integrated ERP and CRM system, both sales and manufacturers can enter transactions (product orders or sales orders) or change customer records and have the updated information accessible to them at the touch of a finger.

Looking for more? Check out our ERP and CRM integration products here. Sign up and partner with us here or get our free Demo and start your integration journey with SYNC Today!

It’s that time of year again when you must generate those valuable reports your manager and company rely so heavily upon. We hope this reporting season went smoothly for you, but we all know that none of us are perfect and there are always ways in which we can improve.  

Finance and sales departments face the same challenges at the end of every reporting period, whether it’s month-end, quarter-end, or year-end. The departments must prepare financial reports and statements such as balance sheets, cash flow statements, income statements, management reports, and provide analysis of key performance indicators. 

During the reporting period, most managers want specific information about their product line, region, division, or stacks of data points throughout the organization. The more data required, the longer these tasks take. Fortunately, the revolution of analyzing data has come upon us, thanks to the availability of powerful tools in today’s digital market. Analysis can now fall in the hands of each user instead of relying on a technical genius or a financial guru to come up with fancy integration and complex formula management. 

For instance, Commercient offers a two-way SYNC app designed to integrate both your ERP and CRM data together, creating one master system for easy data access. Most organizations spend too much gathering the data to prepare reports. In today’s competitive business landscape, companies need to move beyond simply reporting; they need to analyze the data in the reports and adjust strategies based on results. Using Commercient SYNC can help businesses move beyond reporting and spend more time on the analysis of your key performance indicators.

Preparing your financial and management reporting for analysis – A data consolidation process is required. This can often be a complicated process—especially if there are multiple entities, currencies, or legacy systems. There are many software systems in most organizations— different ones for Personnel, Operations, Sales and Marketing, Services, and even Finance. Utilizing tools like Commercient SYNC makes the data avaliable for all departments with a simple click.

Distribution of reports to key stakeholders – Challenges may arise in the process of delivering reports and statements. Often there are different report requirements from different entities. Or maybe there are security issues that do not permit everyone to see the same reports. Multiple reports are required to deliver the same information to different levels of the organization. With a “reporting system” as opposed to a report, the Commercient SYNC integration solution handles this automatically. The application allows you to create a security hierarchy that automatically determines the required information on reports for specific users.

Perform variance analysis against plans and scenarios – During the planning phase, the finance and sales department can create multiple forecasts or plans based on different assumptions. As the results are reported, one can easily create a variance report to see which hypothesis was correct. Which in fact reinforces the methodology used to create the scenario associated with the presumption. Taking it a step further, the application supports re-planning capability at any phase in the reporting and analysis cycle.

Distribute re-forecasted plan and finalize approval – Once a new plan has been established, the system will distribute the new procedure the same way reports are distributed. The specific components of the plan should be distributed to the appropriate person, with security intact. Commercient SYNC will store the procedure centrally, allowing report consumers to compare actuals, a version that is secured and stored in one place. Others may distribute the new plan to all users allowing them to compare their data locally. This makes it easy for all users to access the same data at any time and from anywhere. It also means you don’t have to pay for any additional hardware such as on-premise servers or worry about data management and storage.

Track ongoing results – KPIs, or Key Performance Indicators, are performance metrics that measure specific goals for businesses across all sectors. Essentially, all organizations regardless of size generate data in their day to day operations. This data is then used to fuel KPI’s that have been created to measure performance against strategic goals for the business. The data is also used for the day to day management of the business, such as manufacturing-focused performance data or individual performance metrics. 

With Commercient SYNC, the finance and sales teams have much more data visibility making it easier to track KPI’s and stay up to date with changes made in the CRM and ERP system simultaneously.

Would you like to improve your reporting system and eliminate manual processes? Contact us today and ask us how we will be delighted to take you on an integration journey.

Editor’s Note: This is part of an ongoing series on digital integration, cutting-edge technology and CRM integration from Commercient. Our goal is to help modernize your business and improve sales.

In the not-too-distant past, the business world was less complicated, and not so reliant on technology. Those were simpler times. Disparate systems with scattered data and manual data processing were not a cause for concern. Today, these somewhat ancient practices will slow your business down. Your employees will lose precious time capturing, organizing and analyzing customer data. Manual processes put your data at the potential risk of human error, such as double data entry.

Your customers are at the heart of your business. That’s why every business needs a CRM system. Using a state-of-the-art Customer Relationship Management system, such as Salesforce or Microsoft Dynamics 365, is the best way to organize your customer and prospect information, but with the right tools, your CRM can offer your business so much more.

Why Using CRM Integration is Important to Your Business

Modern technology has ignited the competition for customers. To stand a chance of winning, a business needs to harness the full power of its data. This is where CRM integration becomes extremely valuable.

A CRM is only as good as the data it collects. By adding your ERP data to your CRM system, you get a complete, unified view of all your customer and sales data. This enables you track and analyze buying behavior, better understand your customers, make better data-driven decisions, and much more. CRM integration is one of the best ways to gain a competitive advantage, helping to increase sales and sustain your business.

Short-Term Benefits of Using CRM Integration

Many business don’t realize the potential benefits of using CRM integration. It can add immense value to your business and your bottom-line.

Here are some of the short-term benefits of using CRM integration:

  • A single source for all your data.
  • A complete, accurate view of all your customer data.
  • Access to sales history, invoicing, serial numbers invoiced, multi ship to addresses, etc.
  • Instant access to real-time data.
  • Reduces manual processes which increases productivity.
  • Enables more informed, data-driven decisions.
  • Improves lead tracking so leads don’t fall off the radar.
  • Makes it easier to follow-up on leads that didn’t close.
  • Increases the number of leads closed, which increases sales.
  • Improves customer relationships and customer service.
  • Increases customer retention.

Why Choose Commercient SYNC for Your CRM Integration Needs

Commercient is the leading application development services company specializing in CRM and ERP integration apps. Commercient has extensive experience in many industries, and has successfully integrated sales and accounting systems for many businesses. Commercient SYNC, the #1 data integration platform for sales, offers you and your company to help manage your customers, prospects, sales, etc.

Hatch Lighting needed a reliable solution for integrating their data between their Salesforce and SYSPRO systems. They chose Commercient SYNC for a tailored ERP and CRM integration.

With their SYNC in place, Hatch Lighting was able to grow their customer base by having a complete view of sales and marketing. Their sales process has become streamlined, and they can monitor the overall health of a customer. This enables them to speed up their sales cycle and increase sales. Read the success story here.

CRM Integration With Commercient SYNC

Today nearly every modern business relies on a variety of software to keep their operations running smoothly. It’s essential for businesses to have the right technology tools at their disposal to accomplish their goals and objectives.

Commercient’s data integration apps SYNC your ERP system with your CRM system, and also eCommerce platforms. They are completely customizable, and available for both one-way and bi-directional data integrations. There’s no mapping, coding, ETL or servers required, so you can focus on your business.

With your CRM and ERP data SYNC’d, your business will benefit from more precise targeting, improved sales and marketing engagement, aid in forecasting, and much more.

Click here to find out which ERPs and CRMs Commercient supports or check out our listing on the Salesforce AppExchange.

Get Started With CRM Integration

Is your business using a cutting edge CRM system? Make the most of your investment by fully harnessing the tools you already have and integrate your sales and accounting software. Become more efficient, increase sales, provide superior customer experiences, and much more with SYNC. Contact Commercient today for a free demo.

SYNC Demo integrate CRM ERP

Editor’s Note: This is part 2 of an ongoing series on digital integration, cutting-edge technology from Commercient. Our goal is to help modernize your business and improve sales.

Today’s business landscape has become data-driven and more competitive than ever before. Your small business will not achieve success or sustainable growth if it relies on rudimentary tools like manual spreadsheets to capture, store and analyze data. Using CRM software (Customer Relationship Management) can help your small business manage large volumes of data much more efficiently.

The ability to tailor your engagement process to suit each unique customer is an advantage that will help your small business stand out. With technology constantly evolving, modern CRM software now has more to offer small businesses than ever before.

Your sales team will be able to easily track and analyze every interaction with a customer or prospect. This will, in turn, increase customer engagement and help your sales team close more deals and win more business.

What is CRM Software?

CRM software is a system used by businesses to manage interactions with current and potential customers, as well as storing and analyzing historical data. Using a CRM system means you no longer need to maintain multiple spreadsheets of all your customer and sales information.

A good CRM solution will help your small business manage customer relationships better, improve customer retention and help drive sales growth. It will give you and your team with business intelligence to understand your customers better, and provide them with exceptional customer service.

Popular CRM Software for Small Businesses

The following CRM software was designed with small businesses in mind:

  • Salesforce Essentials
  • Zoho CRM
  • SugarCRM
  • Hubspot CRM
  • Freshsales CRM
  • Pipedrive CRM
  • And more

How CRM Software Can Help Your Small Business Achieve its Sales Goals

  • Automates daily tasks
  • Improves data accuracy
  • Increases productivity and efficiency
  • Increases cross-selling abilities which drives sales growth
  • Enables your sales team to target the right customers
  • Enhances customer relationships
  • Improves customer satisfaction, and helps you retain customers
  • Helps your sales team to find new opportunities and prospects
  • Increases team collaboration and communication
  • Improves the decision-making process
  • And much more

Must-Have Features of CRM Software for Small Businesses

There are plenty of CRM software options available to choose from, and they all offer many of the same basic features. However, when considering your options, make sure that your CRM solution comes with the following must-have features:

  • Contact Management
  • Leads Management
  • Opportunity Management
  • Campaign Management
  • Pipeline Management
  • Forecasting and Reporting
  • Workflow Automation
  • Third-Party Integration
  • Social Media Management
  • Reports and Dashboards
  • Mobile Application
  • Third-Party Integration

Some Factors To Consider When Choosing CRM Software

Choosing CRM software for your small business requires a comprehensive evaluation of your current business operations. Identifying your goals and objectives will help you decide what features and functions you need.

Here are some factors to keep in mind when choosing CRM software for your small business.

  • Deployment Method (Cloud-Based or On-Premise): Does it offer deployment method options?
  • Free Trials: Does it come with a free trial version?
  • Flexibility and Scalability: Your needs and objectives will change and evolve as time goes on. Is it scalable and flexible?
  • Third-Party Integrations: Does it support third-party integrations?
  • Mobile Support: Can it support a mobile sales team?
  • Easy to Use: Will your team be able to easily use it? Read our tips on how to fast-track your CRM implementation.

Get The Most Out of Your CRM with Data Integration

CRM is a powerful tool that can solve many of your business problems. However, many small businesses are not getting the full benefits out of their sales systems. One way to maximize the benefits of CRM is by integrating it with other business systems.

How Can Commercient Help?

It’s more than likely that you’re already using other software systems in other departments of your small business. Commercient SYNC, the #1 data integration platform can help you integrate your existing systems, such as your ERP and CRM solutions. A systems integration will make the right information is available to your team.

Your sales team will have access to ERP data directly in CRM, such as customer information, sales history, invoicing, serial numbers invoiced, inventory, multi ship to addresses, and much more. With a two-way SYNC, new accounts and orders are integrated from CRM to ERP. This gives you a 360-degree view of sales and marketing.

Don’t Lose Business to Your Competition

A CRM solution is a long-term investment that is necessary for the growth and success of your small business. Evaluate your business requirements and identify the CRM features and functions your small business needs. This will enable you to make the best possible choice.

Edgeware, a partner of Commercient, can implement CRM software to help ensure a positive return on your investment.

Contact Commercient today to find out how your small business can reap all the benefits of CRM and reach its full potential!

SYNC Demo integrate CRM ERP

Growth is the primary goal of virtually every small business today. But, as a business grows, using spreadsheets to organize and keep track of customer data becomes an increasingly complex task. Small businesses finding success require a more efficient system. The most effective way to manage customer data is to use CRM software, also known as Customer Relationship Management.

What is Customer Relationship Management (CRM) Software?

Customer Relationship Management – CRM software – is a specialized system designed to gather data pertaining to past interactions with customers and prospects in one place. CRM software can significantly improve business processes and caters to businesses of every size and budget.

Why Your Small Business Needs CRM Software

Customers are the core of every business. Without them, your business would not exist. Without an accurate view of your customers and prospects, your sales team will have difficulty following up on leads and staying on top of customers.

A CRM system provides businesses with an accurate view of all customer data. By using this data, businesses can better understand their customers needs and wants, and provide better customer service. CRM software can also help businesses manage and improve existing customer relationships, and enhance the customer experience, resulting in satisfied and loyal customers.

Basic Features of CRM Software

  • Contact Management
  • Lead Management
  • Campaign Management
  • Social Media Management
  • Email Tracking
  • Tasks and Deals
  • Reports and Dashboard
  • Mobile Application
  • Third-Party Integrations

Major Benefits of Using CRM Software For Your Small Business

  • Centralized location for all customer data.
  • Track history and status of all interactions with existing and potential customers.
  • Enhance customer relationships and retain existing customers.
  • Increase sales and marketing efforts.
  • Help your sales team close more deals which boosts revenue.
  • Segment customers so messages can be tailored to suit different groups.
  • Cross-sell products more effectively.
  • Increase productivity and improve team collaboration.
  • Make smarter data-driven decisions.

Benefits of Integrating Your ERP, CRM & Business Software

In today’s business environment, competition for customers has become increasingly fierce. Integrating your ERP system with your CRM software provides you with a holistic view of your customers, and will keep you one step ahead of your competition.

Having one system with all your customer data, sales history, inventory, terms, bill to and ship to addresses, etc., can eliminate the need for employees to manually share data. This will greatly benefit your sales and marketing efforts.

In addition, Commercient SYNC, the number one integration platform for sales, can connect your ERP data to your CRM software data, making valuable customer information from both sales and accounting systems available to the right people at the right time, all through a single interface. And from your CRM software, new orders, customers and invoices can be SYNC’d to your ERP. This will give you a 360-degree view of sales.

Top 4 CRM Software For Small Businesses in 2019

There are hundreds of CRM solutions out there, but not all are designed with the small business in mind. The best CRM software for your small business is one that has the capabilities and features that meet your specific business needs.

To help you make an informed decision, we’ve put together a list of the top 4 CRM software for small businesses in 2019.

  1. Salesforce Essentials
    A CRM is better than spreasheets. This out-of-the-box CRM software was designed to match the needs, budget, and resources of a small business. Salesforce Essentials comes with a setup assistant and in-app tutorials to help you navigate around the software with ease. With the help of Salesforce Einstein (built-in artificial intelligence), your teams will work smarter and be more productive. Salesforce Essentials is highly scalable, so you won’t have to transfer your data to another platform when your business grows. Salesforce Essentials is priced at $25/user/month.
  2. HubSpot CRM
    HubSpot CRM is an easy-to-use, cloud-hosted CRM software that is ideal for small businesses. With its customizable interface and mobile application, this software comes with all the basic features of a CRM. This solution is highly flexible and configurable, imposing no restrictions on the number of users or contacts you can have. HubSpot CRM caters to businesses operating in any industry, and best of all, it is absolutely free.
  3. Freshsales CRM
    This CRM software provides small businesses with the essential tools to help streamline key aspects of the sales process. This flexible and affordable software has all the essential features of a CRM, including an easy-to-navigate interface and superior analytics and reporting. Freshsales CRM is free to use for small teams, and allows you to migrate to a paid plan ranging from $12/user/month to $79/user/month, as your business grows.
  4. Pipedrive CRM
    Pipedrive CRM is a customizable software designed to help you gain control of your sales activities. This CRM software is easy to use and flexible across industries. It gives you a complete view of your sales pipeline and enables you to manage and track your deals. This solution makes it easy to plan events and schedule meetings allowing you to plan ahead and focus on what matters. Pipedrive CRM pricing ranges from $12/user/month to $59/user/month.

Keeping track of your customer data doesn’t have to be tedious and frustrating. CRM software can help you grow your small business, and set the stage for long-term success.

If you’d like to know more about how Commercient SYNC and IoT Pulse can help your small business with ERP and CRM, and ERP and business software integration, please contact us today.

SYNC Demo integrate CRM ERP