Tag Archive for: CRM Systems


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.


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:


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.


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


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

CRMs are designed to manage the most valuable asset of a company—the customers. As a customer management tool with customization options, pipeline tracking, and reporting and dashboard features it makes sense why company executives would want to maximize the user adoption of their CRM. Not to mention, a CRM can be a significant financial investment, so naturally, companies want to be sure that employees are using a CRM to its fullest potential. 

But all too often it seems, an organization purchases a shiny, new CRM and people are hesitant to use it. It’s like a 16-year-old who is given a brand-new Ferrari on his or her birthday with all of the bells and whistles who doesn’t want to jump in the driver’s seat to take it for a spin around the block. 

So, why are employees so hesitant to climb in the driver’s seat of this beautiful Ferrari and push the pedal to the metal? Often, this is because the CRM focus is Executive-driven instead of Sales Team driven. The Executive team provided a Ferrari with amazing executive-focused reports and dashboards, but the Sales Team’s focus is very different, and to keep going with the analogy, they wanted a Lamborghini. They need the bells and whistles that are directly related to their daily responsibilities, which are quite different from the information Executives are looking for.

Now the question becomes, what bells and whistles do the Sales Team need? While a CRM provides amazing pipeline features, something that is missing is the historical data of a customer’s past purchasing habits. Before a Sales Team representative gets ready to reach out to a client about their next order, they may want to ask themselves these questions: what did they buy last time? What price did they buy it for? How many did they buy? Do we have that in stock? Did they pay for it yet? In an Executive focused CRM, a lot of this data is siloed away in other systems, like the ERP. Therefore, Sales Team members need to look in multiple systems for the information they want, or they have the additional step of reaching out to the accounting team for more information. But what if there was a better way?

There is! Tailor your CRM to the Sales Team’s needs with integration between the ERP and CRM. Give the Sales Team the Lamborghini they deserve with increased visibility of the information they need at their fingertips to quickly and independently drive their sales. 

It’s really a very simple solution to this common problem… If you want to increase user adoption, you need to provide access to the information the users need, and that is made possible through data integration.

For a robust and reliable ERP and CRM data integration solution contact Commercient today!

Technology Trends Driving CRM Software

In a world of fast pace moving technology, we might often wonder if there are faster and more secure ways of keeping your customers information in one place. There is a variety of software designed to keep up with customer relationships and their data, and this is when Customer Relationship Management (CRM) comes in handy.

You might be wondering what a CRM is – it is software designed to assist in improving business relationships by overseeing the interactions between potential customers and customers. CRM is there to accommodate processes within an organization, that can lead to increased sales and profitability, building strong relationships with customers and improving customer services. By having a CRM, all customer data is stored in one place in which you can see all their personal information, history, orders, or any obstacles they are experiencing.

CRM’s include many benefits such as:

  • Reliable reporting
  • Improved contact management
  • Teams across departments can collaborate more efficiently 
  • Improves customer loyalty
  • Optimizes marketing 

Since CRM and technology have been growing, there are certain trends that are driving the software to expedite daily business operations and make customer’s journeys flawless. What are the technology trends driving CRM software?

1. Using data strategically

When a company gains potential customers, numerous data is produced in the sales or marketing department, by having CRM the data is unified and stored in one place making it easier for employees to access the data to satisfy the customer’s needs.

2. Artificial intelligence 

Artificial intelligence with CRM is a necessity as manual tasks can become automated which will free up a sales department time. Chatbots are also implemented through artificial intelligence and are equipped to handle service requests by capturing the customer’s important information needed to handle those requests. Not even that, usage patterns of marketers can be identified and data can be collected, then analyzed for leads and to predict customer trends.

3. Making CRM Mobile

Salespeople are always on the go and by having a CRM, they can access the information anywhere and at any time they need to. They can access any leads or opportunities that can result in customer interactions being dealt with faster. This can assist in boosting productivity since all the data is organized and in one place, which means a salesperson can respond to requests straight away. It will also increase sales since a salesperson won’t have to spend time searching for information.

4. CRM Becoming Social

CRM allows interaction in real-time and having CRM that is social, customers can be engaged with on any social media platform. Since social CRM operates on social media platforms, there are techniques and technologies that allow businesses to supply real-time feedback and programs to support customers. In addition, brands can use social CRM to identify customers buying patterns and behavior.

5. Workflow automation

CRM’s are useful in helping businesses automate their workflow as it helps determine whether certain tasks should be done by a machine or a person to provide the best customer service. In a CRM there is task automation that provides guidelines on what actions to take for an employee to assist the customer. The task automation functions are based on information received from the profile of the customer, and the circumstances surrounding the business. Not only that but, by having task automation it assists in distributing work amongst employees or machines. It, therefore, assists salespeople in reducing their time on tasks,  duplications of work is avoided and each stage of the sales process is looked at to make sure the correct steps are taken.

6. Data integration – Third-party systems and IoT

CRM’s are designed to deal with large amounts of data from different platforms, the data is able to integrate more easily through third-party systems and the Internet of Things (IoT). Third-party systems operate through web services as it delivers, for example, cellular services, subscription services, or GPS’s. Since CRM operates in the cloud, there are protocols in which data can be retrieved through the web services. This type of cooperation provides seamless communication with other sources of information in order to provide efficient customer services. IoT also plays a role in the trend for CRM as there are devices that will be able to detect and send issues about products, maintenance issues, or inappropriate usage. 

7. Technology – ease of use

Since data can be stored in one place with CRM, it will be easier to find and analyze, as well as, it can connect with other technologies making the process of interacting with customers easier and more efficient with no data duplication.

Commercient provides an app called SYNC that can integrate your data between your ERP to your CRM or your CRM to ERP in real-time with no mapping, coding, or ETL. Since there are technology trends driving CRM software, Commericent can provide a 360-degree view of all your data within sales and marketing to satisfy your customer’s needs in an efficient manner. Using SYNC to integrate your data, it will all be stored in one place which prevents salespeople or employees from searching for data in numerous places in order to perform tasks according to the customer’s request, and duplication of work is prevented.

Contact us to start reaping the benefits of digital technology!

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 solutions help businesses in streamlining day-to-day operations and increasing profitability in your organization’s sales, marketing, and customer service departments. Enterprise Resource Planning software on the other hand integrates business processes across finance, HR, distribution, manufacturing, and all 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.

  • Whether sales are a fundamental part of your business operations or not, remember that a CRM tool is not only for customer management. By integrating your CRM software with your ERP system, your company will gain advanced tools for streamlining relationships between sales representatives, the back office, and operations.
  • Automated updates will keep both your systems in sync that is crucial for when changes to operations are applied or different requirements are added. For example, any changes made in the ERP will immediately (in real-time) be reflected in the CRM system, and vice versa. Since the data in the ERP and CRM system is defined in the same integration solution, you will always have consolidated and consistent reliable data. 
  • 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 sales representative point, a CRM tool gives you a clear picture of which campaigns are performing well, while the ERP system reveals the best selling products. With this data combined, operations are able to forecast product demand with more accuracy. This is vital because having less or too much inventory impacts your business bottom line. Excess inventory ties 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.

Order processing is also sped up. When a salesperson captures an order in the CRM system, the data is automatically transferred in real-time to the ERP, which eliminates manual data entry from printed reports, emails or forms, making the lives of both manufacturers and salespeople easier.

Overall, when you have an ERP and CRM data integration, you get to create a seamless and streamlined workflow that eliminates the tedious work of entering the same data in various systems. This can save your company time and money in labor costs and reduces data redundancy errors (human error) 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!

When asked how they feel about a company’s CRM system, some salespeople respond with, “It’s too complex, it’s time-consuming, it’s not user-friendly, it’s frustrating, and it’s designed specifically for management.” This is how many salespeople view CRM today – they view it as an unhelpful tool.

So, how do your salespeople view your CRM system? You want them to love it, right? In this post, we’ll show you just how you can make your salespeople fall in love with your CRM system.


Involve Your Salespeople With Choosing The CRM System

In addition to choosing a CRM solution that is easy to use, easy to train, and easy to set-up and maintain, you should also consider involving your salespeople in the entire CRM selection process to get their buy-in. This will help them be more optimistic about your new system. In fact, the more ownership your salespeople have in selecting your new CRM system, the more likely they will be to adopt and come to love it.


Training, Training, Training

Your CRM system will only help to improve sales performance if your company adopts a smart approach to training and development. Without proper training, your salespeople might become frustrated and lose interest in their work altogether.

Geoffrey James of Inc.com recommends using managers as trainers. He says, “When sales managers are responsible for training the reps, it not only guarantees that the managers learn the system, but it also makes the managers into the sales team’s first line of support. A ‘train the trainers’ approach thus helps everyone work to more closely to ensure that the system becomes integral to the sales effort.”

Training is the best way to give your employees the level of understanding needed to make your CRM system perform well. And, when you provide the right training program, they will be more inclined to use the system.


Integrate Your CRM And ERP Systems

When your ERP and CRM systems are not connected, it leaves you with multiple databases that can result in a cluttered view of business processes and disjointed operations. And, if your CRM system is filled with duplicate and incorrect data, your salespeople will cringe at the thought of using it. However, if you integrate your sales CRM and accounting ERP systems, everyone in your organization will be able to use the same data. CRM and ERP integration removes the duplicate data and provides the same rules for each system.

Commercient’s SYNC, an industry leading ERP and CRM data integration app, is unique in that it installs quickly, works right out of the box, and costs 60 to 80% less than traditional ETL tool sets. SYNC establishes a “heartbeat” synchronization of data between your EPR and CRM. As each system’s data changes, the changes will automatically SYNC between the two.

For example, our SYNC app makes it possible to see your accounting data in your sales system, which keeps you and your team up-to-date with changes made to your ERP and CRM simultaneously. This allows your sales team to do what they love, and do it well – sell!


Get Regular Feedback

Getting regular feedback from your salespeople – that is, listening to their needs and issues, then acting on their feedback – is a great way to encourage the adoption of your CRM system.

Sean McPheat, MD, of MTD Sales Training says: “Ask [the sales team] for their input in designing the system from the outset if you can and make it as simple for them to use as possible. The system should be molded around your sales process so at any stage your sales people know and understand where each of their prospects and clients are in the sales cycle. The people that are going to use it should be the ones to help shape what it looks like and to have an important say in what it should and could do.”

Need more help with your new CRM or want to know more about our SYNC data integration app? Reach out to us today!

Over the last two decades, the CRM industry has evolved into a thriving global phenomenon. In 2016 alone, CRM software totaled $36 billion in estimated value. In addition, its value is projected to exceed $40 billion by the end of 2017. That’s not all – here are some other surprising facts you probably didn’t know about CRM.

  1. 87% of businesses use cloud-based CRM.

Cloud adoption is constantly on the rise, and the employment of on-premises solutions is quickly becoming obsolete. In 2008, 88% of businesses employed on-premises solutions, but today, only 13% do – the other 87% use cloud-based solutions.

  1. 65% of companies who use Mobile CRM meet or exceed their sales quotas. (Innoppl Technologies)

Mobile CRM  provides salespeople with immediate access to pertinent data anytime and anywhere from any device. By having information at their fingertips, salespeople can spend less time searching for contact information and more time selling.

  1. A properly implemented CRM system can yield an ROI of 245%. (Forrester)

According to research conducted by Forrester, if a CRM system is implemented correctly, businesses can see a return on investment after only four months. Commercient’s SYNC, an app that integrates ERP and CRM across the enterprise, estimates that their apps can get you live in days with enterprise-scale CRM and can boost your ROI a further 500%.

  1. 30% of businesses integrate their CRM with their ERP. (Connecting Software)

It makes good sense. Once your front and back-end processes are automated, the time-consuming manual data entry is obsolete. Processes will be seamless, and costs will be reduced. CRM to ERP integration is Commercient’s specialty, so talk to us about how we can save you money and time.

  1. 74% of businesses using CRM report better customer relationships. (Software Advice)

With CRM, businesses can better communicate with their customers, resolve customer issues more easily due to quicker response times, enhance customer loyalty, and offer customers what they really need. It can help you improve customer experiences and build stronger customer relationships.

  1. 22% of salespeople still don’t know what CRM is, and 40% still use informal methods like spreadsheets and email programs to store customer data. (HubSpot State of Inbound)

Many salespeople misinterpret the value of CRM and think that it keeps them from the main task of selling, but CRM can help salespeople in so many ways. It can help salespeople be more productive, help them to prioritize follow up activities, increasing their mobility, and enable them to spend more time with customers.

  1. 85% of companies that buy CRM software to automate sales do not pick the right tools because they fail to define business objectives or develop processes for meeting objectives. (Gartner)

Before adopting a CRM software solution, business objectives must be clearly defined; moreover, as a business, you must understand customers’ needs and decide how ready you are to meet those needs.


You’ve found the perfect Customer Relationship Management software. Now you need to maximize the benefits of your CRM. Commercient can help you do that by integrating your CRM and ERP data. Talk with one of our experts today.

If you work in sales or marketing you’ve probably heard the acronym CRM before if you’re new to the game though, you might be wondering what CRM is and why this short term is so important.

CRM Defined

CRM, otherwise known as Customer Relationship Management, refers to software that helps companies track interactions with customers and manage the data and information associated with those interactions.

If you’re using CRM software you can store customer and prospect information, accounts, leads, sales opportunities and more within the system. These systems are valuable to fast-growing companies because they help you keep up with and manage your customer relationships.

What Can CRM Systems Do?

Their capabilities vary between systems but almost all of them can store customer and prospect information. Some provide you with the ability to log calls, email prospects, or even glean information from social media profiles.  

More advanced CRMs will provide account executives (sales reps) with the option to display their team’s pipeline, create sales forecasts, and even schedule meetings with potential clients all within the system. Regardless of the features, the whole point of utilizing the software is to provide your team with a more efficient way to interact with your customer base.

Do You Need One?

The short answer? Yes. Every company wants to grow and CRM software enables them to do that. If you’re a small company you may only need a CRM system to help you get your data in the cloud to start. But as you grow, it will be beneficial to have that CRM system in place to assist with things like team collaboration, gathering insights from social media data, sending custom emails, and getting a 360° view of your business.

If you haven’t already done so, it’s time to ditch the Rolodex and headaches that come with using Excel spreadsheets to keep track of everything. Sure, these things work fine when you’re just getting started. However, they won’t cut it for long once your business starts to grow like you’re expecting it to. You need to be prepared for all those growth spurts you’re going to hit and one of the most useful things that you can invest in is a CRM system.

How Do You Choose The Best Option?

There are tons of CRMs out there—Salesforce, Microsoft Dynamics, Oracle Sales Cloud, Zoho CRM—just to name a few, that could work for your business. It all comes down to the features you need the most. If you’re having trouble choosing one, ask yourself these questions:

  • How do we primarily interact with leads? Is my primary form of interaction phone calls, social media, emails, or a combination of all three? Research how different CRMs could make prospecting easier for your account execs (AEs).
  • Does my sales team have a defined process for whom to call and when? If you don’t you might consider investing in a CRM that gives your sales team clear insight into your most engaged prospects.
  • Does my company work on big B2B deals? Do we interact with a lot of people within one organization? If the answer is yes you should look into a CRM that makes pulling and organizing specific data a breeze.

The best thing you can do to figure out which CRM is right for you is talk to the people who are doing all the interacting and selling in addition to the higher ups of the organization. This will help you determine the features your team needs as a whole.

Making A Decision

Once you’ve found the perfect Customer Relationship Management software the next thing on your to-do list should be finding a solution that will help you maximize the benefits of your CRM in addition to your ERP software.

But that’s another post for another day. If you’re interested in learning more about an application that can help you do just that (integrate your ERP and CRM data into one master system) give Commercient a call! We’d be happy to tell you how our data integration application, Commercient SYNC, does just that.



Microsoft Dynamics CRM

Oracle Sales Cloud