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What is Blockchain?

blockchain is a distributed database maintaining a frequently expanding list of records that are securely stored from tampering or revision. It consists of data-structure blocks that contain data or programs, with each block storing batches of individual transactions and the results of any blockchain executables. Every node is stored in a decentralized system and has a copy of the blockchain. There is no “official” copy that exists in any centralized system and no user is given more access rights than the other.

Data Security is no longer an afterthought or luxury, most of our private, personal, and sensitive information is stored and transmitted online daily, tight security is now a necessity for everyone. With so much more of our lives being online, we are starting to hear so much about data breaches and hacks than ever before. We are going to take a look at how Blockchain technology can enhance current centralized data security solutions, and help keep us safe and in control of our data.

Let’s take a look at how Blockchain can protect your data:

Encryption and Validation

The blockchain platform ensures that data is encrypted, making data modification a difficult task. You can also save a cryptographic signature doc or a file on Blockchain. This gives users a way to make sure files are not tampered with, without having to save the entire file on the Blockchain. Because  Blockchain is decentralized, you can always cross-check file signatures across all the ledgers on all the nodes in the network and verify that they haven’t been revised. When you look at the file, you can be guaranteed that it is the same version of the document that existed previously. If someone has changed a record, then the signature will be rendered invalid. Blockchain offers highly reliable data verification which can be trusted.

Difficulties in hacking

Blockchain is a chain of digital “blocks” containing loads of records and transactions. Because these records and transactions are not contained in a central location, blockchains do not have a single point of failure and cannot be revised from one computer. Records are decentralized and distributed ledgers across peer-to-peer networks that are frequently updated and kept in sync. Each digital block is connected to all the other digital blocks before and after. Hackers can break into traditional networks and find all the data in a single repository and extract or corrupt it, the blockchain makes this really hard.

Decentralized way of securing data

As mentioned above Blockchain is a decentralized technology it does not depend on a single central point of control. The best way to explain it is: it is a digital ledger of transactions with all the computers having the entire copy of the data. A lack of single authorized access makes the system more secure and fair. Blockchain uses advanced process protocols across a network of nodes instead of depending on a centralized system authority to securely transact with other users, validate transactions, and record data without it getting corrupted. As blockchain is a ledger of data it is very important that the information being stored is truthful and accurate. The data is saved on multiple computers rest assured it is highly secured even if one or two computers malfunction.

Blockchain is a growing technology worldwide, blockchain is now the perfect solution for companies to store data. The biggest benefit of Blockchain for companies is that it’s not just highly secured but it is also very reliable and transparent. Contact Commercient today to take the first step of securing your data, improve the security of your digital transactions, and optimize operations.

The Transportation and Logistics Industry faces more complex challenges compared to other industries because of the constant movement, multi-locations, and the fast-paced nature of the business structure. Transportation and Logistics organizations have critical back-office processes that can impact overhead and operational expenses. Transportation and Logistics organizations come across challenges like struggling to monitor the transportation lifecycle, fluctuating freight costs, freight movement monitoring, complex route planning, and supply chain management.

NetSuite and Salesforce integration allows your business to tackle challenges associated with data management and cope up with the increased transportation and logistics demand. NetSuite and Salesforce allow transportation and logistics organizations to stay competitive in an ever-changing business landscape by automating crucial processes to decrease cost and improve operational efficiency.

Why Adopt The Netsuite and Salesforce Integration Solution?

Integrated Budgeting and Forecasting: With fluctuating fuel prices and forever changing business operations costs, it is hard to manually track and forecast budget, but with NetSuite and Salesforce integration solution from Commercient, businesses can plan ahead and adjust budgets and allocation according to forecasted data, that improves financial stability, reduces cost and improves efficiency. NetSuite and Salesforce integration allows your businesses to improve their financial management through financial planning based on accurate real-time data.

Customer Relationship Management: Transportation and Logistics companies transact with other business entities and maintaining good relations with customers increases customer loyalty and more business in the future. The Netsuite and Salesforce integration gives your business complete real-time visibility to customers across multiple channels, which directly improves customer relationships and strengthens the customer lifetime value.

Business Intelligence: Commmercient SYNC has Real-time Business Intelligence. The Netsuite and Salesforce integration with commercient will give your business access to the latest in reporting and analytics giving you instant, real-time data visibility of all business and financial transactions. Commercient SYNC  allows businesses to generate accurate reports combining operational data, and financial data with (KPI) key performance indicators.

Inventory and Supply Chain: With Netsuite and Salesforce integration, inventory and supply modules are integrated to help your business track assets and available inventory.  In the Transportation and Logistics industry, your assets are always on the move in different locations carrying goods for different clients on multiple routes. NetSuite and Salesforce integration will allow your businesses to track your assets and your customer’s assets through multiple locations in real-time.

Global Business Management: NetSuite and Salesforce integration can take your business to an intelligent enterprise level, giving your business the ability to manage multiple subsidiaries, business units, and legal entities from several different locations in one unified cloud-based integrated system. This allows your business to easily adapt.

Choosing Commercient SYNC is a cost-effective and practical way to make sure your business operations run more efficiently while increasing visibility between your customer services, sales, front and back-office teams by having NetSuite and Salesforce integrated.

Contact your Commercient representative for more details, You can also find us on the Salesforce AppExchange.

Technology has advanced and has made day-to-day operations for businesses more efficient and seamless. CRM and ERP data integration can be done without changing any coding in your existing software. Commercient’s integrations are quick and easy to implement and do not require ETL, mapping, or coding, which reduces implementation costs by up to 80%. Your businesses can integrate and make use of their data within 24 hours without interrupting any of your daily operations.

More industries have started harnessing the great benefits of Commercient SYNC ERP and CRM data integration solution, after implementing the Commercient SYNC solution some of the greatest benefits quoted from our customers are:

  • With Commercient SYNC, SealRyt has a 360-degree view of customers. “Just allowing salespeople to be able to see the ERP data that they call or email us for every day, right in Salesforce, is going to be a game-changer,” Chilton said
  • “Our team has access to ERP data at their fingertips,” explained Gary Paul, Regional Sales Manager, at Protectowire. “Prior to SYNC and Salesforce, we didn’t have any visibility on what was happening with the company.”
  • “Commercient’s pricing and support were the main keys, and the support has been pretty amazing so far,” said Kaushik Loke of Abelian “The entire setup of the SYNC was handled by Commercient, who was able to coordinate with the client to ensure al; the requirements were in place for their ERP and CRM integration.”

Here’s Commercient’s 2020 top ERP and CRM integrations:

Hubspot CRM & Sage Integration: Sage CRM and HubSpot each serve important functions for teams within an organization. The two systems are impressive by themselves, but combine their compatible attributes and you have an unstoppable sales, marketing, and services powerhouse. Pull lists directly into HubSpot from Sage CRM and never worry about the upkeep. Updates happen automatically as you make changes in Sage CRM, so your HubSpot list is always accurate. Want to know if a prospect signed up for a webinar? Have they visited a webpage? View your HubSpot customer activity within your Sage CRM platform for deeper marketing insights and more relevant sales calls.

Sugar CRM & Quickbooks Integration: Integrating Sugar CRM & Quickbooks helps businesses eliminate the timely and sometimes costly procedure of hopping between systems to gather all the data you require. Commercient SYNC closes the gap between your QuickBooks and Sugar CRM. SYNC data integration is simple, quick, and efficient. Your data is synced to both systems in real-time without the need for manual data entry, or the risk of human errors. SYNC harnesses the power of the cloud to provide more security, productivity, efficiency, and revenue. Having all of the information that’s important to your accounting team and sales department in one easy-to-access place will help your business become more efficient by simplifying everyone’s jobs, speed up the sales process, and provide you with – one truly powerful collaborative system.

Zoho CRM & Xero Integration: Integrating your Xero data with Zoho enables you to keep your business running on track while offering essential visibility to your sales and customer service teams. Through SYNC, your front-office teams can see everything happening behind the scenes including accounting data, contracts, business financial performance, and customer records. They can also feedback vital intelligence via Zoho to your back-office teams. Additionally, when you win a new business, SYNC automatically converts it to Xero in the form of a Sales Order, a Job, or a new product with a BOM. Use Commercient SYNC automation to align departments, maximize sales and marketing collaboration, and nurture better customer relationships.

Salesforce & Epicor 10 Integration: Epicor 10 is an ERP software that can be integrated into your CRM known as Salesforce. These systems are used to ensure that data integration runs smoothly. However, data within your Epicor 10 and Salesforce CRM systems can remain separated, which means your teams may miss crucial information needed to make important decisions. Therefore, SYNC can provide a cost-effective and practical way in order to make sure your operations run smoothly while enhancing visibility between your customer services, sales, front and back-office teams.

When your sales team is in the middle of a very crucial touchpoint throughout the customer’s journey, having mobile access to customer inventory, invoices, orders, products, and pricing information will assist in closing deals quicker. Your sales team must have up-to-date data during the interaction, not afterward. With effective integration, employees from various departments within your company will also find it easier to collaborate, because streamlined information keeps everyone in your business on the same page.

Talk to us and get started with seamless integration with SYNC!

The technology behind creating content based on your target market has drastically evolved, making the process efficient and easier. According to research conducted by Evergage, many marketers agree that personalization is the most effective strategy for retaining the customer.

Happy Customer

To successfully implement personalization strategies, you’ll need sufficient data and insights. Bringing data from different systems remains a challenge for about 55% of marketers – you can create unique content on websites or social media, but personalized content is most effective in email marketing campaigns.

Sending individualized emails is not rocket science; however, using personalized emails to enhance conversion rates requires more than adding “First_Name” to your introduction.

So, how can companies gather the needed data? For starters:

  • Doing business with them
  • Tracking visitors on your website
  • Sign-up forms on your website
  • Sales networks
  • Third-party apps

All this data is usually gathered inside your CRM system. Collecting basic information such as name and address can make your email marketing communication simple, but not as effective. Make a list of data fields you want to acquire from your customers – name, address, and contact numbers are a given, but you also want to be able to track their purchase history, product interest, contact history, etc.

How integrating your CRM and ERP system enhances your campaign.

The 55% of marketers that struggle to bring all the data from their ERP system into their CRM system can utilize third-party integration apps to gather all the data collected from marketing automation systems or accounting tools into their CRM system. The integration between the two systems allows you to create custom fields where necessary and capture all the information.

It is crucial to make sure this information is up to date and accurate. Addressing a contact with the wrong name won’t do your marketing and sales efforts any good. Make sure you provide a personalized link in each email where the recipient can alter their own contact information; this will help to keep your database error-free.

Finally, always remember to send yourself and your team members a test email to see if everything works before you set wheels on your email marketing campaign. With a test mail, you can confirm whether all conditional content or personalization tags are in proper working order. Good luck!

Technology is revolutionizing the way manufacturers run businesses day-to-day in the digital era. CRM systems can leverage the Internet of Things (IoT; a system of interrelated computing devices, mechanical and digital machines that have the ability to transfer data over a network with no human interaction)  to enhance end-to-end processes by connecting products, devices and equipment. IoT has the ability to drive insights throughout sales, customer service, and marketing departments. The intelligent coupling of IoT and CRM has the ability to help manufacturers elevate customer experiences by enhancing efficiency and heightening visibility.

Let’s look at the impact of IoT and CRM on manufacturing companies. 

Optimized Customer Experiences

Customers always want to save time. Providing efficient services is key to business success. Research has shown that many customers will move to another brand due to a lack of efficiency and unique experience; IoT and CRM can make it possible to enhance customer experiences in various ways. Manufacturing firms can identify errors and fix them before customers even notice – when issues are solved promptly and accurately, both sales representatives and customers can benefit from this seamless experience. Once the issue is identified, it can be resolved and prevented from happening again. Having all customers’ order history and account information in your CRM system can enhance customer service by speeding up processes. These are some of the improvements manufacturers are already seeing when they connect IoT devices with their CRM systems. 

IoT and Manufacturing Machinery

Smart devices are used to collect data on where and when your product is used by specific customers, which helps manufacturing firms deliver personalized interactions. Having scattered or unstructured data can be challenging for manufacturers. Even smart organizations struggle to make better operational decisions if data is siloed within separate ERP and CRM systems; organized data leads to better decision-making. Experts have developed a solution app called Commercient SYNC, which takes data that is spread on-premise and in siloed data systems, synthesizing it into a system that can help organizations discover, manage and integrate data over its entire lifecycle.

data analytics and manufacturing machinery

Increased Sales

Customers value unique and efficient experiences more than anything else when engaging with brands. The enhanced capabilities of CRM systems, when connected with IoT, can lead to increased sales. IoT can detect customer dissatisfaction, assisting sales reps to put together a tailor-made strategy for each customer. It can also provide predictive analytics on when to reach out and which channel to use when offering discounts or vouchers to retain their loyalty. Marketers can also leverage these insights to deliver content to the specific target audience at the right time.

While a majority of ERP systems in the process of adapting to new technologies such as mobility, wearable tech, and the cloud, the Internet of Things is expected to be the next big movement in technology. IoT brings a lot of potential to ERP, CRM, and the industry of manufacturing. Harnessing the power of data by integrating your ERP and CRM system can put your company ahead of the competition. 

As mentioned earlier customers value unique and efficient experiences, by combining your organization’s ERP and CRM data your sales team can deliver fast-paced customer service by accessing data from one centralized system. Utilizing data integration, IoT and CRM enables manufacturing firms to become more connected enterprises and enables a business to discover innovative ways to engage and connect with customers.

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.

Contact us today our team of experts will guide you through the digital transformation journey.

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

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

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

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

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

How AI is Redefining the Future of Customer Service

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

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

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

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

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

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

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

Transform your Business with Our Artificial Intelligence and CRM Expertise

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

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

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

Examples of AI and CRM

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

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

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

Conclusion

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

What is IPaaS?

Integration Platform as a Service (IPaaS) is a set of automated tools for connecting software systems that are deployed in different environments. IPaaS is implemented to improve efficiency and productivity by large business-to-business enterprises. Information in separated environments is brought together without increasing IT costs. IPaaS has filled a gap in the software market by creating a system that allows integral integration and communication between systems. IPaaS is a cloud-based integration platform used to connect software applications that wouldn’t automatically connect due to the fact they come from different avenues. It is common practice that different departments including sales, marketing, and support run on separate systems. IPaaS makes it possible to integrate and connect applications. Communication is improved between cloud-to-cloud, cloud-to-on-premise, on-premise-to-on-premise platforms without the hassle of installing any hardware.

Other integration platforms include:

Platform as a service (PaaS) provides a platform for users to develop, run, and manage applications without the required infrastructure maintenance. These include the servers, networks, memory and operating systems. The focus of PaaS is on one element rather than the entire system. This allows developers to change and develop specific operating systems without disrupting the entire system. Software as a service (SaaS) is when the software is provided on a subscription basis to the user as it is needed by a third party. This eliminates the need for a central storage center, which saves time, space and money. 

How does IPaaS work?

IPaaS provides the infrastructure which allows for the creation of connections and the set up of software applications within the cloud. Companies can dictate the types of connections allowed within the platform such as:  prebuilt connectors, business rules, maps, and transformations. This results in connections for integration and application program interface (API) management.

Advantages

IPaaS is often used by large business-to-business companies that need to integrate on-premises applications with cloud applications. Both older and newer companies can benefit from IPaaS. Older companies are able to modify their tools to work with cloud-based services. Newer companies born in the cloud are finding success leveraging cloud-based services. When used correctly, there are many benefits to both the company and its customers.

For your CustomersWithin a Company
A single location
Consumers’ data and software are connected in one convenient cloud-based location. You will no longer need to search for ways to connect and manage data. Data analysis, integration, and management are in the palm of your client’s hands.

Real-time processing
Data can be shared and processed as it is needed. This reduces waiting times and allowing for fast and sound decision making.

Improved communication
The amalgamation of information at a local source reduces the risk of data being lost or misinterpreted. Consumers can make more informed decisions.
Centralized environment
Connections across different platforms and environments can be managed by multiple teams from a single platform. This creates better communication and connection within the company.

Integrate

To become integrated within a cloud-based age you will require successful connections of information and applications within your company. Integration creates a central environment for companies to view, manage and modify all data and operations. Having a business that is in-sync is the key to efficiency and success.

Although it’s possible for IT departments to DIY their own integration, it is often faster and more efficient to use a third-party IPaaS provider such as Commercient SYNC.

If your company is wanting to keep up with today’s business needs and is looking for a simple, fast and flexible integration system then look no further than Commercient SYNC. A cloud to a ground-based platform that is not your average data integration application. We provide a hassle-free, easy installation that requires no coding, mapping or servers from your company. Commercient SYNC is scalable and has the ability to meet the increased data volume. It supports real-time integration with the goal of minimum disruption, providing our customers with an enhanced overall experience. Choose the correct integration system and contact us today.

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.

When searching for software as a sales person, it is important to remember that sales tools should make your job easier, and not more difficult. The ideal tool should make data more accessible and actionable.

Business tools can improve key metrics, such as lead velocity and close rates, boosting your return on investment. Your chosen software should work with other tools without complex integrations. Tools and apps can enhance productivity by automating repetitive tasks while making it easier to manage your sales team.

Slack, one of the most reliable sales tools. Is a messaging and collaboration app which makes it easy to get things done with individuals and sales teams. Slack allows you to reach prospects, colleagues, customers, and progress with real-time communication.

Evernote is a widely used daily note-taking app that makes it easy to organize your notes, and plan your to-do lists. It includes features such as voice-to-recording, scanning, image uploading, and basic handwriting identification. It’s a key sales tool for any business.

As a sales person, it’s easy to see why you may need a CRM (customer relationship management) system to organize, automate, and synchronize a company’s sales. An ERP (enterprise resource planning) is also a beneficial tool. It’s a financial and operations system for improving the efficiency of sales processes. It also includes management software that companies can use to collect, store, manage, and interpret data.

We’ll also explain how integrating your ERP and CRM data with a sales tool like Commercient SYNC is important to get a full view of sales and marketing.

Best ERP For Salespeople

  1. A salesperson may have accounting tasks to perform, and QuickBooks makes online accounting easy. Automatically import your income and expenses by connecting Quickbooks to your bank. Simplify invoicing & payments. Take control of your cash flow and make smarter business decisions.
  2. Sage has multiple ERP options to suit your needs: Sage 50 (Cloud Pro & Premium, UK, US, EU, Canada), Sage 100 (Contractor & France), Sage 200 (Pro), Sage 300, Sage 300 Construction Real Estate, Sage 500 (Line), Sage 1000, Sage Intacct, Sage Enterprise Management (Sage X3), Sage Business Works. The different versions of Sage help you to manage all the documentation and processes required in sales. These include price quotes, estimates, statements and invoices, as well as tax management, cash flow forecasting and payment services.
  3. SYSPRO is an ERP solution designed to simplify complexity and add significant value to sales. SYSPRO allows you to digitize your business and streamlining your supply chain, providing greater control and visibility. All while simplifying and personalizing your ERP experience.
  4. SAP Business One allows you to gain greater control over your business. Is it a small business management software connects and streamlines your sales processes. With the SAP Business One Sales app, employees can work with business information and processes like managing activities, view business content, manage customer data, monitor sales opportunities, and much more.

Leading CRM Software for a Salesperson

  1. Salesforce is the industry leader among CRMs. The platform is easy to customize and is accessible from almost anywhere thanks to the cloud. It has a robust report engine and offers numerous integrations, including the ability to sync data from tools that don’t talk directly to one another. Commercient SYNC ERP and CRM data integration is a Salesforce AppExchange Partner.
  2. Zoho CRM allows you to reach out to potential customers at the right moment, and engage them across every channel. Zoho CRM software helps businesses of all sizes close more deals the smarter way. It makes use of multiple features, including: Anytime connection with customers, Artificial Intelligence, Analytics, Customization, Process Management, Sales Automation, Pipeline Management, Team Collaboration, Marketing Automation, Security, and third-party integrations.
  3. Microsoft Dynamics 365 focuses mainly on sales, marketing, and service sectors. It’s an integrated, data-driven CRM software solution that improves how you interact and do business with your customers. Like any quality CRM, Dynamics 365 helps you manage and maintain customer relationships, track sales leads, marketing, pipeline, and deliver actionable data.
  4. HubSpot CRM is simple to use, and sales reps with no coding skills can effectively use this software. It can help them save a lot of time, as it automates vital sales-related operations. Essential features include report templates and custom reports, email integration, inbox profiles, pipeline management, and sales automation. Organize your sales processes, win more deals, and create happy customers by eliminating the busy work, and use modern sales techniques to engage more prospects.

Grow Your Sales with Commercient SYNC

Commercient SYNC, the #1 data integration platform for sales, makes it possible to see important accounting data directly in your sales system. It keeps you up-to-date with changes made to your ERP and CRM system simultaneously. It supports over 85 ERPs and most major CRMs.

Commercient handles everything, including hosting, so you don’t have to hire an IT specialist to install it and a server. SYNC helps businesses streamline sales and customer service, cut costs, increase customer satisfaction, and drive profitability.

Within CRM, your sales team will have access to ERP information such as customer information, sales history, invoicing, terms, serial numbers invoiced, inventory, A/R information, multi ship to addresses, and more.

New accounts, sales, opportunities, etc., created in CRM are SYNC’d back to ERP, avoiding double data entry and possible errors.

To learn more about the best business tools to help your company, please contact us today.

Sales and accounting are interrelated disciplines your business should be tracking. Does your ERP system work separately from your Salesforce system? If so, you are operating a fragile business that’s vulnerable to inaccurate financial data, disjointed processes, and cluttered records.

It is vital your business sustains growth, and therefore your ERP and CRM systems must work together through integration. For some businesses, their sales team don’t have easy access to ERP data, which can make things time consuming waiting on things such as sales history, invoicing, etc. In addition, your sales records already exist in your Salesforce system. Wouldn’t it be easier and more efficient to have access to that data in a single system?

A data integration platform such as Commercient SYNC, the #1 data integration platform for sales, that can help you streamline your processes. SYNC allows your sales, accounting and customer service teams to stay informed when any changes happen within your ERP or CRM systems.

Your sales team will have access to key ERP data directly in Salesforce, such as customer information, sales history, invoicing, terms, serial numbers invoices, inventory, multi ship to addresses, and more.

New accounts, orders, opportunities, etc., created in Salesforce are SYNC’d to ERP, saving you double-data entry and possible errors. This gives you a 360-degree view of sales and marketing.

By integrating your accounting and Salesforce systems, your business will have a clear picture of your customers. Departmental barriers between sales, accounting, services, and delivery will vanish.

As an example, your Sales team will know when a customer orders less year over year, giving them a chance to call the client to find out why, and assist in getting sales up. Customer service will have easy access to order information, plus shipping data, to help clients who need assistance. At the same time, you can take advantage of centralized Compliance and policy management.

That’s simply an overview of some of the ways it makes sense to securely integrate your sales and accounting data with SYNC. Depending on the needs of your business, you can sync databases once a week, daily, hourly or near-real time. As your company grows, Commercient makes it easy to scale up as you add more users to Salesforce.

The bottom line is that you stand to gain a lot when using SYNC data integration for Salesforce and ERP. With an easier and more efficient sales process, you and your employees will spend less time on redundant updates and more time focusing on growing your business. And with an influx of important data, your sales reps will convert at a higher rate.

To learn more about Commercient SYNC and receive a free demo, please contact us today.

As a business professional, you’ve probably come across the terms ERP and CRM floating around on multiple industry websites. Some articles use these terms interchangeably, making it difficult to fully understand CRM and ERP. The two systems are similar in some ways, but have different core functionalities. Both are valuable business solutions that improve both revenue and productivity.

What is ERP?

ERP is a financial and operations system for improving the efficiency of business processes, and is also known as Enterprise Resource Planning. Businesses such as yours are leveraging an ERP in the form of accounting software, such as QuickBooks, Sage 100, SYSPRO, etc.

It’s a category of business management software that companies can use to collect, store, manage, and interpret data. ERP allows for the automation and integration of a company’s core business to help them focus on effectiveness and simplified success.

An ERP system covers common functional areas including Finance and Accounting, Human Resources, Manufacturing, Engineering, etc.

According to the Aberdeen Group, 96% of growing businesses rely on an ERP system. In addition, small businesses saw a 36% reduction in time for decision making thanks to ERP software.

What is CRM?

A CRM (Customer Relationship Management) system is used to organize, automate, and synchronize a company’s sales, marketing, and customer service. CRM is an approach to manage a company’s interaction with current and potential customers.

It uses data analysis about customers’ history with a company to improve business relationships, specifically focusing on customer retention and ultimately driving sales growth. Long gone are the days of saving customer information on scattered spreadsheets and constantly having to check in with your sales team about leads and opportunities. A CRM allows you and your team to expertly manage prospects and existing customers from one system.

SuperOffice released statistics showing CRM adoption and usage had increased in 2018 to 74% from 56% previously. It breaks down further with 91% of companies with 11 or more employees using CRM. Plus, 74% say CRM has helped their overall access to customer data.

CRM vs ERP

CRM

  • Geared toward front-office activities
  • Oriented toward customers
  • Focuses on increasing sales
  • Is frequently used by customer service and sales teams
ERP

  • Geared toward back-office activities
  • Oriented toward business operations
  • Focuses on reducing cost
  • Is frequently used by project and inventory managers

Which System Should You Implement for Your Business?

It’s easy for companies wanting to increase growth to see the benefits of a CRM system. It can boost sales and profit, but to fulfill increasing orders, one must have a stable ERP backbone.
So basically you need both. A CRM system to drive sales and an ERP system helps to streamline operations and reduce overall costs.

It’s easy to become overwhelmed by all the software currently available. Popular ERP and CRM systems include:

ERP: Sage, SYSPRO, QuickBooks, SAP, TRAVERSE, Acumatica, JD Edwards, etc.

CRM: Salesforce, Microsoft Dynamics 365, Zoho CRM, SugarCRM etc.

However, data between the two systems remained siloed. Luckily Commercient SYNC can integrate that data to help you streamline your business.

What Does Commercient SYNC Do?

Commercient SYNC, the #1 data integration platform for sales, makes it possible for your teams to see ERP data directly in your CRM.

This includes customer information, sales history, invoicing, serial numbers invoiced, inventory, multiple ship-to-addresses, and much more. New accounts, orders, opportunities, etc., created in CRM are SYNC’d to ERP. Commercient gives you a 360-degree view of sales and marketing.

Unlike traditional data integration tools, like an ETL, there is no coding, mapping, or server. We handle everything, so you can focus on growing your business.

Contact us today for a free Commercient SYNC demo.