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.

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. 

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.


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.


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.



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

  • 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.

It’s no secret that customers’ expectations have changed. They’re far more informed, engaged and demanding with brands and businesses than ever before. Now with social media and other marketing channels available, they can get in touch with a business to acquire products and services they need.

With the ease of shopping online, plus apps and other platforms that accept payments, customers are less willing to make extra efforts to buy or schedule services. According to Econsultancy, B2B buyers said they “want easier and faster checkout, easy repeat ordering, quicker delivery, and improved tracking.”

What does this mean for B2Bs (Business to Business)? First, eCommerce and online ordering or scheduling are no longer exclusive to B2C companies (Business to Customer). Optimizing buying experiences not only when they’re still leads, but when they become customers, is crucial if businesses wish to increase customer retention, Customer Lifetime Value (CLV) and Return On Investment (ROI).

Second, it means vendors are not offering this kind of experience as often as customers would like.

In order to satisfy the modern customer’s expectations, here are some ways manufacturing and technical service companies can leverage a Salesforce and ERP integration:

Centralize Data

Businesses tend to underestimate the hassle it is for customers to seek support from an organization with scattered data. It takes time for your team to find information in multiple systems. They could also be digging through email chains in their inbox, which represents delays, neither of which your customer and business can afford.

With Commercient SYNC, the #1 data integration platform for sales, the information in your ERP (we support over 85, including Sage 50, Sage 100, QuickBooks Online, Epicor, SYSPRO, etc.) is automatically SYNC’d to Salesforce. Therefore your Sales, Accounting, and Customer Service teams have access to the same data without double data entry or errors.

ERP data that’s SYNC’d to Salesforce includes customer information, sales history, invoicing, serial numbers invoiced, inventory, terms, multi ship to addresses, etc. New orders, accounts, opportunities, etc., created in Salesforce are SYNC’d to ERP.

Simplify Processes

Simple processes keeps customers happy. Whether they need to buy more units of certain parts, or schedule a recurring service, the easier your company makes it for them, the more satisfied they’re going to be. The result is they’ll more than likely they’ll continue doing business with you.

Think about eCommerce; it’s usually associated with consumer goods, and names such as Amazon, eBay and Apple come to mind. But what does it mean for B2B companies such as yours? Sana, an eCommerce SaaS solutions company, suggests the following:

  • 75% of B2B product purchases are already made online
  • Buyers want to make even more purchases online
  • One-third of B2B buyers would choose a vendor based on the ability to place, pay for, track and return orders online
  • 25% of buyers indicated that automation is going to change the B2B buying role in the next 5 years

Customers expect stores online to be intuitive, as more companies embrace the self-service model. Simplifying processes through eCommerce and other tactics is a secure path to follow.

For example, Hotsy Cleaning Systems SYNC’d Salesforce with their ERP system, Sage 100, and the positive results were quickly seen:

“With Salesforce we have been able to connect [Sage 100] with our CRM [through Commercient SYNC]. Our employees have greater access to data than previously and we can do more with that data.

“When the sales reps sell something, they’ll be able to scan it, import it into an order or work order, sync it through Commercient into our Sage system so that we’ll have the sales order in the system. They can take payment on it [at time of service].” – Patrick Foy, Technical Architect at Hotsy

Smart Analytics

Making decisions based on intuition may be one of the risks your business can’t afford to take. Easier access to key data within Salesforce or your Accounting system saves not only time, but lots of money. It can help managers and team members make informed decisions quickly.

There is no need to wait for quarterly or annual reports to know how your business is doing. With tools such as Commercient SYNC, you can have fast access to customer information, payments, inventory and much more. This is what happened to the manufacturing company Sentury Tire:

“I can now get reports from Sage 100 up-to-the-minute, and I can look into my reports once a day now.” This gives the team more information to make important decisions for sales.

A team of 4 would work, collectively, 8 hours a day on a specific task in Salesforce. With Commercient SYNC, as Hilton Cordero,Territory Manager, explained, “The same task is completed in about an hour from 1 person.” -Hilton Cordero, Territory Manager at Sentury Tire

Don’t be Afraid to Scale

Scaling a business is a big deal. Decisions need to be made, and there are people and budgets involved. It’s natural it creates more anxiety in CEO’s and Management, considering all the investments needed, the logistics, coordinating with other stakeholders and the team, etc.

Your team might feel anxious about the level of complexity in the new solutions acquired by the company. There are always changes that come with the new equipment, software, processes, and more.

That’s where the cloud comes in. With a level of complexity that’s significantly lower than ETL solutions, for example, the learning curve is lower and the adoption rate increases. Besides, cloud-based technology is flexible enough to expand or constrain when needed, which makes it easier to buy, implement and adjust according to the company’s needs. Commercient SYNC allows that: It will SYNC from Salesforce and the ERP only the information you need. As your business grows, you can scale SYNC up as needed.

Are you using Salesforce with a need to integrate it with your ERP and offer a stellar customer service? Contact us today for a demo.

SYNC Demo integrate CRM ERP

Sage 100 is an industry-leading ERP (Enterprise Resource Planning) software that helps you manage your manufacturing, distribution, and service industry processes, from beginning to end. It helps run your company’s operations, so you can grow revenues, reduce costs, and increase profitability.

This ERP is feature-rich, dependable, and highly customizable. With purpose-built modules designed to meet the needs of manufacturing and distribution. Sage 100 is flexible enough to adapt in response to the needs of tomorrow. But it lacks certain features you’ll only find in a CRM (Customer Relationship Management), such as Salesforce, the undisputed industry leader.

Salesforce is a cloud-based customer relationship management platform for supercharging every part of your company that interacts with customers. This includes marketing, sales, commerce, service, and more. Salesforce connects all your teams around one platform, with apps such as Sales Cloud, Marketing Cloud, Service Cloud, etc. This ensures every employee can interact with your customers like a single company, not a series of disconnected departments.

However, having multiple databases, such as your ERP and CRM, can result in a cluttered view of business processes and disjointed operations. Data within Sage 100 and Salesforce systems remains siloed, and your teams may miss vital information needed to make critical decisions.

How Commercient SYNC Data Integration For Sage 100 and Salesforce Can Help Free Your Data

Elevate your Sage 100 and Salesforce experience with Commercient SYNC, the #1 data integration platform for sales. We make it possible for your sales team to see Sage 100 data directly in Salesforce. This includes customer information, sales history, invoicing, serial numbers invoiced, terms, inventory, multi ship to addresses, and more.

In addition, the SYNC app integrates new orders and accounts from Salesforce into the Sage 100 system. This helps personnel in purchasing, the shop floor, and the warehouse to immediately act on a new sale. We can also help you tie the order back to the opportunity in Salesforce, to complete the circle of order to cash.

SYNC’s Sage 100 and Salesforce data integration platform can benefit your company in multiple ways. SYNC can streamline your processes, sales, customer service, and consolidate your financials. This saves you time and money.

Read how Commercient helped Sentury Tire give their Inside and Outside Sales Teams a 360-degree view of sales.

Commercient SYNC keeps you from hiring personnel to move the data, allowing your team to focus on your company. This results in increased profitability for your business.

Our app keeps you up-to-date with changes made to your ERP and CRM systems simultaneously. In Salesforce, you can see a mirror image of what’s happening in your Sage 100 system.

Avoid frustrated customers by providing quick and efficient service and support. Customer data is consolidated in one app, allowing your employees to have all the information they require at their fingertips.

Take your business to the next level with Commercient SYNC data integration for Sage 100 and Salesforce. Help sales and customer service achieve their results fast and efficiently by accessing your data stored in the cloud anytime from anywhere.

With multiple benefits, it’s easy to see how our customers have consistently grown year after year since using our SYNC for Sage 100 and Salesforce. Learn more by contacting 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.

Sales closed is a key metric to predict revenue and measure business growth. This is especially true with a remote sales team, where tracking results can be challenging. How many leads came into your marketing systems? How many of those became customers?

The results are important, but managers and business owners also need to keep in mind the sales processes: How leads get in touch with the company, do they come on their own through the website or other digital channels, or the need to be approached by a salesperson cold-calling them?

In addition, the processes they follow once they’re into the sales funnel, how long does it take them to make a decision — or how many end up with a “no?” Or if the deal is lost to no-decision?

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 sales processes in place to provide direction, and to clarify what’s expected from them in every stage of the sales process.

Here’s what a thriving remote sales team looks like, and how they achieve success.

They Take Advantage Of Technology

From CRM and ERP systems, to popular cloud-based business tools for practically everything (team collaboration, accounting, project management, and more), technology is here to make everything faster and easier. Remote sales teams need to embrace these technologies to be able to work better with their co-workers. This will provide a more personalized attention to their leads and current customers.

Much of the data found in these systems are siloed, and data integration can help them work together smoothly. For example, with Commercient SYNC, the #1 data integration platform for sales, ERP data can be seen directly in CRM.

They can access customer information, sales history, terms, invoices, inventory, serial numbers invoiced, multi ship to addresses, etc. In addition, new orders, accounts, won opportunities, etc., created in CRM are SYNC’d back to ERP.

This means less wasted time contacting other departments for a report, or double-data entry and possible errors. Your sales team will have a 360-degree view of customers and leads. And, most importantly, providing a better customer experience, even when they’re not a customer yet!

Smartphones and Mobile Technology are a Remote Sales Team’s Best Friends

Mobile technology has allowed remote sales teams and others to work and collaborate remotely and globally, in real-time. Besides calling customers and leads, a smartphone allows instant messaging, emails, and if the company leverages cloud technology, instant access to CRM or ERP data.

Did a customer call with a question about their contract or services schedule? Does your remote sales team need to follow up with leads, but you’re not sure where they’re at in the buying process?

They Make Their Customers’ Lives Easier

With mobile technology, salespeople are easier to reach. No matter where they’re at right now or where do they work from (home, coworking space, cafes), reachable salespeople strengthen the customers’ ties with the company. If the business decides to take advantage of cloud technology such as SYNC, the customer service provided keeps customers happy.

How? SYNC’d data allows salespeople to easily find the information they’re looking for to provide prompt and accurate answers to the customers. All without needing to access multiple systems or searching for data on other devices, besides the smartphone or laptop.

They Don’t Give Up Too Easily

In B2B sales, the buying cycle tends to be longer. This is due to higher investments, and there are more people involved in the process. In a word, don’t give up just yet. In fact, it takes between 5 to 7 touchpoints to close a sale.

Through a CRM such as Salesforce, you can track that lead’s particular journey: How many follow-up calls they have received, if they watched a demo or not, if there are meetings pending with other decision makers in that company, etc.

If you’re ready to create or strengthen your thriving remote sales team leveraging cloud technology like Commercient SYNC, please contact us today to schedule a demo.