Tag Archive for: data syncing

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

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

Marketing automation explained 

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

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

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

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

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

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

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

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


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

As we all know, technology is constant and continues to evolve. Businesses need to continue to evolve and protect their systems from cyber-attacks, especially if their employees work remotely. If their systems are not protected from attacks, confidential information about their customers and business will be exploited, which can lead to serious implications. In order to prevent this from happening, Salesforce has provided an extra layer such as Multi-Factor Authentication (MFA) to protect all customers from any technological threat. That is why the NPWR Group (“NPWR”) has decided to team up with Commercient to help their mutual customers in safeguarding their information on Salesforce, by providing the right tools and required knowledge for customers to have a seamless integration experience.

NPWR is a boutique, registered-Salesforce implementation partner. Driven by their passion for service and business transformation, they leverage the ever-expanding Salesforce customer success platform to improve the lives of their clients. Providing a full life-cycle of services, NPWR has completed projects across the entire Salesforce platform for customers in a broad range of industries. These include professional services, technology, retail, consumer goods, healthcare/life sciences, manufacturing, construction, professional services, general business, and non-profit. 

The NPWR team has deep experience with clients’ purchasing and leveraging technology to drive business optimization. Their client-side experience provides a unique perspective that contributes to successful outcomes for our clients. 

“Commercient has provided a reliable and effective solution for our clients with ERP and/or Salesforce integrations,” said Taylor Nen, Sales and Marketing Specialist at NPWR. “We have confidently referred Commercient to our clients, and they’ve delivered great results. We are working together to ensure Commercient and our clients are prepared for the new changes.”

What is MFA and How Does it Work?

MFA is an extra security layer for protection against cyber-attacks, such as account takeovers, phishing, and credential stuffing. The extra security layer involves a two-step authentication to prove you are who you are. The first step is for a client to utilize their username and password combination, and the second step is to provide a verification method that the user has in their possession, such as a security key or app. 

When Does MFA Go Into Effect, and Does Salesforce Need Their Customers to Use MFA?

By February 1, 2022, customers will be required to use MFA to log into Salesforce products through the user interface. The Salesforce Spring 2021 releases may impact an org, therefore it is advised to start implementing this change now.

With the Spring 2021 updates, when you log into Salesforce, you may see an update notice requesting you to activate MFA now. But it is advised to set your org up first in order to be ready for MFA, otherwise, users may get locked out, or they may not be able to log in to Salesforce.

Is There Anyone Not Required to Use MFA?

External users — your customer’s customer and partners — who log into e-commerce sites, help portals, Experience Cloud Sites, and more. 

Which Verification Tools can be Used for MFA?

There are a few verification tools, including:

  • Time-based one-time passcode (TOTP)
  • Salesforce Authenticator Mobile App
  • Google Authenticator or Microsoft Authenticator or Authy
  • WebAuthn
  • Security Keys that support U2F

Each time a user logs into a Salesforce product, a verification method will need to be given.

How Will This Affect Current Commercient Customers Updating Their Salesforce to MFA?

If you update your Salesforce to MFA, a ticket will need to be logged with Commercient, explaining you are upgrading to MFA because MFA may disrupt your OAuth. If your OAuth is disrupted, Commercient will have to re-do OAuth with the MFA and Commercients customers will need to supply the MFA code.

How Does Commercient Work with MFA Going Forward with New Customers?  

If you have MFA set up in your new Salesforce org, or going forward when Commercient first integrates, they will need the MFA code for the first time. Commercient will not set up cell phone numbers, as per Commercient’s company security policy, and customers will need to provide this. If you do not have it set-up, Commercient will continue working with the OAuth token for API integrations.


What do you think about these FAQs? If you would like to get your Salesforce org set up for MFA now in order to avoid issues, NPWR can help! They recommend taking immediate action to avoid any potential problems. If you are struggling with your data integration, or have any questions, Commercient and NPWR are here to help. Contact us today

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.

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

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

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

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

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

  • Ease of use/learning curve

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

  • Availability of customer support

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

  • Marketing features

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

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

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

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

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

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

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.  Click this link to find out more about 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.

Si una empresa quiere ser competitiva, la adopción de la nube ya no es una opción -es una necesidad. De acuerdo al proveedor de cloud computing RightScale, el 93% de organizaciones usan algún tipo de tecnología en la nube. Así que si aún no has comenzado a trabajar con la nube, este artículo te ayudará a comprender por qué te conviene integrar la nube en tu estrategia de crecimiento empresarial.

PYMES que migran a la nube usualmente crecen a mayor velocidad

Las pequeñas y medianas empresas están adoptando tecnologías en la nube, a nivel global. Según Deloitte, “las PYMES que utilizan la nube por encima del promedio crecen un 26% más rápido que aquellas que no utilizan herramientas en la nube, y en promedio obtienen 21% más de ganancias.” ¿Por qué la nube es un factor tan determinante en el crecimiento de una compañía? Una razón muy importante es que las aplicaciones basadas en la nube permiten a las empresas operar en cualquier momento, desde cualquier lugar.

Commercient SYNC, por ejemplo, permite a los ejecutivos de ventas brindar un servicio al cliente de calidad sin importar dónde se encuentren, sincronizando datos automáticamente entre el sistema ERP y CRM. Esto le da a tu equipo de ventas el poder de responder más rápido a las necesidades cambiantes de los clientes y el mercado, y además expandir el alcance de tu empresa a otros segmentos de mercado.

Más del 90% de compañías vieron al menos un área de crecimiento en su departamento de TI desde que migraron a la nube

Otra razón por la que las PYMES deben considerar migrar a la nube es que puedes ahorrarle a tu equipo de Tecnologías de la Información el tener que hacer malabares el almacenamiento y la memoria en una red local, y tener que buscar a través de algoritmos. Todo esto lo puede hacer tu proveedor de tecnología en la nube.  

Además, con aplicaciones basadas en la nube tu equipo de TI no tiene que preocuparse por ninguna actualización general manual, porque aplicaciones en la nube como Iot Pulse se actualizan automáticamente. Esto le permite a tu equipo de TI concentrarse en generar ideas, resolver problemas más complejos y mejorar la experiencia del usuario en general. Según Microsoft Dynamics, el 60% de las empresas que se mueven a la nube liberan al recurso humano de TI para que trabajen en funciones más estratégicas.

82% de compañías ahorraron dinero en su último proyecto de adopción de tecnología en la nube.

(Fuente: CSC Press Release)

Otro factor que no deberías ignorar acerca de la nube es que te puede ayudar a ahorrar costos.

Servicios basados en la nube te pueden ayudar a ahorrar dinero de muchas formas, incluyendo costos de mantenimiento de servidores, licenciamiento de software y gastos de actualizaciones, costos de electricidad y aires acondicionados para evitar el calentamiento de los aparatos, y mucho más. Al migrar a la nube, no necesitas gastar dinero en hardware que muchas veces ni se usa, sino que en vez de eso te suscribes a softwares y servicios por un costo mensual bajo, pagando solo lo que necesitas.

Esto puede ensanchar tu presupuesto. Con las apps de integración de datos SYNC, el precio es por usuario, por mes, dándote la posibilidad de escalar o de reducir funcionalidades para suplir las necesidades actuales, lo que ahorrará mucho dinero a tu negocio.

94% de gerentes dicen que la seguridad de la empresa ha mejorado desde que adoptaron aplicaciones en la nube.

(Fuente: iCorps Technologies)

Servicios basados en la nube te permiten tener respaldo de tus datos con frecuencia y de manera automática a lugares seguros (online), así que si sucede algo inesperado, tu negocio funciona de nuevo dentro de pocos minutos. Con tus datos respaldados constantemente, y el hecho de que no estén almacenados físicamente en un solo lugar, ayuda a mejorar la seguridad. Esto también es útil en caso de desastres naturales.

Con Commercient SYNC, puedes integrar datos de tus sistemas ERP y CRM en un ambiente seguro. Operar dentro de la nube te facilita dar a tus empleados acceso controlado a cierta información. La seguridad de todos tus datos te permite enfocarte en otros aspectos más estratégicos de tu empresa.

Para más información sobre aplicaciones basadas en la nube, incluyendo SYNC y IoT Pulse, contáctanos para un demo.

The use of CRMs has become the norm in today’s business world. However, without an integration, it’s impossible to use the full capabilities of these systems. Salesforce is the CRM chosen by more than 100,000 companies around the world, and when integrated with ERPs such as Acumatica, it becomes an extremely powerful tool to increase a company’s efficiency and revenue. Why does Commercient’s SYNC integration platform for Acumatica and Salesforce work so well? Here are 4 reasons:

Enterprise CRM

A CRM is a useful resource to store basic information about customers, such as names, emails, phone, etc. With a tool such as Commercient SYNC, you’re able to connect your CRM to a more comprehensive sales system that helps you to work more effectively on current opportunities, or nurture leads from deals that weren’t closed. How? You can pick the accounting information you’d like to sync, and integrate it into a more intuitive comprehensive sales system: CPQs, quotes, opportunities…

A CRM helps you more than just to “keep track” of customers information. When all the data is part of a comprehensive sales system, you can take leads and customers interactions to the next level through automations, or integrations with additional apps or custom objects, to use the data to achieve strategic business goals.

Basic Connectors Cannot Support This System

A comprehensive sales system has many advantages, but if you only rely on a basic connector, the system will not be successful. Why? They don’t connect directly with APIs and don’t work well with automations. Besides, these connectors require building and maintaining systems over time, incurring  additional costs. These solutions can break, so these are other costs you need to consider with the basic connectors. In the long-run, it’s a very expensive solution.

On the other hand, Commercient SYNC is a self-supported, cost-effective solution that provides businesses with a better overview of key data. As it’s a licensed managed package, the updates are done automatically without requiring manual coding or mapping from end-users. Unlike basic connectors, this system provides a more reliable connection with APIs, which allows data transmission between systems and object matching.

Intuitive Object Matching

Commercient has an automated object matching function that matches everything for the customer. They decide which items they need to match, and the SYNC integration platform does that matching for them. This process is automatic, taking the complexity out of the customer’s hands. Mapping, coding or ETL… none of that is needed with Commercient SYNC for Acumatica and Salesforce.

Using Salesforce? We Have The Platform You Need

Can you imagine connecting Acumatica and Salesforce without the costs and frustrations of a traditional ETL tool? Without spending months, or even years, working on on projects that could cost thousands of dollars? Besides offering a better price and timeline, SYNC keeps your accounting system stable, making it “the master system.” This means there’s no need to switch to a different ERP system to see certain data, due to the impossibility to establish a proper connection between systems.


Since it’s now an Acumatica-Certified Application, SYNC for Acumatica and Salesforce is the only integration certified by both parties. This ensures your Acumatica and Salesforce integration is in expert hands; an end-to-end solution on Commercient’s Platform.

Questions? We’ll attend Acumatica Summit in Nashville, TN on January 28th. If you’re there, stop by at booth 262, or feel free to contact us today.

¿Estás comenzando con Salesforce y estás buscando más formas de obtener un mayor retorno de la inversión con tu nuevo sistema? Aquí hay algunos tips que te servirán para aprovechar mejor el potencial de esta herramienta:


  1. Integra tu Salesforce CRM con tu ERP o sistema contable

Cada nuevo usuario de Salesforce debería considerar una integración de tu CRM con tu sistema contable/ERP. Al hacerlo, podrás coordinar procesos y aumentar la productividad. Por ejemplo, nuestra aplicación de integración de datos SYNC te permite conectar la información de ambos sistemas y crear un “sistema maestro” que facilite el acceso a todos esos datos por parte del personal que esté necesitando ver los datos en ese momento. Adicionalmente, te mantiene actualizado con los cambios que se hagan en uno u otro sistema, y los podrás ver en tiempo real. La aplicación SYNC también:

  • Te brinda un ambiente seguro para integrar datos entre tus sistemas CRM y contable/ERP.
  • Mantener a todos los miembros de tu organización en la misma página.
  • Habilitar a tu equipo de ventas para ver el inventario en tiempo real, buscar records de clientes y completar órdenes para un proceso de ventas más sencillo y eficiente.


  1. Sincroniza pagos con tarjeta de crédito en Salesforce

Otra gran ventaja es la posibilidad de tomar pagos con tarjeta de crédito en Salesforce. En Commercient, ofrecemos a tu empresa la posibilidad de recibir estos pagos dentro de Salesforce y tu sistema contable o ERP. Nuestro producto Sync2Pay es más conveniente para tus clientes porque cuenta con funciones de prevención de fraudes. Para conocer mejor los beneficios de Sync2Pay lee “5 beneficios de usar Sync2Pay para recibir pagos con tarjeta de crédito en Salesforce”, o puedes ir a la página de producto.


  1. Conviértete en un Commercient Partner

Si eres consultor y estás perdiendo potenciales clientes debido a la falta de decisión (esas propuestas que envías de las que nunca recibes respuesta)… Conviértete en un Commercient Partner. Commercient es un Trusted Salesforce Partner, lo que significa que cada aplicación que tu cliente necesite para integrar este CRM con su respectivo ERP/sistema contable será desarrollada por profesionales con un conocimiento profundo de Salesforce. Dado que los clientes pueden ahorrar hasta un 80% en costos de integración de ambos sistemas, y eso puede ayudarte a ganar de nuevo esos acuerdos de negocios que casi se habían perdido.


  1. Reúnete con nosotros en eventos

Si eres nuevo en Salesforce, definitivamente querrás asistir con nosotros a Dreamforce todos los años. Al ser la conferencia de software más grande del mundo, también podrás participar en entrenamientos prácticos donde tendrás la oportunidad de certificarte en Salesforce y ganar conocimientos que te beneficien a ti y a tu empresa. También podrás reunirte y hacer networking con el equipo de Commercient, y nuestros Co-Fundadores Richard Jenkins y John Angove, sobre sincronizar CPQ, pagos, sistemas, etc. Si no en Dreamforce, también puedes seguirnos en nuestras redes sociales e informarte de los eventos a los que asistiremos. También puedes darte de alta en nuestra newsletter y mantenerte actualizado.


Si quieres saber qué más podemos ofrecerte como un nuevo usuario de Salesforce, contáctanos ahora.

Hace tiempo que un teléfono móvil ya no sirve sólo para hacer llamadas telefónicas. Los avances tecnológicos los han convertido en relojes, agendas, alarmas, reproductores portátiles de música y mucho más. Y ahora, también funcionan como “billeteras” gracias a los cuales los usuarios pueden hacer compras y transacciones bancarias, dando paso al mCommerce.  

Pese a todo el crecimiento que está experimentando el eCommerce actualmente, el mCommerce o comercio a través de dispositivos móviles se está abriendo camino en los hábitos de compra de los consumidores, incluyendo los latinoamericanos. Según el reporte State of the Internet, Latinoamérica es la región de más rápido crecimiento para el mCommerce, solo superado por Asia.

No sólo eso. Se estima que para 2018, alrededor de 139.3 millones de latinoamericanos realicen compras desde dispositivos móviles como teléfonos celulares y tablets, siendo México el que ocupe el primer lugar con un 35.6% de penetración, seguido por Colombia, Chile, Perú y Argentina.

¿Ya has comenzado a implementar la compra a través de dispositivos móviles en tu empresa? Si no es así, ¿por qué aún lo estás pensando? Si necesitas más de información para tomar esa decisión, a continuación encontrarás algunas:


El uso de tarjetas de crédito como método preferido de pago va en aumento

Un estudio realizado por el procesador de pagos TSYS en 2016 encontró que aproximadamente un 40% de consumidores prefieren pagar con tarjeta de crédito, seguido de un 35% que mencionó tarjetas de débito, y apenas un 11% de encuestados respondieron que preferían pagar en efectivo. La tendencia es al alza hacia las tarjetas de crédito, cuya preferencia aumentó un 5% respecto al año anterior.

Considerando estas tendencias que han venido para quedarse, Commercient creó Sync2Pay, que permite integrar pagos recibidos en sistemas de comercio electrónico, CRMs y ERPs. La posibilidad de no solo recibir pagos sino sincronizar esa información en otras plataformas de manera automática ayuda mucho a tener los datos exactos de los clientes sin necesidad de duplicar esfuerzos o arriesgarse a cometer errores al pasar información de un sistema a otro.


Compras con mayor rapidez

El usuario móvil no espera. Debido a todas las funciones detalladas antes más otras como mensajería instantánea y redes sociales, es casi imposible mantener la atención en una sola cosa en un teléfono móvil por más de un par de segundos. Por eso, ofrecer la posibilidad al usuario de realizar la compra de una manera rápida tendría más impacto en tus ventas.

En promedio, un adulto pasa aproximadamente el 59% de su tiempo en su teléfono móvil pero a la hora de comprar, la tasa de conversión era solo de un 15%. ¿Por qué aún no hay más compras a través de dispositivos móviles si pasamos tanto tiempo usándolos? Una de las razones podría ser precisamente esa: la rapidez. Nadie tiene tiempo de esperar a que cargue correctamente la pantalla o “regresar después” en caso de algún problema. Ese después es más probable que no llegue nunca.

Así que ofrecer una experiencia de compra rápida te ayudará no solo a fidelizar clientes actuales, sino a adquirir clientes nuevos.


Mejor experiencia de usuario

Muy relacionado con el punto anterior. Uno de los criterios para definir “mejor experiencia de compra” es precisamente la rapidez, pero no termina allí. La implementación de pagos móviles también te ayuda a conocer mejor a tus clientes, sus hábitos de compra, incluso posibles objeciones.

Una mejor experiencia de usuario contribuiría a cerrar la brecha entre el tiempo de uso de dispositivos móviles y los índices de compra desde estos contrastados con el porcentaje de compra desde una computadora de escritorio. Puedes lograrlo con un sitio perfectamente optimizado para dispositivos móviles, un proceso de pago fluido y fácil de seguir y, en especial, procesos post-compra como incentivos, venta cruzada, ofrecer productos complementarios y campañas segmentadas de email marketing y marketing directo.

¿Cómo obtienes toda esa información? Integrando esa información de tus “clientes móviles” con otros sistemas que estés utilizando para almacenar y gestionar esos datos, es decir, tus sistemas CRM o ERP a través de una solución como Sync2Pay. Esta herramienta te permite guardar toda esa información en la nube de forma segura, y que tu personal de ventas, contabilidad o servicio al cliente puedan acceder a esos datos desde donde estén. Así, podrán asegurar otro componente clave de la experiencia de usuario: un servicio al cliente eficaz capaz de fidelizar a cualquier cliente.


¿Estás listo para implementar una solución como esta con los pagos que recibes online, o por el contrario, quisieras obtener más información? No dudes en contactarnos hoy mismo para aclarar todas tus dudas.

Remember the days when your mobile phone was only used to make and receive calls? Thanks to advancing technology, mobiles have become watches, planners, alarms, internet devices, cameras, music players, and much more. And now they’re used as digital wallets so users can purchase products and make transactions, paving the way for mCommerce.

Besides all the growth eCommerce is experiencing, mCommerce – commerce through mobile devices – is gaining space among consumers and their buying habits. According to eMarketer, the retail industry in the U.S. will earn $145.6 billions in 2018, thanks to mCommerce.

Are you allowing credit card payments in your website/online store for sales or services? If not, and you need more information to make that decision, here are some insights that will help you:


Credit Card Use As Preferred Payment Method Is Rising

A study conducted by the payment processor TSYS in 2016 found that approximately 40% of consumer prefer to pay by credit card, 35% use debit card as preferred payment method, and only 11% answered they prefer to pay cash. Credit card use is on the rise, since the preference for this payment method increased 5% compared to the previous year.

These trends are here to stay, and that’s why Commercient created Sync2Pay, a credit card solution that completes your ERP and CRM integration, so you can have your client’s data added to other systems in real-time, automatically. You’ll be able to not only receive those payments, but also sync that data in other platforms will help to always have your customer’s data up-to-date. There won’t be a need to duplicate efforts, or risk making mistakes when entering data into another system.


Faster Purchases

Mobile users don’t wait. Given all the uses mentioned above, plus instant messaging and social media, it’s practically impossible to keep a person’s attention for more than, literally, a couple of seconds. That’s why you need to make sure the purchasing process is fast and easy, which will help to increase sales.

On average, adults spend approximately 59% of their time using their mobile devices, but when it’s time to buy, the conversion rate is only 15%. If we spend so much time using our phones, why don’t we make more purchases with it? One of the reasons is speed. Nobody has time to wait for a website to load, or even less, a “come back later” alert. At that point, the customer is lost.

So offering a fast and easy buying experience will not only help you to make more sales, but to earn that customer’s loyalty.


Better User Experience

Although one of the main criteria to define “better user experience” is speed, the implementation of mobile payments also help you to know your customers, their buying habits, and even potential objections.

A better experience for the user would be to close the gap between the time using their mobile devices, and the conversion rates. You can do it optimizing your website for mobile, a smooth and easy-to-follow buying process, and, especially, post-sale actions such as incentives, cross-sell, up-sell and segmented marketing campaigns (email, ads, direct marketing).

Where do you access all this information? Integrating your “mobile” customers’ data with other CRM or ERP systems through a solution like Sync2Pay. This tool allows you to store all that info safely in the cloud, so your sales, accounting and customer service staff can access to the data at anytime, and from anywhere. That way, they’ll provide another key component of an outstanding experience: Customer service that will earn their loyalty.


Are you ready to implement a solution like this one with the payments you’re receiving online, or would you like to learn more? Don’t hesitate to contact us today and we’ll be happy to answer all your questions.