Tag Archive for: ERP data

The world we live in requires constant innovation. HubSpot and Commercient took a leap and became partners to help companies welcome innovation by connecting HubSpot with their ERP. 

For instance, Humatics implemented Commercient SYNC to connect HubSpot with their ERP, NetSuite. “Before, the team had to enter sales orders by hand” said Samantha Busby, Applications Systems Analyst at Humatics. “The process is a lot quicker now.”

Amazing, right? How does this integration work? Here’s the answer:

Business integration with HubSpot

There is no doubt that innovation and growth involve digitization. One of the many ways that HubSpot and Commercient work together is through business and data integration. This means that through our partnership, we work together on digital strategies, which involve, marketing, processes, automation, integration, transactions, and optimization. One of the reasons why this is essential is because it allows us to exchange information at a rapid pace and increase productivity. Not only that, but with strategies, in place, we can gain visibility and ensure operations perform smoothly.

How the integration works between Commercient and HubSpot

When Commercient works together with HubSpot on data integration, they can use their product called SYNC with a third party (our customer). Commercients developers review SYNC by bringing valuable ERP data from their customers to HubSpot.  They have to check that their customer information does not already exist in the ERP and HubSpot system. Once that is checked, Commercient creates the customer’s company with all the necessary details and those details are then brought over to HubSpot.

Next, in the HubSpot system, users will see all of Commercient customer’s information that was integrated. Commercient carries on their business activity and  HubSpot users continue to add information like customers, new companies, new contacts, and closing deals. The next step is to then take that HubSpot data back into the ERP. By using this process, Commercient protects the integrity of the ERP data. 

Click the link to find out how data integration works for HubSpot and Sage 100 with Commercient SYNC.

What makes Commercient different?

“Our integrations with Commercient allows us to unlock support for up-market customers and complex use cases. This is a major focus on HubSpot’s journey to move farther into the enterprise space. Commercient also has a foothold on supporting international customers which is also a major focus as we grow our customer base. Commercient’s integrations help provide a powerful and valuable use case for our customer’s needs.”

-Jake Morgen, Partner Manager at HubSpot. 

What makes HubSpot stand out?

HubSpot is a full CRM platform that allows businesses to manage their sales, marketing, help desk, and content management platform in one place. Their marketing and sales automation features stand out in the market, and now, with Commercient SYNC, companies leveraging HubSpot can bring the data stored in +85 ERPs into HubSpot right away. 

Among the ERPs businesses that can connect with HubSpot through Commercient SYNC are NetSuite, Sage 100, Sage 50, Sage X3, Epicor, Infor, and more.

“Our Developer Ecosystem allows any company to create a developer account to start passing data back and forth to unlock more functionality for joint customers (and net new customers looking to adopt new technology),” said Jake Morgen, Partner Manager at HubSpot.

Commecient Apps on the HubSpot Ecosystem

The third way Commercient and HubSpot work together is through collaboration on the HubSpot Ecosystem. On the HubSpot Ecosystem, there is an App Marketplace where partners who specialize in technology, can share their integrations for customers to have a better experience with Commercient and HubSpot. 


The pandemic changed the world, and businesses need to adjust to this “new normal.” With millions of people working remotely in every part of the world, leveraging technologies such as HubSpot and Commercient SYNC is crucial to give remote teams access to the data they need, when they need it, regardless of where they’re working at.

If you want your business to experience the benefits of HubSpot and connecting it to your ERP through Commercient SYNC, contact us now to get a free demo.

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

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

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

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

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

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

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

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

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

Tracking People’s Time

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

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

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

Choose The Right People

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

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

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

-Have you ever worked alone/remotely?

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

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

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

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

Project Timelines, Deadlines And Communication

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

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

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

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

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

Underperforming Team Members

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

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

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

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

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

Reward Your Thriving Team Members

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

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

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

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

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

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

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

From a sales representative point, a CRM tool gives you a clear picture of which campaigns are performing well, while the ERP system reveals the best selling products. With this data combined, operations are able to forecast product demand with more accuracy. This is vital because having less or too much inventory impacts your business bottom line. Excess inventory ties up revenue that could be better spent elsewhere.

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

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

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

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

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

Want to get the most of out of your ERP system? We’ve got three tips that will help you choose and deploy your ERP system and decrease the likelihood of failure.

Make Sure You Select The Right Vendor

Choosing the right ERP vendor can be overwhelming, and many businesses fall into the trap of    jumping at the first ERP vendor they find, and end up feeling frustrated and disappointed. You don’t want to fall into this trap.

The best way to avoid this is to make sure you take the time to determine your business needs, and do your research before making any selection. You should consider the cost and time that it will take to implement the system and also look at the vendor’s company culture, consistency and customer success rates. Also, you should pay attention to the vendor’s options for user education and training, because your knowledge of the software’s functionality is imperative to the success of your ERP implementation.

Again, not every ERP solution may be right for your business, so take the extra time to strategize and do your research. You’ll be glad you did.

Maximize Training

We’ve found that one of the biggest mistakes businesses and organizations make in leveraging ERP software is they don’t provide enough training. According to authors Dr. Jill O’Sullivan,‎ John Rico, and Dennis Goldensohn in their book How to Consider, Select and Implement an ERP System, “People are one of the hidden costs of ERP implementation.  Without proper training, about 30 to 40 % of front-line workers will not be able to handle the demands of the new system.”

When your users are well-trained, they will be able to contribute more to the overall success of your ERP software initiative. So, be sure to train all users during the initial implementation, and then work with your ERP vendor to set up an ongoing training program for existing users, as well as new employees.

Don’t Hesitate To Integrate Your System

You’ve probably heard us say it before, and we’ll say it again – don’t hesitate to integrate your ERP system. At Commercient, we offer many ways for you to do just that. For instance our SYNC app allows you to connect your ERP and CRM systems, syncing the data at your desired frequency. This will give your sales and accounting teams access to valuable data, which can Streamline your processes, sales, and customer service.

Additionally, it’s customizable to your company’s unique needs, and is also easy to use, as there is no custom coding or mapping to manage on your end. And, you have easy-access to customer data when and where you need it.

Apart from SYNC, there is also Commercient IoT Pulse which provides connectivity with more than 815 Apps for your ERP.  This means that you can automate tasks, like sending out emails instantly when customers input a new order or generate a new invoice. The app provides integration with MailChimp so you can send new product information to all your customers.

Now that you know a little bit more about how to get the most out of your ERP system, contact us and we’ll help you integrate your ERP system today.

Are you considering integrating your CRM and ERP systems, but are looking for more information? Good news! Commercient SYNC’s CRM and ERP integration solution will help you reap all the benefits of a unified system, help you streamline processes, and boost productivity. Here are five reasons why you’ll love our SYNC data integration application.


See Your ERP Data in Your CRM

If you are deploying your CRM and ERP systems separately, you are missing out on the added benefits of having them SYNC’ed. Moreover, performing manual updates can result in slower operations and in a higher risk of database errors. With Commercient’s SYNC data integration app, you don’t have to worry about manual updates – it keeps you current with changes made to your ERP and CRM systems simultaneously, and enables you to see your ERP data in your CRM. This can help your company run more efficiently, so you can focus on sales and new business.


Keep Everybody on the Same Page

Our SYNC data integration app creates one master system that allows everyone to be on the same page. Since updates in either system are visible instantaneously, changes you make in your ERP system will automatically reflect in your CRM system, and vice versa. The result is employees from different departments will find it easier to collaborate, and there will be less of a chance of miscommunication.


Ensure Safe and Secure Data

Security is extremely importantly when it comes to the management of data. Because Commercient SYNC is a cloud-based app, it is able to provide you with a safe and secure environment for integrating the data between your ERP and CRM systems. Operating within the cloud also makes it easier to grant your employees varying levels of controlled access to the data that you sync into your CRM system. In addition, you can access your data from anywhere and at any time.


Deliver Outstanding Customer Experience

We’re in the age of the customer, so it’s all about delivering top-of-the-line customer service and creating ultimate experiences for them. SYNC works to give you a 360 degree view of every customer, so you will be able to understand them more. You can analyze their buying habits, payment history, account standing, order history, and more. This is a great benefit, as you gain better insight into your customer base, which will aid in building long lasting relationships. This will also help you in making smarter decisions, and in developing more targeted marketing campaigns.


Close More Sales

In addition to helping you deliver the ultimate customer experience, Commercient’s SYNC data integration app will help you close more sales. You’ll be able to see inventory data in real-time, run detailed reports, search customer records, and complete orders for a simpler and more efficient sales process. What could take hours or days to receive certain customer data, your sales and customer service teams have instant access, anytime, anywhere. It means they will be able to serve your customers no matter where they are. Additionally, sales managers will be able to see exactly what their sales team is doing on a granular level, and compare data and performance to establish how to best increase sales across the entire organization.


Fast Set-Up and SYNC

Competing data integration systems can take weeks or even months to set up, and you end up having to do much of the ‘heavy lifting.’ With Commercient SYNC, we can get you up and running in a matter of hours, and we handle everything, so you can continue focusing on growing your business.


Ready to use Commercient’s SYNC data integration app? Let’s get your integration started today.

¿Cuándo fue la última vez que evaluaste el estado de tu software ERP (Enterprise Resource Planning)? ¿El sistema ERP que utilizas actualmente es el mejor para tu negocio? ¿O tal vez tu actual ERP ya no funciona para ti tan bien como antes?

Así como el cuerpo humano necesita revisiones regularmente, lo mismo pasa con tu ERP. De hecho, evaluar regularmente tu ERP puede evitar que tus proyectos fracasen después. Según la empresa consultora Gartner, más del 75% de los proyectos ERP fracasan. Aquí hay algunas señales de quizá el tuyo está fallando también:

La gestión de proyectos se ha estancado

Todos sabemos que dormir es bueno para el cuerpo, pero si tu equipo de gestión de proyectos se ha dormido en la implementación de tu proyecto ERP, es para alarmarse. Los proyectos ERP exitosos son manejados por gerentes o supervisores que participan activamente tanto en la selección como la implementación de los mismos. Para implementar con éxito un ERP los gestores de proyectos deberían poder identificar y responder a los riesgos, gestionar la comunicación y verificar el nivel de preparación de la organización.

Según ResearchGate, el rol de un gestor de proyectos en la implementación de un ERP es “trabajar eficientemente en las siguientes áreas: decidir el alcance de los proyectos, gestión de riesgos, detectar necesidades, seleccionar al personal adecuado, prevenir el desgaste, definir el cronograma del proyecto, sincronización con otros sistemas, monitorear el progreso y manejar el caos.” Por lo tanto, tu coordinador de proyectos es una figura clave en el éxito o fracaso de la implementación del ERP. Un gestor de proyectos inactivo no es una opción.

Falta de experiencia de los usuarios

En cualquier compañía, necesitas contar con el talento necesario para desempeñar ciertos roles y funciones; y para tu proyecto ERP, necesitas personas que sepan utilizar las funciones que ofrece tu ERP. Incluso, tu equipo no debería solo conocer sus propios procesos sino los de otros departamentos.

De acuerdo a Pemeco Consulting, “es vital desarrollar e implementar un plan de entrenamiento ERP personalizado que le da a los miembros clave de tu equipo con las herramientas necesarias para tener éxito… el entrenamiento debería proveerles las bases necesarias para reinventar los procesos de la compañía. Después, estas personas se convertirán en los expertos a quienes recurrirán los otros empleados de la compañía cuando necesiten ayuda.”       

Claramente, sin el conocimiento y entrenamiento adecuados, ¿cómo pueden los usuarios sentirse confiados a la hora de hacer su trabajo? ¿O cómo podrían ser efectivos?

No se ha implementado la fase de prueba

Todo software debería ser probado; sin embargo, este no siempre es el caso en compañías que implementan un sistema ERP. Muchas empresas terminan saltándose esta fase cuando necesitan cumplir con fechas límite o metas de costos. Pero todos sabemos demasiado bien que fallas en la implementación pueden resultar en un software inutilizable en el futuro. Bistasolutions señala que “el propósito de la fase de prueba de un ERP no es verificar si funciona. El objetivo es ver si el sistema solventa las necesidades de su empresa y produce los resultados deseados.” Al final, la manera en que ese sistema se sincroniza con los procesos y prácticas de tu compañía será un factor determinante en su éxito a largo plazo.


Si todavía no estás seguro de cuál sistema ERP es el mejor para tu negocio, contacta a los expertos de Commercient hoy mismo. Nosotros podemos guiarte durante todo el proceso y hacer la transición lo más fluida posible.

5 Signs You’ve Outgrown Your ERP Software
ERP software is constantly being enhanced with better functionality, flexibility, and focus on efficiency with every new update from your favorite ERP vendor. In addition to this, many accounting software developers are integrating user-requested changes into the latest version releases. However, even with all of these enhancements consistently being made, it is still possible for you to outgrow your ERP software.

Businesses grow, needs change, and not all ERP software is “one size fits all.” Commercient actually gets the “How do I know if I’ve outgrown my existing ERP software?” question a lot because customers are concerned about whether or not we can still sync their ERP data to their CRM if they change vendors or upgrade their package. The short answer is yes. So don’t stress about that. We’ve also compiled a list of 5 tell-tale signs for you that will help determine if you’ve outgrown your ERP software and should consider upgrading your system.

  1. Data entry, reporting, and updating are slow going. Slow performing ERP software is a ball and chain around your businesses ankle. If generating reports take longer than a lunch break or you have time to go hang out by the water cooler while an invoice posts, this could be a sign that your data file size has outgrown your existing system.
  2. You’re spending a lot of time on manual entries. Are you manually keying a lot of information into Excel? Do you keep a separate system for your customers? If you answered yes to either question (or both) then you’ve outgrown the capabilities of your ERP software. This happens when businesses grow. It’s a good thing that you need an upgrade!
  3. You’re making decisions based entirely on what your ERP software can and can’t do. If you’ve ever had to consider turning down, or actually turned down a deal because your system just couldn’t handle it, you’ve outgrown your ERP and it’s time to do something about it. Your ERP should benefit your business. It should never hold you back.
  4. There’s a lack of real-time reporting. Real-time access to your data is critical to the success of your business. Not having the ability to view your data in real-time increases the risk of errors and missing opportunities to correct errors before they cause too much damage.
  5. You use multiple databases and multiple systems to manage your business. Is your data scattered across multiple systems? Did you know there’s an easier way to manage your data? Such as integrating your ERP software with your CRM software so that all of your data is in one easy to access place for everyone?


With a sufficient ERP system you shouldn’t be dealing with anything on the list above and with Commercient SYNC, you can take an already efficient ERP system and make it even better. Integrating your ERP software with CRM software is a simple solution for improving your ERP experience and that’s exactly what we specialize in.

Still unsure about whether or not you’ve outgrown your ERP system and should consider upgrading? Contact one of our specialists today! Commercient has experience integrating the following ERPs with multiple CRMs:

  • Baan ERP
  • Epicor ERP
  • Infor ERP
  • JD Edwards ERP
  • Microsoft Dynamics ERP
  • Oracle ERP
  • QuickBooks® ERP
  • Sage ERP
  • Traverse ERP