Tag Archive for: ETL

In today’s fast-paced business landscape, CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems have become indispensable tools for organizations seeking to optimize their operations and enhance efficiency. These systems offer a plethora of benefits, from streamlining processes to improving decision-making.

However, to fully harness their potential, businesses often seek to integrate these systems seamlessly, enabling a cohesive flow of information across departments and functions. While there are various approaches to achieve this, including managed integration apps and ETL (Extract, Transform, Load) tools, the allure of constructing an integration from scratch is undeniable.

This article explores the intricacies of integrating CRM and ERP systems by building an integration from scratch, and the factors businesses should consider before embarking on this journey.

Avoid all the issues that come with an integration built from the ground up! Commercient SYNC simplifies this process significantly with a fully-managed integration solution that connects your ERP to your CRM in an efficient and cost-effective way. Click here to contact us.

Want to see what our customers say? Click here and read our customer success stories.

Comprehensive Understanding of CRM and ERP Systems

Successful integration between CRM and ERP systems requires more than just a surface-level understanding of their functionalities. A deep technical understanding is essential to ensure effective communication between these systems. This includes knowledge of coding structures, data mapping, connectors, and more.

Companies must assess whether they possess the internal expertise to navigate these complexities or if outsourcing to specialized providers like Commercient is a more viable option.

Internal Resource Availability

Access to comprehensive resources such as guidebooks, documentation, and APIs is crucial for navigating the technical nuances of CRM and ERP systems effectively. Without the right resources, businesses may struggle to understand errors and troubleshoot issues, potentially derailing the integration process.

Investing in the necessary resources or opting for a fully managed integration solution can mitigate these challenges and expedite the integration process.

Technical Expertise Within the Team

Having a team of experts who can navigate potential roadblocks and resolve issues swiftly is paramount for the success of an integration project. However, many organizations may lack the internal expertise required for such a complex endeavor.

In such cases, partnering with specialized integration providers like Commercient can provide access to a team of seasoned professionals with the requisite technical skills and experience.

Investment Considerations

Building integrations from scratch can be a time-consuming and resource-intensive endeavor. Companies must carefully evaluate the costs associated with hiring ERP or CRM experts, project leads, and the potential impact on day-to-day operations. Additionally, businesses should consider the opportunity cost of dedicating internal resources to the integration project.

Choosing a fully managed integration solution like Commercient offers a cost-effective alternative with quick implementation tailored to specific business needs.

Time Investment

Integrating CRM and ERP systems from scratch can take months or even years to develop fully. However, companies cannot afford to wait indefinitely for the integration to be completed.

Commercient SYNC offers a rapid implementation timeline, typically lasting just a few days to a couple of weeks, enabling businesses to realize the benefits of integration sooner and without the added burden of lengthy development cycles.

Meticulous Planning and Commitment

Once the integration project is underway, meticulous planning and unwavering commitment are essential for its success. Integrations from scratch demand considerable time and effort, often spanning a year or more before reaching fruition. Upon successful implementation, ongoing maintenance, troubleshooting, and adaptation to system upgrades become crucial considerations.

Fully managed solutions like Commercient offer ongoing support and expertise, ensuring the long-term viability and value of the integration endeavor.

Conclusion

In conclusion, integrating CRM and ERP systems offers immense potential for enhancing business efficiency and productivity. While the prospect of building integrations from scratch may seem enticing, businesses must carefully weigh the associated challenges and consider alternative approaches such as fully managed integration solutions.

By evaluating factors such as technical expertise, resource availability, investment considerations, and time constraints, organizations can make informed decisions that align with their strategic objectives.

Ultimately, investing in the right integration solution is crucial for ensuring optimal outcomes and unlocking the full potential of CRM and ERP systems in driving business success.


If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

Managing orders across different systems can be challenging. Customers expect fast delivery; 41 percent want their items within a day, and 24 percent within two hours.

To meet these demands, orders must move quickly through your CRM, ERP, and production systems, as well as shipping software like ShipStation. Manual entry between these systems is prone to errors and delays, which can upset customers and disrupt your service.

A reliable order management system ensures orders are processed promptly and accurately, eliminating manual mistakes and keeping customers satisfied. This requires an integrated system that connects all platforms, simplifying the order flow.

Transitioning to this more efficient approach requires understanding the challenges and identifying the right tools to bridge the gaps in your current system.

Understanding the Importance of Integration in Order Management Across Different Systems

When managing orders through multiple systems, the challenges you encounter are not just hurdles; they directly impact your business’s efficiency and customer satisfaction. Integrating your systems—CRM, ERP, e-commerce platforms, and shipping software—plays a pivotal role in addressing these challenges.

Risk of Errors: Manual data entry invites mistakes. Typing order details into your CRM, ERP, and shipping platforms separately increases the chance of errors and problems like double data entries for the same thing twice. These mistakes can mean sending the wrong items, billing inaccuracies, or shipping to the wrong addresses. Integration helps by automating data transfer, significantly reducing these risks. Automated workflows ensure that when an order is placed, accurate details flow seamlessly between systems, maintaining data integrity and reducing human error.

Delays in Processing: Time matters in order fulfillment. Manually transferring data between systems slows things down and creates bottlenecks. Orders pile up, waiting for entry or correction, delaying delivery to your customers. But if you integrate your systems, then it streamlines real-time data flow which speeds up order processing from placement to delivery. This efficiency minimizes delays, ensuring orders are processed swiftly and customers receive their products on time.

Inventory Mismanagement: Keeping inventory levels accurate is tough without real-time updates. Manual entry leads to delayed inventory adjustments, causing overstocking or understocking. This can result in missed sales opportunities or unnecessary inventory costs. Through integration, inventory levels are automatically updated in real-time across all platforms, ensuring accurate stock levels. This synchronization helps in avoiding missed sales opportunities due to stock shortages and reduces holding costs by preventing overstock.

Impact on Customer Satisfaction: The way you manage orders directly affects your customers. Delays, errors, and inventory mishaps can lead to unhappy customers, negative feedback, and lost business. Keeping customers happy is harder when these issues arise. Integration enhances customer satisfaction by ensuring orders are accurate, inventory levels are correct, and deliveries are timely. A seamless order management process supports a positive customer experience, encouraging repeat business and positive reviews and is one of the measures of a successful data integration.

Operational Inefficiencies: Dealing with multiple systems without integration means your team spends too much time on data entry. This not only adds to your operational costs but also keeps your team from focusing on growth and strategic activities. Integration addresses these inefficiencies by automating routine tasks, freeing up your team to concentrate on activities that drive business growth and improve service quality.

What to look for in Automated Integration Solutions for Order Management

Automated order management systems are powerful tools that can transform the way you handle your business processes. Consider the ones that are built to make things run smoother, cut down on the need for manual work, and ensure everything is done correctly.

Real-Time Data Sync: The backbone of any efficient order management system is its ability to synchronize data across platforms in real-time. This ensures that all your systems—from sales and inventory to fulfillment and shipping—are always up to date. Automated Integration Solutions like Commercient SYNC offer this capability, ensuring that when an order is placed, its details are immediately reflected across your CRM, ERP, and e-commerce platforms, keeping everyone on the same page.

Automated Shipping Label Creation: The right solution streamlines the shipping process by automatically generating shipping labels once an order is processed. This saves time and also reduces the potential for errors in the shipping details. While not every integration solution offers this feature directly, ensuring your chosen platform can integrate with shipping software that does is vital.

Order Tracking and Status Updates: Customers today expect transparency and timely updates about their orders. An automated order management system like should provide customers with real-time tracking information and updates about their order status, enhancing the customer experience.

Inventory Management: Effective inventory management is crucial for meeting customer demand without overstocking. Look for data integration solutions like Commercient SYNC that offer dynamic inventory updates, providing a clear view of stock levels at all times. This feature helps in preventing stockouts and excess inventory, optimizing your supply chain for both efficiency and cost-effectiveness.

Scalability: As your business grows, so too will your order management needs. The solution you choose should be scalable, capable of handling increasing order volumes and additional integrations as your business expands.

User-Friendly Interface: Finally, the effectiveness of any tool is limited by its usability. A solution that offers a user-friendly interface will ensure that your team can maximize its capabilities without a steep learning curve.

Best Practices for Successful Order Management System Implementation



As you approach the finish line in revamping your order management, here are best practices to ensure a smooth transition:

  • Conduct a Thorough System Assessment: Begin with a deep dive into your current processes. Identify what’s working and what’s not. This will help you understand the specific needs of your business and prepare a solid foundation for the new system.
  • Choose the Right Integration Platform: Select a platform that aligns with your business goals. Look for features like real-time synchronization, user-friendly interfaces, and scalability. Solutions like those offered by Commercient are tailored to meet these needs, focusing on enhancing your operational efficiency and data accuracy.
  • Invest in Staff Training: A new system is only as good as the people using it. Ensure your team is well-trained on the new system. This empowers them to use the new tools effectively and helps you get the most out of your investment.

  • Test Everything Before Going Live: Run thorough tests with the new system to iron out any kinks. It’s better to catch issues before they affect your customers.
  • Plan for Ongoing Support: Even after a successful launch, you’ll want ongoing support to handle any future issues that arise. Make sure you have a plan in place for continued technical assistance.
  • Monitor and Adapt: After implementation, keep an eye on how the system is working. Be ready to make adjustments as your business grows and changes.

Implementing an automated integration solution like Commercient SYNC can significantly boost your efficiency, accuracy, and customer satisfaction. It’s a step that can lead to improved customer relationships and a stronger bottom line.

The goal is not just to replace old systems with new ones but to create a more connected, efficient, and responsive order management process. This isn’t the end of the journey—it’s the beginning of a more streamlined, efficient way of doing business. Learn more about creating integrated order management systems with Commercient!


If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

In a market where brand loyalty is fading, exceptional customer service becomes your key differentiator. Almost 83% of customers report feeling more devoted to brands that not only respond to their issues but also effectively resolve them. This makes the challenge clear: deliver consistently top-notch, quick, and knowledgeable customer service.

This is where integrating CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems becomes important. By combining customer data with operational insights, your business can respond promptly and precisely, turning each customer interaction into a chance to reinforce customer loyalty.

Understanding the Customer Service Challenge

In an era where customer loyalty is increasingly volatile, understanding the roots of this shift is vital for your business. It’s not just about the product or service anymore; it’s about the entire customer experience you provide, and how well you leverage technology, like CRM and ERP integration, to enhance this experience. Let’s break down the key factors that are reshaping brand loyalty and examine how slow response times and inadequate resolutions impact customer satisfaction.

Factors Contributing to Decreasing Brand Loyalty


Your customers today are different. They have access to an abundance of choices and are more informed than ever before. This shift in the consumer landscape is reshaping what brand loyalty looks like. Integrating CRM and ERP systems can help you stay ahead in this evolving environment:

  • Evolving Consumer Expectations: Your customers expect excellence not only in your products but also in every interaction they have with your brand. Integration helps by providing comprehensive customer insights, enabling personalized and efficient service.

The Digital Era’s Influence: Social media and online platforms can make or break your brand’s reputation overnight. With 63.3% of shoppers consulting online reviews before a purchase and 91.1% influenced heavily by these reviews, it’s clear that managing your online presence is a necessity. One negative experience shared online can ripple through your customer base. With integrated systems, you can monitor and respond to these challenges more swiftly.

  • Market Saturation: With so many options available, customers often find it easy to switch brands. They are constantly seeking better service, convenience, and value. CRM and ERP integration gives you a comprehensive view of customer preferences and operational capabilities, helping you meet these demands effectively.

Impact of Slow Response Times and Inadequate Resolutions


How you respond to your customers can significantly impact their loyalty. Timely and effective responses are more important than ever, and this is where integrated systems play a key role:

  • Customer Frustration: A delayed response can quickly turn a small issue into a major grievance, pushing customers away. Integrated systems ensure you have all the necessary information at your fingertips for a quicker resolution.
  • Lost Opportunities: Every customer interaction is an opportunity. Slow responses mean missed chances to impress and retain customers. CRM and ERP integration streamlines your processes, enabling you to respond more promptly.
  • Damage to Reputation: Failing to resolve issues effectively can lead to public complaints, affecting how potential customers perceive your brand. A unified system allows for a more coordinated and effective response strategy.

The Role of Data in Customer Service

Data is a key asset in delivering exceptional customer service. Understanding and utilizing various types of customer data can transform your service approach, making it more effective and responsive. Different kinds of data are instrumental in shaping top-notch customer service, not limited to:

  • Purchase History: Details of past purchases reveal customer preferences and buying patterns, helping you anticipate their future needs and tailor your offerings.

  • Customer Interactions: A record of all past communications, including emails, calls, and chat sessions, provides context for each customer’s concerns and preferences, enabling more personalized service.

  • Customer Preferences and Feedback: Insights gathered from surveys, feedback forms, and social media interactions offer valuable information about what customers like or dislike, allowing for service improvements.

  • Service and Support History: Tracking previous support requests and resolutions helps in understanding recurring issues and customer satisfaction levels, which can guide future service strategies.

  • Demographic Information: Knowing your customers’ age, location, and other demographic data helps in segmenting your audience and customizing services to meet diverse needs.

  • Online Behavior Data: Information on how customers interact with your website or app, including pages visited and items viewed, can inform more targeted and relevant service offerings.

  • Social Media Activity: Monitoring comments, reviews, and interactions on social platforms provides real-time insights into customer opinions and emerging trends.

CRM and ERP Integration as a Solution

When it comes to improving customer service, the integration of CRM and ERP systems offers a clear advantage. This integration is particularly impactful considering the diverse types of customer data we discussed earlier.  And this section explains how bringing these systems along with combining the scattered data together makes a big difference in how you serve your customers.

Simplifying with Integration

Merging CRM and ERP systems means combining customer information with business operations data. This move leads to easier access to important information and smoother processes across your company.

  • All-in-One Data Access: With integration, everything from customer contacts and sales history to inventory and financials is in one data storehouse. This makes it easier to understand your customers’ needs and preferences.

  • Better Information Flow: When your CRM and ERP systems work together, information moves smoothly between departments. This means sales teams know what’s in stock, customer service can quickly see a customer’s history, and managers get a full picture of how the business is doing.

Improving Customer Service with Integrated Data


Integrating your CRM and ERP systems can significantly enhance the way you handle customer service. This integration leads to a more connected and efficient handling of customer information, making every interaction more effective. Let’s look at the specific improvements this integration brings to your customer service efforts.

  • Quicker Responses: Having all the necessary information in one place allows customer service teams to answer questions and fix problems faster. This speed is crucial for keeping customers happy and loyal.

  • More Accurate Information: Keeping data unified and up-to-date in real time means less chance of mistakes when dealing with customers. Getting things right the first time builds trust and keeps customers satisfied.

  • Getting Ahead of Issues: With combined data, you can spot trends and predict what customers might need next. This lets you solve problems before they even arise.

Implementing CRM and ERP Integration

Successfully integrating CRM and ERP systems is a strategic move that can significantly enhance your business operations and customer service.

Choosing the Right Platform


Selecting the right platform for your CRM and ERP integration is the foundation of this process. It’s crucial to find a solution that not only meets your current needs but also supports future growth and changes.

  • Compatibility and Scalability: Select a platform that not only aligns with your current needs but also has the potential to grow with your business. Compatibility with existing systems is crucial to avoid technical hiccups.

  • Features and Customization: Look for platforms that offer the specific features your business requires. Customization options are important to tailor the system to your unique processes.

Training Staff

Proper training is essential to maximize the benefits of your new integrated system. It’s about empowering your team to use the new tools effectively.

  • Comprehensive Training Programs: Once the platform is chosen, focus on training your staff. Comprehensive training ensures that your team can make the most of the new system.
  • Ongoing Support: Provide ongoing support and resources. This could include regular training sessions, access to online resources, and a dedicated support team.

Managing the Transition

The transition to a fully integrated CRM and ERP system can be complex, but with careful planning and management, it can be a smooth process.

  • Phased Rollout: Implement the integration in phases rather than all at once. This allows for smoother transition and easier management of potential issues.

  • Communication: Keep open lines of communication throughout the organization. Regular updates and feedback sessions can help in addressing concerns and ensuring a seamless transition.

  • Monitoring and Feedback: After implementation, closely monitor the system’s performance. Collect feedback from users to make necessary adjustments and improvements.

Elevating Customer Service with CRM and ERP Integration

Exceptional customer service is vital for any business aiming to stay ahead. Integrating CRM and ERP systems, with solutions like Commercient SYNC, directly supports this aim. It provides the tools for faster, more accurate, and personalized customer interactions. Moving forward with this integration means more than just keeping pace; it’s about building stronger customer relationships and ensuring loyalty. Evaluate your current systems, consider data integration options like Commercient SYNC, and plan your approach to upgrade your customer service. This step is key to your business’s success and customer satisfaction.


If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

In today’s fast-paced business landscape, staying ahead of the curve is essential for companies aiming to thrive in an ever-evolving technological environment.  Modernizing operations is not just a luxury but a necessity to remain competitive and relevant in the market.

As companies strive to adapt and modernize, Customer Relationship Management (CRM) tools have emerged as a revolutionary force, reshaping how businesses interact with their customers, offering insights that maximize customer satisfaction, provide a comprehensive overview of accounts, and accelerate lead generation. 

However, despite their numerous benefits, the challenge lies in navigating a landscape filled with siloed data.  Implementing and utilizing CRM systems effectively can pose challenges, especially for those accustomed to traditional methods such as spreadsheets.

As data accumulates with business growth, managing and integrating information across systems becomes increasingly challenging. Years of relying on spreadsheets and disjointed data make manual entry and updates cumbersome, resulting in wasted time on administrative tasks instead of core business activities

This is where consultants and integration companies step in to bridge the gap. Integration firms like Commercient, offer solutions to streamline data management and enhance efficiency. By seamlessly syncing information from accounting systems (ERP) to CRM platforms, these integration solutions empower businesses to work smarter, not harder.

But how do you know if your customers are ready for CRM integration?

Here, we explore the ten signs that indicate your customers may need an integration solution.

  • Brand New CRM: Does your customer has a Brand new CRM? Seize the opportunity to populate your customer’s CRM with data from their familiar Accounting system, supercharging their CRM experience and setting them up for success from the start.
  • Access to Multiple Systems: They are logging in daily to multiple systems. Eliminate the hassle of juggling between disparate systems by consolidating information from spreadsheets, post-it notes, and different parts of the accounting system into a single, streamlined platform.
  • Difficulty in Locating Critical Information:  They don’t know where they have the information. Swift access to essential data is crucial for closing deals and maintaining customer satisfaction. Ensure that essential data is readily available during crucial interactions with clients, preventing the loss of sales due to the unavailability of vital information.
  • Time-Consuming Data Search:  Spend a lot of time looking for the right information. Sales reps waste valuable time searching for information which can impede productivity. Integration reduces the time sales reps spend on data retrieval, allowing them to focus on driving revenue.
  • Customer Frustration: They can’t find their customer’s information when they need it. Inefficient data retrieval doesn’t just impact sales reps; it can disrupt operations company-wide, leading to frustration and decreased productivity. Streamlining access to information is essential to minimize frustration and enhance collaboration across departments.
  • Data Inaccuracy: They have a lot of errors in their system. Double data entry results in errors and compromises the reliability of reports and workflows, ultimately affecting business decisions. With SYNC, mitigate these errors, ensuring the accuracy of reports, dashboards, and workflows.
  • Limited CRM Information: The CRM is missing out on information. Insufficient data hampers effective reporting and customer management. With SYNC, ensure a robust CRM with comprehensive details, avoiding limitations that hinder report generation and overall CRM effectiveness.
  • Time Loss from Duplicate Entry: They spend a lot of time filling the information from one system to another. Redundant data entry consumes valuable time that could be allocated to strategic initiatives and meaningful customer interactions. Enhance efficiency by eliminating redundant data input tasks, thus freeing up valuable time for more strategic initiatives.
  • Sales Bottlenecks: Sales reps need to ask accounting for pricing or discounts, distracting them from the job and causing delays in their sales process. Delays in the sales process, stemming from incomplete or inaccessible information, can impede revenue generation and hinder growth. Accelerate the sales process by furnishing sales teams with timely and accurate information, thereby minimizing delays and augmenting customer satisfaction.
  • Incomplete Data for Comprehensive View: Missing information impedes businesses from obtaining a holistic view of their customers, thereby hindering their ability to tailor strategies and offerings effectively. Attain a comprehensive understanding of customers by consolidating data from multiple systems, facilitating better-informed decisions and personalized experiences.

How can you help your customers overcome these challenges and unlock the full potential of their CRM systems?

  • Start Early: Supercharge the CRM from day one to avoid data discrepancies and inefficiencies.
  • Leverage ERP Data: Enhance business strategies by tapping into ERP data for accurate insights.
  • Streamline Processes: Automate data flow and minimize errors with seamless integration solutions.
  • Reduce Admin Tasks: Save time and boost productivity by eliminating manual data entry.
  • Affordable Solutions: Offer cost-effective integration options without the need for complex coding or mapping.

By addressing these signs and leveraging integration solutions, businesses can unlock the full potential of their CRM systems. Integration streamlines processes minimizes errors, and provides a comprehensive view of customer data, empowering businesses to make informed decisions and deliver exceptional customer experiences.

With solutions like Commercient’s SYNC, businesses can automate data flow, reduce administrative burdens, and maximize productivity across systems. And the best part? No coding or field mapping is required. Its integration is made simple.

So why wait? Supercharge your CRM from the beginning and unleash the power of integration to drive business success. To learn more about how Commercient can transform your customer’s CRM experience, contact us at partners@commercient.com and become the hero your clients deserve.


If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

In every sales team, time is the most valuable and limited resource. Yet, many find themselves bogged down by non-selling activities. From wading through administrative tasks to hunting down vital information, these distractions are more than mere annoyances—they’re barriers to performance and profitability.

Even data indicates that sales representatives devote merely two hours each day to actual selling.

But what if there was a strategy to cut through the clutter and redirect focus back to sales?

Data integration emerges as that strategy. Far from being just a technical term, it’s a tangible, impactful tool engineered to streamline tasks and sharpen your team’s focus on what they do best—sell.

Understanding the Sales Time Dilemma

In the sales arena, time equates to opportunity. As the complexity of selling increases, sales reps find their time to engage with customers sharply limited. Astonishingly, they spend only about 28% of their week on actual sales activities. Recognizing the factors that devour this vital resource is the first step towards reclaiming it.


The High Cost of Lost Time

Every minute a sales rep spends on non-selling activities is not just lost time; it’s a missed opportunity. Common time-wasters like administrative tasks, data entry, and hunting for client information can consume a disproportionate amount of the workday. These tasks, while necessary, do not directly contribute to revenue generation and often require skills that differ from those needed for effective selling.

This imbalance not only hampers their ability to sell but also affects the overall health and success of the business. The impact of these activities on sales performance is profound. As reps spend more time on clerical work, their engagement with potential and existing customers diminishes. This leads to fewer closed deals and a slower pipeline, directly affecting the bottom line. Notably, 28% of sales professionals cite lengthy sales processes as the top reason prospects pull out of deals.

Moreover, consistently diverting attention from core selling activities can lead to a decline in job satisfaction and morale. Sales professionals thrive on interaction and success; when bogged down by administrative tasks, their motivation and performance can wane.


The Ideal vs. Reality of Sales Time

While we recognize the high cost of lost time in sales, it’s essential to examine the ideal scenario versus the actual distribution of a sales rep’s time. The ideal picture paints a day where most hours are spent in meaningful client interactions and strategic selling. This ideal is not just a dream but a benchmark to strive for, where sales reps focus on nurturing client relationships, understanding their needs, and crafting tailored solutions.

In contrast, the current reality presents a different story. Beyond the identified time-wasters like administrative tasks and data management, there are other subtle yet significant factors at play. For instance, excessive time spent in internal meetings or in navigating complex organizational processes can further erode effective selling time. This disconnect between the ideal and reality not only impacts sales outcomes but also contributes to a sense of frustration and unfulfilled potential among sales professionals.

To bridge this gap, a shift in organizational focus is needed. Companies must prioritize streamlining processes and reducing bureaucratic hurdles. This involves adopting data integration tools like Commercient SYNC and strategies that minimize time spent on non-sales tasks, thereby aligning the actual time distribution closer to the ideal. Such an alignment enhances sales productivity and also boosts the morale and satisfaction of sales executives.

The Power of Data Integration


A cornerstone in modern sales strategies, integration sets the stage for a more informed and efficient approach to selling. It paves the way for a deeper understanding of what data integration is and how it revolutionizes CRM and ERP systems.


What is Data Integration?

Data integration is the harmonization of data from diverse sources, typically within CRM and ERP systems, into a cohesive and accessible format. This process is pivotal in ensuring that all aspects of the business, from customer interactions to inventory management, communicate seamlessly. It’s about making data work smarter, not harder, for sales teams.

With ready-to-use integration systems like Commercienct SYNC, data integration transcends being a mere efficiency tool. It becomes a strategic asset, empowering sales reps with real-time access to the information they need. This immediate access means decisions are made faster and are based on the full picture, not just isolated data points. The benefit here is twofold: sales reps spend less time sifting through data and more time leveraging it to close deals.

Moreover, a unified data system enhances the accuracy and reliability of the information, which in turn improves forecasting and planning. Tools like Commercient SYNC not only ensure that data is synchronized across platforms but also that it’s up-to-date and accurate.

This reliability means sales teams can trust the information they’re using to make critical business decisions.

In a world where time is a precious commodity, integrating data isn’t just about keeping up; it’s about setting the pace.

Implementing Integration Solutions

Embarking on the integration journey demands a strategic approach. It’s not just about connecting systems your CRM and ERP, but transforming how your sales team operates and engages with data.

Best Practices for a Smooth Transition

Choosing the right integration solution is pivotal for any business looking to streamline its sales process. Consider Commercient SYNC as a strategic choice. Its user-friendly features and robust functionality make it a frontrunner in the integration space. When selecting a data integration platform, evaluate factors like scalability, support, and compatibility with your existing systems. Here’s how to ensure a smooth transition:

  • Scalability: Your chosen solution should grow with your business. Assess whether the tool can handle an increasing amount of data and additional users as your company expands. Commercient SYNC, for instance, offers scalable solutions that adapt to your evolving needs.

  • Support and Compatibility: Reliable support is crucial for a smooth integration process. Check the level of support provided and ensure the tool is compatible with your current systems. This reduces the risk of disruptions and ensures a seamless workflow transition.

  • Training and Adaptation: On average, companies invest $954 per learner annually, providing 57 hours of training each year. This investment underscores the importance of preparing your sales team for new workflows. Effective training is key to using the full potential data integration, your CRM and ERP systems.

    However, using plug-and-play platforms like Commercienct SYNC can significantly reduce this time due to its user-friendly interface. Its intuitive design means employees grasp its functionality quicker, allowing for more efficient use of both time and budget allocated for training.

Adding integration tools like Commercienct SYNC into your sales strategy can significantly enhance efficiency and decision-making. By streamlining data management, sales teams can focus on what they do best: selling.

If you’re ready to elevate your team’s performance, consider evaluating your current systems and exploring how data integration can be customized to match your needs.

Start by consulting with experts or trying out a demo to see first-hand the transformative impact of a well-implemented integration solution. The journey to a more productive, data-driven sales force begins with this step.


If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

Are you navigating the complex world of integration solutions for your business? You’re not alone. Choosing the right platform to seamlessly connect your ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) systems is crucial. With options ranging from pre-built data integration platforms like Commercient SYNC to established ETL (Extract, Transform, Load) toolsets like Dell Boomi, Workato, Celigo, Mulesoft, Greytrix, Jitterbit, and Zapier, the choices can be overwhelming.

What sets these solutions apart, and what does it mean for your business? This article dives deep into the nuances of Commercient’s managed integration services versus the DIY approach of ETL tool sets. Whether you’re a tech guru or just getting your feet wet in the world of data integration, understanding these differences is key to making an informed decision for your business. Let’s explore how these solutions stack up and pinpoint what you really need for effective and efficient integration.

Understanding Managed Integration vs. ETL Tool Sets

Diving into the world of data integration, you’re likely to encounter two main roads: Managed Integration services, like those offered by Commercient, and ETL (Extract, Transform, Load) toolsets, provided by names you’ve probably heard of – Dell Boomi, Workato, Celigo, Mulesoft, Greytrix, Jitterbit, and Zapier. But what’s the real difference between these paths, and more importantly, how does that impact your business?

Managed Integration Services: The Ready-Made Solution

Think of managed integration services as a custom-made suit. It’s tailored to fit your business needs right out of the box. With a service like Commercient SYNC, the heavy lifting of data integration is handled for you. What does this mean for you? Less headache, less time fiddling with complex configurations, and more time focusing on what matters – your business operations.

Managed integration is like having a team of experts by your side, ensuring that your ERP and CRM systems talk to each other seamlessly. They provide a ready-to-use solution, which is then tweaked to align perfectly with your specific requirements. It’s particularly handy if you’re not keen on diving into the nitty-gritty of data architecture or if your IT team is already swamped with other tasks.

ETL Tool Sets: The DIY Approach

On the flip side, ETL tool sets are akin to building your own suit from scratch. It’s a more hands-on approach, where you’re given the tools and materials (software components, integration platforms) and it’s up to you (or your IT team) to stitch it all together. This path offers flexibility and control, but it also demands a fair share of technical expertise and time investment.

With ETL tool sets, you’re in the driver’s seat for mapping out data flows, setting up transformations, and ensuring that everything syncs up as it should. It’s powerful and highly customizable, but let’s be real – it can also be a complex and time-consuming process. If you’ve got the technical chops and resources to spare, it might be a fulfilling challenge. But if not, it could feel like assembling a puzzle without the picture on the box.

FeatureManaged Integration Services (e.g., Commercient SYNC)ETL Toolsets (e.g., Dell Boomi, Workato, etc.)
Setup ComplexityLow – Pre-configured solutions tailored to your needs.High – Requires manual setup and configuration.
Technical Expertise RequiredLower – Expert support available, less technical burden on your team.Higher – Requires in-depth technical knowledge for setup and maintenance.
CustomizationModerate – Customizable to a certain extent based on business needs.High – Full control over customization, but requires more effort.
Time to ImplementShorter – Quicker to deploy as the primary setup is handled by the provider.Longer – Depends on the complexity of the configuration and customization.
Ongoing MaintenanceLower – Managed by the service provider.Higher – Requires continuous monitoring and updates by your team.
SupportOften comprehensive – 24/7 support, depending on the provider.Varies – May require additional costs for extended support.

(A Quick Comparison between Commercient and other ETL tool sets, source: Commercient)

Comparing Managed Data Integration Services vs. ETL Tool Sets – A detailed View

User Experience and Technical Proficiency

When it comes to integrating your business systems, the journey is as important as the destination. That’s where user experience and technical proficiency come into play. Let’s break down how these factors differ between managed integration services like Commercient SYNC and ETL tool sets such as Dell Boomi, Workato, Celigo, Mulesoft, Greytrix, Jitterbit, and Zapier.

User Experience: Navigating with Ease vs. Charting Your Own Course

Imagine you’re setting up a new home entertainment system. With a managed integration service, it’s like having a professional come in, set everything up, and hand you a simple remote control. You get to sit back and enjoy the show. That’s the kind of user experience Commercient SYNC aims to provide – straightforward, hassle-free, and efficient.

In contrast, using an ETL tool can feel like you’re given all the components – speakers, cables, streaming devices – but it’s up to you to connect everything. Yes, it offers flexibility and a sense of accomplishment, but it requires more effort and technical know-how. This approach can be rewarding for those who love a DIY challenge, but it can also be daunting for others.

Technical Proficiency: Do You Need to Be a Tech Whiz?

Let’s talk about the level of technical skill you’ll need. With managed integration services, the technical barrier is significantly lowered. Why? Because the intricate work of setting up and maintaining the integration is done for you. You don’t need to be a tech wizard; basic knowledge and an understanding of your business requirements will often suffice.

On the flip side, ETL tool sets demand a higher degree of technical proficiency. It’s like being both the director and the producer of a movie – you have total creative control, but you also need to know how to operate the camera, manage the lighting, and edit the final cut. This route is ideal for those who have technical teams in place or individuals who relish the intricacies of data integration.

The Challenge of Integration Complexity

Integrating your business systems can be a complex endeavor. This complexity isn’t just a technical challenge; it impacts your operations, team efficiency, and ultimately, your bottom line. Let’s explore the inherent challenges of integration complexity and what they mean for your business.

Understanding the Intricacies

Integration isn’t just about connecting two systems; it involves synchronizing data across different platforms, each with its unique architecture and data formats. It’s a bit like trying to get two different languages to communicate seamlessly. The complexity increases with the number of systems involved, the diversity of data types, and the frequency of data exchanges.

Managed Integration: Simplifying the Complex

Managed integration services aim to simplify this complexity. When you choose a solution like Commercient SYNC, much of the intricate work is off your plate. These services handle the details of data mapping, synchronization, and regular updates. It means less stress about the technicalities and more focus on how the integration benefits your business operations.

ETL Tool Sets: Control Comes with Complexity

ETL tool sets, while offering greater control and customization, also bring more complexity. They require a clear understanding of data structures, transformation processes, and continuous management. This approach is feasible if you have a dedicated IT team familiar with these aspects. However, it can be a significant hurdle for businesses without such resources.


Customer Support and Accessibility

When choosing between managed integration services like Commercient SYNC and ETL tool sets such as Dell Boomi, Workato, Celigo, Mulesoft, Greytrix, Jitterbit, and Zapier, consider the level of customer support and system accessibility you’ll need. This decision can greatly affect how smoothly your integration solution runs day-to-day.

Round The Clock Support

Managed integration services typically offer comprehensive customer support. With a service like Commercient SYNC, you get access to a dedicated team ready to help with any issue. This can be a major advantage if you’re not deeply versed in the technical aspects of integration. The support team handles complexities, leaving you to focus on your business.

A critical aspect of Commercient SYNC’s offering is its 24/7/365 customer support. This kind of round-the-clock assistance is particularly valuable for businesses that operate beyond the typical 9-to-5 schedule or across different time zones.

In contrast, ETL tool sets often require a more hands-on approach to support. While these tools are powerful and customizable, you might find yourself needing more technical expertise to navigate their support systems. This means if you don’t have a specialized IT team, you might face challenges in resolving issues quickly. Additionally, many ETL toolset providers offer support that’s limited to standard business hours. For businesses that need immediate help or operate outside these hours, this can be a limiting factor, potentially leading to extended downtimes or delayed problem resolution.


Accessibility Issues

Accessibility is another key factor. Managed services are generally designed to be user-friendly, with a focus on making the integration as seamless as possible. On the other hand, ETL tool sets, while offering more control over the integration process, can be more complex to manage and maintain.


Long-Term Cost of Ownership

When deciding, consider all the costs: the initial setup, ongoing expenses, and how much time and effort you’ll need to put in. Managed services like Commercient SYNC can be more cost-effective over time. They take care of the technical stuff, so you don’t face unexpected costs or extra work. That’s why the total cost of ownership is an important consideration when choosing the type of data integration.

Managed Integration Services: Clear and Predictable Costs

Managed services like Commercient SYNC usually offer a clear pricing model. This covers setup, support, and maintenance. The big plus is you know your costs upfront. There are no surprises, making it easier to budget. These services often update and maintain the system at no extra cost, which can save you money in the long run.

ETL Tool Sets: Higher Costs Over Time

ETL tool sets might seem cheaper at first, but they can end up costing more. Why? You might need to hire experts or spend more time managing the system. There are also costs for upgrades and maintenance. These extra expenses can build up, making ETL tool sets more expensive over time.

Sales and Demo Process – What to Expect

When you’re in the market for an integration solution, understanding what to expect during the demo and sales process is key. This stage is important for deciding whether a service fits your business needs.


What to Look For in a Demo

Regardless of which type of service you’re considering, focus on how well the demo aligns with your business needs. Look for:

·  Clarity: How clearly does the demo explain the service?

·  Relevance: Does the demo address your specific business challenges?

·  Support: What kind of support and training does the service offer?

Managed Integration Services: Streamlined and Focused Demos

With managed integration services like Commercient SYNC, the demo process is usually straightforward and focused on practicality. You can expect a clear demonstration of how the service will work with your existing systems. The sales team will likely walk you through the key features and show you exactly what the service can do for your business. This approach is about demonstrating real-world applications, making it easier for you to see how the service can fit into your daily operations.

ETL Tool Sets: Detailed and Technical Demos

ETL tools demos, on the other hand, tend to be more detailed and technical. They might delve into the customization options and the various capabilities of the software. While this can be informative, it can also be a bit overwhelming if you’re not technically inclined. These demos often require you to envision how the toolset will work within your system, which can be challenging without a technical background.

The Verdict – Making the Right Choice

In choosing an integration solution, it’s essential to consider your team’s capabilities and the resources available for managing the system. ETL tool sets, while offering customization, come with complexities that require significant technical expertise and ongoing management. This can mean additional time and costs for training and troubleshooting, which might not be feasible for every business.

On the other hand, a managed integration service like Commercient SYNC simplifies the process significantly. It offers a user-friendly approach, reducing the need for technical expertise within your team. The all-inclusive pricing model, covering everything from setup to support, eliminates unexpected costs.

With its 24/7/365 customer support, Commercient SYNC ensures that assistance is always available, making it a reliable choice for businesses looking for a seamless, hassle-free integration experience. This makes Commercient SYNC an appealing option for those seeking efficiency and ease of use in their integration solution. Speak to us learn more on how Commercient SYNC can make it all easy for you.


If you want to start your journey through CRM/ERP integration success with SYNC, click here to contact us to schedule a free demo.

In the rapidly shifting world of data, software, cloud computing, machine learning, and technology, weighing the advantages and disadvantages of ETL toolsets and managed data integration solutions can be difficult.

However, choosing the right tools based on your specific needs is crucial and can lead to competitive advantages, time, and cost savings. In the following, we’ll take a look at the pros and cons of both to help you make an informed decision for your business requirements.

Data Integration Advantages

1. It helps businesses gain insights into their data, both current and old.

2. Consolidates data to make viewing and analyzing easier.

3. Helps improve productivity.

4. Improves data accuracy and compliance.

When companies want to connect systems, there are options such as ETL toolsets and managed data integration apps. Below, you’ll find more information about both:

What are ETL Toolsets? 

In short, ETL is an acronym for Extract, Transform, and Load. For many businesses, the necessary data to run the company comes from a variety of sources. This can include accounting and HR data, CRM, marketing, and sales records, to name a few. In order to bring all of that data together into a centralized database, it must be extracted from the sources, then transformed, cleaned up, or prepared, and finally loaded into your database.

As with any data integration option, there are advantages to keeping all of that information in more than one system. However, in the case of ETL toolsets, there are some cons to consider:

1. Take a lot of time to understand and set up.
2. You are responsible for dealing with issues and fixing them; no support is provided.
3. Hard to keep up and maintain.
4. It is not ideal for near real-time or on-demand data access, where fast response is required.
5. Much more expensive in terms of time and money in the longer term.

What are Managed Data Integrations?

Managed data integration refers to the solution provided by a vendor like Commercient who brings together necessary IT infrastructure and technology, along with implementation and maintenance of those tools.

Rather than a company utilizing staff resources to take on this critical role in-house, many businesses both large and small prefer to have an expert team manage these data processes.

The Benefits of Commercient’s Managed Data Integration Solutions 

Although ETL toolsets can be a viable solution for some, the cons, including the expensive costs, difficult set up and maintenance processes, and lack of support, steer many to look at other options. In these cases, pre-built and managed data integration often makes the most sense for numerous reasons:

Rapid Deployment and Easy Setup: We handle the setup, providing you with a holistic view of your data quickly.

Lower Costs: You will save not only time but also money in the long run, as our expert support provides immediate results.

More Flexibility and Customizations: We will tailor and customize your integration based on your specific goals and objectives.

Amazing Support: Our knowledgeable staff supports your every need, from setup to troubleshooting and ongoing maintenance.

To recap, managed data integration from Commercient is a preferred choice for many businesses that are considering ETL toolsets as an alternative. Our SYNC apps are the fastest, simplest and most flexible solutions for your sales, service, marketing, and customer success teams. And most importantly, we eliminate the need for third-party toolkits for a quick and easy integration experience. Contact us today to discuss your data integration needs.

Choosing the right data integration vendor can be a difficult task if you’re looking to integrate your data and applications. With so many vendors out there, you might be wondering how to properly consider the right one for your business. After all, you want to buy a system that is sustainable both now and in the future. To help you make the right choice for your business, we’ve compiled a list of some helpful questions you should ask integration vendors before deciding to buy.

Is The System Scalable?

When considering a data integration vendor, an important question to ask if their software is scalable. Many times, systems are great in the beginning, but what happens when more data or more users are added? Will the system’s performance be the same?

Asking these questions will help you ensure that if your business needs change in the future, or if your business experiences growth, the software can adapt.

At Commercient, we develop integration apps (e.g., SYNC, IoT Pulse, and Sync2Pay) for ERP and CRM systems which are cloud-based. Your business can scale-up or down whenever you want to meet your needs, without affecting the performance of the overall connection.

Does It Work Well With Legacy Systems?

Another question to ask integration vendors before you buy is whether or not the their integration solution works well with legacy systems. In the early days, ETLs (extract, transform, load) gained traction and were used to consolidate data, and move it between systems, all without investing in expensive storage systems. However, according to InetSoft, ETLs “aren’t that great at near-real time or on-demand data access, where you have a need for quick response.”

With Commercient SYNC and IoT Pulse, there’s no need to invest in ETL. With IoT Pulse, our goal is to simplify the integration process so that everyone can use the power of APIs with their ERP and accounting software, by connecting it to thousands of Internet apps and devices.

How Is Support Handled After The Implementation?

Since every system requires support from the vendor, you should also ask each vendor about support options and costs. For example, what are the hours of support and what kind of support will they provide when requested? Also, what do other customers have to say about their level of service during the integration? Your vendor should be flexible in the support area and should be able to solve your problems as quickly as possible.

Commercient is always ready to connect you with a skilled expert to answer your questions and solve your problems should any arise. Our specialists are available globally Monday through Friday, 24 hours a day, to assist you with questions and troubleshooting regarding any of our apps or services. We’re here to support you.

How Long Have They Been In Business?

There are so many vendors offering solutions to integrate your data and applications, and that number seems to be growing daily. Even new startups are offering trendy integration solutions to meet needs of customers. Thus, you need to be smart and try considering vendors who have been in the integration market for a longer period of time (i.e., they should have a positive reputation and proven track record).

The number of years an integration vendor has been in the market directly reflects the amount of experience and know-how it has in deploying and implementing integration apps successfully. One of the first questions you should ask is how long they have been in business, and also take a look at their owners and investors to see how much experience they truly have with data integration.

Commercient has been offering data integration for businesses for many years. The industries we’ve been integrating include manufacturing, healthcare, consumer goods, financial services, technology, and so much more.

Ready to integrate your data with Commercient SYNC or IoT Pulse? Contact us today for a demo.

 

SYNC Demo integrate CRM ERP