Tag Archive for: integration

The Power of Connection Through ERP and CRM Data Integration

Commercient was recently at Inbound 2022, and it was amazing! We came out of it with so many new connections and knowledge. So we thought we’d share with you what we learned in a series of blogs. First, we want to talk about connection and how it can relate to business, both our business and yours.  

Growth is important for any company. But how does it happen, and how can we ensure it’s a positive experience? Positive growth is about connections and growing a community. It is important to note that there are two possibilities here: communities and audiences. An audience is just spectators, they don’t get involved, just watch it happen. Meanwhile, a community gets involved, and its members are active. 

Integration and Community

A community needs connection, doesn’t it? But what does it mean?

Connection is a relationship in which a person, thing, or idea is linked or associated with something else. And it manifests itself in a variety of ways. It is seen in a kind word or a friendly face. It’s also there in a smartphone that keeps us updated and video software that connects us to our loved ones.

It is those connections that allow us to grow. Our connection with our customers earns us their trust. At Commercient, we truly value their trust above all else. Commercient is the #1 data integration platform for sales. Integration is our life, and it is the way we can help others. When data is integrated, it means that Bridge To Life can deliver technologies more efficiently to assist with organ transplant, Food Science Corporation can do more to help people live healthy lives, Certified Slings can help ensure the safety of people working in dangerous conditions.

When we are connected through the power of integration, we thrive, allowing us to foster relationships with our customers and keep earning their trust. And at the end of the day, isn’t that what it’s all about?

Commercient Is Proud To Announce Their Partnership Agreement with App Solve That Provides Salesforce Implementations

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Commercient and App Solve Partnership

Commercient whose SYNC App is the fastest, simplest, and most flexible app for ERP & CRM data integration signs a partnership agreement with App Solve. They are a Certified Salesforce Implementation Partner that has over 500 Salesforce implementations and consulting projects based in Toronto, Canada. 

With more than 25 apps on Salesforce’s AppExchange, Commercient actively works with ERP and CRM consultants to provide hassle-free, fully supported integrations that successfully connect their customers’ systems. This helps to avoid late-night support calls, or too many hours spent resolving technical problems.

App Solve is a Certified Salesforce Implementation Partner that has provided over 500 Salesforce implementations and consulting projects. App Solve truly cares about the future of your company and that’s why they strive for business transformation by providing Salesforce solutions such as implementation, consulting, and integration. Their core values include providing the best experience through innovative services while making it fun for App Solve and its clients.

“Our commitment is to assist businesses in making the most of the Salesforce platform to drive ROI and achieve extraordinary results,” said David Brabrook, CEO & Founder of App Solve. “After years working with hundreds of customers, we’ve helped businesses of all sizes in integrating their ERP data with their CRM system, allowing them to become more productive. With Commercient, we are able to make ERP and CRM data integration simple, quick, and efficient.”

As a company leveraging the newest and most functional tech trends, Commercient’s fast-track plan will SYNC data in a short amount of time, and integrate transactions bi-directionally so that ERP and Salesforce will communicate effectively with each other. Commercient features VR technology to provide personalized, interactive support to enhance customer and partner experience. 

“The team Commercient is excited to be partnering with App Solve,” said Dave Bebbington, Head of Partnerships. “They have great strategies and implementations for their prospects and clients towards the Salesforce platform. Since they are certified in Salesforce implementations and consulting, we believe integrations with Salesforce will be seamless and bring great success.”

Now, you may be wondering, why should we become a customer of App Solve or Commercient?

Customers choose App Solve because customer service teams struggled to maintain customers relationships by not having a proper CRM and capturing the right data. App Solve resolves this by helping their clients to become their own manager of  Salesforce features, tools, and automation that was not previously available to maintain relationships and to use data efficiently.    

Well, Commercient will ensure your synchronization is done within a few short weeks instead of months of work. Using Salesforce to integrate data from your ERP system streamlines tasks like creating sales reports, sending order status updates, and keeping track of ERP financial records, among other things. The best aspect is that it can all be done in the cloud.

If you are looking for a Salesforce implementation or consulting partner, App Solve is the right solution for you. Click here to find out more. 

Are you looking to streamline your processes by integrating your ERP with Salesforce? Choosing Commercient comes with many benefits for your data integration Click here to enquire.

Strategic Integration for Long-Lasting Benefit

The Fourth Industrial Revolution is upon us. New technology is constantly flooding the market creating an era where business transformation is commonly associated with the willingness to experiment with new software, Strategic integration plays a very vital role in business processes. But before buying new middleware or jumping on a new app’s bandwagon, we must ask ourselves, does technology actually enhance business processes, or are there other factors at play?

The global pandemic forever changed business, and yes, technology now plays a crucial role in customer engagement, managing delayed production schedules created by global shortages, and increasing data visibility. But is software enough? Can a new App solve the problem? The answer is NO! All of the new tech options on the market are simply tools, and not all tools are created equally. They all require different time, personnel, and financial investments. What it all comes down to is that strategic integration, or the transformation of business processes to increase data visibility across systems, requires careful consideration of the tools that are available AND a devoted organizational commitment or service to maximize the use of those tools. 

So, what does that mean? The answer is that an organizational need for new technology needs to be identified, but more importantly, the organization needs to be committed to finding and using the best tools available for them to solve that need. Technology, as the tool, is only effective in the hands of people committed to using it, and people looking for a technological solution can only truly succeed with the right tool. As the saying goes, “You don’t bring a knife to a gunfight.” 

Now, let’s break this down and focus exclusively on the strategic integration of two crucial company systems, the ERP and CRM. First off, why do people integrate? What’s the point?

  • Increase data visibility – Data transparency allows for proactive business decisions based on up-to-date and comprehensive information from multiple teams and departments. 
  • Eliminate labor costs – Entering data into two systems is expensive. Not only are there financial costs of literally paying someone to do the same work twice, but there is also a factor of human error that has immeasurable long-term costs. 
  • Save time –Hours, maybe even days can be lost while different departments gain access to various systems for information. This may only take minutes or hours per inquiry, and for one account, that may not seem like a big deal, but what if you have hundreds of accounts? Thousands?
  • Protect the integrity of the accounting system! –Integration protects the integrity of the ERP by allowing users access to the information from the CRM.
  • Allow teams to work on the road – In general, CRMs offer more flexibility for teams to work remotely or from the field. Integrating ERP data into a CRM allows teams to securely access data without a VPN. 

Now, using this list of the five main advantages of ERP to CRM integration, let’s compare the most popular integration tools on the market?

Customized integrationPre-built integration through CommercientETL Toolsets
Increase data visibility?XXX
Save money?X
Save time?X
Protect ERP?XXX
Work remotely?XXX

Customized integration is ideal for organizations with unlimited funds and lots of time. While the final results of a successful custom integration may be the answer to all of the organization’s problems, they will come at an extreme cost and take months, if not years to accomplish. You heard me right, YEARS! Also, you must ask yourself with customized integration, does the person I hired to build this very expensive and customized integration actually know what they are doing? Have they done it before? While this tool has the potential to give amazing results, are the financial and time costs worthwhile? Can you wait for 2 years to see your data all in one place?

ETL Toolsets may be the most cost-effective option upfront, but in the long run, will take a lot of time to manage, and time is money. ETL toolsets are self-managed, meaning when something breaks or doesn’t work, you are the one responsible for fixing it. You are the one who will spend hours on hold with a customer support team that will not answer the phone or will not be able to help you if they do. You will be the one reading the “manual” trying to decipher how this works and where this goes because in reality ETL toolsets are complicated, and that complication falls on you! This tool is for the DIY’er, but not all projects call for DIY solutions. A leaky faucet, for example, is a great DIY project. Watch a YouTube video, go to the local hardware store to buy the parts, and repair this small issue. But long-term and successful data integration is not a DIY project! 

Pre-built and managed integration with Commercient checks all the boxes because it can be rapidly deployed at a fair price to immediately increase data visibility. Companies can have a 360 view of business processes within weeks, not months or years, and at a cost that is significantly lower than customized integration. Integration can be tailored to meet the needs of each organization without the cost and time of a custom-built integration. Imagine a giant table full of puzzle pieces with pre-built integration points. You can pick the puzzle pieces you need and then experts can put them together for you to offer a solution for your specific pain points. Plus, pre-built integration means that it is tried and tested! It comes with the peace of mind that, not only is this integration possible, but it has been done before and actually works! 
Here is an example of how SYNC works.

Strategic integration is the idea of solving a business need with a long-term, easy, and cost-effective solution. Successful integration should NOT take up valuable company time. Successful integration should NOT be a huge financial drain. Strategic integration should enhance business processes and offer immediate ROI. Strategic integration is managed and monitored by experts. Strategic integration is Commercient.

Tips to Convince the Owner of your Company to Buy Salesforce

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Do you find yourself constantly spending time doing tasks that you feel could be automated? The truth is that if you feel certain tasks could be automated, they probably can be, you just don’t have a system set up yet to assist you with those automated processes, but you can with the power of Salesforce. It can help your organization store, measure, and divide data across different teams since there are only so many hours in the day. Now that you know you need a more powerful solution to streamline your daily company activities, how do you go about persuading the owner of your company?

Here are 3 Sure-Fire Ways to Sell the Owner of Your Company on Salesforce.

1. You Don’t Have Complete Visibility Into Each Department

Do you find yourself constantly looking for key data to make critical decisions? Then you don’t have true transparency of your team’s activities and need a system that can support that type of overview. That is why by having Salesforce, it will provide you with a 360-degree view of your accounts, customers, sales, opportunities, and contacts. Which in turn will help make better decisions by providing your business with the full story as your key data will be in one location. 

Do you have the reporting you need? And is the reporting updated constantly in a way that makes sense for your team? With the use of Salesforce, your teams will be able to make their own reports in order to establish what tasks have been completed and what has been missed. Their reports will be able to create dashboards to weigh their performance. 

You need a system with a true bird’s-eye-view not only on the company level, but also at the departmental level. Without true transparency, you’re going to keep making decisions that affect the entire organization without the full story and without the full story, are you really making the best decisions? Salesforce will centralize data, which will help teams collaborate with one another, and they will be able to assess what is the best decision to make for the organization at the time.

2. Everything Takes One Too Many Steps To Complete

Do you need to get approval from your boss for a discount on a sale? Did you know you can automate that approval process? By having a manual process, it is time consuming for you and your managers. Salesforce will be able to automate these approvals making it simpler for your boss to grant them.

Do you often have the same three tasks that need to happen after an SOW is signed? You’re wasting time when you carry out each of those processes manually. You can simply set up the automation one time with Salesforce, and all those steps are happening in the background as business chugs along as usual. 

3. The Cost Of Implementing Salesforce Ts Way Cheaper Than Hiring Multiple Team Members 

Once you set up your Salesforce instance with the right team guiding you through the process, your automation is set. You’ll have seamless business processes that can save your team countless hours. You have the initial implementation cost, which for many teams will satisfy their Salesforce needs. For teams that need ongoing support through managed services, plans are usually customizable and built to fit technology budgets of all sizes. 

Alternatively, to get the same work you need done you’ll need to hire, train and employ multiple staff members, just to do manual administrative work that could be easily automated. And the more customers your business gains, the tougher it is to keep data organized and make accurate decisions. By continuing to spend time doing things that otherwise could be automated, you’re wasting valuable time, and incurring more expenses for your team by spending less time on your core responsibilities.

When it comes down to dollars and cents, there truly is no comparison: You will considerably save money up front with a Salesforce implementation versus hiring new full time staff to take on the responsibilities.

Are you ready to talk to the owner of your organization about the power of Salesforce? 

Conclusion

Commercient is a Salesforce integration expert that can focus on migrating your data into Salesforce without hassle. Additionally, Abelian has teamed up with Commercient, as a trusted Salesforce implementation partner, to guide you through the process of automating your Salesforce instance to your team’s exact specifications.

Ultimately, you’re going to save money when you implement Salesforce and move away from your legacy business processes. Additionally, your team will save time with Salesforce and get the insight into the company they have been craving to make actionable and well-thought-out decisions that will not only benefit the current team, but future team members for years to come.

Stop wasting time and start boosting your team’s productivity. Reach out today to Abelian, a certified Salesforce Consulting partner, or Commercient, your favorite Salesforce integration expert, for a free consultation.

Netsuite and Salesforce Integration: Innovating The Transportation and Logistics Industry

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.

Five Factors to Consider When Choosing a Small Business CRM

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.

The Ultimate Guide to IPaaS (Integration Platform as a Service)

What is IPaaS?

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

Other integration platforms include:

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

How does IPaaS work?

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

Advantages

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

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

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

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

Integrate

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

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

The Basics Of Cloud Analytics

Cloud analytics is a form business intelligence in which information moves electronically to a cloud network. Data travels through different models and allows users to examine business data. Data stored in the cloud becomes accessible for discovery, interpretation, and communication of meaningful patterns. Cloud analytics is a way to store large amounts of data, without costing a fortune. The cloud frees companies from the shackles of on-premise storage.

Types of cloud analytics

Public cloud – Public cloud shares IT systems, however, data is not distributed. It contains shared infrastructures such as data processing, virtual machines and storage that is made accessible to everyone.

Private cloud – These types of clouds are committed to one organization but they are costly. The main function is to expand the existing IT infrastructure. Data is often sensitive and cannot be accessed by outsiders. 

Hybrid cloud – A hybrid cloud is a mixture of both public and private cloud. Data stored here can be sensitive and non-sensitive. 

Components of cloud analytics

In order for cloud analytics to function properly, there are required core elements known as:

Data sources – These are original sources of the data. These can include companies CRM and ERP. A Customer Relationship Management system is used to organize, automate and synchronize sales, marketing, and customer service. ERP is a financial and operations system for improving the efficiency of business processes and is also known as enterprise resource planning. 

Data models – These models assist in making connections between data points and clarifies how they are related to one another.

Processing applications – Through this component, large volumes of data are processed. 

Computing power – Businesses require computing power to clean, examine and structure data for use. 

Analytic models – These are numerical models that estimate an outcome. They entail a lot of computing power.

The benefits of cloud analytics

Cloud Analytics can create a competitive advantage that leads to positive outcomes while still maintaining data protection. The following benefits are:

  • Effortless data – Data is kept up to date. There is real-time data organization, changes are updated and saved instantly. Data saved in the cloud cannot be lost unlike its physical counterpart. 
  • Flexible and faster data – Cloud analytic can be scaled to suite a company’s needs. The storage can also be increased or decreased to the capacity is needed.
  • Sharing and collaboration – Employees can access data stored in the cloud anywhere at any time. Information can be uploaded and downloaded which boosts teamwork within global companies.

The challenges of cloud analytics 

Although there are benefits, there are also challenges to illustrate:

  • Technology constantly evolving. Those managing cloud analytics will continuously need to keep up to date with the latest trends and tech innovations. 
  • Moving data to the cloud can be time-consuming and there is a possibility for errors if procedures are not followed correctly.
  • Costs for cloud analytics can become expensive when more functions are required. An increase in users may result in a change in subscription fees. 

Commercient SYNC makes data integration simple and user-friendly. Information is made available on a platform accessible to all employees. Through cloud analytics data is transferred and stored according to the business needs. Unlike traditional data integration tools such as an ETL, there is no coding, mapping, or server. We handle everything, so you can focus on growing your business. Contact us today for a free Commercient SYNC demo.

To conclude, the variation of data storage allows multiple users to benefit from cloud analytics. Cloud analytics is there to benefit employees of companies to evaluate data quickly, enabling them to see the bigger picture. The possibilities in terms of sharing, storing, and organization of data are endless. 

Hotsy Cleaning Systems: Instant data access and improved sales tracking with Commercient SYNC

Hotsy is North America’s number one name in cleaning equipment. Based in Des Moines, Iowa, they specialize in distributing and manufacturing high-quality industrial pressure washers. The company has over 40 years of experience in providing its customers with insight, training, support, and service for their particular cleaning requirements.

As leaders in their field, Hotsy Cleaning Systems sales required a powerful CRM. Therefore, they upgraded their sales system to Salesforce and Sage 100 in addition to barcoding from Gimbal Barcoding to better track inventory.

Challenge

Hotsy Cleaning Systems began using Act! CRM for their tasks, but as they grew they noticed that it wasn’t a clear way for it to communicate with their Sage 100 ERP. So they moved to a superior sales system: they chose Salesforce, the #1 Customer Relationship Management software.

Sage held all of their accounting data and Act! was their CRM software. Prior to moving to Salesforce and SYNC, it would take time if a field rep was trying to log into either system to find the data, and would have to call back into the home office for assistance.

The teams at Hotsy sought a more effective CRM that could meet their needs. Then, the sales and service needed to be able to easily access information in Sage 100 ERP and Salesforce.

Hotsy required a sales system solution that could integrate their ERP and Salesforce and that would help them access real-time data along with parts that have been barcoded, to help track inventory, warranties, sales, service, and more. They needed to be more efficient on keeping track of parts both sold and used for service. 

Besides, Hotsy knew that in order to remain leaders in their field they needed to take the company to the next step. The team also wanted a powerful system that could successfully lead them into phase 2 of their sales strategy: securely accept payments at the time of service. 

Hotsy would have to invoice, and payment could take days or even weeks and that was not acceptable in order to provide efficient customer service. This was a step back that no leader company wants to take. 

Solution

To help enhance sales and customer service, Hotsy implemented Salesforce CRM and found out it was the superior system they needed to boost their sales.

They also relied on Commercient SYNC, the #1 data integration platform for sales, to connect their Sage 100 ERP with Salesforce to easily access information between the two systems.

“With the Sage 100 information being pulled into Salesforce [via SYNC], I was able to give a little more structure to it, a little more definition, and make it easier for people to have access to data on the go, as well as being able to find what they need,” explained Patrick Foy, Technical Architect at Hotsy.

As a leader company, Foy and his team also decided to work with Commercient and Gimbal Barcoding to barcode their devices and parts. They were sure that this was the right solution to become more efficient when reps are in the field making sales, in addition to being able to track parts better from both the sales and service side.

Commercient also became the solution the Hotsy team was seeking for their phase 2: take payments more efficiently at the time of service without wasting time.

That’s why Hotsy’s next step was using Commercient’s Sync2Pay solution to take immediate and secure payment in the field and become more productive. By making the software choices that suited their needs, Hotsy’s objective was to save critical time by having their systems integrated.

“It will be saving approximately, I would say, five business days from time paperwork is inputted, to the time it’s turned over and going out as an invoice. Which is making a net 30, technically a net 35 in some cases, or longer. So now we’re actually going to be within our nets.”, as Foy estimated.

Commercient and Gimbal Barcoding helped to barcode all their parts and pressure washing systems, with a connection to their ERP and CRM.

Hotsy now has a more efficient sales team on the field. Now they save a lot of time when selling something. “They’ll be able to scan it, import it into an order or work order, sync it up through Commercient, and into our Sage system and we’ll have the sales order in the system. They can take payment on it and everything.”, according to Foy.

Commercient SYNC did also wonders for inventory being synced into Salesforce. 

“We have people out in the field that will be able to look up a part number, see if they have it on their vehicle. Also what other warehouse [that part] is in. There is no more of that need to, ‘Okay what’s the part number?’ And take the time to look it up, saving, minutes, which didn’t seem like a lot, but minutes over a day, over a week, over a month, over a year…” 

As a result of choosing Commercient SYNC for their data sales integration, Hotsy is more productive and customer-centered mainly because of the benefits of ERP and CRM integration. 

Now the employees have more access to real-time data such as orders, invoicing and more.

With SYNC integration, Hotsy Cleaning Systems has all the right tools to invest in their customers, make them a priority and save valuable time. The company has already spent 40 years providing its clients, both individuals, and businesses, with the insight and training for their cleaning requirements. And now Hotsy is on the right path to stellar customer service.

There are over 85 systems integrated by Commercient, including Sage, Acumatica, SYSPRO, Epicor, SAP. The systems “talk” to each other resulting in an increase in productivity, just as Hotsy found out. 

Let Commercient be the solution for your company too. Contact us now and let’s discuss your data integration needs.

Overcome 3 Major Challenges Businesses Face With Integrating Apps

It’s safe to say that the days of running a business with one of two business applications are over. Nowadays, companies are using multiple apps to accomplish their day-to-day tasks and to improve the customer experience. However, leveraging multiple apps can bring many challenges, especially regarding integration.

According to this recent report, “on average, organizations are using 1,020 individual applications across their business.” And despite that huge number, a relatively small number (29%) are integrated or connected together. In fact, the report showed that 89% of companies are suffering from integration challenges with new technologies and solutions.

In this blog, we’ll look at three major challenges businesses face in integrating apps, and show you how you can overcome them.

Cost

One of the greatest challenges businesses face when integrating their business applications is cost. Connecting different applications and finding the resources it would take to actually make it happen often seems out of reach for teams with limited resources.

The good news is that you can overcome the cost barrier by leveraging integration apps like Commericent SYNC and IoT Pulse. Both are affordable, out-of-the box integration apps that allow you to pay per user / per month – and there are no hidden or surprising costs.

Commercient SYNC allows you to integrate your ERP and CRM systems, giving your business a 360-degree view of sales and marketing. IoT Pulse will connect many of your apps, such as eCommerce and email, with your ERP to help you automate processes. So, whether you have limited resources or not, Commercient can help you achieve your integration needs.

Complexity

Another challenge that businesses face today in integrating their business apps is complexity. Many integration solutions can quickly become complex because they deal with multiple applications, data formats, channels, routing and transformation. You can avoid this complexity by leveraging Commercient IoT Pulse. It serves to simplify the integration process so that you can use the power of APIs with your ERP by connecting it to thousands of Internet apps.

To see more about how IoT Pulse can help you overcome your integration challenges, check out our IoT Pulse page.

Lack of Cooperation From Stakeholders

Lack of cooperation from stakeholders is an important factor that prevents an integration project from being successful. The key to dealing with this challenge is to make sure everyone understands the technology involved in the integration process. They can then find the relevance to their respective fields.

This is why discussions throughout the execution of the project is important, and establishing the most effective channels for sharing information. Quality training is also very important.

With all of our integration apps at Commercient, we’re always glad to help our customers understand how each application works, and get the most out of their integration project.

Want to know more about all the integration apps we have to offer to help overcome all your integration challenges? Contact us today.

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