Tag Archive for: integration

There seems to be a lot of myths going around about integration platforms, and we want to help you learn the truth. In this blog, we’ll uncover the most common myths about integration platforms you should put aside if you want to grow your business.

Myth #1: They’re Just A Technical Upgrade

Cloud technology and integration platforms certainly represent a technical upgrade for any company trying to stay competitive in ever-changing markets. But the use of this technology goes far beyond that: Integration platforms increase efficiency and productivity, reducing manual data entry and human errors, which ultimately helps the business to reach its goals.

The positive results obtained with Commercient SYNC, the #1 integration platform for sales, vary: The opportunity to reach new markets, increase customer base, and additional layers of protection against outstanding invoices, are only some of the results customers have praised about SYNC.

Myth #2: They Are Not Secure

Another big myth about integration platforms that you’ll want to put aside if you want your business to grow is the claim that cloud integration platforms are not secure. Businesses have been moving their sales and marketing systems from on-premise to offsite cloud servers, and that can lead some to be concerned about security, but that’s not the case.

Providers of cloud integration platforms are aware of this concern, we work extra hard to ease our customers fears, ensuring that we invest into sophisticated encryption and security methods that can help you feel more secure about your valuable data and process information.

When you invest in any of our platforms, whether it be Commercient SYNC, IoT Pulse, or Sync2Pay, we can assure you that you’ll be provided with a safe and secure environment for integrating data.

Myth #3: The Learning Curve Is High

Another myth you might hear is that with integration platforms, the learning curve is high – that’s definitely not true. You don’t need a sophisticated programming background to deploy integration platforms, especially to deploy any of our cloud-based apps at Commercient. If you select the right integration platform, set up should be relatively easy.

With Commercient SYNC, for example, there’s no custom coding or mapping to manage on your end. Just easy-access to customer data when and where you need it. You’ll find that it’s the easiest platform to use to export your CRM data to your ERP system, so no high learning curve there.

Myth #4: They Are Too Expensive

We’ve heard some people believe that integration platforms are expensive for a business – yet another myth. With cloud integration platforms, like Commercient SYNC and IoT Pulse, you can scale according to current business requirements, and pay as you go. It means that you only pay for the service or features that are required by your organization.

There is no need to pay for resources you don’t need – pay as you need them. At Commercient our pricing is based per user/per month. Check our pricing page to see just how affordable our integration platforms are.

Myth #5: Integration Projects Tend To Fail

Do all integration projects really fail? Some project do in fact fail, but it’s not a good reason to squash your integration project’s plans. If you check out our Customer Success page, you’ll see that there are many integration projects that have actually succeeded. See what all our customers are saying on our customer success page, and how our integration platforms helped them and start growing your business today.

Ready to learn more about Commercient SYNC? Please contact us today!

SYNC Demo integrate CRM ERP

Did you know that the average organization uses several individual applications across their business? A recent report * shows that 89% of ITDMs (Integrated Technology and Device Manufacturers) believe that integration challenges are “slowing or hindering digital transformation in their organization.”

It also reveals that, “81% said point-to-point integration had created the biggest IT headaches they had seen.” The respondents cited “taking up too much time and resource (71%), taking too long for integrations to happen (58%), and difficulties in deploying applications across cloud and on-premise (52%)” as the biggest headaches that were caused by point-to-point integration.

How then can you overcome the obstacles of digital transformation? In this blog, we’ll show you why you should choose Commercient and our apps SYNC and IoT Pulse, to overcome one of the biggest obstacles to digital transformation – integration.

Deep History In Integration

If you’re looking for an integration partner with a deep history in the business, choose Commercient. The company began primarily developing integration apps for ERP and CRM systems, in our mission to simplify data integration between accounting and sales software. To date, we have formed a strategic alliance with companies such as Salesforce and Microsoft 365, and our partner family has grown to include businesses like Sage, SYSPRO, Oracle, and many others.

Commercient is also a Trusted Salesforce Partner, and recently one of our apps, Commercient SYNC, was recognized as an Acumatica-Certified Application (ACA), making it the only certified solution for integration recognized by both Acumatica and Salesforce. Our SYNC integration grown to over 65 systems, including Sage, QuickBooks, Acumatica, Epicor, SAP, SYSPRO, etc. And the number of ERP’s, CRM’s, and apps we integrate with SYNC and IoT Pulse is always growing, so our customers can harness the power of the cloud for more productivity, efficiency, and revenue.

Strong Reputation

Not only does Commercient have a deep history in integration, but we also have a strong reputation. You need an integration partner who can back up their statements with facts and proven success stories with reputable client, so here is what Baylis Medical, one of our clients, had to say about us:

“For me, the best part about Commercient is the reasonable pricing, yet quality customer support. They don’t argue what can’t be done, they just make it happen. Very satisfied with the results.” You can see more of our customer testimonials on our homepage.

Rapid Deployment

If you want to get up and running with the least amount of effort, Commercient can install the SYNC app for your company, and have you up and running in very little time, compared to traditional ETL tools. We champion rapid deployment, and eliminate the need for third-party toolkits for a quick and easy integration experience.

No Coding Required

Not only do we support rapid deployment, but our integrations are easy to implement and don’t require mapping or coding. This means you can avoid hand-coding your integrations, as custom code introduces unnecessary complexity, requiring testing, regression testing and extensive maintenance overhead. Our integrations will help you reduce integration costs by up to 80%.

Ongoing Support

Along with having a deep history in integration and a strong reputation, at Commercient we also provide our customers with quality ongoing support. So, you don’t have to worry about waiting days to get to response via email regarding a problem that may arise. You can reach us via, phone, email, or live chat about any our integration apps 24 hours a day, Monday through Friday.

Are you ready to move forward with Commercient to connect your apps and get ahead of the digital transformation challenges? We want to help you!

* Source:  2018 Connectivity Benchmark Report


SYNC Demo integrate CRM ERP


Do you know all the benefits you can reap by integrating your Magento eCommerce platform into your ERP system? Not only can you enhance the digital shopping experience for your customers, but you can also boost your revenue; the list goes on. In this blog, we’ll uncover four reasons why we recommend integrating your Magento eCommerce platform into your ERP system.

Reason #1: Less Manual Processes.

Are you tired of all the manual processes? The good news is that integrating your ERP with Magento helps you automate business processes. It also ensures your e-commerce runs seamlessly while improving the communication between your sales teams and back-office functions. You’ll be able to minimize the manual entry of orders, inventory, products, and customer and shipping data, and increase productivity. All of our customers are able to experience this with our SYNC ERP for Magento apps, and you can too!

Reason #2: Reduction In Costs.

We are sure that you want to reduce costs, and so you’ll be pleased to learn that by integrating your ERP system with Magento, you can achieve that goal. You’ll be able to cut inventory costs as sales updates to one system are reflected automatically throughout. So as soon as a customer places an order, updates are reflected in accounting, invoicing, shipping, and more. In this way, you will be able to keep better track of your stock, which allows you to keep what you need on hand, and automatically order more when needed.

Reason #3: Happier Customers.

In addition to reducing costs, integrating Magento with your ERP system will also enhance the digital shopping experience for your customers, and create happier clientele. For example, with our SYNC for Sage and Magento app, the customers from your accounting software will be able to log in to a synced Magento shopping cart and place their individual orders. They’ll have the ability to pick and choose which products to add to their cart, search by product category, and have products shipped to their chosen default address. By syncing Magento to your ERP, your customers will also receive updates of their purchases like order processing, shipping details, date of delivery, and more, which will keep them satisfied with your service. You’ll also have access to product information that’s up to date, exact availability of your inventory, order tracking, and so much more, all of which will help you to improve customer service.

Reason #4 Less Errors.

When you integrate Magento with your ERP system, customer details, along with order, payment, and shipping information, will all be fully integrated into the system. Additionally, inventory details can be uploaded directly from your ERP to your e-commerce portal, which completely eliminates the need to re-enter the data. You will reduce the amount of time spent on manual entry, and increase throughput when entering order, inventory, item, customer and shipping data, all while reducing errors.

Want to see more benefits that you can reap integrating your ERP with Magento? Check out our SYNC ERP’s to Magento apps page for a list of all the ERP products we sync with Magento. You can also contact us if you have further questions, or want to get started today.

By Isaura Martinez

The use of CRM systems is expanding, also known as Customer Relationship Management. More companies have started to understand how important it is to effectively manage the relationships with current and potential customers, so business relationships survive and thrive in the long term.

With all the opportunities offered by a CRM system, using it only to save customers’ information and other data is limiting its potential. People and companies are exposed to an overwhelming amount of data, and the main point is not just to store all that info, but to know how to use it and get the best out of it. That’s why we’re seeing more tech solutions designed to manage effectively a company’s critical information: Apps in the Cloud, integrations, security, and others.  

Too often the importance of customer satisfaction and retention in a company’s success tend to be underrated. A research developed by Rockefeller Corporation states that almost 70% of customers stop buying from a certain business because, “they don’t care about us.” According to Accenture, 73% of clients surveyed expect an easier and more convenient customer care service, and 61% responded they wanted a faster service. Even 45% would be willing to pay more to ensure they’d received a better customer care.

So, how can integration apps help you to keep customers satisfied and happy to work with you? Here are some ideas:


Easy access to information

This is the information age. It’s important to have access to the data when you need it, in order to make decisions and, especially, when customers need it. If all the relevant data is scattered in different tools, computers, Excel spreadsheets and such, or in the computer of a staff member not present in the office at that time, it’s difficult to either retrieve that information or make sure it’s accurate and up to date. That lack of coordination generates serious problems with customers.

Besides CRM, one of the most relevant systems in this tech world are ERP. Also known as Enterprise Resource Planning, it is the integrated management of core business operations and processes. These include manufacturing, accounting, production, logistics, inventory management, human resources, and more.

Can you imagine all that information properly integrated with your CRM? You or your staff wouldn’t have to ask anyone present where the data is located. They’d be able to locate the information fast, and make it easier for everyone involved, including the customers! For example, Commercient’s SYNC app allows you to integrate all of your ERP and CRM data, store it safely in the Cloud, and be able to access it when you need it, even from mobile devices.


Better customer service

Not only your company or staff win with easy access to important information. The clear winner is your customer, whether they have been working with you for some time now, or are considering buying your products or hire your services. If the customer comes with questions, and all the data is properly integrated, your team will respond to those questions quickly and accurately.

On the other hand, if your team cannot easily and quickly answer questions such as available inventory, pending invoices, shipping, and others, the relationship with your customer will start failing, until they finally decide to stop working with you and go to the competition. Don’t let that happen. Think about how much it costs to acquire new customers, or to re-establish trust when the customer had a bad experience.

Customers need change frequently, so you can’t rely on their current needs alone to keep loyalty. Just because a certain customer has been working with you for years, don’t think they will always be willing to stay forever. With so many options in the market, keeping customers satisfied and happy is your best bet.



There’s legitimate hype when it comes to automation, due to its main strength: It saves time. Lots of it. Businesses of all sizes and industries are taking advantage of it, automating everything they can: Ecommerce, delivering physical or digital products to customers, payment information, customers follow-up, and more. And more operations are being added to the “automation list” everyday.

Although there’s a wide variety of automation tools, it’s easy to feel overwhelmed and start using one, then two, and many more, until the purpose of “bringing order” is lost completely. And it becomes impossible to keep track of where everything is. That’s why it’s not about using just any tool, but to make sure of all them work well together, and integrations do that for you.

If the systems you use are integrated, the attention your customer receives will be more personalized, secure, and fast. Issues like lack of coordination between staff members or departments will be left behind as your company runs more efficiently.


If you have experienced loss of critical information, or even customers, due to lack of coordination, outdated data, delayed responses, and more, it is necessary to consider investing in integrations like SYNC that help your business to optimize processes, save employees’ time, and take care of your customers.

The big winner of an ERP and CRM integration investment is your customer. And with customers happy, your business will win as well. Do you want to learn more about how to integrate CRM, ERP and other apps? Ask us today, we’re here with answers.

Just like you need to upgrade your accounting software, we have upgraded one of our most popular blog posts for 2017. Here are 7 more reasons to upgrade your ERP software.


Being successful in the Age of the Customer means making sure you leverage the right software tools to create the ideal customer experience. For some companies, this can mean acquiring new software, while for the others, it can mean upgrading existing technologies.  If your business is growing or you have been in business for more than a decade, there’s a good chance you’re due for an upgrade. So which tools do you upgrade first, and should you upgrade? A good place to start is your accounting software. Here are seven signs it’s time to upgrade your accounting software.


You’re not able to run your business on the go.

Are you still having to call someone into the office for help when you’re trying to answer customer questions?  You can easily resolve this problem by upgrading to cloud-based accounting software. Using cloud-based accounting software like Xero and Zoho, for instance, gives you complete mobility; you can stay connected with your data on any device with an internet connection, respond to new opportunities, and thus exceed customer expectations. What’s more, cloud-based accounting software is often much more cost-effective and it’s often easier to use. It’s also one of the most secure ways to store information nowadays. By upgrading your accounting software you’ll stay ahead of your competitors and provide the customer service clients have come to expect.


You’re still using manual spreadsheets to produce reports.

If your accounting system has problems in producing certain types of reports quickly, and you end up creating manual spreadsheet reports, you know it’s time for an upgrade.  Often, smaller companies may supplement their accounting software with Excel spreadsheets. It requires double entry of data and is prone to errors. Why spend so much time producing manual reports, when you can have reports produced automatically, save time, and get more return on investment (ROI).


Your current software is too complex.

Not all accounting software is easy to use, and some systems are way too complex. If your employees have been trained, but are frustrated and are still finding it hard to use your current system, then it’s a good sign you need make some changes. The best accounting software is affordable and easy-to-use.


Your accounting software isn’t integrated with your front-end processes.

We keep saying it–this is indeed the age of the consumer.  If you want to stay competitive in this connected age, you have to stay on top of what’s going on in all aspects of your business.  This means that you need to have a 360-degree view of both customer accounts and customer service. Think about this scenario. A client calls and wants to make a purchase, but cannot remember what they bought last time. If you have all of that information at your fingertips and you can also tell them that the price has gone down and that there are enough of the item in the warehouse, you can pretty much guarantee that sale. If they can go online and talk with someone in customer service and their account history is instantly available to them, you can change an unhappy customer into a satisfied client. Integrating your front-end software with your accounting software can help you close more sales, keep accurate records, and ensure happy clients.  If your system won’t let you integrate, it’s time to upgrade.


You don’t have a comprehensive view of where you’re spending and earning.  

How many details about expenses and accounts do you have in one-off spreadsheets? Lacking an accurate and comprehensive view of where you’re spending and earning is going to catch up with you and hurt you in the long run. The ability to operate cost-effectively relies on your ability to utilize information like payroll and other expenses. You have to know when and where to cut costs and adjust budgets if you plan on continuing to grow. Analyzing your costs and earnings should be easy if the accounting software you’re using is up-to-date and it’s the right fit for your company.


Your current software is not compliant with all laws and regulations.

Does your current accounting software comply with current GAAP, tax laws and financial regulations? It’s time for an upgrade. Since tax and accounting laws are forever changing, by upgrading your accounting software, you can ensure that you are compliant with current laws and regulations. Most cloud-based software will upgrade automatically as the laws change.


Your software isn’t customizable to your business.

Your business is unique, so your accounting software shouldn’t be one-size-fits-all. Your business needs change as you grow. Modern accounting software offers improved features to adapt as you do. You should be able to customize data fields, transaction definitions, invoices, reports, and other functions so that they match your business’ needs. The last thing you need is to get stuck with a bunch of functions and processes that you don’t use. You don’t want to have to buy another system in a few short years. You need a flexible system that can evolve with your business needs as your business evolves.

So the question is not if you need to start upgrading, but when? If you’d like to learn more about cloud-based accounting, integrating software, or customization, contact the experts at Commercient for more information.

Según el reporte Software Advice’s Enterprise Resource Planning BuyerView 2015, “dos tercios de los negocios buscando un sistema ERP nunca antes han utilizado uno; el 59% mencionan la necesidad de mejorar la integración de la información entre distintos procesos y áreas del negocio; y un 47% asegura que la necesidad de mejorar su CRM es una razón para la compra de un sistema ERP”.

Cada negocio es diferente, y no habrá una señal del cielo que te indique “necesitas un sistema ERP ahora mismo”. Sin embargo, si te identificas con esto, probablemente sea tiempo de considerar invertir en un ERP. Si recientemente te has preguntado si deberías invertir en un sistema ERP, sigue leyendo y descubrirás 5 señales importantes de que es momento de comenzar a considerar opciones:    


Tienes varios programas para muchas cosas diferentes

Tómate un minuto para pensar en cómo tus empleados dan seguimiento, almacenan y procesan la información. ¿El personal de Contabilidad usa un programa de software para las cuentas por cobrar y cuentas por pagar, mientras que el equipo de ventas utiliza otro para procesar las órdenes de compra?

Cuando los sistemas front-end y back-end funcionan de manera separada, puede crear problemas donde todo debería marchar de manera más fluida. Puedes aprovechar las ventajas de tu sistema ERP mediante aplicaciones de integración y conectar todos tus sistemas de información front-end y back-end para que cada función de negocio esté localizada en una sola base de datos. Un software ERP ayuda al staff a tomar mejores decisiones, libera espacio y ayuda al negocio a crecer.


Las ventas y la experiencia del cliente resultan afectadas

Cuando tu compañía crece, uno de los principales retos es el manejo de inventario. Asegurarse de que la cantidad correcta de productos esté localizada donde debe estar en el tiempo correcto es una parte vital de las operaciones del negocio.

Mantener separada la información de los clientes, ventas e inventario puede traer serios problemas a tu compañía. Por ejemplo, si un cliente llama para preguntar sobre el estatus de una orden y tus empleados no pueden rastrearla -no pueden ver si ya fue enviada o ni siquiera si el producto está en existencias- tu compañía será reconocida por brindar mal servicio y ser poco o nada confiable. Pero con un sistema ERP, tus agentes de ventas no tendrán problemas para responder a las preguntas de los clientes y ayudarte a construir una reputación positiva en vez de negativa.


No es fácil acceder a la información de tu negocio

Si alguien te preguntará hoy cuál es tu margen promedio de ventas, ¿cuánto tiempo te tomaría responderle esa pregunta? ¿Y si quiere saber sobre indicadores clave de desempeño? Si solamente cuentas con hojas de cálculo en Excel y otros sistemas no integrados, probablemente te tome más tiempo del deseado.

Todos vivimos y trabajamos en un mundo que se mueve rápidamente, y los actuales o potenciales clientes no están dispuestos a esperar demasiado por la información que desean. Quieren respuestas ahora, y si no se las puedes dar buscarán a alguien que sí las tenga y se las dé más rápido que tú. Esto significa que tus empleados necesitan acceso instantáneo para importar información. Los sistemas ERP hacen esto posible.


La gestión de Tecnologías de la Información (IT) es una pesadilla

Tener múltiples sistemas para distintos procesos en tu negocio puede convertir la gestión de Tecnologías de la Información en un proceso demasiado complejo y tomar demasiado tiempo. Personalizar, integrar y mantener estos sistemas a base de arreglos y actualizaciones constantes puede resultar a la larga muy caro y requerirá invertir tiempo que podría haberse dedicado a otras funciones.  

La tecnología ERP ha reemplazado sistemas ineficientes para introducir la simplicidad y agilidad necesarias para responder con rapidez a las necesidades cambiantes de tu negocio. Seleccionar soluciones basadas en la nube es crítico para cambiar la manera en que opera tu negocio y simplificar la gestión de las Tecnologías de la Información.


La contabilidad tarda demasiado

Con frecuencia, esta es la razón principal por la que más negocios consideran la implementación de sistemas ERP. Si tu equipo está obligado a recurrir a órdenes de venta y facturas en papel, tómate un minuto para reflexionar la cantidad de tiempo que toma eso. Ahora considera el hecho de que un sistema ERP puede manejar esas y otras tareas de manera casi instantánea.

Un sistema ERP le ayudará a tu personal de Contabilidad a ser más productivo y a generar reportes críticos a tiempo según sea necesario. Sin tardanzas ni frustración. Sólo procesos de negocios sin complicaciones innecesarias.


Una vez has decidido invertir en un sistema ERP -por ejemplo, Acumatica o Sage Live-Commercient puede ayudarte a mejorar tu experiencia con el sistema CRM integrando esa información a un sistema ERP, a través de la aplicación SYNC. Para aprender más acerca de nuestra app SYNC para Salesforce y los otros sistemas ERP con los que trabajamos puedes revisar la información en Salesforce AppExchange.

SYNC también está disponible en Sage Marketplace.

Here we will gather all the nifty stuff that’s new in the world of technology.

New technology promises longer battery life. Eric Schmidt, CEO of Google’s parent company, Alphabet, tweeted last week about new battery technology. John Goodenough, an engineering professor at the University of Texas-Austin and the inventor of the original lithium-ion battery, has created an all-solid-state battery that doesn’t rely on chemicals to work. This is very cool. It means that we won’t have to worry about crazy battery explosions anymore. And you know if John Schmidt is giving them some love the technology is legit.

Stuff I’d want if money was no object. The Bang & Olufsen Beolit 17 speaker. It is, in a word, magnificent. It looks great, offers 240 watts of power, and most importantly, has a 24-hour battery life. The speaker has a non-slip tray to hold your phone while you’re streaming music. It also has a connection button that links to a variety of modes–Alarm, Connect, Remote, and ToneTouch. At $499 it is a bit pricey for my blood,  but for those of you that can afford it, here is a video for you to check it out. (le sigh).


This has to be the apex of laziness. iRobot has made it even easier for us to embrace our slothfulness. Amazon Alexa has joined the connected home hullabaloo, and has come out with an app to integrate the Roomba 900 Series vacuum and Amazon Alexa. (‘Cause the Roomba was so difficult to use in the first place.) Customers can use simple voice commands to start, stop, and pause cleaning jobs. In addition, the company’s patented CleanMap technology tracks the vacuum, which will let you see a map of the areas it cleaned and where it lingered longest, so you know which areas of your house are the scuzziest. Sounds kind of judgey to me, but what do I know?

And speaking of integration, create an invoice in Salesforce and send it back to your accountant immediately with one click. Want to know more? Check it out here.

Sage X3 masters the complexity of running an enterprise-level business. It’s an excellent solution for companies in the distribution and manufacturing industries. But you probably already know this. What you may not know is how integrating your Sage X3 data with your CRM can help you stay on top of your industry and keep your customers happy.

Integrating Sage X3 with your CRM system is a powerful way to streamline processes and save valuable time and resources throughout your company. We’ve encountered a lot of clients in need of a quick and affordable application capable of connecting their valuable Sage X3 data with their CRM. That’s why Commercient offers pre-built data integration apps for Sage users:

The synchronization between your SAGE X3 and preferred CRM using a data syncing app like ours is completely seamless. Syncing in real-time is also possible and the continual transfer of data between your Sage X3 and CRM system provides you with deeper insights into things like accounting data, customer buying habits, shipping information and other key functions.

When you choose to integrate Sage X3 with your CRM you’ll be able to:

  • Import and view customers and prospects in your CRM system
  • View Customer Information, A/R Inquiry and Order Inquiry from Sage X3 within your CRM
  • Easily configure any new Standard/Custom fields to display within your CRM
  • Import Sage X3 products to your CRM
  • Support real-time pricing of products

And more!

Our team has been helping businesses integrate their Sage X3 ERP data with CRMs for nearly two-decades. We understand the value of being able to view your ERP data within a CRM (and vice versa). Once you start using a data integration app, life becomes so much easier for your sales and accounting teams.

Still not convinced integrating your Sage X3 with your CRM is the answer to your problems? Give us a call! We’d be happy to answer any questions you may have about data integration for Sage X3 or any other type of Sage ERP software.

The Oracle Cloud Marketplace is a place for Oracle Cloud customers to conveniently browse, compare, and buy trusted business apps developed by registered Oracle partners. The applications listed on the marketplace are designed to meet customer needs and provide them with comprehensive descriptions, ratings, reviews, screenshots and demos so that they may make informed decisions about an application before purchasing.

ERP Integration For Oracle

The Oracle Cloud Marketplace showcases applications specifically developed for Oracle customers and Commercient is proud to announce that our application, Commercient SYNC, is now available for Oracle customers!

Commercient SYNC is a data integration solution that can help you quickly and accurately populate the data within your ERP into your Oracle Sales Cloud (CRM). Users have the ability to sync their accounts, invoices, sales orders and more.

The SYNC for Oracle Sales Cloud is simple to download and deploy. In fact, we can have your data synced in running in as few as 24 hours. When using our application you’ll never have to worry about finding the data you need when you need it because it will all be in one easy-access master system.

You can visit us on the Oracle Sales Marketplace or if you have questions about SYNC and Oracle Sales Cloud shoot us a message! Contact Commercient now.

Picture this: your top salesperson is visiting a client’s manufacturing facility. The purchasing lead for your customer asks your salesperson several specific questions that need quick answers, like: “Do you have part A123 in stock? If so, how many? How soon can it be shipped and delivered? What’s the cost of all the above?”

Is your salesperson going to be able to pull out their mobile device and give your client the answers they need right there on the spot? If you’ve connected your Salesforce CRM to your ERP software using a data integration app like Commercient SYNC for example, the answer is yes.

Integrating Salesforce with ERP software allows you complete synchronization within your organizationtransparency between sales team activity and back office information. This kind of 360-degree information creates a single hub of information for you to center operations around and grow your business.

Two Big Reasons To Connect Salesforce With ERP Software

Let’s look into the envisioned scenario above a little more. If Salesforce has been connected with an ERP using a data integration application, the salesperson can whip out their mobile phone and check inventory stock, orders, and other back office data so they could answer all of the client’s questions. As a result:

  1. The salesperson would also be able to offer other information like bulk discounts or express shipping rates. If you can provide your client with all of this almost instantly you can probably expect to have a happy client and money in your pocket pretty soon.

    Salesforce is a premier CRM provider. The critical data you store and keep organized in Salesforce helps you serve customers better. But when you connect that data to the information in your ERP system you can raise the bar for providing excellent customer service even higher.
  2. Connecting Salesforce with an ERP will provide you with an insight into your customers from their initial interest straight through to sale. You’ll be able to review what marketing efforts got them hooked, what sales tactics kept them on the line, how you reeled ‘em in (what they ordered), and if they might come buy something again.

    In other words, you’ll be able to use all of your connected information to nurture and re-engage customers.

Bottom Line

If you want to improve how your business uses software and deliver more efficient processes, you should strongly consider connecting Salesforce with your ERP software. It makes everything better in the end. With a full integration, you can better shape the way your ERP (or accounting, whichever) works to the way your team works. You’ll empower your employees to do their job supported by the most powerful information available.

If you’re considering connecting Salesforce CRM to an ERPor you’ve already done so but are considering switching up your ERP softwareCommercient has the experts and applications you need to accomplish this.

Get in touch today to talk more about Commercient Sync and connecting Salesforce to your favorite ERP or check us out on the Salesforce AppExchange.