Tag Archive for: sage 100

How Salesforce Field Service Management and Commercient Can Help the Service Industry

When the air conditioning goes down in an office in the middle of summer, who will you call? No, it’s not the Ghostbusters. 

There’s actually a company committed to fixing that kind of problem. We are going to take a look at an HVAC company that is a full-service contractor that focuses on providing MEP services, Mechanical, Electrical, and Plumbing. They provide services for the industrial and commercial sectors, in addition to professional engineering services. 

So if you have any problems of the sort, they can work on fixing them for you. If you need it, they can send a service technician to inspect the unit and make repairs if necessary. It all seems relatively simple for the HVAC company. 

But how can they manage it all? How does a technician know where to go and at what time? How can they see if a job is urgent or if they can schedule it for later if they’re already going to be in that area? After all, if you’re going back and forth that can be a waste of time and resources.

They have Sage 100 to manage items like operations, finance, invoicing, payroll, inventory management, etc. They thought that was enough. They could use a variety of apps and paper invoices to manage their field service. But the thing with paper is that it can get confusing quite quickly, and you can lose track of important information or customers.

What if the company had a client that needed multiple repairs or installations across different buildings or homes? How would they check to see which one had been done and which still needed work? Not to mention a way to properly track hours, parts used, etc. 

That’s where Salesforce Field Service Management (FSM) comes in, but what exactly is it, and what does it do? It is a tool designed to make your job so much simpler because it allows you a way to get technicians to fix your services. It’s a truly fascinating and effective system. The HVAC company can do everything in FSM, and it keeps their service technicians from getting confused about which work order is which. 

When you are working long hours in the middle of a burning summer, your greatest ally is the air conditioner. But what happens if it breaks? There’s no way any work would actually get done. Because if your employees are annoyed and overheated, it’s just not a good combination. Plus there are computers, servers, and more that could suffer in the heat. So not only does tech need to fix the A/C for the employees and managers, but also the technology that could run hot and potentially break down. So the customer will contact the HVAC company, who will then check the Salesforce FSM calendar to see who is available. 

The dispatcher at Somatic can create a work order in Field Service Management and send one of their technicians to the building. While at the building’s HVAC systems, she can create a Work Order and identify the problem. While fixing the issue, she could keep track of the time and parts used with the TimeSheet feature on her mobile device. This is a great feature of Field Service Management — you can check everything from your phone, something that is extremely useful while you are on the road.

And there’s also the option of TimeSheet, which is a way to log in how much time you worked, which task you did, what parts you used, etc. You no longer have to rely on the use of paper and your own memory. Something that can fail us when we need it the most — not to mention that the paper can get lost. 

Before she leaves, the office management company asks if the technician can visit two other buildings they manage to check on their respective air conditioning systems; then the technician can create a new Work Order for each location and drive over to both buildings to see how things are running. She will use a new TimeSheet in each Work Order to track her time and any parts needed.

And with the help of Commercient’s SYNC the data can be automatically sent to Sage 100 from FSM to generate payrolls for the technicians, so they can be paid for their services. 

The way it works is that Commercient SYNCs the data from Salesforce Field Service Management to Sage 100, so the HVAC company can properly invoice the office management company for the labor and parts used for each of the three buildings. There is no need to be confused about which building is which, since an ID will be created to identify the correct building, with the correct job and parts.

The techs can also look at their schedule in the morning and throughout the day to see when and where they’re going to do a service. There’s even a map, so they don’t have to leave the Salesforce Field Service Management app. Because everything they need is already there. They can know if it’s urgent or not, what parts are needed, and which were used, and most importantly they can put in the hours they worked so they can get paid, all of which can be easily found on their phone in the app.

Salesforce Field Service Management and Sage 100 have the information, Commercient SYNCS them together. It’s truly a smart match to have your company flow as it should.

Wilson Electronics: Closing Deals Made Faster by Integrating Sage 100 and Microsoft Dynamics 365 With Commercient SYNC

Wilson Electronics amplifies the power of communication, allowing loved ones to stay in touch no matter where they are in the world. Companies all over the world harness the power of Wilson Electronics to boost their global reach.    

Founder Jim Wilson started Wilson Electronics in 1999 in St. George, Utah. Wilson Electronics is the world leader in cellular signal booster technology for mobile, home, the workplace, commercial settings, and on the go.

Wilson Electronics solve the problem of dropped calls, limited range and reduced data rates for cell phones and data cards with their award-winning cell phone signal boosters. Their products, weBoost, and WilsonPro have you covered by amplifying weak cellular signals.

Challenge

Wilson Electronics’s mission is to expand wireless network coverage to everyone, everywhere. They value speed by eliminating bureaucracy and anything that slows them down. Wilson Electronics is Data-driven, therefore, they use facts to make informed decisions.

Wilson Electronics leverage Sage 100 ERP and Microsoft Dynamics 365, but the team struggled to find a solution that would connect the two. They couldn’t find a satisfactory solution to connect their ERP and CRM, and their sales reps needed to constantly switch between multiple systems to find information which resulted in too much time being wasted.

“There wasn’t software we had that could move the data from Sage 100 up to our CRM. And so we were looking for a product that could do that. That’s where we came into Commercient.” – Kyle Brandt, Junior Database Administrator

Solution

Commercient’s number one data integration application SYNC, allows data from the Sage 100 ERP to be visible within Microsoft Dynamics 365 CRM. 

Data integration is the process of combining data from different sources into a single, unified view. Integration begins with the ingestion process and includes steps such as cleansing, ETL mapping, and transformation. With Commercient SYNC There’s no coding, no mapping, and no servers to manage on your end. 

Information within Sage 100 including Customer Orders, History, Invoices, Bill To and Ship To Addresses, and is now available Microsoft Dynamics 365 in real-time. 

Results

Wilson Electronics’s sales team now has access to the customer information in Microsoft Dynamics 365 without having to log into the Sage 100 ERP. The new data integration saves the company precious time.

Commercient SYNC helps the sales team to access pricing and everything they need, so they can produce quotes quickly, simplifying the sales process. Wilson Electronics is able to close deals faster by integrating Sage 100 and Microsoft Dynamics 365 CRM with Commercient SYNC.

With Commercient SYNC, Wilson Electronics is able to deliver wireless network coverage to everyone, everywhere continues to grow exponentially. 

“SYNC just gives it one place where a person can go to to find all the data. They don’t have to go and search [a specific] customer multiple times in different systems.” – Kyle Brandt, Junior Database Administrator.

Read more about Wilson Electronic’s success with Commercient SYNC here. 

Commercient is able to integrate much more than just Sage 100 ERP and Microsoft Dynamics 365 CRM.  Our SYNC integration has grown to over 85 systems, including Sage, QuickBooks, Acumatica, Epicor, SAP, SYSPRO and many others.

With our ERP and CRM integrations, your data is synced to both systems in real-time without the need for manual data entry, or the risk of human errors. Contact Us to discover how we can solve your data integration needs. 

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.

Boost Revenue with Commercient Integration for Sage 100 and Salesforce

Sage 100 is an industry-leading ERP (Enterprise Resource Planning) software that helps you manage your manufacturing, distribution, and service industry processes, from beginning to end. It helps run your company’s operations, so you can grow revenues, reduce costs, and increase profitability.

This ERP is feature-rich, dependable, and highly customizable. With purpose-built modules designed to meet the needs of manufacturing and distribution. Sage 100 is flexible enough to adapt in response to the needs of tomorrow. But it lacks certain features you’ll only find in a CRM (Customer Relationship Management), such as Salesforce, the undisputed industry leader.

Salesforce is a cloud-based customer relationship management platform for supercharging every part of your company that interacts with customers. This includes marketing, sales, commerce, service, and more. Salesforce connects all your teams around one platform, with apps such as Sales Cloud, Marketing Cloud, Service Cloud, etc. This ensures every employee can interact with your customers like a single company, not a series of disconnected departments.

However, having multiple databases, such as your ERP and CRM, can result in a cluttered view of business processes and disjointed operations. Data within Sage 100 and Salesforce systems remains siloed, and your teams may miss vital information needed to make critical decisions.

How Commercient SYNC Data Integration For Sage 100 and Salesforce Can Help Free Your Data

Elevate your Sage 100 and Salesforce experience with Commercient SYNC, the #1 data integration platform for sales. We make it possible for your sales team to see Sage 100 data directly in Salesforce. This includes customer information, sales history, invoicing, serial numbers invoiced, terms, inventory, multi ship to addresses, and more.

In addition, the SYNC app integrates new orders and accounts from Salesforce into the Sage 100 system. This helps personnel in purchasing, the shop floor, and the warehouse to immediately act on a new sale. We can also help you tie the order back to the opportunity in Salesforce, to complete the circle of order to cash.

SYNC’s Sage 100 and Salesforce data integration platform can benefit your company in multiple ways. SYNC can streamline your processes, sales, customer service, and consolidate your financials. This saves you time and money.

Read how Commercient helped Sentury Tire give their Inside and Outside Sales Teams a 360-degree view of sales.

Commercient SYNC keeps you from hiring personnel to move the data, allowing your team to focus on your company. This results in increased profitability for your business.

Our app keeps you up-to-date with changes made to your ERP and CRM systems simultaneously. In Salesforce, you can see a mirror image of what’s happening in your Sage 100 system.

Avoid frustrated customers by providing quick and efficient service and support. Customer data is consolidated in one app, allowing your employees to have all the information they require at their fingertips.

Take your business to the next level with Commercient SYNC data integration for Sage 100 and Salesforce. Help sales and customer service achieve their results fast and efficiently by accessing your data stored in the cloud anytime from anywhere.

With multiple benefits, it’s easy to see how our customers have consistently grown year after year since using our SYNC for Sage 100 and Salesforce. Learn more by contacting us today.

Getting the Best of Sage and Zoho CRM with Commercient SYNC

In this day and age, integrating you business systems, data, processes, and functions is becoming commonplace and advantageous. When your systems all work together seamlessly, everyone in your business can be on the same page, become more efficient, and have time to do more meaningful work. If you’re leveraging Sage and Zoho CRM as your ERP and CRM systems, we’ll show you how to get the best of both with the Commercient SYNC Integration Platform.

Spend Less Time Entering Data

With Zoho CRM, you can easily track sales, client data, and more, while Sage reduces your reliance on spreadsheets, simplifies reporting and streamlines your core accounting activities. Commercient SYNC connects the two systems and gives you a way to integrate important customer data between your ERP and CRM, so your sales team can consistently provide your clients with custom, valued experiences.

Rather than entering duplicate information into each system, SYNC allows you to enter it just once for it to populate in both Zoho CRM and Sage. This allows you to save time each day, run operations more efficiently, and focus on more meaningful tasks. It also reduces the possibility of human error.

Connect Your Business

Not only will you spend half the time entering data, but by integrating your Sage and Zoho CRM with SYNC, customers, contacts, inventory items, sales orders, invoice history, customer sales history, and much more, are all automatically synchronized. And with one connected system based in the cloud, all members of your company can enter data at a single-entry point which can be accessed from any employee device, at any time and from anywhere. This eliminates the problem of possible duplicate entries, and the time it can take to correct.

Delight Your Customers With Quicker Response Times and Accurate Quotes

Integrating Sage with Zoho CRM will also provide your salespeople with a 360-degree view of your customers from within Zoho. Additionally, your sales team will have the visibility from within Zoho CRM to see each customer’s sales history information without having to access Sage.

In the back office, your Sage system streamlines your processes, helping you with inventory control, warehouse management, financial consolidation, and monitoring overall performance, while your sales and customer service teams are able to give intelligent feedback through their Zoho CRM screens.

Additionally with SYNC Integration for Sage and Zoho CRM, your sales reps can enter orders themselves both anytime and anywhere on their laptops, iPads or mobile phones, which means that the speed at which orders get into the system is dramatically increased.

Want to know more about the benefits you can reap by integrating Sage and Zoho CRM? Check out our SYNC Integration for Sage and Zoho CRM page.

Is Sage 100 ERP Right For My Business?

Sage 100 ERP (also known as MAS 90) is an accounting software solution that helps small to medium-sized businesses “efficiently manage the manufacturing process.”

We get a lot of questions about whether or not our SYNC app is capable of connecting Sage 100 data with Salesforce. The answer? Yes. If you want to integrate Sage 100 ERP data with your Salesforce CRM we can help.

But how do you know if Sage 100 ERP is the right accounting software solution for your business?

Sage 100 ERP Is For SMBs

Are you an SMB? Then you can benefit from using Sage 100 and integrating it with Salesforce.

Smaller companies are often challenged with responding quickly to customer needs in order to keep their competitive advantage. Sage 100 is designed to help you maintain that competitive edge while protecting and extending your software investment.

Sage 100 ERP is substantial accounting software that empowers SMBs to forecast, organize, and ship items with precision, making it ideal for those in the manufacturing and distribution industry.  

SMBs need to understand their customers and products trends so they can make the best recommendation for the customer and provide top-notch customer service and deliver products on time.

Sage 100 can help you achieve that understanding through the Sales and Order Management feature which enables your employees to work collaboratively and provide your customers with real-time details on the spot.

Benefits of Using Sage 100 ERP

In addition to the ability to provide customers with real-time details, Sage 100 also gives small and medium sized businesses deep visibility and management into inventory, incoming orders, process returns, and helps you provide customer specific pricing.

Sage 100 users also benefit from the ability to:

  • See cost overruns and what’s best for profits
  • Verify quote accuracy before production starts
  • Optimize cash flow by reducing excess inventory levels

And more! For a more in-depth look at the many benefits of using Sage 100, check out this Sage brochure.

Benefits of Connecting Sage 100 And Salesforce

What about the benefits of connecting Sage 100 ERP and Salesforce? We’re glad you asked!

You can expand on everything Sage 100 has to offer by connecting your ERP software with Salesforce. However, a lot of people still think this has to be some long, complicated, messy process and it doesn’t.

Sure, if you’re using an ETL tool or something of that nature, it’s going to be complicated. But it doesn’t have to be. There’s an easier solution to meet your integration needs: the Commercient SYNC app.

We provide an easy to use application for SMBs that want to integrate their Sage 100 system with their Salesforce CRM system known as Commercient SYNC. Commercient SYNC makes sharing information and providing visibility into both backend and frontend systems easy.

Rapid deployment of Commercient SYNC makes your Sage 100 data available on Salesforce almost immediately. Records can be linked together so that you can navigate between related data, such as accounts, sales orders, and invoices.

By identifying the core data sets required by most ERP and CRM integrations, Commercient has created a ready to use out-of-the-box solution. You can complete the setup in under seven hours and the SYNC app is completely customizable to your ERP software and your business.

For more information about integrating Sage 100 ERP and Salesforce, you can visit the SYNC for Sage 100 ERP and Salesforce integrations page or contact a sales rep.