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Republic Manufacturing: Salesforce and Sage 100 data integration journey with Commercient SYNC

Considering a cloud-based data integration platform such as Commercient SYNC? Let’s see the story of Republic Manufacturing and how they leveraged Salesforce and Sage 100 data integration with Commercient SYNC to achieve business goals.

Having a company in top shape requires different resources. However, it can be a complex process to figure out the right way to grow a company. You need to research in order to select the right resources to use – otherwise, the innovation process may backfire. 

Which technology should you use that enables your processes and your people to get more things done in less time? 

Republic Manufacturing began as a sheet metal manufacturer back in 1962. The demands of the market were quite different back then. It was a very different world from the one we find ourselves in now. And yet they managed to grow and adapt to an ever-changing market. To the point wherein 1991 they became one of the largest in North Texas. 

All because they knew when to adapt. Then Republic designed and manufactured its centrifugal blowers and air knife drying systems that offered distinct advantages over existing systems within the industry. 

Nowadays, Republic remains a leading designer and builder. Their products include blowers, vacuum pumps, compressors, air knives, and many more. They also do custom orders so of course with all the work they do they need the right systems. But what exactly is the right system for them?   

ERP and CRM that set them up for success

They found out using Sage 100 for their operations and managing their finances and worked with Josh Monson from the 1.1 Group to implement Salesforce Enterprise. This leading CRM helps them have the best management in regards to their opportunities, customers, their leads and so much more. The company also uses other Salesforce products like CPQ, Service Cloud, Knowledge, Pardot, and Einstein. 

Pardot was especially helpful. In the words of Republic’s Marketing Manager Nicole Taylor, “It’s amazing how Pardot captures information about customers and campaigns. We can create marketing automations and drip campaigns based on that data. It’s helped our sales and marketing teams work well together.”

So it all seemed to be coming together but something was still missing. They still needed to be able to connect their Sage 100 to their CRM, but how? 

Connecting Sage 100 and Salesforce Enterprise 

Commercient SYNC is the #1 data integration platform for sales, and with its bi-directional ERP and CRM integration, the company can access its important Sage 100 data directly in Salesforce Enterprise. Everything from inventory, accounting records, customer information, sales order history, addresses, tracking information, and so much more. 

“We’ve taken it beyond just a records keeping piece by having Sage 100 SYNC’d with CPQ and Pardot,” said Taylor. “The integration allows the Sales Team to take appropriate steps to increase their rate of closure based on real-time information.”

Makes sense, doesn’t it? Being able to easily access customer data when you need it, makes it easier to make the sale. You know how likely a person is to buy or what they like to buy. Plus, anything like sales or new accounts created in Salesforce Enterprise are SYNC’d to Sage 100, giving Republic Manufacturing a full view of everything — customers, sales, and marketing. 

“Having real sales data in our ERP allows us to market to customers in real-time based on their purchase history, lifetime value, and purchasing behavior,” explained Taylor of the marketing benefits. “Real campaign ROI is reported without relying on the Sales Team to backfill data into their opportunities.”

Nicole Taylor even called it a lifesaver. 

“It’s been a real lifesaver for us and a much cleaner process,” said Taylor. “It has reduced errors, in the sense that the information that was quoted is now being pushed to the order. So there’s no need to reinterpret what was quoted.”

With Commercient SYNC, your ERP and CRM are a match made in heaven. It certainly was for Republic Manufacturing! 

Click here to read the full customer success story

Click here to read their review in Salesforce AppExchange

If you’re ready to innovate and scale, the easy way, with a data integration platform that fits your needs, contact us today.

Ending 2019 With A Bang: Introducing Commercient’s New HubSpot CRM Integration Solution!

HubSpot CRM  is a customer relationship management tool used by many companies around the globe. HubSpot CRM assists businesses of all sizes to track, nurture and analyze business metrics. Users have the ability to track customer interactions automatically via email, social media or phone calls. Every interaction can be stored in a timeline organized by lead. The solution can also send real-time notifications for events such as when a contact opens an email or downloads an attachment.

With Commercient SYNC, the #1 data integration platform for sales, you can now integrate HubSpot CRM with Sage or Quickbooks to help enhance your sales, marketing, and customer service. Integrating HubSpot CRM with Sage or Quickbooks desktop is a powerful way to streamline daily processes and save valuable time and resources throughout your organization.

A strategic integration through Commercient SYNC allows HubSpot CRM users to leverage the features of both ERP and CRM systems to meet the requirements of even the most complex projects.

Commercient SYNC Data Integration Solution for HubSpot CRM to Sage and Quickbooks

Commercient’s SYNC makes it possible for you to see your Quickbooks or Sage data in HubSpot CRM. The data integration app keeps you up-to-date with changes made in Quickbooks or Sage ERP and HubSpot CRM system simultaneously. 

What we SYNC:

  • Order history
  • Bill to addresses
  • Financial accounting data
  • Customer data
  • Sales order data
  • Invoice data
  • Products
  • Custom Workflows / Opportunities / Orders / Invoices / Custom Objects
  • Plus any other data customers request

Click the link to find out how the above is demonstrated through HubSpot and Sage 100.

It is now easy to track real-time data feeds and updates while reducing data duplications and errors significantly. Better analysis of the HubSpot CRM data means you gain valuable insights into the true needs of the customer. This builds trust and customers are much more likely to stay with the brand or company.

Not only does this provide you with a better insight into your customer database, the integration can also help you build lasting relationships and determine where there’s potential for future growth. Consistent data gives you better analytics and reporting, so you can track changes in your customer’s profitability, preferences, and loyalty.

If you’re using HubSpot CRM, Sage and Quickbooks, and you would like to integrate those systems with Commercient SYNC, please contact us today.

Get Your Business Bank Accounts & Business Software Talking

The payment processing industry has evolved in recent years, and it can be a challenge for small businesses to keep up with new standards and best practices. Modern business finance is becoming more sophisticated, with robust solutions to make it easier for the customers, but also with security in mind in order to protect buyers’ data from cyberattacks. 

Companies often hold multiple financial accounts that accept different payment methods. Why bother with multiple bank accounts? Reasons include security concerns and expense tracking. Your company has multiple needs with different expenses that can be served by separate accounts.

Accounting software such as Sage or Quickbooks, can assist you with controlling and managing your business’s expenses efficiently, whether it’s travel expenses, petty cash or maintenance fees. The financial transactions that occur in a given timeframe on a ledger are accounted to the client/customer on a bank statement. And the balance of the accounts at any time is the money-related position of the client with the organization.

Commercient SYNC integration connects all your bank transactions hidden in your accounting software to your chosen CRM. It gives you the ability to sync your transactions from several bank accounts.

Benefits of Commercient SYNC

  • All-in-one app: Manage your business transactions and CRM activity from the same app
  • Improve customer service
  • Reduce tedious administration by improving efficiency
  • Generate more sales
  • Improve cross-functional communication
  • Increase productivity
  • Reduce manual data entry: Commercient SYNC pulls in transactions from your bank accounts automatically

The integration between payment transaction processing and accounting software offers advantages not available before when all had to be done manually. Bank account integration allows for payment transaction data derived from credit or debit card payments, or other electronic payments, to automatically flow into your CRM when a sale is made. It eliminates the need to manually enter payment transaction data and reconcile accounts, saving time, reducing labor costs, and less risk of human error.

With bank account integration, the data for each sale seamlessly posts into your chosen CRM software. This is similar to how the money from a transaction is directly deposited into a business bank account. This way, a salesperson needs to see if a customer has paid doesn’t need to wait for the Accountants to be at their desks to find out. Everything moves faster.

As more customers are moving away from cash and check transactions, it makes sense to have the data from electronic payments seamlessly flow into the business accounting system. This helps eliminate the need for manual entry, provides improved accuracy, and streamlines your sales processes.

Does your business make use of multiple bank accounts? Make the most of your investment by fully harnessing the tools you already have and integrate your sales and accounting software. Become more efficient, increase sales, provide superior customer experiences, and much more with SYNC. Contact Commercient today for a free demo.

Sage ERP’s For The Manufacturing Industry

In the world of manufacturing, challenges are par for the course. With the Internet of Things (IoT), artificial intelligence, cloud computing, automation, etc., technology is advancing at lightning speed and most manufacturers struggle to keep up. Fortunately, manufacturers can leverage the latest technology to face challenges head on, and stay relevant and competitive in their industry.

Implementing a Sage ERP solution will help you gain control of virtually every aspect of your manufacturing business. These include production management, supply chain management, financial management, cost analysis, quality control, and much more.

Sage ERP solutions are designed to help improve efficiencies in your business, control costs and increase profitability. Sage understands that each industry has its own unique requirements, and that’s why Sage ERP solutions are designed to be flexible and highly customizable.

About Sage

Sage is a world-recognized software company that has been providing Enterprise Resource Planning (ERP) software to businesses around the globe for over 30 years. Sage is committed to continuously improving their products, and keeping up with the latest technology and standards.

Manufacturing Industries Supported

Sage ERP software supports businesses across these manufacturing types:

  • Industrial Equipment
  • Metal Fabrication
  • Medical Devices
  • Food and Beverage
  • Pharmaceuticals
  • High-Tech
  • And many more

Sage Data Integrations with Commercient SYNC

In a rapidly changing environment, it’s imperative that you have the proper tools to manage and grow your manufacturing business efficiently and profitability. Solutions such as customer relationship management (CRM) software can be integrated with your ERP software so that you have all your company’s data in one place.

Sage ERP’s can be integrated with the following CRM systems:

  • Salesforce
  • Microsoft Dynamics 365
  • Zoho CRM
  • Oracle Sales Cloud

If you already have a CRM system, or plan to implement one, why not use Commercient SYNC to integrate your ERP and CRM data with a one-way or a two-way integration? Commercient SYNC is the #1 data integration platform for sales, and give you a 360-degree view of your sales and marketing systems in real-time.

Your sales team will have access to important Sage ERP data, such as customer information, invoices, serial numbers, inventory, and more. From CRM to Sage, new accounts, new customers, sales, etc., will be SYNC’d.

Sage Manufacturing ERP Solutions

1. Sage Business Cloud Enterprise Management (Formerly Sage X3)

Sage Business Cloud Enterprise Management is typically for larger companies and targets companies with 20 to 1,000 users. It encompasses all your manufacturing company’s operation requirements – from procurement to production management, inventory, sales, distribution, financials, human resources, customer service and so much more. With Sage Business Cloud Enterprise Management, you will gain real-time insight into all your business costs and operational performances.

Sage Business Cloud Enterprise Management Features include:

  • Production Management
  • Supply Chain Management
  • Estimating and Quoting
  • Job Planning and Scheduling
  • Costing and Tracking
  • Project Management
  • Financial Management
  • Compliance updates
  • Budgeting and Planning
  • Payroll Management
  • Inventory Management with Sage Inventory Advisor
  • Operates in 12 different languages
  • Offers multi-site facilities

2. Sage 300cloud

Sage 300cloud simplifies your business processes in multiple currencies and locations, at a fraction of the cost of traditional ERP software. Sage 300cloud is ideal for businesses with operations across several cities or countries. It gives you real-time, mobile access to your data from the cloud for visibility across your entire company.

Sage 300cloud Features include:

  • Production Management
  • Supply Chain Management
  • Estimating and Quoting
  • Job Planning and Scheduling
  • Costing and Tracking
  • Financial Management
  • Compliance updates
  • Budgeting and Planning
  • Payroll Management
  • Inventory Management with Sage Inventory Advisor
  • Sales and Order Management
  • Business Intelligence Reporting
  • Sage CRM
  • Manage multiple companies and currencies

3. Sage 100cloud

Sage 100cloud is a modernized version of Sage 100. Sage 100cloud is user friendly and customizable, and unites your entire business at an affordable price. It helps streamline your business’s manual processes and provides visibility of your entire organization.

Sage 100cloud Features include:

  • Production Management
  • Supply Chain Management
  • Estimating and Quoting
  • Job Planning and Scheduling
  • Costing and Tracking
  • Financial Management
  • Compliance updates
  • Budgeting and Planning
  • Payroll Management
  • Inventory Management with Sage Inventory Advisor
  • Sales and Order Management
  • Business Intelligence Reporting

ERP solutions are designed to simplify the management of your business processes. Evaluate the needs of your business, and choose the solution that meets your specific requirements.

If you’d like to learn more about Commercient SYNC, along with IoT Pulse and our eCommerce solutions, please contact us today.

About the Author

Anna Kinnear is a Sage Financials Consultant at Edgeware, and holds a Bachelor’s Degree in Accounting Science from the University of South Africa. She has always had a passion for reading and writing.

IoT Pulse connect ERP to the Internet

Obtén lo mejor de Sage y Zoho CRM con Commercient SYNC

En la actualidad, tener integrados los sistemas, datos, procesos y funciones de una empresa es cada vez más común. De esta forma, todas las personas con acceso a estos datos pueden estar en la misma página, ser más eficientes y tener más tiempo para dedicar a otras tareas importantes. Si ya estás utilizando Sage y Zoho CRM como tu ERP y CRM respectivamente, te mostraremos cómo obtener lo mejor de ambos sistemas a través de la plataforma de integración de datos Commercient SYNC.  

Ahorra tiempo ingresando datos

Con Zoho CRM puedes rastrear fácilmente las ventas, datos de clientes, y más, mientras que Sage reduce la necesidad de tener todo guardado en hojas de cálculo. Además, Sage ayuda a simplificar reportes y a mostrar fácilmente la actividad contable de tu empresa. Commercient SYNC conecta los dos sistemas y te da una forma de integrar información importante de tus clientes entre tu ERP y tu CRM, de modo que tu equipo de ventas puedan proveer un servicio al cliente más personalizado.

En vez de ingresar información duplicada a cada sistema, SYNC permite ingresarla solo una vez en uno de ellos, y automáticamente se sincroniza con el otro. Así tú y tu equipo ahorran tiempo, todo opera de manera más eficiente y pueden enfocarse en funciones que aporten más valor a la empresa. Además, se reduce la posibilidad de errores humanos.

Conecta tu empresa

No solo ahorrarás muchas horas que antes ocupabas para ingresar datos manualmente, sino que integrando Sage y Zoho CRM con SYNC tus clientes, contactos, inventario, órdenes de compra, historial de facturación, historial de ventas por cliente, y mucho más, se sincronizará automáticamente. Y con sistemas conectados alojados en la nube, quienes tengan acceso a los sistemas pueden ingresar datos en un único punto de entrada (ERP o CRM) y esa información puede verse desde cualquier dispositivo, a cualquier hora y en cualquier lugar. Esto contribuye a eliminar la posibilidad de errores, entradas duplicadas y reducir el tiempo destinado a corregir esos errores.

Fideliza a tus clientes con tiempos de respuesta más rápidos y cotizaciones acertadas

Integrar Sage con Zoho CRM también le dará a tu equipo de ventas una visión de 360 grados de la situación de cada cliente. Además, desde Zoho CRM, tu equipo de ventas podrá acceder al historial de los clientes sin necesidad de de ingresar a Sage.

Por otro lado, tu sistema Sage te ayuda con el control del inventario, manejo de bodega, consolidación financiera, monitoreo general de desempeño, mientras tus equipos de ventas y de servicio al cliente pueden proveer respuestas correctas a través de sus pantallas de Zoho CRM.

Adicionalmente, con la integración de SYNC para Sage y Zoho CRM, tus ejecutivos de ventas pueden ingresar órdenes ellos mismos, sin recurrir a otro sistema y desde cualquier lugar, desde un iPad o un teléfono móvil. Esto significa que la velocidad del ingreso y procesamiento de órdenes se incrementará dramáticamente, los clientes recibirán un servicio más rápido y querrán seguir trabajando contigo.

¿Quieres saber más sobre los beneficios que puedes obtener al integrar Sage y Zoho CRM? Visita la página de esta integración SYNC.

Top 5 Things to See at Sage Summit

Sage, the world leader in cloud accounting software, is hosting this year’s “must-attend” business conference. On May 9-11, 2017, industry experts, business builders, and businessmen alike will convene for a 3-day Summit at the Georgia World Congress Center in Atlanta. It will be an opportunity to network, build business relationships, and learn more about new technologies–in short, it’s an event you don’t want to miss. Here are our top 5 picks of things to see at this year’s Sage Summit.

1.George Foreman

World heavyweight champion, Olympic gold medalist, and business entrepreneur George Foreman will not only be making an appearance at this year’s Sage Summit, but he will be one of the event’s keynote speakers. Foreman has seen much success over the years as a businessman. Foreman’s company has sold about 100 million George Foreman Grills since 1995. His success makes him one of the highest-paid and most recognized celebrity endorsers in the world, according to Success.com. This year’s Sage Summit will be a great opportunity for those who want to learn and be inspired by Foreman’s remarkable story.

2. Josh Browder

Josh Browder, a British entrepreneur and founder and CEO of DoNotPay is responsible for developing the first website that allows motorists to appeal their parking tickets automatically. In 2015, he created the world’s first robot lawyer. Browder, like Foreman, will be a keynote speaker at this year’s Sage Summit in Atlanta and will shed light on his journey to success.

3. Robert Tercek

As one of the world’s top keynote speakers, innovation expert and creative strategist Robert Tercek will also be joining the keynote speaker lineup at this year’s Sage Summit. John Kilcullen, the President and Publisher of Billboard, says “Robert Tercek ranks among the very best speakers I’ve encountered. His speeches on the topics of innovation and creativity have influenced industry leaders in many parts of the world. He is an electrifying speaker.”

4. Interactive learning sessions

During this year’s Sage Summit, each day will consist of an Interactive Learning session. This session will allow you to gain insight from executives, customers, and partners from Sage and find solutions to your most significant business challenges.  

5. Networking party

To add to the list of benefits, the event will also host a networking party session where you will be able to network with your peers. With endless networking opportunities, the Sage Summit will allow you to build business relationships that can help you take your business to the next level.

 

In addition, don’t forget to see Commercient’s very own CEO, Richard Jenkins, speak at a panel regarding Partnering with Payments.

Grow Your Business: Reaping the Benefits of Workplace Diversity

Stop for a moment and answer these questions. How diverse is your company? Are your employees engaged? Are everyone’s talents being valued and used? Thomaz Perez, the former United States Secretary of Labor, says, “…it’s smart business to have a diverse workforce – one in which many views are represented and everyone’s talents are valued.”

The positive effect that diversity can have on business and business outcomes is astonishing. In one study, for instance, sociologist Cedric Herring found that companies which had the highest levels of racial diversity brought in nearly 15 times more sales revenue on average than those with the lowest levels of racial diversity. He also found that gender diversity accounted for a difference of $599.1 million in average sales revenue. Organizations with the lowest rates of gender diversity had average sales revenues of $45.2 million, compared with averages of $644.3 million for businesses with the most gender diversity.

Workplace diversity signifies more than just an employee’s race and gender. It also encompasses a person’s  ethnic group, religion, marital status, age, personality, tenure, education, and background. Your business can reap countless benefits by having a diverse workforce.  

Business expansion

One of the biggest benefits of workforce diversity is that it allows companies to build global business relationships, which is a necessity in the digital age. For example, if you want to reach Asian or Hispanic markets, you would have a better chance of reaching those markets with Asian and Hispanic employees. With a diverse workforce, you leverage a wide range of skills and expertise. In addition, you can provide services to a wider variety of customers, which will increase your long-term profitability.

At Commercient, we embrace cultural diversity.  Our employees are people of every race, religion, and gender, including Africans (actually from Africa), Latinos, Filipinos, and African Americans. This has allowed us to expand our business both in the United States and abroad.

Increased innovation

Statistics show that people with diverse backgrounds have differing ideas and viewpoints and therefore foster innovation. It also means that you can attract the best talent because you have a greater talent pool from which to choose. Employees with outside-the-box thinking can connect with a different audience and create more effective and intelligent solutions. Additionally, with a diverse workforce, businesses can enhance their problem-solving, selling, and decision-making processes, all of which results in a higher ROI. In an article regarding workplace diversity,  theguardian.com stated that,“The bottom line is: diversity drives innovation and creativity in all aspects and types of businesses – from small startups to advertising agencies to Fortune 500 companies.”

High employee engagement

Not only can a diverse workforce bring about an expansion in business and an increase in innovation, but it can also increase employee engagement. By fostering a feeling of inclusion, employees have better cohesion as a team. Statistics show that companies that value and honor their employee’s differences have the most satisfied and engaged employees. A Gallup survey revealed that, “…workplaces that are perceived as diverse have the highest levels of employee engagement, and that “engaged employees are more productive, profitable, safer, create stronger customer relationships, and stay longer with their company than less engaged employees.”
Why should your company embrace diversity? The answer is simple. Diversity in the workplace fosters better communication, better talent, more creativity, and more flexibility, meaning more money for your organization.

Are you going to the Sage Summit in Atlanta? We are! Stop by and see us at our booth or take the time to see our CEO, Richard Jenkins, as he speaks about the future of Fintech.

Commercient Attends Sage Summit UK 2017

Spring has sprung, and that means that the Sage Summit Tour has arrived! Commercient is pleased to announce that our representatives will be at the ExCel conference center in London. Our partnership with Sage is stronger than ever, and we have some new products that we would love to share with you.

You can learn more about the Sage Summit here.

If you miss us in London, we will be at the Atlanta Sage Summit. We’d love to hear from you. Please set up a time to meet with us.  Sign up below to meet with us in London.

Meet Commercient In London For Sage Summit UK 2017