Tag Archive for: Salesforce Integration

Salesforce & Commercient Help Allied Industrial Connect to Customers

Your customers are the most important part of any business. After all, if you don’t have customers, you don’t have a business, do you? What is the correct way to go about a business? Thankfully that’s not a problem for Allied Industrial Sales Inc. They were founded on the principle that service is key to success. With the help of Commercient and Salesforce they managed to find their footing and improve on an already successful venture. 

Allied Industrial Sales Inc. was founded back in 1999, and 75 years of combined experience. Their sales team has the expertise to make your project successful from start to finish. They are a leading industrial supplier of pipes, valves, fittings, tubing, tube fittings, and other instrumentation products. Their bottom line is simple, your success is their success. 

They have a commitment to service and their customers. Sometimes that means things have to change, and most of the time, that means an upgrade. In this case, it’s an upgrade of their sales systems. After a research period, they decided to implement Salesforce to modernize their sales processes. They will also get a more comprehensive look at their outside and inside sales, customers, and other important details. 

The Salesforce of it all

James Helms, the Operations and IT Manager for Allied Industrial Sales, called Salesforce “one of the best tools we’ve ever implemented.” After all, they no longer have to fear human error when they are updating their systems. As good as anyone can be, there’s still the possibility of error — after all, we are human, and we make mistakes. We might write a number wrong or forget to include something. There was a lack of accountability that was holding them back from reaching their potential. 

Thanks to Salesforce’s reporting features, Helms explained that “it gave us a very good understanding of what our company was doing. How we need to focus our efforts, and with which customers we need to do that.”

But with their improvement in one area, they noticed another falling behind. The team at Allied Industrial Sales knew they needed Sage 50 data integrated with Salesforce to automate their sales process and make the connection between inside sales, outside sales, and their customers nearly seamless. They chose Commercient to accomplish that goal.

Commercient is the #1 data integration platform for sales, and Helms referred to it as “the most rounded product as far as I could tell from my evaluation time.”

Commercient Helps to Free Allied Industrial Sales’ Data

So Commercient it was. 

Thanks to Commercient’s one-way SYNC Allied Industrial Sales has a 360-degree view of sales. They can access any Sage 50 information directly from Salesforce, from customer information, sales history, invoices, serial numbers, salesperson’s name, multiple bill to and ship to addresses, and much more. And that’s not the only benefit that they found. 

With SYNC’d quotes and invoices, the team could see if there is a deficit between the quote and the actual purchase. “We can analyze the data, and see if we’re missing out on these products consistently,” said James Helms. “Why did we sell this group of items, but not this one? That’s been a huge benefit.”

And their salespeople are more incentivized to close more deals because they have the tools necessary without having to resort to asking another team member for it. Helms clarifies they’re more apt to make it better commission because they have data available for them in real-time. Which is not only a time-saver but also a sales-saver. They can close the sale without losing valuable time or the client’s interest. 

Helms even pointed out how Commercient goes the extra mile to help out. “If I said, ‘This is how I want it to work.’ There were no questions about how to achieve that, Commercient’s developers did it. And it was amazing to see that happen.”

The story has a happy ending as Allied Industrial Inc. was delighted with Salesforce and Commmercient and now had the tools at their disposal to truly make your success into their success. 

Using Salesforce & SYNC Can Help you Avoid an ERP Upgrade

Leverage Salesforce and Commercient SYNC to Help You Save Costs.

If your organization is facing problems – connectivity issues and redundant technology – You are not alone.

As per a survey by Freshworks Inc, businesses are facing a potential workplace crisis due to inadequate technology. Which can lead to low employee productivity and mental health. The same survey also found that the top complaints employees had been – speed issues (51%), delayed responses from the IT teams (34%), lack of collaboration between departments (30%), missing important features/capabilities (28%) and lack of automation (25%).

All leads to one thing – It’s time for you to upgrade your old Accounting and Operations system (ERP).

But, before you do that and set aside a part of your annual budget, which might accrue to hundreds of thousands or even a million dollars. You may want to solve the problem at hand at a fraction of the cost – by integrating Salesforce with your existing Accounting ERP through Commercient SYNC.

With an integrated system, you will be able to transform your business from a segmented puzzle to a clearer path. This will lead to higher productivity and profitability.

Still hesitant?              

Breakdown of Different Costs you Save by Leveraging Salesforce and Commercient SYNC

Tangible Costs:

Operations cost

Cost plays a significant role in business decisions. We all know that. Moving to a new ERP is a decision you contemplate because of this prime reason. 

So, you research for alternatives. That’s where you find a way which wouldn’t cost you tens to hundreds of thousands or even millions of dollars. (Yes, that’s how much you might end up spending on a new ERP). It is by using an efficient and cost-effective Salesforce solution and integrating it with your Accounting/ERP through Commercient’s SYNC.

A fellow user of the stated technical transformation shares this sentiment “Our company had been having difficulty with IQMS (a manufacturing ERP). With this sync between Salesforce CRM and IQMS], we have access to the IMQS data in a faster, cleaner, and more robust system. We are also able to access data anywhere we can access Salesforce. They [Commercient] made sure everything was mapped correctly, and syncs happened exactly when they needed to. ( They have a Live option as well ).

“Just thinking about changing ERPs seems expensive. The SYNC between Salesforce CRM and IQMS (now called DELMIAWorks) is a VERY cost-effective way to work around frustrations your ERP has been causing you,” says Christian Kleber, CRM Admin at Magnaloy Coupling Company, a precision machine products manufacturer.

Reporting Costs:

Data-driven decisions are all the buzz for a variety of solid reasons. And part-reason you plan to upgrade the existing ERP is to jump on the curve. 

Because currently, you wait for your business intelligence officer or an external data engineer to formulate data-based reports; by the time these reports are generated, half of the stated issues are no longer solvable or have exceeded the time limit. Causing such reports to be less useful, and sometimes superfluous. Thus, a dire need for real-time reporting arises. If you want to undertake real-time, data-backed decisions, but not at the expense of incurring huge costs each month that come by purchasing a new ERP, then opting for an alternate route is a better choice.

By bridging the gap, with Commercient SYNCing ERP and CRM data will help supercharge Salesforce with data. Data like customer information, accounting records, invoicing, orders, inventory, and more. It helps make reporting in CRM faster, quicker, and highly effective by providing insights to help you make prudent decisions. When you have access to near real-time reporting, you can quickly anticipate which customer requires your utmost attention or you need to convert a new one to replace the income impact which might occur due to the loss of this one particular customer. 

Take the words of Scott Gurley, VP of Sales and Marketing in DoRodo, “For a smaller company with an older ERP system, integrations like this are typically well beyond the budget and seemed to be reserved for larger organizations to reap the benefits. Commercient was the perfect solution, providing advanced integration, mapping, and syncing with Salesforce. Operational efficiency is improved, and visibility into key data points yields better business decisions, all for a price fit for us.”

Intangible costs:

Time Costs:

Time is money is apt in today’s continuously evolving world. Shifting to a new ERP requires a huge time investment as the information needs to be pieced into the new software. The more the years, more the data, and more the time needed, a phenomenon occurs across your business departments.

For a company that has been operational for the last seven years and has 1000+ customers, they need to take each customer’s data from the old ERP into the new one, parsing new fields or merging existing ones. To do so, it might take about 2-3 hours to shift the data set of one customer resulting in the amount of time it would take to transfer the data set of the 1000+ to 20,000 – 30,000 hours + the additional hours for data arising from inventory, purchase, human resources, and any other departments.

ROI may not be as high because even a new ERP will lack the benefits of an integrated system. That’s why instead of upgrading the ERP, choosing a Salesforce CRM and SYNCing your data through Commercient is a time-saving alternative.

Error Costs:

Humans tend to err. And the spectrum of errors can vary from minuscule to gigantic. But when it hits the bottom line, it can have a severe impact. According to an Experian survey, more than 95% of businesses have suffered poor business outcomes due to poor quality data and human error. That’s why one of the biggest losses is the errors that might occur in recording a transaction.

Take a pharmaceutical company that manufactures different generic medicines. When implementing a new ERP, one of the medicines’ information is incorrectly transferred and stored. Say a distributor orders something —  either the wrong medicine or the correct medicine but with the wrong pricing or quantity— can be processed. This would set them back.

Shocking, right? But it happens. One small error puts a chain reaction in place, leading to massive consequences. So, to avoid such error costs, you need to plan an integrated setup for your business. Use Salesforce and Commercient SYNC to create a joint system with your existing ERP. You can save on errors arising from data transfer to a new ERP.

Generate Higher ROI

If you want to give your business processes a spin and you are planning to upgrade to a new ERP; think about all the listed or non-listed additional costs you might have to bear. It’s not just a new ERP system: it encompasses all your departments and affects all your decisions. Hence, explore the options – put a Salesforce in place and integrate it with your existing ERP through Commercient SYNC. Talk to a Salesforce AE who will guide you and make the installation process of Salesforce a cake-walk. Create a unified system and modernize your processes without doing the heavy-lifting work of migrating to a new ERP.

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.

How To Automate Tasks in Your CRM to Make Your Sales Cycle Shorter and Easier

As businesses grow, it is harder to keep track of information and data. Leads fall through the cracks. Salespeople don’t have access to updated customer information. By automating tasks in your CRM, sales reps avoid unnecessary manual entries, enhance their performance, and streamline workflows.

That’s why Commercient and Plus+ have joined forces: Together, we help businesses to successfully implement Salesforce and other CRMs, enhance their sales processes, and automate tasks flawlessly with a simple and cost-effective solution such as Commercient SYNC.

Plus+ is known for assisting their clients so that they can reach their goals through transformative solutions by closing the gap between business outcomes and the unknowns of technology. They have been operating for over 20 years providing in-depth expertise who delivers IT solutions that relate to Microsoft, Salesforce, Cybersecurity, Strategy, CRM, and Staffing.

The Plus+ experience goes beyond the implementation of technology: They provide consulting services to improve the sales process from many facets. Commercient SYNC is often recommended to their clients when the client’s sales team needs access to leads and customer data from the ERP and wish to improve quoting and sales process, just as it happened with Miller Plastic Products: 

“To have that JobBOSS data in Salesforce via SYNC makes a world of difference for us trying to find things, and comment on jobs.”

Tim Zeliesko, COO at Miller Plastic Products

Jacob Guertin, Applications Consultant at Plus+, shares some of their best practices to automate tasks in the CRM:

Scenario

When approached by customers looking to either implement or enhance their Customer Relationship Management (CRM) system, the conversation often centers on tracking the daily activities of their users. While you may be thinking, “Isn’t that the point of CRM?”, organizations often struggle with finding a balance in how to manage activities.  

How often should reps create activities? What should they capture? Are they doing enough to move the sale along?

These questions can sometimes result in monitoring activity frequency or setting quotas.

Most organizations implementing or currently using CRM have mapped a process with stages that adhere to their Sales cycle. However, managing the daily activity within the stages is often left to the Sales reps. While reps should use activities for managing their day-to-day activities, and a lack of resulting records can be cause for concern, focusing only on the number of activities can produce misleading results.

Incorporating your activities into sales process planning can increase productivity by providing a foundation for automation. Automating activity management allows users to focus on the most important actions while closing those that are no longer relevant.

Plan

Prior to logging into CRM for the first time, it’s important to plan for what you build. This provides a roadmap, as well as a baseline, for the system. You can always add more, but undoing poor design is often more difficult than an actual build.

Once you have your high-level sales process mapped out, analyze your existing data (if available) and/or engage your sales team to identify the types and timing of touchpoints that lead to closed opportunities.

Consider factors such as:

  • Are there any initial actions sales reps need to take upon the creation of an opportunity?
  • Can activities be scheduled at any specific stage?
  • Are you quoting? How long do customers need to review your quotes?
  • Do you use approvals? Do users need to take certain actions following approval? At specific
  • steps of approval?
  • At what point do we “lose deals”? Early in the process? Late?
  • Do other users need to take action on opportunities?

There are certainly others, but this thought process should result in the identification of key points creation of activities.

Automate

Once you identify the activity creation points, you must define specific criteria for triggering the action. This can be a stage change, the population of a field, creation of a child record, or any other change in relation to the object.

At this point, you can determine the appropriate automation tool and the automation cheat sheet is always a great starting point. Below are a few points I usually consider:

  • While workflow rules do have the ability to create tasks, I generally use Process Builder for the future in case I get requests for additional logic or actions.
  • If an activity should be created as a result of an approval process, they can also create tasks via workflow actions
  • Flows can always do the job but have a higher learning curve. For our purposes, you shouldn’t need a flow, but if you require complex logic or need to create/update a record then reference that record, you may need to look at using a flow.

I recently worked with a manufacturer who was implementing CRM and integrating their ERP. Their ERP provided quoting functionality and they had a well-defined process up to the point the quote was sent to a customer. From there, it effectively disappeared. There was no tracking, no assigned follow-ups, no understanding of why deals were lost.

Once we integrated the ERP, we synced the quotes with their opportunities and created a process to generate a task three days from the current date upon a stage change related to quote delivery.  The process looked like this:

We automated a few other tasks at a critical point, some based on incoming quote data from ERP.

To prevent tasks from remaining open if an opportunity was closed (regardless of win or loss), we created a process which set all tasks related to the opportunity to Completed when the opportunity IsClosed field changed to True:

Monitor

When people hear “monitor” they often think of managers looking at reports, then communicating with their reports. While oversight is necessary, giving reps the tools to manage the tasks you’re now generating is just as important. The following actions can put key touchpoints in front of sales reps where they are most:

  • Configure and train users on the Salesforce mobile app
  • Enable the Outlook or Gmail integrations and train users
  • It has Today’s Tasks built-in out of the box
  • Configure home pages for users
  • Teach users how to update their app navigation
  • Configure types (and record types) of activities
  • Engage users on a regular basis regarding task effectiveness

Conclusion

Activity management is an often-overlooked component when developing a strategy for CRM implementation. Incorporating these tools into strategy and automating their creation/closure can increase the effectiveness of your sales team while diminishing the all too common tension with leadership.

What do you think of these tips? If you want to start automating workflows and improving processes, Commercient SYNC and Plus+ are here to help! Contact us today to discuss your needs.

Tips & Tricks To Pass The Test To Become a Salesforce Certified Administrator

Are you preparing to become a Salesforce Certified Administrator? If that’s the case, the exam might make you anxious and take you back to school, when everything stopped before a big exam. It doesn’t have to be that way. Here we offer some tips that will help you.

To be clear, this article does not intend to be a comprehensive how-to guide or a set of instructions that guarantee your approval as a Salesforce Certified Administrator the first time. Instead, it is the story of how I passed my Salesforce Certified Administrator exam on my first attempt, within only two months, and without spending more than $50 (excluding the examination fee). My hope is that someone benefits from my journey and the tips I picked up along the way.

As a global consultant and Sage Business Cloud Implementor, Salesforce experience was essential. I didn’t have much experience with the Salesforce platform before being hired, so I knew I had to make great strides before I would be considered for the job. I decided to call a friend in the IT industry.

Tip 1: Ask for help. Call a friend. Ask people who are familiar with Salesforce about your journey. They can offer invaluable advice, insights, and resources.

The response I got was not reassuring. My friend said, “The Salesforce Admin Certification exam? That’s tough. Even people who are familiar with the platform fail that exam.” That wasn’t great news for me – not only was I unfamiliar with Salesforce, but I also didn’t have much time to get acquainted with it either. I had only 2 months to get certified. The recommended amount of experience as a Salesforce Administrator before attempting the exam is at least 6 months.

Tip 2: A great place to start is http://certification.salesforce.com/administrator. Read the “About the Exam” section and download the exam guide. After I saw the exam scope in the guide, an old African saying came to mind: “How do you eat an elephant? One bite at a time.”

As hard as it may be to imagine eating an elephant, I like the idea of bite-sized chunks, and that is what The Complete Salesforce Administrator Certification Course found on www.udemy.com offered. For only $10, I got lifetime access to the course. It contains 75 lectures and 11 hours of videos that cover each section of the Salesforce Administrator Certification exam. This course offered a good introduction to, and a great overview of, the Salesforce platform. In conjunction with the course, it was crucial to register for my own Org on the Salesforce platform, exploring and experimenting with what I was learning in the lectures.

Tip 3: Get started with your own Salesforce Org immediately.

Another useful and fun resource comes from Salesforce itself.  Salesforce Trailhead is absolutely free. Trailhead guides you through the Salesforce platform using modules, guided learning paths, called trails, and projects. One of the best things about Trailhead is that you get cool badges to show off as you complete units of learning. This motivates you to keep moving forward with your learning.

Tip 4: Change your tactic. Six days before taking my exam, I tried a mock test and failed terribly. So I went back to Google, where I made a valuable discovery: Certified on Demand. The Certified on Demand (CoD) study guide is a collection of articles, videos, and blog posts designed to help the user pass a Salesforce Certification exam. The first 6 sections of the study guide are free. Access to the full study guide must be purchased for $40. These are some of the advantages of the CoD study guide:

  • Each section indicates whether it “could”, “should”, or “must” be studied. This aspect is excellent if you are running short on time because you can focus on what matters right now.
  • The study guide contains references to Salesforce articles related to the topics under discussion.
  • Each section ends with a quiz and many sections contain scenario questions. These questions and quizzes provide excellent practice for answering test questions.

Tip 5: Exam technique. The following worked for me when I sat my exam:

  • When I came across a question that I definitely knew the answer to, I filled out my choice straight away.
  • When I came across a question for which I definitely did not know the answers I guessed and moved on. Time is limited in this exam, so don’t waste it! You will not spontaneously come up with the correct answer by staring at the question.
  • When I came across a question that I wasn’t sure about I eliminated the answers that I definitely knew were wrong, filled out a choice that I thought could be correct, marked the question for later review, and moved on.
  • Once I had completed or marked for review all 60 questions, I went back to the questions that I had marked for review, analyzed them some more, and made my final choices.
  • Read the questions carefully!

Tip 6: Don’t give up. Not everyone will pass the first time, but actually doing the exam serves as excellent training to get an idea of which areas you need to improve on and how it is structured.

Preparing for your Salesforce Certified Administrator exam requires sacrifice, dedication, and determination. What you don’t need is exhaustive Salesforce experience, several months of time, or a great deal of money. Use the inexpensive resources available online, use your time wisely, and invest less than $100, and you can meet your goals.

Six Quick Tips for a Successful Salesforce Integration

Facing a pandemic, businesses around the world had to make tremendous changes in order to operate efficiently – which in many cases included data integration. With employees working remotely, they needed to make sure everyone had the data they needed, when they needed it, without having to rely on a desktop computer located in the office. That’s when a successful Salesforce integration comes in handy!

In order to help businesses in industries such as manufacturing in this transition for data integration, Commercient is proud to have Abelian as a trusted partner. Abelian is a Silver Salesforce Consulting Partner with over 55 Salesforce Certifications that encompass various specializations in addition to Salesforce architecture.

Abelian specializes in implementing and aligning businesses and partners with the most modern technological capabilities Salesforce currently offers.

Abelian has seen Commercient successfully help various organizations ranging from the manufacturing industry to bio-tech and everything in between. That’s why we asked them for tips that can lead to a successful Salesforce integration.

Is your team properly set up for integration success? Check out  the top tips from Nico Gutierrez – Salesforce Consultant at Abelian:

Have the right project champions on the team: 

A business can have many departments and it is best suited to have one project champion in order to guide you through the Salesforce implementation. If there are too many, there is a higher chance of mistakes through miscommunication as each project champion will have their own ownership for the tasks at hand. By having one project champion each task will have its own prioritization and it will be worked through systematically. Since there is only one project champion, that will for example overlook the sales or marketing department, they will need to have enough authority to work through each department, to make decisions, to streamline work, and to make sure daily goals are met. To be a project champion, for example, a salesforce administrator, it is recommended they take that certification and be qualified for their role as well as, have a good reputation at what they do.

Celebrate Small Wins

For most of us, we believe that we should only celebrate the big wins but this way of operating can prove to be troublesome in the long run because if we do not look at all the milestones we achieve from start to finish during the implementation of Salesforce, we can become discouraged. There is nothing more satisfying than seeing the integration of Salesforce making progress as that will motivate the integration team and once it is done, leads can be turned into customers. For instance, before Salesforce becomes integrated it could have been difficult for the sales team to find the correct information which can result in taking longer to close a deal, and with the integration, there will be immediate access to their prospects.

Address All Security Challenges

In order to ensure data is protected and privacy is maintained for the implementation of Salesforce, it is best that your business communicates with Salesforce through their Application Program Interface (API). The API is an intermediary between the software applications and sets out data formats. To avoid any security challenges and to have a smooth integration, the following is useful to consider:

  • IP Address:  The integration user will need to provide their IP address or range. This can be done by having the IP address constricted.
  • User Access: Integration users will only have limited access to the necessary objects.
  • Passwords: They need to be at least 120 characters long, with symbols, numbers, and some letters in uppercase. 

Use the Right Tools

Salesforce is viewed as one of the top Customer Relationship Management (CRM) in the world. It is known for increasing productivity in the sales or marketing department, which can lead to closing deals faster with more accuracy and predict what customers need which can all be accessible in one place. However, Salesforce always works best with Enterprise Resource Planning (ERP), and to do that, the right tools are needed and this enables customer accounts as well as inventory to be shared. 

Integration between your Salesforce and ERP system, in your business, is crucial to perform its best by tracking information in one stored place, managing client details without error, viewing your accounts, keeping track of your client’s billing and shipping, and keeping on top of your sales. But this cannot be done without an integration tool like Commercient SYNC, which offers a hassle-free and seamless integration experience. Not only that but SYNC is flexible to your needs and this tool offers no coding, no mapping, no server, and no ETL.

Monitor Performance

Taking the next step for your business by integrating data can be quite daunting and that is why Commercient SYNC offers the best package to assist in monitoring your sync performance. If your schedule is looking deranged and you are unsure how to monitor the integration performance, Commercient has got you covered by providing alerts and notifications to your email or, they can rearrange the integration or the rate at which the frequency for integration happens to be increased. If you feel like monitoring the process, Commercient provides a customer panel for you to check the status of your sync process from your ERP to Salesforce or vice-versa and the frequency to see if it suits your needs, which can be done by looking at comprehendible graphs. 

Justify Costs

Just like any person or business, we always need to be certain about buying or implementing a new system as naturally, we always fear something new or something unknown. But it just takes that leap of faith, trust, research, and careful planning to make sure it is justified spending the extra money. By choosing Commercient SYNC, we can easily justify the costs for you by making SYNC customizable to what your business needs. The benefits of integrating with Salesforce are:

  • Better Reporting: By implementing Salesforce all your data will be organized, stored, and analyzed which can be easier to understand and interpret.
  • Dashboards: Integrating with Salesforce, you will automatically have access to a dashboard that will visualize all the data within your company instead of, manually entering it into a worksheet.
  • Customer Information: One of the benefits with Salesforce CRM is that customer information is more accessible across departments as it is stored in one place and if an employee is out of the office, a colleague can step in and access that information.  
  • Collaboration: This means that records can be shared amongst employees in order to make a decision or to see the progress of certain records.
  • Accessibility: Salesforce CRM is a cloud platform which can be accessed from any location, at any time of the day and team members can constantly communicate with each other provided there is the internet.

If your team is struggling to find the right partner for your next integration, then you need Commercient.

Commercient continues to be a leader in integrations and helps align teams looking for a more seamless and aligned process among their marketing, customer service, and sales teams. Here is how Commercient SYNC works.

Contact us and discover how we can align with your team’s unique needs and arm you with the tools for an easy and winning integration.

How To Integrate Salesforce and Netsuite The Easy Way

Data has become more complex over the years and it still remains the fuel keeping most organizations in business today. Getting a consistent view of your business performance across a large enterprise could be challenging. Often, global enterprises don’t have a single definitive source of data related to customers, inventory, financial reports, or products. And that makes it difficult to answer even the simplest questions. What is the solution you ask? Salesforce and Netsuite integration is the answer.

Not all information needs to be available within five minutes, but certain decisions can only be made on the basis of data that is fully up-to-date. And that is a big advantage of data integration. With data integration, you see a unified view of your data, because data integration software brings your information together, it can include data quality and the process of defining master reference data, such as corporatewide definitions of customers, products, suppliers and other key information that gives context to business transactions.

Why should a business use Salesforce and Netsuite integration?

If you are looking to grow your business from anywhere in the world using cloud software, automate sales, and become a fully digital business, Commercient SYNC has the app for you. Commercient’s SYNC’s application makes it possible to see your Netsuite data in Salesforce and vice-versa since it can be used on any device. In addition to this, you will need a way to ensure that you have access to accurate, complete, and up to date data in your Salesforce and Netsuite ERP. Without this, it becomes difficult to improve your income, leads, and credibility. As a result, that is why you should be using Commercient SYNC.

How can Commercient SYNC’s data integration platform benefit you?

  • Streamline your processes, sales, and customer service.
  • Increase customer satisfaction.
  • Cut costs.
  • Assist with inventory control and warehouse management.
  • Consolidate your financials.
  • Netsuite data is automatically integrated into your Salesforce CRM so you don’t have to program anything.
  • There is no mapping, coding or server needed
  • Elimination of duplicate entries, errors & wrong data input
  • real-time updates in both systems
  • Automated workflows  avoid the common mistakes in process pipelines
  • Better work productivity saves time & overhead cost empowering management to take the next action plan

Commercient SYNC is a cloud-based app that allows access from any location. Since it is a cloud-based experience, you are assured that Commercient will have your data secured and it provides a 360-degree view of your data and elimination of manual data entry assisting you to focus more on driving profitability to your business.

Talk to us today about your own Salesforce and Netsuite integration requirements and we will get you on the right path.

How Filter Sales & Service benefits from key customer data by integrating Salesforce and Epicor Prophet 21 with Commercient SYNC

Digital transformation has made companies more aware of the importance of real-time data and integration for business success. Founded in 1953 and based in Burlington, MA and West Haven, CT, Filter Sales & Services is one of those companies that fully understands what needs to be done to provide a revamped customer service.

Filter Sales & Service, Inc. is the largest regional air and liquid filtration product distributor in the Northeast U.S. This company provides air filtration, installation, commercial filtration services to its customers since 1953. Filter Sales & Service use Epicor Prophet 21 as their ERP to manage finances, before Salesforce they used to rely on Insightly as their CRM system.

Challenge 

Filter Sales & Service soon realized that using Epicor P21 and Insightly together didn’t meet their sales needs because of one main problem: lack of integration. They knew that a new and powerful CRM was the next step to remain competitive and avoid making business decisions based on unstructured data.

“It was functional, but the systems wouldn’t ‘talk’ to each other,” said Jackie Clarkson, Operations Manager. As a result, the sales team had to keep information in two different databases, which resulted in double data entry, duplicates, sending invoices to incorrect mailing addresses or emails and lack of accountability, among other issues. It was clearly a setback. 

Filter Sales & Service then relied on Salesforce, the #1 Customer Relationship Management software, and they quickly began to benefit from integration. 

However, the teams at Filter Sales & Service kept struggling with siloed data between the two systems and they needed easier access to the information between their current ERP and Salesforce. Managing and understanding customer data was an issue. The team was “sending invoices to incorrect mailing addresses or wrong emails”, explained Leo Lake, Sales Manager.

Working with separate databases was a risk in the business and the relationship with the customers. Having no easy access to key data would also affect their KPIs evaluation.

Solution

In a search for a definitive solution, Filter Sales & Service trusted Commercient SYNC, the #1 data integration platform for sales, with the task of integrating Epicor P21 and Salesforce.

The sales team was aware of the main benefits of working with Commercient SYNC, especially because it would provide them a 360° view of sales and the workforce could get more tasks done. Commercient allowed valuable data from Epicor P21 such as sales history, invoicing and inventory to be visible in Salesforce. With Commercient SYNC there’s no coding, no mapping, and no servers. 

By choosing Commercient SYNC as their integration tool, Filter Sales & Service were aiming to increase productivity and sales.

Information within Epicor P21 such as open orders, receivables, payables, etc, became available in Salesforce once Commercient SYNC got the two systems to “talk” to each other.

Results

Filter Sales & Service sales team now has easy access to customer information without having to jump from one system to another. Commercient SYNC made it possible to find all the valuable data in one place so the team can focus on boosting sales and become more efficient.

Having all this sales information properly synced in real-time allows the company to assess KPI’s and keep better track of their strategies, deadlines, understanding customer needs and not missing anything. Updating contact information and manual data entry are no longer a problem. With a two-way SYNC, any change made in their ERP is visible in Salesforce, which saves them a lot of time and results in more productivity.

Filter Sales & Service is one example of Commercient SYNC’s ability to integrate ERP and CRM systems. Having a legacy system is not an obstacle either to SYNC integration. There are over 85 systems integrated by Commercient, including Sage, Acumatica, Epicor, SAP and even the old one AS/400.

The integration of ERP and CRM with Commercient is the key to stellar customer service. With SYNC integration, Filter Sales & Service will surely remain a leader in their industry. The sales team can focus on what really matters: keeping their customers happy and adding loyal ones.  With this powerful sale benefits, they’ll keep committed to quality products and services over the years to come.

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