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5 Salesforce experts and Commercient partners offer us their free advice on salesforce.

Salesforce software is here to deliver all its capabilities and improve processes, workflows, customer management, and a lot more. But how do you get there? How can you bring the vision to reality and get the most out of your Salesforce implementation? How can you make Salesforce work for your business? 

Commercient asked some of our most trusted partners for their expert advice, to provide actionable tips and tricks to make any Salesforce implementation as smooth as possible. They have a proven track record of successful Salesforce consulting and software implementation, and now they’re happy to help you with recommendations that have helped their own clients as well.

If you’d like to see how Commercient SYNC has made a positive impact in our clients’ processes, sales, operations and customer service, click here to read customer success stories

Especially now, businesses are trying to find ways to maximize their investments and resources. If that’s your case, here are expert tips & tricks to get the most out of Salesforce. Some offer business/strategy advice, while others provide a more tactical approach, but all the advice compiled in this article intends to help your business to improve and optimize your Salesforce implementation. 

Where to Start 

Chad Anderson – CEO of Cirrius Solutions 

Certified Salesforce Business Architect

  1. Start with a strong discovery process

Discovery is the single most underrated phase of software development, and maybe the most important. It’s easy to focus mostly on the actual implementation, but execution without planning won’t help your company in the long run.

  1. Map out the customer journey

A good understanding of the end-to-end customer journey is key to ensuring your field service process provides the ultimate experience. Commercient SYNC provides the missing link to create a seamless customer journey, giving the business a full view of their data pushing ERP info back into Salesforce.

  1. Create an implementation checklist

It is very important to simplify the complexity by starting with a strong implementation checklist to outline the critical components of the implementation and keep everyone on the same page.

  1. Use declarative workflows where possible: 

80% of the platform features can be created using point and click workflow. These are very useful to eliminate the need of maintenance down the road. 

  1. Build Key Performance Metrics

What is measured can be improved. Provide executives with insights to make smarter, real-time decisions based upon key performance analytics. In order to have access to numbers useful for decision making, it’s useful to bring historical data (last week, last month, last year) to compare current performance and projections. With SYNC, that data is one click away. 

Data And Documentation Are Your Friends

Josh Monson– President, One Point One Group 

  1. Get your arms around your data

Use tools like RingLead, Field Trip to understand what is being populated, what is not (and why) so that you can improve the user experience. 

  1. Document your core business processes

Use tools like Lucidchart, PowerPoint or Visio so that you can focus conversations on the business process in Salesforce and have everyone on the same page.

  1. Bring in critical information:

Not just data, but meaningful information that may be aggregated before it goes into Salesforce, in order to bring more value to your users for decision making. Commercient SYNC brings to Salesforce historical data from the ERP, so managers and employees can compare numbers and make informed decisions and adjustments to the sales strategy.

Optimize Your Sales Process And Pipeline

Rob Diefenderfer – President, Rithom Consulting 

Making critical information available is key to any department, but for the success of the inside and outside sales team is crucial. That’s why Rithom Consulting recommends Commercient SYNC integration to seamlessly integrate your Epicor (or other ERP) data into your Salesforce CRM.

Here are their best tips and practices for Outside Sales teams:

  1. Let your Quote team (Inside Sales) know to generate a quote in Epicor when an Opportunity is Closed Won = Email Alert or Task assigned to Inside Sales.
  2. Another alternative is to use list views to easily find the latest updated/created Quotes.
  3. They can also use Tasks on the Home Tab to access the Task, follow up to completion, send a Quote.
  4. Outside Sales can review in Salesforce information such as Quotes, Sales Order, and actual sales numbers. This way, they can see if a quote sent has been accepted, for example.

For Inside Sales teams, here’s what they recommend:

  1. Inside Sales creates Quotes in Salesforce via CPQ, which is then synced to the ERP.
  2. The Inside Sales team creates tasks in Salesforce to request Outside Sales team members to follow up with a client when necessary. For example, when they need to verify quantity or pricing.
  3. If the prospect hasn’t closed yet, set up a reminder to follow up on a quote sent by a certain date, and see if they are ready to move forward and become a client.
  4. On Quote acceptance, generate a Sales Order. With Commercient SYNC, that order generated in the ERP will be synced to Salesforce. This will help to keep everyone on the same page.

Using a data integration platform such as Commercient SYNC with Salesforce brings benefits to Management as well. They are able to review reports for: 

○ Overall Tasks assigned

○ Staffing workload

○ Sales numbers

Don’t Overlook Admin Stuff

Kirby Colette – Business Analyst, CrossPeak Solutions 

Ok, now that the implementation is done, how can you ensure the data in Salesforce is not only stored -like it would be in a spreadsheet- but it’s up-to-date and useful for decision making and day-to-day operations? Here are tips recommended by Kirby Colette from CrossPeak Solutions:

  1. Always create Record Types. 

Whenever you set up a new instance you should create a Record Type for all Records your users are going to be working with. The most obvious advantage will be for inline editing; your end-users will be able to take advantage of in-line editing on filter list views through your instance. This will also set you up for continued success as you scale. 

  1. Create a custom update quick action for your Account Object.

Update the layout to include the most important fields for your users to see at a glance. Once you have finished the actions go to your Contact & Opportunity object and Create a Quick action on each, that Creates a New Account Record. Navigate to the Lightning Page Layouts for both the Contact and Opportunity Drag the Related Record component to the Page Layout, choose use “Account” on the Right pane, and Choose the Update Action you created and the New Action. Now, when your users are on Records that are children of the Account, they will be able to update the Account Record and view the most important information without leaving the page! This can be applied to several other objects!

  1. Now that we have created the Quick Action Update Account let’s use it on the Account as well. 

Navigate to your Lightning Record Page drag the Related Record Component onto your Page Layout. In the Properties on the Right-hand side of the Record Page Manager select ‘Use this Account’ and select your Update & New Actions. Publish your page. Now the most important details that you want to be able to edit on the account page layout while viewing something else on the Lightning page –like your chatter feed– are visible and editable. Rebuild this on any other page!

  1. Set up Path for Lead & Opportunity, and ALWAYS Celebrate.

Everyone loves to celebrate their win, so let’s make sure they can. Go to Setup > User Interface > Path Settings. (Enable if not already Enabled). Select the path for the object you need to edit or create a new one using an Object + Picklist field. Edit each value so that fields that are needed during each stage are added as well as notes of encouragement or reminders for that stage. Save your path. Return to Path Settings and Activate your path, then click Edit. Select Next Until you are back on the Page to turn on Celebration. and Turn it on and click always! 

  1. Avoid Multi-select Picklists whenever possible.

Reporting on these is no fun for anyone. The more efficient reporting is, the less time it’s going to take, and the easier it will be to make informed decisions.

Last but not least, an integration such as Commercient SYNC is highly recommended to get the most out of a powerful solution like Salesforce. This way, Salesforce users can enhance their experience and workflows having key customer data right at their fingertips, among many other benefits.

Mike Speer – Salesforce Practice Director, Plus Consulting 

If you want more tips to make Salesforce administration easier on everyone at your company, here’s valuable advice from Mike Speer, Salesforce Practice Director at Plus Consulting:

Tips for tools and features 

  1.       Use Google Chrome Extensions – The Salesforce user community continually builds extensions that bridge functionality gaps to make an admin’s job easier.
    • Salesforce API Fieldnames – this extension allows you to view the full name of the Salesforce custom field without leaving a record!
    • Force.com LOGINS – helps you to easily manage the usernames and passwords of the different orgs you may use, like a Sandbox and Production org.
    • Salesforce.com ID Clipper – Helps you get Salesforce.com Ids from records and links to your clipboard
    • Salesforce.com Quick Login As – Makes it easy to login as another user. Maintains the page currently being viewed.
  2.       Data Loading Tips
    • Be sure to turn off Validation and Workflow Rules when using import tools or you may fire off unwanted automation and updates will fail.
    • Exporting reports to Excel in .csv instead of .xls will speed up the time it takes to export and open the document.
    • When creating data for import, name column headers in your CSV with Salesforce field label names to allow auto-matching.
  3.       Leverage Login as Any User Feature 

Salesforce provides admins with the ability to login as a user to help troubleshoot issues without having to share passwords. Use this feature liberally. And make sure you disabled the feature Force re-login after Login-As-User so you don’t have to relogin when signing out as that user after troubleshooting.

 

Optimization Tips

  1.       Utilize Permission Sets over Profiles: 

One of the most difficult problems to correct is building too many profile to address minor differences in security.  By using permission sets, you can easily add functionality to users on an as-needed basis without altering profiles.

  1.       Dive Deep into Standard Lightning Page Components:

Within the past two years, Salesforce has released a ton of useful standard components that have extinguished old practices.  For example, having a different page layout for each record type isn’t necessarily the way to go if you want to customize the fields on a page.  By combining conditional visibility with standard components, you can highly customize Lightning Pages with very specific requirements.

  1.       Use the Description Attributes in Setup: 

The best place to create documentation is within Salesforce! Use those description fields to leave yourself a note EVERY TIME you create new metadata.  You’ll thank me in a year.

  1.       Keep Using Workflow Rules for Simple Field Updates: 

If you need to have a very simple field update or email alert, build it in workflow.  Workflow doesn’t count against any governor limits and will always execute. Process Builder is built on Flow technology and is subject to many of the same limitations. Commercient SYNC makes the data native on Salesforce to trigger different workflows, which reduces those limitations and increases Salesforce users efficiency.

We hope all these tips leverage your experience with Salesforce and help you to get the most out of the #1 CRM in the world. If you want to learn more about how Commercient SYNC enhances business processes connecting Salesforce with the ERP, contact us today.

Businesses are finding it hard to keep up with the shift in consumer demand. With the advancement of technology, customers have increased their expectations for personalization, service, responsiveness, and delivery. For your business to be successful, you need to build strong relationships with your customers. But how do you do that? The obvious answer is by using a customer relationship management (CRM) system.

Traditional CRM was used as a database to achieve goals more straightforwardly. Initially, it was only used for gathering, storing, and structuring data for easy access. It didn’t play any role in the process of analysis and interpretation of data to provide meaningful insight.

Customer Relationship Management (CRM) is a critical requirement for large and growing enterprises operating in a competitive environment. A variety of tools and platforms enable sales and marketing professionals to build and strengthen their customer relationships. 

Artificial Intelligence has made it easier to predict user behavior and needs. AI and CRM together enable businesses to enhance their customer relationships.

Artificial intelligence, or AI, refers to the ability of machines to think and understand like humans. We have now provided machines with some capabilities that can do much more than just collecting and storing of data. With the help of AI, a system can process a huge chunk of data, analyze it and detect patterns to predict behavior, and also use the same insight to calculate risk.

AI has an abundant potential to boost the output of CRM tools. It can provide a holistic view of the customer’s entire journey from the prospect stage until retention.

Artificial Intelligence is steadily redefining the future of CRM. With the advancement in AI, the scope of automation is becoming wider. It will prompt customer relationship stakeholders to focus on more pressing issues. In brief, it will elevate the customer experience from the beginning to after-sales service.

How AI is Redefining the Future of Customer Service

Intelligent Automation: AI and CRM integration will enable organizations to restructure the workflow and automate manual chores intelligently. It will be used to evaluate sales funnel, predict customer behavior, and predict revenue with maximum accuracy. With predictive analysis, we can enable organizations to use historical performance data to make predictions about the future and take relevant actions.

As mentioned before, AI can help predict customers’ behavior based on past interactions. It uses the same insights to evaluate the sales funnels and forecast market dynamics with maximum accuracy. It allows businesses to take relevant actions that will have a positive impact. It entirely results in restructuring and automating the workflow, depending on the insights. For instance, it can help with lead scoring and assist in lead segmentation based on demographics, sales records, and more. 

Efficient Management of Data: Nowadays, a vast amount of information is generated every hour by interactions with consumers. This data can be used to gain insights into predicting buyer’s behavior and formulate your business strategies accordingly.

Artificial intelligence is a useful resource when it comes to collecting and processing a massive amount of data. AI can help centralize all data from different social channels and digital interfaces into a single platform — CRM. It can then easily interpret and analyze them and provide value to the company’s objective. 

In essence, it will help effortlessly manage the marketing department by enabling them to respond to customers more quickly and efficiently. 

Advanced Customer Service Capabilities with NLP: Natural Language Processing is a type of machine learning. It understands the words, sentences, and context of your customer support queries. As a subset of artificial intelligence (AI), NLP interprets and analyzes customer’s verbal statements. Once it does, it provides them with an answer—all without human intervention.

Natural language processing (NLP) in AI is an essential speech recognition capability that can read, decipher, and make sense of the human languages. It can help the CRM platform to meaningfully analyze the textual context of customer emails and send them a precise response. 

At the same time, it can also provide real-time advice for sales pitches and course correction. NLP, combined with CRM tools, can help businesses to reveal their brand sentiments accurately, which will ultimately affect their marketing efforts. 

Transform your Business with Our Artificial Intelligence and CRM Expertise

Commercient provides CRM and ERP software integration solutions. We integrate +85 ERPs with Salesforce, Microsoft Dynamics CRM, Sugar CRM, Zoho CRM, and HubSpot CRM.

Commercient’s out-of-the-box “SYNC app”  is so easy to install. There’s no coding, no mapping, and no servers to manage on your end. Just download and go with easy access to sales and customer data when and where you need it.

Commercient SYNC can be set up to synchronize your ERP and CRM data as frequently as your business requires, once a day, every hour, or in real-time. SYNC is configurable to your company’s unique needs.

Examples of AI and CRM

Salesforce Einstein: Salesforce Einstein is the first comprehensive AI for CRM that is designed for business to be smarter and more predictive about prospective customers. Einstein is powered by deep learning, Machine Learning, Predictive Analytics, and Data Mining.

Zoho: Zoho has a conversational AI assistant called Zia. It assists customers with everything from simple responses to complex analytics. We, at Oodles ERP, integrate Zoho products with enterprise applications to manage products, sales, marketing, recruitment, social media, and more.

Sugar CRM: Sugar CRM has recently launched an AI product called Hint. It automatically searches, tunes, and inputs personal and corporate profile details of prospective customers.

Conclusion

A CRM is considered as the backbone of any business organization. In the end, you will see a vast improvement in the company’s bottom line. Investing in AI will help you optimize various processes – improved customer service, compelling sales pitches, increased retention rates, improved customer engagement, and more. Artificial intelligence will help create a better experience for both customers and sales representatives. The combination of AI and customer relationship management is a gateway to a more profitable business. 

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.

In 2020 Commercient plans to continue with the rapid expansion and moving on to bigger and better things. Here is a small taste of what’s to come.  

Artificial Intelligence

In 2020 Commercient will be extending the use of Artificial Intelligence not to only streamline SYNC processes such as data deduplication but also to drive the creation of an AI Sync engine that will autonomously build integration between products based on learned connections. Armed with an Oculus headsets and our virtual reality platforms, Commercient’s foray into 4th generation technology is what keeps Richard Jenkins, Co-Founder and Chief Technology Officer, motivated and excited to begin each day. His vision and enthusiasm motivates each person at Commercient to be a technologist.

The AI initiative includes:

  • Guided Commercient Sync implementation in virtual reality using Amazon Sumerian
  • Speech interaction during the Commercient Sync implementation using Amazon Lexbot in conjunction with Sumerian. 
  • Humanlike speech generated using Amazon Polly for combinations of 5 CRMs, and 85 ERPs in 5 languages to be used in conjunction with Sumerian and Lexbot.

“2019 is the awakening of AI in integration. 2020 is the year AI begins to influence integration projects in order to achieve the largest cost savings and Commercient will pass those cost savings on to the customers.” – Richard Jenkins CFO at Commercient.  

More Apps & Exclusive Offers

We will be producing more apps for Salesforce, Microsoft, Zoho, Sugar, Mulesoft, and HubSpot.

A SAPB1 app will become available in the Microsoft Appsource. Exact Online will be available soon in the Zoho Marketplace.  Also next year we will have an exclusive offering for Salesforce Manufacturing Cloud. The Manufacturing Cloud is a specific Salesforce CRM created for manufacturers. It allows manufacturers to combine sales and operations, consolidate account planning and forecasts, and deliver greater business clarity. 

In February and March, Commercient will be speaking at Salesforce’s offices in Chicago and Colarado.

Commercient’s Integration With HubSpot

We announced our partnership with HubSpot in late 2019. In 2020 our integration with HubSpot will continue to grow. Watch the space as we plan on connecting multiple ERPs with HubSpot.  

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.

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.

Continued Charity

In 2020 Commercient will continue with the pledge 1% promise and continue with the contributions to the World Wildlife Fund (WWF). We are also working on even further eliminating our carbon footprint as a company, and lastly but most importantly maintaining our company culture as the company continues its rapid growth.

In 2020 our customers will remain at the heart of Commercient. Our renewed efforts to deliver exemplary service will drive the customer experience in 2020. Management has worked tirelessly to deliver state of the art project dashboards, streamlined onboarding, and implementation, as well as support that is global and fast. The goal is to keep making Sync implementations faster, simpler and even more responsive. 

On this note, Commercient wishes our customers, our staff and our partners a healthy, prosperous new year filled with joy.

2019 is quickly drawing to a close. Let’s take the time to reflect on the year gone by with Commercient. Our company grew rapidly this year not only increasing our customer base but also our worldwide team. We hire talent from all over the world expanding our sales, support, IT and marketing teams. 

This year we’ve grown our partner channel by adding two major tech companies Intuit and HubSpot  in addition to the well over 80 Salesforce and Microsoft Consulting practices that also joined our partner network. If you would like to partner with us, please contact us.  In 2019 we launched two significant CRM exchanges, Zoho Marketplace and Sugar exchange. We also added 10 new Salesforce apps to our existing 16.  

In terms of technology, this year saw Commercient being awarded an Innovation Credit by Amazon Web Services. The Innovation Credit was used to roll out an AI-enhanced Commercient SYNC. This will deploy 4th generation technology to achieve more rapid implementations, enhanced customer experience, global market reach, and the ability to onboard many more customers faster.

We deployed a new AI program for data matching and deduplication, which is incredibly powerful, and therefore power-hungry. We required GPU cores to handle the millions of parallel operations needed to deliver intelligent decisions on how to match customers and products between systems. This process would have taken hours on traditional computers and servers, and add into that the human verification process.  The net result is that we can automate matching and deduplication of data in seconds instead of weeks, which is a huge help for new customers with disparate data between ERP and CRM systems.

On June 24, 2019 Commercient, won the Salesforce AppExchange Demo by popular vote! The 3-minute demo focused on SYNC, and was performed by Ken deLodzia, Commercient’s Senior Solutions Engineer. The AppExchange Demo Jam is a game show-style event where up to 8 Salesforce app partners perform a fast, 3-minute demo of their app. Attendees watching the demos vote for their favorite.

“The valuable data you guys are able to SYNC over is fantastic. Not only do you have the bi-directional SYNC going on, which is configurable as a one-way or two-way SYNC, but you are able to pull that data in a way that a customer service rep or a support rep is able to access, and utilize. Not only for the entitlement side, or the, ‘Hey, I need to get you a replacement order.’ You can see the order information from whatever ERP system you’re pulling from. Fantastic, very simple to use!”- Jeff Grosse, Salesforce MVP, and Demo Jam moderator.

Commercient was in attendance of multiple industry-leading conferences all over the world including Salesforce World Tour London, SYSPRO Wave, and Dreamforce.

Salesforce held its annual Dreamforce convention on November 19-22, 2019 in San Francisco. Our founders, Richard Jenkins, John Angove, and Corinne Allgaier as well as our Head of Partnerships Noah Thomas and Paul Barry, Senior Solutions Engineer were all in attendance. Over the four days, our team met with 18 potential customers, partners and loyal clients.

“Our customers love that we proactively monitor the synchronization” – John Angove CFO

As we prepare to close 2019, we reflect on Commercient’s place in the world as a global corporate citizen. At Commercient, with a global work staff, we believe in the ability of corporations to act as a platform for change, and we consider our collective roles as guardians of world climate health to be both urgent and critical. 

On a very practical basis, the urgency of the issue was brought home to us when Commercient CFOs were in Europe for a conference in July and were subjected to the intense heat waves across France, The Netherlands, and England. John Angove, Co-Founder, and his family were among those that became stuck on a train from Paris to Amsterdam. The railway lines were buckling, temperatures inside the carriage became intolerable and people were panicked. 

It is in this context that as individuals and as a corporation we strove in 2019 to make real and impactful contributions to conservation and climate efforts. In 2019 Commercient spread the joy by making contributions to the World Wildlife Fund (WWF) when our customers gave us commendations. We participated in beach clean-ups, electronics recycling, climate protests,  and WWF campaigns. We got involved; our children got involved.

We’re thankful for all the opportunities we received in 2019 and all of the companies we managed to help with our SYNC solution. Don’t worry, it’s not too late to contact us if you are still looking for a data integration solution for 2019. 

With all the excitement of the festive season, we hope you haven’t forgotten about The Salesforce World Tour New York City.

Meet with Commercient’s Kenneth deLodzia, Richard Jenkins and John Angove at Salesforce World Tour New York City on the 18th of December at the Javits Center. 

Our team will also be speaking at the New York Salesforce Office at 12pm on the 17th of December.  

Discover how to eliminate the timely and sometimes costly procedure of hopping between systems to gather all the data you require. Commercient provides a data integration application SYNC in which data is integrated one way or two way between your ERP or CRM system.

Things to look forward to:

  • Countless networking opportunities.
  • Immeasurable amounts of learning
  • Salesforce Customer 360
  • Brilliant Speakers
  • Hands-on sessions
  • Keynotes
  • Latest Salesforce announcements
  • Recent Salesforce innovations 
  • Einstein Voice
  • Giving back to New York

Contact Us to set up an appointment with our team during the event to discuss your ERP & CRM data integration.  

The 17th Dreamforce event came to an end this previous Friday 22nd November 2019. Our founders, Richard Jenkins, John Angove, and Corinne Allgaier as well as our Head of Partnerships Noah Thomas and Paul Barry, Senior Solutions Engineer were all in attendance. Over the four days, our team met with 18 potential customers, partners and loyal clients. Meeting with current clients allows us to gain valuable feedback. 

“Our customers love that we proactively monitor the synchronization” – John Angove CFO

We kept all of our follwers updated on Facebook, Twitter, Instagram and LinkedIn. In case you missed it, below are some of the highlights.

Some Big Announcements From Dreamforce

Salesforce introduced the new Customer 360 Truth. Which allows companies to compile all of their data across all sources so they can build an origin of truth about their customers. We at Commercient we look forward to integrating multiple ERPs with 360 truth.

They also announced a new analytics solution Salesforce’s Tableau. It is the complete analytics solution for everyone, everywhere, with any data.

The new Salesforce Mobile App provides a powerful user experience enabled by Einstein, with advanced analytics and features exclusive to iOS, including Siri shortcuts and Face ID.

Trailhead GO is the pioneer mobile app for Trailhead. Trailblazers can learn anywhere and at any time with more than 700 learning modules.

The new Salesforce Mobile SDK allows developers to quickly build and deploy native Salesforce apps for iPhone and iPad devices.

Einstein Voice Assistant: Einstein Voice Skills allows Salesforce admins to create custom versions of the Voice Assistant for every user. Voice-enabled AI makes gaining smart business insights easy.

Salesforce is expanding its partnership with Microsoft and Amazon Web Services, which will improve customer service from every angle.

What We Loved About Dreamforce

The commercient team enjoyed listening to the innovative journeys of fellow Trailblazers. We were able to learn new ways to be more sustainable in our business practice and in our personal lives. We witnessed the fascinating discussion between U.S. President Barack Obama and Salesforce Co-CEO Marc Benioff. On the 20th of November we saw Beck and Fleetwood Mac perform at the awesome Dreamfest UCSF Benioff Children’s Hospitals charity concert.

If you missed us at Dreamforce this year feel free to contact us with any queries you may have. Commercient is looking forward to next year’s Dreamforce occurring between the 9th – 12th November 2020.

If your company leverages Salesforce you may have seen the term Dreamforce floating around. So what is Dreamforce and why are people so excited about it? 

Dreamforce gathers all the key movers and shakers within Salesforce including customers, partners, employees, and key stakeholders. The most innovative technology conference in the world spans Tuesday, November 19, 2019–Friday, November 22, 2019. 

Dreamforce provides tailored content for every industry, role, and company size. Attend some of the +2000 sessions and workshops available, listen and learn from some of the best keynote speakers to spark your creative business mind.

After a long day of soaking up all that Dreamforce has to offer the fun doesn’t stop there. Why not join one of the parties or happy hours all over San Francisco. Metallica, U2 or Bruno Mars fans have seen them at Dreamfest before, so we can’t wait to find out which ones will be there this year, on Wednesday 11/20 7 pm – 10 pm.

That’s not all. Did we mention that Commercient will be attending? One of the main reasons you should attend Dreamforce is to learn how to save time, save money and win more deals with Commercient. Our founders, Richard Jenkins, John Angove, and Corinne Allgaier as well as our Head of Partnerships Noah Thomas and Paul Barry, Senior Solutions Engineer will be attending the four-day conference and would love to meet and network with you. If you are unable to make the event you can contact us at any time to discover how to integrate your ERP or accounting system with Salesforce. 

Sessions we’re excited about:

  • Breakout – 5 Reasons Why Digital Transformations Fail (And How to Avoid Them)
  • Theater – 5 Signs It’s Time For CPQ (1)
  • Breakout – 5 Steps to Get Back on the Track of Innovation, feat. Philips Electronics
  • Theater – 5 Ways to Boost Sales Productivity with Quip for Salesforce

How to attend?

Now that we’ve sold you on the idea how does one get into Dreamforce? Unfortunately, The full conference passes have sold out, but you can experience Dreamforce with a free Expo+ pass, or virtually through the Salesforce LIVE broadcast.

Where to go?

With Dreamforce you aren’t stuck in one stuffy conference hall for four days. The Dreamforce Campus comprises multiple venues in downtown San Francisco, including the Moscone Center, Marriott Marquis, InterContinental and more!

Remember to book your accommodation as soon as possible. Dreamforce attendees can secure discounted rates when they book accommodation during registration. 

What to do?

With all that’s going on at Dreamforce, we highly doubt you’ll be bored. For information on things to do during your stay in San Francisco, check out the San Francisco Travel website.

Dreamforce Parties:

What? Dreamforce 2019 Karaoke for a Cause When? Mon, Nov 18th 2019 at 7:30 -11:30pm Where? Pandora Karaoke & Bar 50 Mason St

What? Anaplan Kickoff Party  When? Wednesday, November 20th, 2019 4:00-7:00 pm PST Where? Anaplan Headquarters, 50 Hawthorne Street

What? Party at Temple When? Nov 21, 9PM PST – Nov 22, 12:30AM Where? 2019 Temple Nightclub 540 Howard Street

Networking can be hungry work, why not patronage a few of our favorites found around Dreamforce venues. 

Where to eat:

  • Spin at 690 Folsom St. offers light snacks and a whole lot of ping pong.
  • Tropisueño Mexican Kitchen at 75 Yerba Buena Lane offers you a quick and easy Taqueria and a beautiful Mexican restaurant all under one roof.
  • The Chieftain Irish Pub & Restaurant at 198 Fifth Street bosts being the best pub in San Francisco
  • Sushirrito at 59 New Montgomery St cant choose between sushi or a burrito, Sushirrito has you covered.

It’s clear to see that Dreamforce is the greatest networking event of the year. We at Commercient hope to get the opportunity to meet with you at Dreamforce 2019.

Contact Us To Schedule Your Meeting

Editor’s Note: This is part of an ongoing series on digital integration, cutting-edge technology and CRM integration from Commercient. Our goal is to help modernize your business and improve sales.

When searching for software as a sales person, it is important to remember that sales tools should make your job easier, and not more difficult. The ideal tool should make data more accessible and actionable.

Business tools can improve key metrics, such as lead velocity and close rates, boosting your return on investment. Your chosen software should work with other tools without complex integrations. Tools and apps can enhance productivity by automating repetitive tasks while making it easier to manage your sales team.

Slack, one of the most reliable sales tools. Is a messaging and collaboration app which makes it easy to get things done with individuals and sales teams. Slack allows you to reach prospects, colleagues, customers, and progress with real-time communication.

Evernote is a widely used daily note-taking app that makes it easy to organize your notes, and plan your to-do lists. It includes features such as voice-to-recording, scanning, image uploading, and basic handwriting identification. It’s a key sales tool for any business.

As a sales person, it’s easy to see why you may need a CRM (customer relationship management) system to organize, automate, and synchronize a company’s sales. An ERP (enterprise resource planning) is also a beneficial tool. It’s a financial and operations system for improving the efficiency of sales processes. It also includes management software that companies can use to collect, store, manage, and interpret data.

We’ll also explain how integrating your ERP and CRM data with a sales tool like Commercient SYNC is important to get a full view of sales and marketing.

Best ERP For Salespeople

  1. A salesperson may have accounting tasks to perform, and QuickBooks makes online accounting easy. Automatically import your income and expenses by connecting Quickbooks to your bank. Simplify invoicing & payments. Take control of your cash flow and make smarter business decisions.
  2. Sage has multiple ERP options to suit your needs: Sage 50 (Cloud Pro & Premium, UK, US, EU, Canada), Sage 100 (Contractor & France), Sage 200 (Pro), Sage 300, Sage 300 Construction Real Estate, Sage 500 (Line), Sage 1000, Sage Intacct, Sage Enterprise Management (Sage X3), Sage Business Works. The different versions of Sage help you to manage all the documentation and processes required in sales. These include price quotes, estimates, statements and invoices, as well as tax management, cash flow forecasting and payment services.
  3. SYSPRO is an ERP solution designed to simplify complexity and add significant value to sales. SYSPRO allows you to digitize your business and streamlining your supply chain, providing greater control and visibility. All while simplifying and personalizing your ERP experience.
  4. SAP Business One allows you to gain greater control over your business. Is it a small business management software connects and streamlines your sales processes. With the SAP Business One Sales app, employees can work with business information and processes like managing activities, view business content, manage customer data, monitor sales opportunities, and much more.

Leading CRM Software for a Salesperson

  1. Salesforce is the industry leader among CRMs. The platform is easy to customize and is accessible from almost anywhere thanks to the cloud. It has a robust report engine and offers numerous integrations, including the ability to sync data from tools that don’t talk directly to one another. Commercient SYNC ERP and CRM data integration is a Salesforce AppExchange Partner.
  2. Zoho CRM allows you to reach out to potential customers at the right moment, and engage them across every channel. Zoho CRM software helps businesses of all sizes close more deals the smarter way. It makes use of multiple features, including: Anytime connection with customers, Artificial Intelligence, Analytics, Customization, Process Management, Sales Automation, Pipeline Management, Team Collaboration, Marketing Automation, Security, and third-party integrations.
  3. Microsoft Dynamics 365 focuses mainly on sales, marketing, and service sectors. It’s an integrated, data-driven CRM software solution that improves how you interact and do business with your customers. Like any quality CRM, Dynamics 365 helps you manage and maintain customer relationships, track sales leads, marketing, pipeline, and deliver actionable data.
  4. HubSpot CRM is simple to use, and sales reps with no coding skills can effectively use this software. It can help them save a lot of time, as it automates vital sales-related operations. Essential features include report templates and custom reports, email integration, inbox profiles, pipeline management, and sales automation. Organize your sales processes, win more deals, and create happy customers by eliminating the busy work, and use modern sales techniques to engage more prospects.

Grow Your Sales with Commercient SYNC

Commercient SYNC, the #1 data integration platform for sales, makes it possible to see important accounting data directly in your sales system. It keeps you up-to-date with changes made to your ERP and CRM system simultaneously. It supports over 85 ERPs and most major CRMs.

Commercient handles everything, including hosting, so you don’t have to hire an IT specialist to install it and a server. SYNC helps businesses streamline sales and customer service, cut costs, increase customer satisfaction, and drive profitability.

Within CRM, your sales team will have access to ERP information such as customer information, sales history, invoicing, terms, serial numbers invoiced, inventory, A/R information, multi ship to addresses, and more.

New accounts, sales, opportunities, etc., created in CRM are SYNC’d back to ERP, avoiding double data entry and possible errors.

To learn more about the best business tools to help your company, please contact us today.

Sales and accounting are interrelated disciplines your business should be tracking. Does your ERP system work separately from your Salesforce system? If so, you are operating a fragile business that’s vulnerable to inaccurate financial data, disjointed processes, and cluttered records.

It is vital your business sustains growth, and therefore your ERP and CRM systems must work together through integration. For some businesses, their sales team don’t have easy access to ERP data, which can make things time consuming waiting on things such as sales history, invoicing, etc. In addition, your sales records already exist in your Salesforce system. Wouldn’t it be easier and more efficient to have access to that data in a single system?

A data integration platform such as Commercient SYNC, the #1 data integration platform for sales, that can help you streamline your processes. SYNC allows your sales, accounting and customer service teams to stay informed when any changes happen within your ERP or CRM systems.

Your sales team will have access to key ERP data directly in Salesforce, such as customer information, sales history, invoicing, terms, serial numbers invoices, inventory, multi ship to addresses, and more.

New accounts, orders, opportunities, etc., created in Salesforce are SYNC’d to ERP, saving you double-data entry and possible errors. This gives you a 360-degree view of sales and marketing.

By integrating your accounting and Salesforce systems, your business will have a clear picture of your customers. Departmental barriers between sales, accounting, services, and delivery will vanish.

As an example, your Sales team will know when a customer orders less year over year, giving them a chance to call the client to find out why, and assist in getting sales up. Customer service will have easy access to order information, plus shipping data, to help clients who need assistance. At the same time, you can take advantage of centralized Compliance and policy management.

That’s simply an overview of some of the ways it makes sense to securely integrate your sales and accounting data with SYNC. Depending on the needs of your business, you can sync databases once a week, daily, hourly or near-real time. As your company grows, Commercient makes it easy to scale up as you add more users to Salesforce.

The bottom line is that you stand to gain a lot when using SYNC data integration for Salesforce and ERP. With an easier and more efficient sales process, you and your employees will spend less time on redundant updates and more time focusing on growing your business. And with an influx of important data, your sales reps will convert at a higher rate.

To learn more about Commercient SYNC and receive a free demo, please contact us today.