Tag Archive for: Sync2Pay

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.


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. 


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.

Media Contact:
Noah Thomas
(844) 282-0401 ext 179

Commercient Announces New Partner Program

Offering incentives for current and future partners

SAN FRANCISCO, September 24, 2018 Commercient, a leading platform for ERP and CRM Integration, today announced Co-Founders Richard Jenkins and John Angove and their team have unveiled a new Partner Program.

The new Partner Program will increase the company’s offerings to the 150-plus partners in the Commercient ecosystem, and continue providing our integration applications. With the program, Commercient will now offer an online support desk for partners, onboarding, training, Personal Account Managers, and new marketing offerings. New partner offerings are available for other types of business, as well, such as marketing firms, ISVs, accountants and eCommerce developers.

Our apps include Commercient SYNC, an integration for 110+ ERPs, and built on the Salesforce Platform and available on Salesforce AppExchange. IoT Pulse, which connects ERP to popular cloud-based apps; and Sync2Pay, which allows a business to take securely credit card payments in Salesforce.

Comments on the News

● We are very excited about announcing our new Partner Program. We welcome everyone in our partner ecosystem to ask us about the new program, and the Commercient S solutions for ERP on the Salesforce AppExchange.” – John Angove, Co-Founder, Commercient
● “We have a go-to partner with Commercient, because they specialize in integrating Salesforce with [ERPs]. They own the integration, which drives success, and it gets you to the finish line far more rapidly than alternatives.” – Reid Pichard, Founder, VitalOpps

Commercient is Exhibiting at Dreamforce 2018

Commercient is an Exhibitor at Dreamforce 2018, the most innovative technology event of the year, at booth #1954. We will be discussing our new Partner Program, offering live demos of our apps, and presenting an informative video.

Salesforce, Dreamforce and others are among the trademarks of salesforce.com, inc.

Commercient, an AppExchange Partner, is dedicated to helping growing companies integrate their ERP and CRM software with SYNC. We make hassle free integrations for over 65 ERP’s.

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The role of every sales manager is to achieve growth and hit key targets by successfully managing the sales team. So, how exactly does one do that? Well, for starters, you’ve got to have a strategic sales plan, and be able to effectively carry out that plan. To give you a boost, we’ve come up with a checklist of the things you should plan to maximize your company’s success.

#1 – Implement Sales Tools for Automation

Whether it’s CRM, ERP, marketing, payroll, and more, every sales manager should be committed to implementing sales tools for automation, and that’s the first item on our checklist for success. According to Anthony Smith, CEO and founder of Insightly, “Salespeople can spend the better part of their days in the field, so you need to provide them with easy, remote access to timely and critical customer and sales information through a mobile CRM solution or app.”

Smith also explains that “this allows them to always work with real-time data and to update a prospect’s information immediately, rather than wait until they’re back in the office, enabling managers to effectively track data through the sales funnel.” Here are some real-life testimonials from businesses to back this up.

With our leading data integration tools Commercient SYNC and IoT Pulse, your sales reps will be able to automate certain tasks in sales and marketing, helping to improve your company’s productivity and workflows.

#2 – Improve the Customer Experience

As a sales manager, you should also make it a priority to improve the customer experience. For example, one way you can do this is by giving your salespeople more say in how your buyer personas are defined. It will help you personalize your content and campaigns, which ultimately improves the overall customer experience provided.

Also, consider having continuous employee feedback which allows them to share ideas on how to improve the customer experience. It’s also valuable for managers to see how the team is feeling towards the business.

#3 – Incorporate Social Selling

Another task you should add to your checklist for success is to incorporate social selling. According to Salesforce, 61% of organizations engaged in social selling report a positive impact on revenue growth, compared to 41% of businesses who don’t use it as part of their sales strategy.

We’ve found that social selling tools like LinkedIn, Twitter, Facebook, and Google+ are useful for customer engagement and will help you and salespeople meet customers online, create valuable interactions, and build relationships that lead to conversions and sales. All in all, it will make the sales process easier. We are always engaging with our customers on LinkedIn, Facebook, Google+ and Twitter. Please add us today.

#4 – Train Your Team

Another task you should add to your checklist for success is training. Through training, coaching, and consistent evaluations, you can help your salespeople hone their skills and overcome weaknesses. And, this should be year-round training, as it is critical to keep your sales team primed through every season. This will also help to avoid wasted resources and costs spent on recruiting and training new hires.

According to Mark Donnolo, a sales compensation strategy/design expert and founder of SalesGlobe, “…a well-planned training and development program provides a measurable ROI.” He also says that “…training helps to retain top performers and shift critical middle performers into top performers.” So, train, train, train!

#5 – Attend Dreamforce 2018

Are you going to Dreamforce 2018, taking place September 25 – 28? If not, add it to your checklist for success – you should definitely attend. In addition to expanding your expertise in sales and learning about the latest sales tools, you’ll be able to network and form meaningful business relationships.

The Commercient team will be there as well, with Co-Founders Richard Jenkins and John Angove available for you to ask any questions you have about integration, and our leading apps Commercient SYNC, IoT Pulse, or Sync2Pay. We’re at booth $1954, and hope to see you at Dreamforce 2018!

Would you like to learn more about our leading data integration apps? Contact us today!


When it comes to choosing where to store their data and applications, businesses must do a careful analysis. Should businesses use cloud-based software, or take the on-premise route? Of course each method has its own advantages and disadvantages, but in this blog, we’ll help you understand why you should consider choosing the Cloud.

What Is Cloud-Based Software?

Cloud-based software are solutions that allow you to store and access your data and applications over the Internet. This eliminates the need for you having to store and access data from your computer’s hard drive, or a server somewhere in the building.

Some good examples of cloud-based software at work include Commercient SYNC, the number one data integration app for business, and connect your ERP and CRM. Connect your ERP to the internet with IoT Pulse, with support of over 815 apps, such as Gmail, time card software, and much more. Make payments fast and secure with Sync2Pay.

You can update and store all your data over the Internet – you’ll then have the ability to access this data no matter where you are in the world.

What Is On-Premise Software?

Unlike cloud-based software, on-premise software is installed locally on a company’s computers and servers. This allows you to have physical access to the data and direct control over the configuration, management and security of the data. If you’re off-site, you’ll need Remote Desktop Access (RDA) to be able to connect.

Cloud or On-Prem?

Your choice between cloud and on-premise software depends a lot on the needs of your business. We’ll start by saying that the number of companies leveraging the Cloud has grown significantly in recent years. According to Gartner (via Tech Radar), 72% of business were using cloud-based software models in 2015 alone.

Here are some key points to help you see why leveraging cloud-based solutions may be a better option for your business:

  • You can have access to your cloud-based software no matter where you are in the world – you are not limited to any physical offices – or Remote Desktop Access – as you would be with on-premise solutions.
  • On-prem software requires in-house server hardware, software licenses, integration, and experienced IT support. After the system is functional, you will need to invest time and money for routine maintenance and upgrading of the system. This is way more expensive than cloud-based software, which does updates automatically, and handles maintenance.
  • In many cases, software and data stored off-site in the cloud is more secure from events such as natural disasters, or an old server’s hard drive failing.
  • Cloud-based solutions, such our SYNC data integration platform, are based on pay-as-you-go subscription models, which makes planning and usage of data easier for you, unlike on-premise solutions.
  • Cloud-based solutions are scalable, so as your business grows, you can use cloud solutions to quickly expand into new regions without having to make huge investments. On-prem expansion will require significant infrastructure and staff investments.


Are you convinced about moving your business to the Cloud? If so, be sure to check out our Commercient SYNC, IoT Pulse, and Sync2Pay pages if you’re looking to integrate all your business applications. We’re always here to help you.

SYNC Demo integrate CRM ERP


For your business to succeed in the Age of the Customer, it is important that you delight your customers with personalized customer experiences. We’ve found that by leveraging the certain technologies, businesses can easily satisfy and retain their customer bases and improve the customer experience.

Here are a few technology suggestions that we think will help in delivering seamless customer experiences.

Cloud-Based Apps

One way you can deliver a seamless customer experience is through deploying cloud-based apps, which offer a variety of ways for customers to contact and stay engaged with a business or brand. By leveraging cloud-based apps, you and your salespeople can be made available anytime and anywhere, without the hassle of hardware system. Your salespeople can work remotely with just an internet connection and computer.

Prompt responses to customer contact, quick resolution to problems, and easy access to all the products and services a customer wants can keep them returning, and help draw in new ones.

When you leverage any of our cloud-based apps, whether it be Commercient SYNC, IoT Pulse, or Sync2Pay, the availability of customer data in the cloud makes it possible for you to personalize and customize user experiences to an incomparable degree.

Internet of Things

The Internet of Things (IoT) can also help you deliver seamless customer experience. IoT allows you to connected devices or applications that can provide real-time feedback on customer preferences, diagnostics, and usage data to improve the customer experience.

Our IoT Pulse app, for example, provides connectivity with more than 815 Apps for your ERP. So, you’ll be able to connect your ERP with all your other business applications, including your CRM, email automation, marketing, and project management tools like Asana and Slack. This will help you to automate tasks, like sending out emails instantly when customers input a new order or generate a new invoice.

Also, since IoT Pulse provides integration with MailChimp, you’ll be able to send new product information to all your customers. This will help you to enhance the customer experience.

Mobile Apps

Since billions of people today have high-powered mobile devices, a game-changer in the customer experience is now mobile apps. Mobile apps are ideal for enhancing customer experience. They give your customers a one-stop experience where they can make in-app purchases, access special deals and get specialized customer support no matter where they are located.

You can also use mobile apps to collect important marketing data from your customers based on their location, purchase history and demographics. This is so you can target your marketing more strategically to enhance the customer experience.

Social Media

Social networks are ideal for delivering a seamless customer experience. With social media, you can improve customer retention using entities like visual contests, webinars, live-chat, trending hashtags, user generated contents, and more.

You can use your social networks as we do at Commercient to nurture relationships with customers, prospects, partners and the broader community. Visit us on social media pages and see for yourself. We’re on Facebook, LinkedIn, and Twitter. Check us out!

If you’d like to learn more about Commercient SYNC, Sync2Pay, and IoT Pulse, please call us today!

SYNC Demo integrate CRM ERP


Choosing the right data integration vendor can be a difficult task if you’re looking to integrate your data and applications. With so many vendors out there, you might be wondering how to properly consider the right one for your business. After all, you want to buy a system that is sustainable both now and in the future. To help you make the right choice for your business, we’ve compiled a list of some helpful questions you should ask integration vendors before deciding to buy.

Is The System Scalable?

When considering a data integration vendor, an important question to ask if their software is scalable. Many times, systems are great in the beginning, but what happens when more data or more users are added? Will the system’s performance be the same?

Asking these questions will help you ensure that if your business needs change in the future, or if your business experiences growth, the software can adapt.

At Commercient, we develop integration apps (e.g., SYNC, IoT Pulse, and Sync2Pay) for ERP and CRM systems which are cloud-based. Your business can scale-up or down whenever you want to meet your needs, without affecting the performance of the overall connection.

Does It Work Well With Legacy Systems?

Another question to ask integration vendors before you buy is whether or not the their integration solution works well with legacy systems. In the early days, ETLs (extract, transform, load) gained traction and were used to consolidate data, and move it between systems, all without investing in expensive storage systems. However, according to InetSoft, ETLs “aren’t that great at near-real time or on-demand data access, where you have a need for quick response.”

With Commercient SYNC and IoT Pulse, there’s no need to invest in ETL. With IoT Pulse, our goal is to simplify the integration process so that everyone can use the power of APIs with their ERP and accounting software, by connecting it to thousands of Internet apps and devices.

How Is Support Handled After The Implementation?

Since every system requires support from the vendor, you should also ask each vendor about support options and costs. For example, what are the hours of support and what kind of support will they provide when requested? Also, what do other customers have to say about their level of service during the integration? Your vendor should be flexible in the support area and should be able to solve your problems as quickly as possible.

Commercient is always ready to connect you with a skilled expert to answer your questions and solve your problems should any arise. Our specialists are available globally Monday through Friday, 24 hours a day, to assist you with questions and troubleshooting regarding any of our apps or services. We’re here to support you.

How Long Have They Been In Business?

There are so many vendors offering solutions to integrate your data and applications, and that number seems to be growing daily. Even new startups are offering trendy integration solutions to meet needs of customers. Thus, you need to be smart and try considering vendors who have been in the integration market for a longer period of time (i.e., they should have a positive reputation and proven track record).

The number of years an integration vendor has been in the market directly reflects the amount of experience and know-how it has in deploying and implementing integration apps successfully. One of the first questions you should ask is how long they have been in business, and also take a look at their owners and investors to see how much experience they truly have with data integration.

Commercient has been offering data integration for businesses for many years. The industries we’ve been integrating include manufacturing, healthcare, consumer goods, financial services, technology, and so much more.

Ready to integrate your data with Commercient SYNC or IoT Pulse? Contact us today for a demo.


SYNC Demo integrate CRM ERP

Problems will always exist in the business world, and one of biggest issues facing businesses today is integration. Do you integrate your CRM with your ERP? Or, should you integrate a payments processing solution with your ERP system? These are questions that you may be asking. In this blog, we’ll help you understand some of the problems you can avoid with an integrated payment processing solution, so you can make the right decision for your business.

Manual Entry of Credit Cards and Payments

Without an integrated payment processing solution, your employees could be stuck having to manually enter credit card information and other electronic payments into your accounting software. This can be a tedious and tiring process as your business grows.

The manual entry and reconciliation of payments is cumbersome and increases the possibility for error. It is inefficient, and causes you to waste valuable time and energy on the entry of redundant data into multiple systems.

Fortunately you can avoid this problem by investing in an integrated payment processing solution like Sync2Pay. It gives you the ability to take quicker payments in your ERP, CRM, or eCommerce system.

Spending More Time Correcting Errors

When you don’t integrate your payment processing, there’s a higher chance of making mistakes, which can leave you spending hours reconciling books due to an accounting error.

Additionally, you’ll spend more time correcting errors caused by duplicate payments, and chasing down payments that were wrongly made and charged in duplicate. This can leave you with frustrated customers as a result of overbilling, not having a payment properly attributed against their account, or erroneous tax reporting.

With an integrated payment processing solution like Sync2Pay, since everything is automated, you’ll be free to focus other areas of your business.

Spending More Time Training Your Employees To Process Payments

If you don’t leverage an integrated payment processing solution, you’ll need to have an accounts receivable employee on payroll or pay an accountant. And, that’s not all. You’ll incur the costs associated with training employees to process payments, as staff training time will be increased because there is more than one system to use.

However, by integrating a payment processing solution such as Sync2Pay into your ERP, CRM or eCommerce system, you can spend less time on training employees because the entire process becomes less complicated and easier to learn. Sync2Pay allows you to easily accepts payments, and provides you with credit card service inside CRM and ERP you’re looking for.

Greater Risk Of Counterfeit Fraud or Data Breach

Data security is a huge priority, regardless of how payments are conducted, and without an integrated payment processing solution, your data could be a greater risk of fraud and of a data breach. Fortunately though, the best integrated payment solution puts you at a lesser risk of fraud or of a data breach.

Our Sync2Pay app, for example, enables you to process payments against invoices, orders, and customers from any software package in the Cloud. It is there your data is kept safe from theft, loss, and natural disasters.

For more information about our Sync2Pay app, check out our Sync2Pay integrations page.


SYNC Demo integrate CRM ERP


Problemas siempre habrá en el mundo de los negocios, y uno de los principales actualmente es cómo mantener integrados diversos sistemas para una mejor organización y eficiencia. ¿Aún no tienes integrado tu ERP o sistema contable y tu CRM? ¿Y qué hay de una solución de integración de pagos? En este artículo te ayudaremos a entender mejor algunos de los problemas que evitarás con una solución integrada de procesamiento de pagos, para que puedas tomar mejores decisiones en tu empresa.

Digitación manual de pagos

Sin una solución integrada de procesamiento de pagos, tus empleados podrían pasar demasiado tiempo ingresando información de pagos electrónicos en tu sistema contable o ERP. Este proceso es, además de tedioso, algo que no se puede permitir tu empresa en crecimiento.

La digitación manual de datos y reconciliación de pagos incrementa la posibilidad de errores. Es ineficiente, y hace que pierdas valioso tiempo y energía en ingresar información repetida a múltiples sistemas.

Afortunadamente, puedes evitar este problema con una solución como Sync2Pay, que te ayuda a tomar pagos más rápidamente en tu ERP, CRM o eCommerce.

Mucho tiempo corrigiendo errores

Cuando no integras el procesamiento de pagos, hay una probabilidad más alta de que se cometan errores. Esto puede dejarte lidiando con inconsistencias y reconciliando libros debido a un error a la hora de ingresar la información al sistema.

Además, pasarás más tiempo corrigiendo errores causados por pagos duplicados, o tratando de cobrar pagos que inicialmente fueron clasificados como realizados o duplicados. Esto puede dejarte con clientes molestos por haber pagado demás, información no actualizada en sus respectivas cuentas o reportes erróneos para el pago de impuestos.

Un recurso como Sync2Pay ayuda a automatizar procesos, para que puedas enfocarte en áreas más estratégicas de tu empresa.

Más tiempo de entrenamiento para tus empleados

Si no aprovechas el potencial de una solución integrada de procesamiento de pagos, tendrás que incurrir en costos asociados al entrenamiento de empleados para procesar pagos. Dado que normalmente se usa más de un sistema, aumentará el tiempo que tus empleados tendrán que dedicar a aprender.

Sin embargo, al integrar una solución como Sync2Pay en tu ERP, CRM o sistema eCommerce, ya no tienes que pasar tanto tiempo entrenando a tus empleados porque todo el proceso se hace más sencillo y fácil de aprender.

Podrías correr mayor riesgo de fraude o robo de datos

La seguridad de la información es de mucha prioridad, y en la actualidad existen demasiados riesgos de fraude o robo de información. Afortunadamente, con recursos como Sync2Pay, puedes aprovechar las ventajas de tener tus datos en la nube. Tu información estará almacenada de manera segura contra robo, pérdida o incluso desastres naturales.

Para mayor información acerca de la aplicación Sync2Pay, revisa este enlace.

Are you looking to expand your small business this year? Look no further! We’ve come up with an ideal recipe to help you expand your small business in 2018.

Introduce New Products and Services

If you want to expand your small business this year, try introducing new products and services or discover and promote new uses of your current products or services. This will encourage your existing customers to buy more, and you’ll attract new customers in the end. You’ll also be able to expand to new markets both locally and internationally, and create multiple streams of income, increase your volume of sales, and achieve a generous return on investment.

At Commercient, we’re always adding to our current offerings. Check out all the latest Commercient SYNC data integration apps, and our newest addition, IoT Pulse.

Form An Alliance With Another Business

Another way to expand your small business this year is to partner with another small business that is within your own or a similarly related industry. This helps take some of the burden of overseeing your company off your shoulders, and gives you a chance to network within your community.

If you’re an IT consulting company specializing in Accounting and Sales systems, looking to help your clients sync their ERP and CRM systems using our SYNC data integration apps. Or perhaps you’re looking to help them connect their ERP to thousands of other business applications using our IoT Pulse app. We can help you win and close more deals when you partner with us; aligning yourself with a similar type of business is a powerful way to grow quickly.

Use New Technology To Stay Competitive

You can also expand your business this year by leveraging new technology. As a business owner, you should be up-to-date with the technology used in your business, since that is one way of staying on top of the game and ahead of your competitors. This means you should consider doing the following, if you haven’t already:

Integrate your CRM and ERP system using Commercient SYNC and keep your everyone on your team on the same page.
Connect your ERP system to Internet using Commercient IoT Pulse and automate tasks to make your life easier.
Integrate your ERP system with your eCommerce system (e.g., SYNC Integration for QuickBooks and Magento) and improve the communication between your sales teams and back-office functions.
Integrate a payment solutions like Sync2Pay with your CRM to take fast and secure payments in your CRM, ERP or e-commerce system.

Keep In Touch With Your Audience Through Social Media, Blogs and Email Marketing

Social media, blogs and email marketing are all powerful tools to promote and expand your business and gain valuable insight through social listening. Through social listening, you can find out what customers really think about your products and services, gain insight into their behavior, identify keywords and trends that appeal to your target market, and improve your customer service.

By keeping in touch with your audience through social media, weekly blogs and through email marketing, you can build your business profile and attract new customers.

Not only do we have a weekly blog that gives our customers more insight into our products and services, but you we’re also on social media (i.e., Facebook, Twitter, LinkedIn, and Google +). Follow us today. And, if you’d like to subscribe to our newsletter, we’d love to share with you all our latest products updates and news.

Running a business is not easy as there are many mistakes that you can make, even when it comes to money management. If not managed properly, your company could end up wasting a lot of money, and you can jeopardize your chances at success. To help you identify areas of concern, here is a list of reasons why your business could be wasting money, which you can help you make a change for the better.

Reason #1: You haven’t updated old processes

A business process that doesn’t help you achieve your objectives only serves to keep your company from profiting. Any process that involves multiple handoffs or requires re-entering data into multiple systems is inefficient, expensive, time-consuming, and is more likely to introduce errors and mistakes. To overcome such processes, you should invest in technology that serves to improve business processes, and makes them more efficient.

For example, connecting your ERP system to thousands of apps like MailChimp or Gmail with Commercient’s IoT Pulse app can save you time and increase efficiency. It does this by automating tasks such as sending out emails instantly when customers input a new order, or generating a new invoice. In this way, you can discover and implement new ways of working.

Reason #2 You’re still supporting legacy systems

You may have invested a lot of money in a legacy system, but it doesn’t mean that you should continue to invest in it. Gartner defines a legacy system as, “Any system that is not sufficiently flexible to meet changing business needs.” So, your current legacy system might not be able to provide you with the flexibility required to customize and change elements of how the system currently works to meet the needs of your company. And by supporting it, you can waste a lot of time and money.

Moving to a newer system that’s easier to support empowers you to cut costs and make your company ready for the future. Try using cloud-based applications, like Commercient SYNC, Sync2Pay, or IoT Pulse. These types of apps allow you to scale up or down to accommodate the needs or changes of your business.

Reason #3 Your staff is not on the same page

These days, no matter how big or small your company is, the task of keeping everyone on the same page can be a difficult one, especially if you have a remote workforce. When everyone in your business is on the same page from the top down, your business can function more smoothly.

Fortunately today, there are many technology tools that can help you and your employees stay on the same page. Take our SYNC data integration app, for instance; it connects your CRM and ERP system, and fills your CRM with the data from your ERP and back again. It helps you keep everybody on the same page and same reporting mechanisms by allowing you to sync your data in real time, via a one-way or two-way sync.

Reason #4 You don’t want to outsource

Laura Lee Sparks, owner of Legal Marketing Maven, a company that helps law firms streamline their practices through outsourcing, said, “Most entrepreneurs have great talents, but many times they think they can do it all. That can really stall the growth of the business. By outsourcing the day to day back-office tasks, the business owner has more time to focus on generating income.”

There may come a time that you and your current employees are unable to manage day-to-day company tasks of your company, it may be time to consider outsourcing, because you can save your company time when you choose the right partner. When outsourcing the difficult parts of your daily tasks, you make it easier for you team to manage each system. In addition to this, you will also be assigned a personal rep who will remain as an accessible point of contact throughout the life of your annual contract.

If you feel your business is wasting money, integrate your data today and start taking your organization to the next level. Contact us to get started.