“We can create marketing campaigns based on what’s being ordered, thanks to SYNC.”
– Marketing Manager at the Tile Distributor
The Tile Distributor utilizes Sage 100 for their accounting and operations, and implemented Salesforce Enterprise and Marketing Cloud Account Management (formerly Pardot) to modernize their sales and marketing processes.
The company chose Commercient SYNC, the #1 data integration platform for sales, to connect Sage 100 and Salesforce data and can avoid using a VPN.
The Tile Distributor can access Sage 100 data directly in Salesforce Enterprise, including customer information, accounting, orders, invoicing, multi ship to addresses, item master, price level, contacts, dispatch shipping records, contacts, AP vendor, AP purchase order, AP invoices, AP invoice payments, 1 custom UDF table, etc.
“SYNC gives us visibility of current stock levels and the status of orders,” said the Marketing Manager. “Our sales team can easily keep track of that kind of information from Sage 100 right in Salesforce.”
Read the full customer success story.
About the Company
For over 20 years, the Tile Distributor has been a leading provider of high quality and fashionable building products for home and office.
- Challenge
- Implement a state-of-the-art, cloud-based CRM
- Data between Sage 100 and Salesforce remained siloed
- Continue enhancing and streamlining processes
- Solutions
- Salesforce Professional, the leading cloud-based CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient and Salesforce
- Results
- Shepherd has modernized their sales processes
- The teams at Shepherd can access customer information, orders, invoices, and more in Salesforce
- The company has a 360-degree view of sales, marketing, and customers