“Before I get on a phone call, or before I hit the road, I can know a customer’s complete history, thanks to SYNC.”

Triangle Engineering implemented Salesforce Professional, the top CRM system in the world, to help modernize their sales processes.

To get a complete picture of sales, customers and marketing, and to avoid double data entry, the company turned to Commercient SYNC, the #1 data integration platform for sales.

Commercient SYNC integrates key data from Sage 100 to Salesforce. This includes customer information, sales history, invoicing, inventory available by warehouse and location, multi ship addresses, price levels, and much more.

“The SYNC’d data is really what should inform your decisions about who to prioritize, and gives you that ability to watch every account, minute by minute if you want,” explained the Director of Sales and Marketing at Triangle Engineering.

Read the full customer success story.

About the Company

Founded in 1948, Triangle Engineering is an industry leader in the manufacture of commercial, industrial, and agricultural ventilation products. The company utilizes Sage 100 to manage operations and finance.