Founded in 2008 in the UK, True Staging creates bespoke, high-quality sets and environments, tailored to the client’s brief. With sustainability at its core, True’s approach to construction means it embraces its environmental responsibilities and puts its team first, making it one of the best places to work in the UK event industry.
- Their data between Sage 50 UK, their ERP, and Salesforce was siloed. They turned to Commercient SYNC, the #1 data integration platform for sales, to integrate Sage 50 UK and Salesforce.
- With Commercient SYNC, the sales team at True Staging can quickly access important data from Sage 50 UK directly within Salesforce. This includes customer information, invoicing, quotes, bill to and ship to addresses, and more.
- Jennifer Angus, Head of Finance at True Staging, explained: “The bits that are working are good for our sales team, because they can see percentage profit immediately in real time.”
- While Commercient SYNC has helped to increase productivity, it also helps to keep an eye on budget. “Rather than get to the end of the project and go, ‘Oh my God, what went wrong?’, we can actually see how it’s going day-by-day, and we can change things, before we get too bad.”
- That way, they can compare actual costs vs. committed costs, and see if there’s something wrong with pricing early on.
- Challenge
- True Staging needed to centralize customer data to provide easier and better access (especially costs of events projects).
- The Sales team had very limited access to Sage 50 UK.
- They needed to keep a closer eye on budget to make sure everything was running as expected.
- Solutions
- Salesforce, the world’s #1 cloud CRM system.
- Commercient SYNC, the #1 data integration platform for sales.
- SYNC integrates specific sales data from Sage 50 UK to Salesforce.
- Results
- All customer data is centralized in one place, so they can compare committed costs vs. actual costs per customer/project.
- Access to ERP data directly in Salesforce: customer information, sales history, invoicing, price levels, and more.
- The Sales team can see information such as percentage profit immediately, in real time.
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