“Having reports from Sage 300 summarized on dashboards in Salesforce, where the sales reps are getting nine to ten different touch points for talking with customers. That’s huge for our sales team.”
– Neil Sedlacek, Sales Manager at Trueman Distribution
Trueman Distribution utilizes Sage 300 for their finances and operations, and worked with Louis Pinto of Gemini Logic to leverage Salesforce Enterprise. This helped to modernize their sales processes, and improve managing opportunities, customers, leads, marketing, and much more.
They selected Commercient SYNC, the #1 data integration platform for sales, to connect their ERP and CRM data. The sales team can now access customer information, sales order history, open orders, inventory, price levels, and more directly in Salesforce Enterprise, without logging into Sage 300.
“Having those reports from Sage 300 summarized on dashboards in Salesforce, where the sales reps are getting nine to ten different touch points for talking with customers. That’s huge for our sales team,” explained Neil Sedlacek.
Thanks to Salesforce and SYNC, Trueman has stepped into a new way of customer engagement, including how their sales team makes calls and engages with their clients. Their reps know what clients are and aren’t buying, margins, and much more.
Read the full customer success story.
About the company
Trueman Distribution Ltd. is the premier pet products distributor based in Calgary, Canada, with sales reps working remotely throughout Western Canada.
- Challenge
- Sales team works remotely throughout Western Canada, and were tracking sales, products, and manually with email and calls
- Sales team works remotely in Western Canada, and tracks sales, products, etc., with email/calls
- Trueman’s Sage 300 and legacy ERP data needed to be integrated with Salesforce
- Sales reps meeting with clients in the field need access to key ERP data
- Solutions
- Gemini Logic implemented Salesforce, and updated their ERP to Sage 300
- Gemini Logic implemented Salesforce Enterprise, and updated their ERP to Sage 300 for operations and finance
- Commercient SYNC, the industry-leading ERP & CRM data integration platform, installed to connect financial data
- One-way SYNC from Sage 300 and legacy ERP to Salesforce CRM
- Results
- Trueman’s sales processes became streamlined and modernized
- Trueman’s sales processes became streamlined and modernized
- SYNC integrates vital accounting records from the ERPs into CRM, so sales reps can access data while on the road
- The sales team at Trueman can access Sage 300 data directly in Salesforce, improving customer engagement
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