“Commercient SYNCs our extensive product database with Epicor 10 and Salesforce to keep our sales team up-to-date on our products inventory.”
– TJ Utschig, President
Valley Grinding & Manufacturing uses Epicor 10 for operations and accounting, and moved to Salesforce, a more robust, powerful and cloud-based CRM, to manage emails, quotes, call logs, historical data, etc. In addition, Salesforce Inbox and integration with Outlook are major features for the company.
To help give the sales team a full view of sales and marketing, and increase Salesforce adoption, Valley Grinding & Manufacturing chose Commercient SYNC, the #1 data integration platform for sales, to integrate key data from Epicor 10 and Salesforce.
Commercient SYNC provides an expert integration for Valley Grinding & Manufacturing. Inside and outside sales teams can access Epicor 10 data directly in Salesforce. This includes customer information, sales history, invoicing, multi ship to addresses, serial numbers invoiced, terms, salesperson names, and more.
To help give the company a 360-degree view of sales, new and updated accounts, and soon, quotes created in Salesforce, are SYNC’d to Epicor 10.
Read the full customer success story.
About Valley Grinding & Manufacturing
Valley Grinding & Manufacturing is a leader in supplying and manufacturing industrial blades and knives. In addition, they offer precision match grinding, sharpening and super-finishing services.
- Challenge
- Move inside and outside sales at Valley Grinding & Manufacturing to a
powerful, high-level CRM - The sales teams needed to be able to access ERP data without logging in
- The company needed certain
information integrated from Salesforce
to Epicor 10
- Solutions
- Salesforce, the world’s leading
cloud-based CRM - Commercient SYNC, the #1 data platform for sales
- Commercient’s bi-directional SYNC
- Results
- The sales teams have a robust CRM, and can manage email, call logs,
customer information, etc. - They can access Epicor 10 data directly in Salesforce
- They avoid double-data entry with new and updated accounts created in CRM
which are SYNC’d to ERP