“SYNC gives us accurate and up-to-date information.”
– Brian Fincham, IT Manager at Werk-Brau
Werk-Brau replaced a previous ERP with Global Shop, helping with accounting and operations. They leveraged Salesforce Enterprise to improve the management of sales, customers, leads, opportunities, and more.
To connect their Global Shop and Salesforce data, they chose Commercient SYNC, the number one data integration platform for sales.
With Commercient SYNC, Werk-Brau can view Global Shop data in Salesforce Enterprise, including customer information, accounting records, invoicing, orders, customer movement history, item master, price level, contacts, customer’s salesperson code, etc.
“Commercient SYNC gives us up-to-date and accurate information,” said Fincham. “The sales team can open Salesforce and quickly access customer and order information.”
Additionally, new accounts and quotes created in Salesforce are SYNC’d by Commercient to Global Shop, saving time and errors by eliminating double data entry and ensuring the data is accurate.
Read the full customer success story.
About the company
Werk-Brau is a leading manufacturer of a complete line of O.E.M. and replacement attachments for excavators, mini excavators, backhoes, skid steers, mini and full size loaders and crawler loaders.
- Challenge
- Replace a previous CRM with a more robust, cloud-based solution
- The company needed Global Shop data connected to Salesforce to get the most out of their new CRM
- Create a CRM to ERP data connection
- Solutions
- Salesforce Enterprise, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- Werk-Brau improved how they manage customers, leads, opportunities, sales, and more
- The sales team can access ERP data directly in Salesforce, saving time and improving productivity by 30%
- New accounts and quotes created in Salesforce are SYNC’d to Global Shop, saving Werk-Brau time