“Without SYNC, it would take twice as much time, because we would have to manually input the new accounts and orders into Sage 50 UK.”
– Jonty Smith, Sales Manager at West Yorkshire Steel
West Yorkshire Steel uses Sage 50 UK for accounting and operations, and Salesforce Professional replaced a previous CRM, modernized their sale processes, and improved quoting and ordering plus the management of sales, customers, leads, and more.
The company needed their Sage 50 UK and Salesforce data connect, and chose Commercient SYNC, the #1 data integration platform for sales.
West Yorkshire Steel can view Sage 50 UK data in Salesforce Professional, with Commercient SYNC, such as products and customer account information. Plus, new Accounts and Sales Orders created in CRM are SYNC’d to Sage 50 UK.
“Commercient saves us time not only with new orders created in Salesforce that are SYNC’d to Sage, but if we create new customers, it transfers all that information to create a customer in our Sage system, as well,” explained Jonty Smith.
Read the full customer success story.
About the company
West Yorkshire Steel supplies a wide range of steel specifications. Combined with a wealth of experience and knowledge, they offer guidance on steel equivalent grades and hard to find steel specifications.
- Challenge
- Replace an older CRM with a state-of-the-art, cloud-based solution
- Data between Sage 50 UK and Salesforce remained siloed
- Create a data integration from Salesforce to Sage 50 UK
- Solutions
- Salesforce Professional, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- West Yorkshire Steel modernized their sales processes, and improved creating quotes and orders
- The sales team can access customer account information directly in Salesforce
- New accounts and sales orders created in CRM are SYNC’d to ERP, saving time by eliminating double data entry
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