Wilson Electronics is a world leader in cellular improvement products and has three companies: weBoost, zBoost, and WilsonPro. They currently use Sage 100 and Microsoft Dynamics 365.
They couldn’t find a satisfactory solution to connect their ERP and CRM, and their sales reps needed to constantly switch between multiple systems to find information, and wasting too much time. Until they found Commercient SYNC, the #1 data integration platform for business.
Commercient SYNC integrates Wilson Electronics’ Sage 100 data, including Customer Orders, History, Invoices, Bill To and Ship To Addresses, and much more, all in real-time. This gives the company’s sales team access to the customer information in Microsoft Dynamics 365 without having to log into the ERP, saving time.
Kyle Brandt, CRM Developer & Administrator at Wilson Electronics explained, “SYNC just gives us one place where a person can go to find all the data. They don’t have to search for a specific customer multiple times in different systems.”
Commercient SYNC helps them to get the pricing and everything they need, so they can do quick quotes, simplifying the sales process.
There are plans to implement a two-way SYNC in the near future, pushing data from Dynamics 365 back into Sage 100.
- Challenge
- There wasn’t a good solution to connect Sage 100 to Microsoft Dynamics 365
- Save time with access to Sage 100 ERP data in Dynamics
- More data to help with opportunities in Microsoft Dynamics 365
- Solutions
- Commercient SYNC, the number one ERP to CRM data integration platform
- The sales team doesn’t have to log into two separate systems to access data, thanks to SYNC
- SYNC connects product pricing and other data from Sage 100 to Dynamics
- Results
- The sales team has access to orders, invoices, bill to and ship to addresses, inventory, and more, in their CRM
- Time is saved by having data in one place, Microsoft Dynamics 365
- The sales team can access pricing in Dynamics 365 to offer quick quotes to clients
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