“Our team will have a more tightly integrated view of the whole process.”
– Todd Richards, Consultant at Xperi
Xperi utilizes SYSPRO for finance and operations, and has a strong Salesforce implementation across the company to manage opportunities, customers, and more. Data remained siloed, and they began researching implementation specialists.
The company chose Commercient SYNC, the #1 data integration platform for sales to connect their SYSPRO and Salesforce data.
The team at Xperi can access SYSPRO data directly in Salesforce Enterprise, thanks to SYNC. This includes customer information, accounting records, sales orders, invoicing, aging accounts, serial numbers invoiced, reporting, invoice PDF, custom tables, and much more.
“By bringing the SYSPRO data into Salesforce, it connects the front-end initial communication from the customer, to the back-end invoice that gets generated,” said Richards.
“SYNC is a direct hit for us, because we saw what Commercient does with SYSPRO and Salesforce, both applications that we use,” explained Prathamesh Bhurke, Senior Analyst at Xperi.
Read the full customer success story.
About the company
Xperi invents, develops, and delivers technologies that enable extraordinary experiences.
- Challenge
- The company required a powerful CRM to manage opportunities, customers, and more
- The company needed important SYSPRO data connected to Salesforce
- More processes launching soon
- Solutions
- Salesforce, the leading cloud-based CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient will continue to enhance the ERP and CRM SYNC
- Results
- Xperi has a strong Salesforce implementation, with coverage across the organization
- The team can access customer information, aging accounts, invoicing, serial numbers, etc.
- Current and future Salesforce processes will rely on the SYNC’d SYSPRO data