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Commercient’s SYNC application makes it possible to see users’ ERP data in their CRM. Commercient SYNC features add-ons such as custom objects, tables and fields, notes, attachments, sales territory set up, customized reports, sales security, grant exclusive account access to designated team members, automatically set up parent accounts.
• Sales order detail lines • Sales order history • Customer Account • Parent Accounts • Contact information attached to account • Account owner • Account history • Notes and attachments • Sales order number
• 11-25 CRM Users- $17.00 Per CRM User Per Month • 26-50 CRM Users - $16.00 Per CRM User Per Month • 51-75 CRM Users - $14.00 Per CRM User Per Month • 76 + CRM Users - $10.00 Per CRM User Per Month
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
• Customer payment terms and credit limits • Open invoices • Invoices on hold • Multiple ship to addresses • Multiple bill to addresses • Account history • Sales Orders
What are the benefits?
• The SYNC app can be customized to fit the needs of any business. • Sync your data on any schedule from once a week up to real-time. • Provide you with a safe and secure environment for integrating the data between your ERP and CRM systems. • Makes it easier to grant your employees varying levels of controlled access to the data that you sync into your CRM system. • Enables your sales team to see inventory in real time, search customer records, and complete orders for a simpler and more efficient sales process.
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Features & Functionality
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Commercient SYNC offers features such as customer account, sales order, Custom Objects, Tables and Fields, Sales Security, Line Items, Quotes, Purchase Orders, Billing Of Material (BOM), Billing, General Ledger, Contacts, Items (Products), Inventory Availability (by Location/Warehouse) and Price Books.
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Commercient’s SYNC application makes it possible to see users’ ERP data in their CRM. Commercient SYNC features add-ons such as custom objects, tables and fields, notes, attachments, sales territory set up, customized reports, sales security, grant exclusive account access to designated team members, automatically set up parent accounts, industry specifics (SIC Codes ,safety codes, shipping codes, medical licensing numbers),
Commercient’s SYNC features include invoices, line items, quotes, purchase orders, billing of material (BOM), billing, general ledger, contacts, items (products), inventory availability (by location/warehouse), price books, CPQ, docusign, accept credit cards within CRM, native email attachments with documents, projects, jobs, recurring invoices (billing), service orders, RMA’s or RA’s (return merchandise authorization), estimates, proposals, configurations, kits, contracts, custom parts and any custom object or entity from CRM. Commercient SYNC data integration app keeps users up-to-date with changes made to users’ ERP and CRM system simultaneously.
Commercient SYNC’s apps bring users’ empty CRM skeleton to life by creating a mirror image of what’s happening in users’ ERP system. Commercient SYNC helps users keep everybody on the same page and same reporting mechanisms by filling users’ CRM system with data from their ERP system.
Commercient’s SYNC app enables users’ sales team to see inventory in real time, search customer records, and complete orders for a simpler and more efficient sales process. Commercient SYNC lets users’ sales reps are free to provide premier customer service no matter where they are with important data like customer records, sales order, line items, invoices, payment records, inventory availability, and price levels available at their fingertips.
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