AccountMate & Salesforce Database Integration For Streamlined Sales Operations

by PRC Agency PR

Your account management tools form the backbone of your business just as much as your employees or products do. The systems that support your daily operations should be as easy to navigate and interact with as possible in order to keep things moving. If you use Salesforce to support your resource management efforts, you are already familiar with the great tools they can provide. However, their software is limited to front-office operations, leaving the back-office team in the dark regarding essential operations.

The inverse is true if you use AccountMate, the highly adaptable management software for small businesses. While their tools are versatile, they can also be limiting when managing the human element of your business. You could easily use both systems in tandem, but doing so can result in clunky operations as your team attempts to reconcile separately siloed data.

If this problem sounds familiar, there is a new solution from the developers at Commercient that may be able to help. Their SYNC app now supports pre-built integration between these two management platforms, bringing together your ERP and CRM data.

To find out more about how this new system works, visit https://appexchange.salesforce.com/listingDetail?listingId=a0N4V00000DYi0tUAD&tab=e

Keeping your data siloed and inaccessible can lead to a variety of issues when collaboration is required between teams. This can open the door to human error and lead to duplicate or inaccurate database entries. This new integration from Commercient has been designed to prevent that problem by making data available across teams in a unified system.

With this integration, vital data hosted by Salesforce, such as sales orders, invoices, and customer records, can be ported seamlessly to the AccountMate platform. There, it can be more easily managed using the suite of highly modifiable tools available exclusively on that platform.

For a complete explanation of the SYNC app, visit https://www.youtube.com/watch?v=CpW0CXLjzrM&list=PL0GTh3pwbaxINn2M-KT_UKtDOplJ3mxBM&index=2

This solution is designed specifically with small to medium-sized businesses in mind, and especially those with high transaction volume. The AccountMate software provides the inventory control tools, while Salesforce allows you to monitor human resources and closely manage customer needs.

The bidirectional bridge created by the SYNC app between these two systems allows for regularly updated synchronization to take place. Data synchronizations and backups can be scheduled daily, hourly, or more frequently depending on the needs of the user, ensuring that the system does not interfere with your day-to-day operations.

The implementation of this pre-built system can be completed in several days, as opposed to the several weeks or more that could be necessary to complete such an integration manually. In addition, the integration can take place primarily in the background without the need to reorganize or re-enter data thanks to the carefully constructed software that Commercient provides.

Using Commercient SYNC, you can build a new level of communication and collaboration into your business model. Their software provides powerful solutions that are as lightweight as possible, and which provide you the freedom you need to run your business the way you want to.

This new addition to the SYNC app joins over +110 other similar integrations on the platform, allowing Salesforce users unparalleled choice when it comes to their CRM software. The system is designed to facilitate seamless front to back office communication, improving efficiency and optimizing data management along the way.

To read more about the bridge between AccountMate and Salesforce, visit https://www.commercient.com/product/sync-integration-for-accountmate-and-salesforce-with-commercient/

To see a thorough explanation of the SYNC app, visit https://www.commercient.com/sync/how-it-works/

Commercient 1640 Powers Ferry Road Bldg3 Ste 300 , Marietta, GA 30067, United States Website https://www.commercient.com/ Phone +1-844-282-0401

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Created on Jun 21st 2023 00:31. Viewed 96 times.

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