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TRAVERSE, SouthWare, ProcessPro, and OSAS SYNC

Integrate TRAVERSE, SouthWare, ProcessPro, and OSAS with Salesforce.

Overview

Sync your TRAVERSE, SouthWare, ProcessPro, and OSAS data—accounts, products, orders, and invoices, and more—into Salesforce with the power of AI. Stay up-to-date with no extra effort.

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See How TRAVERSE, SouthWare, ProcessPro, and OSAS SYNC Works

  • Your TRAVERSE data is mapped to Salesforce for you, so you don’t have to program anything. TRAVERSE 11, SouthWare, and Process Pro are all supported. Commercient is a trusted integration partner with Open Systems Inc (OSI).

  • Take advantage of add-on options like Create Opportunities and Quotes, TRAVERSE Sales Order Entry, or Opportunity Invoice Tracking for Commissions to make the most of your SYNC.

  • Commercient SYNC for TRAVERSE and Salesforce is designed to make the most of what these two systems have to offer. We believe that when all of your data is in one easy-to-access place, it’s possible to accomplish almost any business goal, big or small.

  • Commercient's SYNC is compatible with Salesforce products like Marketing Cloud, B2B Commerce Cloud, Health Cloud, Experience Cloud, Customer Data Platform, Tableau, Manufacturing Cloud, Nonprofit Cloud, Hyperforce, and more.

  • Consolidate your ERP data into Salesforce to establish it as the single source of truth for your Sales and Marketing teams. Integrate transactions one-way or bi-directionally between Salesforce and TRAVERSE.

  • Empower your account executives with immediate access to up-to-date information, thereby increasing customer satisfaction. Simultaneously, this efficiency cuts costs and drives profitability.

SYNC allows your teams to review the status of Industrial Manufacturing ERP Traverse Edition jobs, any material requirements, job progress, stock levels, financial information, and much more in Salesforce. Sales can also win new business and immediately convert the new sale to Industrial Manufacturing ERP Traverse Edition in the form of a Sales Order, a Job, or a new product with a BOM – reducing the need for manual input, decreasing data duplication, and increasing team efficiency. - Enhance customer service effectiveness with a 360° view of your customers. - Eliminate redundant customer information with automated two-way integration. - Comfortably manage business relationships, inventory, and invoices. Commercient specializes in Enterprise Resource Planning (ERP) integrations with Salesforce CRM and B2B eCommerce portals. With clients located all over the world, Commercient is a well-known global leader in API integration for ERP systems such as Open Systems (TRAVERSE), SYSPRO, Sage, Epicor, Microsoft Dynamics, QuickBooks, and more.

Categories

Business Needs
Sales
Enterprise Resource Planning
Integration
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Manufacturing
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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