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Exact SYNC

Sync your Exact Customers, Contacts, Orders, Invoices with Salesforce

Overview

Sync your Exact 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 Exact SYNC Works

  • SYNC Exact and Salesforce data such as Customers, Contacts, Invoices, Sales Orders, Payments, Products, Pricing, Inventory, BOMs, Serials, Warranties, 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 Exact.

  • 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.

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

  • Integrating any Exact ERP system’s data with Salesforce doesn’t have to be complicated. With SYNC for Exact and Salesforce, you can integrate your Macola, Globe, Synergy, Online, MAX, or JobBoss data with your Salesforce system quickly and accurately.

Commercient’s SYNC for Salesforce is a cloud app built and used by multiple Exact users who want a CRM in the cloud experience. Commercient is operated by Exact and CRM experts. SYNC for Salesforce makes it possible to start up a dealer-partner portal, help salespeople reduce errors when performing complex product configurations, and keep track of past Sales Orders down to even the most minute detail. - Achieve goals quickly with up-to-date info and a 360° view of your customer. - Eliminate duplicate data entry between your front and back office. - Easily manage open sales orders, open invoices, and account history. Commercient is a leading business application development company that specializes in helping SMBs integrate their ERP data with Salesforce. We offer multiple syncing options for Exact and Salesforce customers, including ERP-to-CRM, CRM-to-ERP, and bidirectional integration. What are you waiting for? Start syncing your data today!

Categories

Business Needs
Commerce
Enterprise Resource Planning
Integration
Industries
Horizontal Product
Consumer Goods
Engineering, Construction, & Real Estate
Personas
Business User
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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