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Plex SYNC

Integrate Plex and Salesforce one-way or two-way integration

Overview

Sync your Plex 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 Plex SYNC Works

  • SYNC Plex data, such as Customers, Contacts, Invoices, Sales Orders, Payments, Products, Pricing, Inventory, BOMs, Assets, Warranties, AP, and more!

  • Convert new Salesforce Accounts and Opportunities/Orders to Plex AR Customers and Sales Orders/Invoices. Integration to Plex uses your trusted Plex API/SDK/import routine to ensure data accuracy and integrity.

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

  • 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.

  • Commercient SYNC is compatible with Plex online, Plex ERP on-premise and Plex Cloud ERP.

Commercient’s SYNC is for Salesforce and Plex users who want a CRM in the cloud experience. Commercient is operated by Plex 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. Utilizing SYNC for Plex and Salesforce helps you build positive customer relationships. Having easy access to each customer’s personal sales and accounting data means you always have the answer to their questions. - 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. What are you waiting for? Start SYNCing your data today!

Categories

Business Needs
Commerce
Enterprise Resource Planning
Integration
Industries
Horizontal Product
Engineering, Construction, & Real Estate
Manufacturing
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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