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Deltek SYNC

Deltek Integration for Salesforce - Opportunities, Quotes, & Projects

Overview

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

See How Deltek SYNC Works

Your ERP Accounting data is integrated into Salesforce when you use Commercient’s SYNC app. SYNC data such as Customers, Contacts, Invoices, Sales Orders, Payments, Products, Pricing, Inventory, BOMs, Serials, Warranties and more!
Convert new Salesforce Accounts and Opportunities/Orders to Deltek AR Customers and Projects/Invoices. Integration to Deltek uses your trusted Deltek API/SDK/import routine to ensure data accuracy and integrity.
Commercient SYNC is compatible with Costpoint, Ajera, Deltek for Professional Services, Deltek Vision, Workbook, and all other Deltek ERP versions 7.6 and up.
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.
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 Deltek.

Utilizing SYNC for Deltek 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. 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 Deltek and Salesforce customers, including an ERP to CRM, CRM to ERP, and a bi-directional integration. Additionally, Commercient has an established reputation regarding other successful ERP to CRM SYNC applications, including apps developed for ERP systems like Sage 100, Epicor 9, Epicor 10, Epicor Prophet 21, SYSPRO, SAP, Xero, and 150 more systems. What are you waiting for? Start syncing your data today!