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Commercient File SYNC(PDF, Excel, Word, xls, doc, JPG, PNG, CAD, any type)
Sync your files to Salesforce.
- Industries
- Horizontal ProductConsumer GoodsManufacturing
- Business Need
- SalesCustomer ServiceIntegration
- Requires
- None
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
AI-powered SYNC that brings your Commercient File SYNC data—accounts, orders, contacts, products, and more—right into Salesforce. Everything you need, always ready.
Highlights
Commercient can integrate your documents to your CRM through File SYNC. The documents that can be synced are: PDFs, JPG/PNG/BMP, DOCs, XLS/XLSX, TXT, CSV, *.*, quotes, estimates, orders, plans, architectural docs, cut sheets, PCB Gerber files etc.
Document sync allows you to sync invoice PDFs to your Account Records, which can help customers access information in one location.
With File SYNC, a CAD drawing/JPG/PNG/XLS document can be synced to Opportunity and this can provide more accurate quotes and sales information.
Provider Details
Commercient LLC
Atlanta, GA, USA
With our leading managed integration service, Commercient SYNC, you're provided a seamless link between your ERP data and CRM, facilitating effortless collaboration across various devices and locations, including mobile devices, warehouses, and office environments. With our standard package, you'll seamlessly sync the essential data between your ERP and Salesforce. Our data integration apps are continuously updated, ensuring concurrent changes in your ERP and CRM systems. Having successfully developed SYNC apps for SYSPRO, Sage, Epicor, and over 150 other accounting systems with Salesforce, our SYNC applications cater to both one-way and bi-directional data integrations. Our mission is to help growing companies run their Sales, Marketing, and Customer Service teams more efficiently by seamlessly connecting their ERP and CRM systems with an AI-driven platform.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Additional setup fees apply and vary based on your integration requirements. There are various licensing options (including by org, by user, and Enterprise) to meet your company's needs. To find the best option for you, contact sales@commercient.com.
Default Plan
$99 USD/9999 documents synced (penny/doc)/month