Introduction
This guide was created as an informational tool that will assist you with understanding the integration pieces that will sync your ERP with your Salesforce.com CRM.
We’ve organized the information into 3 sections for each App: • Reasons to help determine which Apps are the best for your
integration, based on the needs of your operations and account management
• App name and a detailed overview description • List of the app’s core functionalities
Salesforce.com Integration Apps
• ERP Sync for Salesforce
• Quotations and Opportunities
ERP Sync for Salesforce
Reasons to Consider:
• Your Sales department already uses Salesforce.com, and you want to provide more detailed account history information than a CRM system traditionally includes.
• Salespeople have to rely on front-office staff to provide reports and data about sales Account information.
• Reps who are on the road need the efficiency and convenience that come with being able to see ERP Account history through a mobile interface like Salesforce 1.
• You want to control costs by eliminating the need for ERP licenses for your Salesforce.com users.
About the App
The Commercient Salesforce.com Sync App provides SF.com users with access to ERP Customer information. The Sync tool updates SF.com Accounts with your customers’ Accounts Receivable data, Sales Orders, and Invoice records. This extends the Salesforce platform’s CRM capabilities by providing your sales team with more detailed, up-to-date information and insight into how to best service their accounts.
ERP Sync for Salesforce
Core Functionalities
• The Dynamics AR Customer record is the first item to be synced. Customers in Dynamics are synchronized into Salesforce Account records. The Customer’s addresses in Dynamics are mapped to Salesforce’s address fields.
• Customer Custom Fields are dynamically added to Salesforce. The Customer Multiple Ship Addresses are also created in Salesforce. The Dynamics Customer fields can be displayed on the Salesforce screen per your liking.
• Sales Orders and their Detail Lines and relates them to the corresponding Salesforce Account record.
Quotations and Opportunities
Reasons to Consider:
• You are already using Opportunities in Salesforce and want to eliminate manually entering Sales Orders into your ERP system when a customer accepts a quote.
• The process of maintaining quotation pricing through Salesforce. com’s Price Books can be tedious and time-consuming.
• Your ERP system contains customer contracts, complex discounting rules, and special pricing that you want to ensure makes it onto quotations correctly.
• You currently quote through Excel, Access, or another database; or you do not have a single quoting system in your business and want to standardize the quotation process.
About the App
Commercient’s app for Salesforce provides Sales and Customer Service users with theability to create Quotes and Opportunities and convert them to a Sales Order with one easy click. The Opportunity and Quote data is stored against the native Salesforce objects thus allowing you to use the standard Salesforce dashboards, reports, and PDF prints to manage your Quoting and Opportunity pipelines. Salesforce Enterprise edition is required for support of the Quotations functionality within the Opportunity system.
Build quotes for your existing and prospective customers using
Quotations and Opportunities
Core Functionalities
• Works the way you work: In your browser, on your tablet, on your PC, on your Mac.
• Opportunities and Quotes can be entered for an existing and prospective
customers alike. Commercient calculates quote pricing based on the pricing rules defined in your ERP system or manual pricing overrides and discounts.
• Online Inventory Availability can display current warehouse values directly from your ERP system or include rules and logic to include supply factors like supplier availability or international ordering lead-times.
• Notes per line item can be added by hand or prompted for automatically so your sales team does not forget to ask.
• The Configurator can be used for anything from notifying users of special offers or suggested accessories to helping build out complex, rules-based product structures on a quotation.
• When you confirm a quote as a Sales Order, you can specify shipping
requirements and perform real-time freight rate lookups for major carriers like FedEx, UPS, USPS, Canadian Post, DHL, Australian Post, British Mail, your own custom rates, and more.
• Shipping information posts back to your ERP system and provides you with control over how to bill customers for the difference between quoted and actual shipping costs.
Quotations and Opportunities
Core Functionalities Cont...
• Tax support for US tax, Canadian GST, and VAT solutions are available so you can automatically apply taxes to your customer’s orders. Affordable Geo-Coded tax options are available from 3rd party tax providers upon request. • Google address searching and validation is provided in the onscreen address
fields for easy, accurate address entry.
• Commercient integrates to the built-in Salesforce Opportunity quote object and records the products, prices, taxes, and miscellaneous charges. Salesforce opportunity and product sales pipeline reports and dashboards have the full set of data in order to run correctly and accurately.
• Generation of emails to the customer are performed using the Salesforce Quote PDF and are tracked in the CRM.
• In addition to posting an order to an ERP Customer’s account, you can accept credit card payments on an order; these payments post back to your ERP system. All credit card transactions are fully PCI compliant.
• Accepted, confirmed quotes are marked in Salesforce as “syncing,” and the associated Opportunity is automatically marked won and closed.
• Sales Orders created through Quotes and Opportunities are recorded against the Opportunity for future traceability and reporting.
Opportunity Commissionable Invoices
Reasons to Consider:
• You want to track, report on, and pay commissions based on Quote and Opportunity data in Salesforce.com.
About the App
After an Opportunity is won and a Sales Order is shipped and
invoiced, it is time to generate the Commissions calculations. Commercient calculates the actual invoice values and writes them neatly to the
Opportunity record. The full details of the Sales Orders, Invoices, and Payments are also visible on the Opportunity screen.
The timing of this data is carefully controlled to prevent duplicate commissions payments. While Commercient will automatically fill in the SYSPRO Sales Order for a won Opportunity, you can also manually enter a Sales Order number into the Opportunity screen to calculate Commissions for orders entered outside of Salesforce.
Core Functionalities
Commercient syncs the Invoices that are generated by the Sales Order, sums up the totals of each invoice and stores the Sales Order,
Opportunity Commissionable Invoices
Reasons to Consider:
• You want to give your salespeople the ability to create quotes and orders based on ERP data within Salesforce.com.
• Salesforce.com is already integrated with your ERP system through Commercient and you want to expand on that functionality.
• Your sales team wants to be able to enter and confirm orders for their customers immediately without depending on front-end staff for support.
About the App
Commercient’s app for Salesforce provides Sales and Customer
Service users with the ability to create Sales Orders and Quotes, and convert them to a Sales Order with one easy click. The Sales Order is submitted to your ERP system and links to the Salesforce Account for tracking through its complete lifecycle. The App allows you to save quotes that can be converted into Sales Orders at a later date. This quote functionality does not require Salesforce’s Opportunity and Quotes Enterprise edition. The minimum requirement is the Professional Edition of Salesforce.
Build orders or quotes for your existing and prospective customers using inventory data and pricing from your ERP system. Building orders becomes as intuitive as ordering an item online. Salespeople can search for items based on descriptions or part numbers to quickly build quotations. A built-in Configurator helps users who need to place complex orders under specific rules or dependencies.
Order Entry & Quote
Core Functionalities
• Works the way you work: In your browser, on your tablet, on your PC, on your Mac.
• These Commercient Quotes do not interface to Salesforce’s Opportunity and Quotes functionality found in the Enterprise edition of Salesforce. The minimum requirement for these Commercient Quotes is the
Professional edition of Salesforce. For full Opportunity and Quote pipeline tracking in Salesforce, use the Enterprise Edition and “Commercient’s Quotations and Opportunities for Salesforce”.
• Commercient calculates quote pricing based on the pricing rules defined in your ERP system or manual pricing overrides and discounts.
• Online Inventory Availability can display current warehouse values
directly from your ERP system or include rules and logic to include supply factors like supplier availability or international ordering lead-times. • Notes per line item can be added by hand or prompted for automatically,
so your sales team does not forget to ask.
• The Configurator can be used for anything from notifying users of special offers or suggested accessories to helping build out complex, rules-based product structures on a quotation.
• When you confirm a quote as a Sales Order, you can specify shipping requirements and perform real-time freight rate lookups for major
Order Entry & Quote
Core Functionalities Cont...
• Shipping information posts back to your ERP system and provides you with control over how to bill customers for the difference between quoted and actual shipping costs.
• Total FTL and LTL freight estimates by order weight, volume consumption of a container/truck, and address zone can be performed.
• Tax support for US tax, Canadian GST, and VAT solutions are available so you can automatically apply taxes to your customer’s orders. Affordable Geo-Coded tax options are available from 3rd party tax providers upon request.
• Google address searching and validation is provided in the onscreen address fields for easy, accurate address entry.