Commercient
Commercient SYNC Integration for Quoting Process
Pages
7
Time to read
3 mins
Publication
Language
English
Pages
7
Time to read
3 mins
Publication
Language
English
This case study details the implementation of Commercient SYNC, a data integration platform, to streamline the quoting process between Infor CloudSuite Industrial and Microsoft Dynamics 365. IKG, a manufacturer, faced challenges with siloed data and inefficient quoting practices. By integrating these two systems, IKG improved visibility into customer information and sales activities, enabling their sales team to create quotes directly in Dynamics 365. The integration allows for real-time updates of product catalogs and ensures data accuracy, significantly reducing the time spent on manual data entry. The case study includes testimonials from Derek Warinner, Market Development Manager at IKG, who highlights the efficiency gained through this integration. The results indicate that 99% of quotes can be converted to orders in the ERP system with minimal effort, showcasing the effectiveness of the SYNC solution in enhancing operational efficiency.