Integration of Sage 50 and Salesforce at Bio-Medical Instruments

This case study details the integration of Sage 50 and Salesforce Professional at Bio-Medical Instruments, a company specializing in biofeedback and neurofeedback equipment. Founded in 1972, the company sought to modernize its operations and improve customer management as it expanded. The implementation of Salesforce Professional aimed to streamline sales processes, allowing the sales team to manage opportunities and customer interactions more effectively. Commercient SYNC was employed to facilitate the integration, enabling real-time access to Sage 50 data within Salesforce. This integration eliminated the need for double data entry and enhanced the sales team's ability to track customer patterns and sales history. The results included improved efficiency in managing customer data, sales orders, and inventory, as well as enhanced marketing efforts tailored to customer purchasing behaviors. The case study highlights the operational improvements achieved through the integration of these systems.