Commercient SYNC Integration Helps Laurentide Controls Increase Revenue & Better Serve Customers. IFS & Salesforce Data Connection

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1 Commercient SYNC Integration Helps Laurentide Controls Increase Revenue & Better Serve Customers IFS & Salesforce Data Connection

2 COMPANY OVERVIEW Operating since 1968, Laurentide Controls Ltd. is the recognized leading provider of automation, measurement, process control, and reliability solutions to industries in Eastern Canada. Customers trust in their superior technical expertise, excellent customer service, and dedication to offering world class products that help their plants operate more reliably, efficiently, and most importantly, safely. LOCATION Québec EMPLOYEES 150+ INDUSTRY ERP & CRM CUSTOMER BUSINESS MODEL (B2B, B2C, or Both) SOLUTION(S) Automation and reliability solutions for process plants IFS and Salesforce B2B Commercient SYNC and Salesforce GO LIVE DATE 2017

3 CHALLENGE SOLUTIONS RESULTS Modernize Laurentide Controls sales system as part of a key strategic plan How can they get important customer data from IFS into Salesforce? Implement Salesforce and key features, including Sales Cloud, Service Cloud, Marketing Cloud and Chatter Commercient SYNC, the #1 data integration app for sales. Rapidly deployable, affordable, and customizable, with premiere customer support The sales teams now have a 360-degree view of customers With a real-time, one-way SYNC, they can now see current and past sales data, order information, invoices, ship to and bill to addresses, open cases, and much more Qualify Opportunities in Salesforce to increase Win Rates Connect outside sales to customer data to help make better decisions in the field Commercient SYNC connection from IFS to Salesforce SYNC d data can be accessed on mobile devices Using data from IFS, the sales teams can better qualify Opportunities, and have seen an increase in their Win Rates and revenues The outside sales team has real-time access to customer data, to help facilitate decisions and increase sales

4 More Detailed Information and Results NOTES Laurentide Controls provides products and solutions for processing plants, and is based in Québec. As part of their key strategy, they implemented Salesforce to help modernize their sales system, and increase overall sales and efficiency. One of the reasons we decided to go with Salesforce was the ability to include [ERP] data in it, such as during an integration with our IFS system, explained Simon Chapleau, CIO at Laurentide Controls. That need for integration to get key customer data from IFS into Salesforce led them to Commercient SYNC, the #1 data integration platform for sales, which can be deployed rapidly, is affordable, and features premiere support. With the real-time, one-way SYNC connection, Chapleau said that Commercient allowed us to [look at] past sales data, past orders, past issues that [customers may] have. This helped give the sales teams more information to better qualify Opportunities in Salesforce.

5 More Detailed Information and Results (Continued) RESULTS Simon Chapleau, CIO at Laurentide Controls, discussed how Commercient SYNC has helped qualify Opportunities in Salesforce: It s allowed us to get the data out of the silos [from IFS], and make it available to our [inside sales team in real-time]... to make a decision right away, whether that opportunity is worth pursuing, or that customer is worth pursuing. Chapleau explained that the company s sales teams have been able to increase their Opportunity Win Rates, helping to close more deals. We're still in the process quantifying it, but I wouldn't be surprised to say that we had almost an overnight increase in revenues. Commercient SYNC also helped their outside sales team. [Customer data] is available for them on their mobile device, in real-time, Chapleau said. They know what cases are open, what orders are open, what orders are being delayed for some reason or not, what service requests are open, which one is at a critical stage [Our sales teams] are able to track what s happening in real-time, and intervene and facilitate things. Chapleau also commended Commercient s premier support team: It has been great, really helpful in aiding us in setting it up very responsive [and] always there to help when we needed it. [Support also helped with] understanding the data, how to sync it, how to make it available in Salesforce in a way that makes sense.

6 ABOUT COMMERCIENT Commercient SYNC makes ERP and CRM data integration simple, quick, and efficient. Over the years we ve helped companies of all sizes integrate their ERP data with their CRM system, helping businesses become more efficient. Our SYNC integration has grown to over 65 systems, including Sage, QuickBooks, Acumatica, Epicor, SAP, SYSPRO and many others. With our ERP and CRM integrations, your data is synced to both systems in real time without the need for manual data entry, or the risk of human errors. Phone No: US: +1 (844) UK: SA: