Marietta, GA, August 1, 2019 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document flow automation solutions, today announced a partnership with Commercient, the number one data integration platform for sales, specializing in ERP and CRM integration. The partnership will leverage Commercient’s expertise as a leading provider of data integration solutions to drive growth in multiple markets and increase Xpertdoc’s national presence to better serve joint customers.
Through the partnership, Commercient customers looking to expand their document generation and document automation capabilities can use Xpertdoc Smart Flows, which manages customer-facing documents through an entirely digital process – from template design and editing, document delivery, final archiving and e-signature – accelerating document-centric processes across the entire customer lifecycle. Xpertdoc integrates with Microsoft Dynamics 365 to effortlessly bridge data with documents to streamline internal document workflows.
“Commercient partnered with Xpertdoc because of the innovation they show as a Microsoft Gold Partner. We hope to showcase the power of data enablement through our partnership,” said Noah Thomas, Head of Channel Development at Commercient.
“Commercient’s SYNC data integration will bring over all the necessary and essential data points as a foundation for CPQ,” Thomas continued. “Xpertdoc will be enabled to then produce all the necessary documents needed as part of a functional CPQ, using their smart flow technology to create sales orders, quotes, invoices, service orders, RMA’s, and many more essential documents. This partnership showcases the Quickstart methodology and the enablement that both Xpertdoc and Commercient provide to help customers and consultants build CPQ.”
Commercient SYNC integrates Microsoft Dynamics CRM with over 85 ERP’s such as Sage, SYSPRO, QuickBooks, SAP, TRAVERSE, NetSuite, JD Edwards, and Deltek. Within CRM, businesses can see important ERP data such as customer information, sales history, invoicing, serial numbers invoiced, inventory, terms, and more. With a bi-directional SYNC, new orders, accounts, opportunities won, RCT, are integrated to ERP.
“This partnership reflects Xpertdoc’s continued momentum in expanding our partner network especially in the ERP and CRM space,” said Rudy Vanhille, Chief Marketing Officer and General Manager, Europe at Xpertdoc. “The synergy between Xpertdoc’s technology and Commercient’s ERP and CRM integration offerings means that customers will gain access to the most streamlined and dynamic document flow automation solutions for their businesses.”
To learn more about Xpertdoc’s document flow automation solutions, please visit the Xpertdoc booth #935 during the Dynamics 365 User Group Summit North America in Orlando, FL from October 15-18.
Commercient is dedicated to helping growing companies to seamlessly integrate their ERP and CRM software with SYNC. We make hassle-free integrations for over 85 ERP’s and several popular CRM’s, including Microsoft Dynamics 365 and Salesforce. This helps businesses to have a 360-degree view of sales and marketing, helping them to streamline their processes and become more efficient. No coding, mapping, ETL or server is required. Discover our integrations at commercient.com.