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Plex SYNC
by Commercient LLCSalesforcePaid
Connects Plex ERP with Salesforce Marketing Cloud to synchronize customer, order, invoice, product, and inventory data.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
Commercient SYNC connects Plex with Salesforce and transfers records between the systems. Data available for synchronization includes customer and contact records, financial documents, orders, payments, products, pricing, stock, bills of materials, assets, warranties, and accounts payable information. Salesforce Accounts and Opportunities or Orders can be converted into Plex accounts receivable customers, sales orders, or invoices. The integration supports Plex online, Plex ERP on-premise, and Plex Cloud ERP, using a Plex API, SDK, or import routine.
Key capabilities
from the Salesforce AppExchange listingPlex record synchronization
Transfers customer, contact, financial, order, payment, product, pricing, inventory, bill of materials, asset, warranty, and accounts payable records between Plex and Salesforce.
Salesforce-to-Plex conversion
Converts new Salesforce Accounts and Opportunities or Orders into Plex accounts receivable customers, sales orders, or invoices.
Order and invoice access
Provides access to open sales orders, open invoices, and account history.
Plex connection methods
Uses a Plex API, SDK, or import routine for the integration.
Plex environment support
Works with Plex online, Plex ERP on-premise, and Plex Cloud ERP.
Use cases
- Organizations can use the connected data to start a dealer-partner portal.
- Salespeople can use Plex information when performing complex product configurations.
- Account executives can access customer sales and accounting information in Salesforce.
Who it's for
Plex and Salesforce users, salespeople, and account executives.
In the catalog
32 plugins in Marketing Cloud · Data and integration
Price distribution: 2 free, 3 freemium, 27 paid
Pricing & deployment
Platform
Salesforce
Product
Marketing Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Commercient’s SYNC is for Salesforce and Plex users who want a CRM in the cloud experience. Commercient is operated by Plex and CRM experts. SYNC for Salesforce makes it possible to start up a dealer-partner portal, help salespeople reduce errors when performing complex product configurations, and keep track of past …»