Leading distributor of industrial products selects Sphere

Partners to integrate their CRM with monday.com

Overview

Full service sales engineering firm and leading distributor of industrial air and liquid handling products, sought a technology partner to help them integrate their CRM of choice (Epicor) to their day-to-day Work OS, monday.com

The Challenge

The client, an industrial focused engineering firm specializing in fluid and air handling equipment and services, wanted to integrate their CRM of choice, Epicor, to a day-to-day workflow and project management system used across several teams to enhance their operational efficiency and communication. Previously the team has had to communicate orders and changes that affected customer delivery and invoicing teams via email and messaging systems, but lacked tracking and reporting transparency so other teams were aware of new orders and updates.

How It Was Solved

Sphere developed a data model and mapping between the system of record, the Epicor CRM, and monday.com, along with trigger events that would initiate the data push to monday.com. We wrote a custom API adaptor to bring data from the Epicor API and load the data into the monday.com board according to the triggered changes in Epicor.

The Results

Early results show that communication between departments in our client company have dramatically improved transparency and clarity among stakeholders and led to more efficient operations for this small engineering products and services firm. The customer reports that key employees that use the CRM and monday.com integration are very happy with the results so far.

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Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors

Our experience with Sphere and their team has been and continues to be fantastic. We keep throwing new projects at them, and they keep knocking them out of the park (including the rescue of a project that was previously bungled by another vendor).

Ben Crawford

Senior Product Manager at Enova Financial

I would expect to be delighted. It's been a really positive experience, working with Sphere, and I would expect you to have the same.

Mark Friedgan

CEO at CreditNinja

Sphere consistently prioritizes the needs of their clients, demonstrating both agility and teamwork. As an offshore team, they have been an integral part of our organization and we plan to continue growing with them.

René Pfitzner

Co-Founder at Experify

Sphere provided excellent full-stack development manpower to augment our team and help push our product forward. They are easy to work with, tech-savvy and proactive.

Bruce Burdick

Chief Information Officer at Integra Credit

We've been working with Sphere and its excellent consultants since our founding. I've found that they are true partners in the success of our business.

Jemal Swoboda

CEO at Dabble

The resources and developers that Sphere Software provides are skilled and have the required technical expertise, but more importantly, they have helped us build a culture of excellence within our team.

Arthur Tretyak

Founder and CEO at IntegraCredit

With Sphere, we were able to migrate in half the time it would take to train an additional FTE… and for a fraction of the cost. Our experience with Sphere has been exceptional.

Lee Ebreo

VP of Engineering at Credit Ninja

These things would not have been achievable if we did not build our own in-house system and if we did not partner with Sphere to help us achieve our goals.

Selah Ben-Haim

VP of Engineering at Prominence Advisors