Conveyer & Caster Improves Communication With Tour de Force

Conveyer & Caster, is a distributor of material handling solutions with locations in Ohio, Pennsylvania, and New York. The company is known for its expertise in providing casters, wheels and conveyer systems solutions, as well as a full-line of general material handling products, to a full range of manufacturing, warehousing, and distribution companies.

Conveyer & Caster realized they were outgrowing their current CRM system, which they had been using since the early 1990s. The system was limited in its ability to set permissions and user based rules and didn’t offer any integration with the Infor TakeStock ERP system. These limitations meant that customer information was being duplicated between the two systems.

Conveyer & Caster main criteria for a new CRM solution was that it offered integration to their Infor TakeStock ERP system, integration to Active Directory, and mobile and desktop functionality that would be easy and convenient for their sales team to use.  After researching multiple CRM solutions, Tour de Force was the only solution that was able to meet all of their requirements.

Tour de Force integrates with Infor TakeStock ERP system through the use of the Business System Integration (BSI) Connector, which allowed them to eliminate the disconnect between the CRM and ERP systems. This integration provides quick and easy access to a wide range of business intelligence, reporting, and analysis, allowing an organization to analyze sales performance and trends that occur at multiple levels across the organization. A salesperson can easily view their customer’s sales history and open and closed orders, giving them the key information they need to approach every customer interaction.

Brian Harrington, IT Manager at Conveyer & Caster, recalled that “The implementation process was solid and we had a great team. They were on the ball and kept us in the loop at all times. The great thing about Tour de Force was that they understood our business model as a distributor, which really contributed to a smooth implementation.”


To learn more about the Conveyer & Caster implementation, visit the Tour de Force Newsroom.


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