Request Live Demo

Get Your Free Trial

Follow & Connect

Subscribe to our Newsletter

Subscribe to our Blog

Your email:

Most Popular Posts

Browse by Tag

Posts by Month

RapidiOnline Data Integration Blog

Current Articles | RSS Feed RSS Feed

Newsletter Issue May 2012: Salesforce MS Dynamics AX Integration

Posted by Beate Thomsen on Tue, May 15, 2012
 

RapidiOnline Newsletter - May 2012 Issue

In this newsletter you will learn about our newest Customer Success Story: Connecting salesforce.com with MS Dynamics AX, how to get free API access when integrating with Salesforce.com Professional Edition, how to optimize your integration and saving API calls and how to connect to MS Dynamics NAV via web services.

Would you like to receive news and updates from RapidiOnline we encourage you to subscribe to our newsletter

Read More

0 Comments Click here to read/write comments
Tags: , ,

Salesforce.com MS Dynamics AX Integration [Customer Success Story]

Posted by Beate Thomsen on Wed, May 09, 2012
 
lindab - salesforce ax integration customer success story

Getting the full potential out of Salesforce.com & increasing sales

Lindab, an international manufacturing company specializing in ventilation, building components and buildings, was using MS Dynamics AX for their customer and inventory data. Having researched for a suitable CRM system, the company favored salesforce.com, but there was a missing link to connect salesforce.com with MS Dynamics AX. Speaking to many vendors non of them seemed to have a solution in connecting MS Dynamics AX with salesforce.com. However, on the Appexchange they came across RapidiOnline Salesforce.com to MS Dynamics AX Integration Solution.

Read More

0 Comments Click here to read/write comments
Tags: , , , , ,

CRM Integration: How to get sales reps to use your new CRM system

Posted by Beate Thomsen on Tue, Apr 24, 2012
 
user adoption with salesforce nav integration

Having purchased a new CRM system is not the same as using it successfully just like that. Management can see the benefits in the new system, but you still have to win over individual salespeople in your organization. The arguments that got management on board will sometimes work on the reps. More often, though, a new set of tactics will be needed to drive end-user adoption, because what management likes is what individuals fear: accountability. One of the biggest things is that salespeople often see CRM as a downside to them, and a benefit only for the organization. It becomes a database that nobody wants to update and maintain, and thus a wasted investment.

Read More

0 Comments Click here to read/write comments
Tags: , , , ,

Pre-Built Integrations Connect Business Users to Critical Data

Posted by Beate Thomsen on Tue, Apr 10, 2012
 
Information sharing through salesforce nav integrationThis is another guest post by Julie Hunt - an accomplished software industry analyst, providing strategic market and competitive insights.

More and more organizations of all sizes are turning to the Cloud to find cost-effective and highly usable software services as alternatives to unwieldy and expensive on-premises applications. As companies adopt cloud services, they are finding solid benefits for each individual application such as CRM and marketing automation.

Read More

0 Comments Click here to read/write comments
Tags: , , ,

Embrace your salesforce to NAV integration right from the start

Posted by Beate Thomsen on Fri, Mar 30, 2012
 
embrace salesforce nav integration early

Data integration manages the process of combining data from multiple sources into a single, comprehensive view of enterprise data. The ability to transform cross-organizational data from heterogeneous sources into actionable, insightful information has quickly become a competitive advantage for companies that have embraced data integration.

Read More

0 Comments Click here to read/write comments
Tags: , ,

7 Critical Success Factors for Easy Salesforce-AX Integration

Posted by Beate Thomsen on Fri, Mar 23, 2012
 
increase sales sfdc ax integration

Getting the full potential out of Salesforce.com & increasing sales

Read More

0 Comments Click here to read/write comments
Tags: , , ,

Real-time Data and the Cloud Open New Opportunities for Sales Teams

Posted by Beate Thomsen on Tue, Mar 06, 2012
 
data availibilityThis is a guest blog post written by Julie Hunt - an accomplished software industry analyst, providing strategic market and competitive insights.

As it becomes more difficult for companies to stand out from their competitors, a well-informed and agile sales team has taken on increased importance as a distinct differentiator for prospects and customers. Often the sales professional needs to serve as a business consultant and strategist to help customers solve significant business problems. To better respond to customer needs and to more quickly move sales cycles forward, sales professionals need real-time and mobile access to critical information that improves their ability to capitalize on opportunities.

In the age of instant knowledge on the Internet, customers expect immediate and accurate information to be available when discussing purchases with their sales professionals. Sales teams can bring the “back office” to customer meetings when companies integrate data from ERP systems with SFA / CRM systems on a real-time or near real-time basis, and make that data available as cloud services and on mobile devices. Such integration gives the sales professional a single view of the customer with the right up-to-date information for recent orders, relevant offers, product availability, and an accurate profile of the customer

CRM integration is especially critical—sales success requires seamless data exchange with corporate databases, ERP systems, and other key sources of customer information.

Sales opportunities can instantly happen, and sales professionals need to be instantly responsive with accurate, timely customer information, which is greatly helped by seamless data integrations between CRM systems and other key sources of customer information. The right data at the right time can prepare the sales professional for any lurking problems that may be at top of mind for the customer. The sales professional can avoid looking uninformed and poorly prepared in front of customers: sales can be alerted to recent issues with a particular customer and can be proactive in helping the customer connect to the right assistance.

The availability of real-time data can go far to streamline the sales cycle. Instant access to vital business information enables sales professionals to do more when they are away from the office, particularly with today’s mobile devices. They can manage all aspects of customer interactions, access critical data, and collaborate with various teams in the company to more quickly meet customer needs. These advantages translate directly into lower costs, more predictable revenue, shorter sales cycle, and high quality customer relationships.

Sales teams active at industry and marketing events can add critical real-time information to customer profiles. Customers often become interested in new offerings at events that deviate from the products and services they list on event registration or survey forms. Cloud / mobile access to customer applications allow sales teams to update customer information and then view refreshed information to adjust customer interactions and offerings accordingly.

Real value for the sales professional comes from the continual development of real relationships with customers, to devise new and innovative ways to better serve those customers. Real-time data capabilities allow sales professionals to be better informed and spend more time building strong, profitable relationships and exploring new directions for sales opportunities. Trust increases when sales professionals show that they know the customer -- because they have reliable, timely and correct data at their fingertips. The ability to respond to events and conditions in real time can provide substantial competitive differentiation. A sales team that has the time and resources to focus well on their customers gives a company distinct advantage – sales teams are empowered to truly exceed customer expectations and secure long-lasting relationships that result in repeat business, referrals for new business and revenue growth. 

About the author: Julie Hunt is an accomplished software industry analyst, providing strategic market and competitive insights. Her 25+ years as a software professional range from the very technical side to customer-centric work in solutions consulting, sales and marketing. Julie shares her takes on the software industry via her blog Highly Competitive and on Twitter: @juliebhunt For more information: Julie Hunt Consulting – Strategic Product & Market Intelligence Services 

Read More

0 Comments Click here to read/write comments
Tags: , ,

MS Dynamics NAV Integration: How to Access NAV

Posted by Michael Bock on Sat, Feb 11, 2012
 
how to access nav

RapidiOnline supports many different NAV versions - all the way back from the Navision 3.70 (and even older versions too) and up to the latest MS Dynamics NAV 2009 R2 release - so there is not one single method that is best for all these versions.

Read More

2 Comments Click here to read/write comments
Tags: , , , ,

Free API Access for Salesforce.com Professional Edition

Posted by Beate Thomsen on Mon, Jan 30, 2012
 
webservice api salesforce professional edition

With RapidiOnline you don't need to buy the web service API access for Salesforce.com Professional Edition to integrate your systems

The web service API for Salesforce.com is often used to build integrations between Salesforce.com and other systems.
The Professional Edition of salesforce.com does not come with access to the web service API. The API is included in the Enterprise Edition, but for the Professional Edition, you have to buy it separately.

RapidiOnline also uses the web service API to integrate with Salesforce.com, but as our solution is AppExchange certified by salesforce.com, we have the benefit of being able to access the API on Professional Edition. This means you don't need to buy the API access separately.

If you are considering to buy the API access for salesforce.com or to upgrade to Enterprise Edition, you might consider to use an integration service such as RapidiOnline instead. In this way you get an integration platform with a lot of functionality for the same price (or in some cases even less money) as you would otherwise pay for the API access.

Why consider RapidiOnline's salesforce integration solution?

RapidiOnline comes in different solutions - it can be used as a generic integration tool to build your own integration or you can use one of our standard predefined solutions.

As a generic integration tool we support all the major database systems - like MS-SQL, Oracle, DB/2, MySQL, PostGre SQL among others - and you can quickly build your integration on our web based configuration site. You can easely deploy your integration with our build in scheduler.

However, you get the best value, if you use one of our standard integrations. Here you will get a fully functional predefined integration between your salesforce.com and your ERP system. We even help you install and adapt the solution to your specific needs at a fixed price. We have standard integrations for MS Dynamics NAV and MS Dynamics AX among others.

See how your data resides inside your salesforce.com once it is integrated by viewing our demo on our salesforce.com NAV integration.

Read More

0 Comments Click here to read/write comments
Tags: ,

Product Updates: Standard Salesforce-NAV | AX Integration

Posted by Beate Thomsen on Sun, Jan 08, 2012
 
salesforce integrationWe are pleased to announce that we have released a new version of both our Salesforce.com - MS Dynamics NAV Integration and also of our Salesforce.com - MS Dynamics AX Integration.



The new features are:


  • better and faster handling of transfer of Invoices, Ledger Entries and Sales Orders to Salesforce.com (using SFDC UPSERT method and seperating transfer of head and lines).
  • The standard integration is now setup to handle multiple companies in NAV / AX from the start
  • Keeping SalesLines up-to-date in Salesforce.com is now fully handled (before individual lines deleted in the ERP would not be deleted in SFDC).
  • For the Salesforce.com - MS Dynamics AX Integration, the transfer of Open Sales Orders have been added.
  • A number of smaller corrections have been made.

New customers will automatically have the new version when they signup on RapidiOnline. Existing customers of RapidiOnline should contact RapidiOnline and we can give you an estimate on how much time it will take to upgrade your transfers.

Read More

0 Comments Click here to read/write comments
Tags: , ,
All Posts
Feedback Form
Feedback Form