System integration can boost ROI!

Posted by Henning Lund on Wed, Sep 28, 2016

I have talked a lot in past blogs about the great benefits experienced by companies integrating their CRM and ERP systems. Allow me to mention a few:

  • You get a 360 degree view of your customers, allowing you to build lasting relationships and provide with top class customer service.
  • You gain efficiency by giving you instant access to business critical information.
  • You get rid of time-consuming and error-prone manual routines.
  • It secures a much higher user adoption, because when your systems are integrated, users will always find the data they need to perform their daily tasks.

You can also read more about CRM-ERP system integration benefits here.

It is a general rule that companies benefit more from an integrated CRM-ERP solution than two stand-alone ERP and CRM systems. In fact, this rule also applies to any other systems you decide to integrate in order to streamline and optimize your business processes.

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Tags: Data Integration, RapidiOnline, Salesforce

How can you drive more value out of Salesforce Sales Cloud?

Posted by Henning Lund on Wed, Sep 21, 2016

Let it be said. I’m a sales process addict. I don’t believe that sales is random. In my mind, the logic behind the sales success formula is quite simple, if you know what your client really wants and what your competitors offer, then you just need to align with that and the closing is not random any more. I normally say to the sales clerks: “you can’t change your luck, but you can limit your misfortune!” How? This is what you need to do:

  1. Give your client the best offer and they will choose you (assuming that they like and trust you)
  2. Make sure you fully understand the customer requirements and have a solution to their needs – you will then be able to give them the best offer
  3. Know your competitors well so that you are sure to give them the most attractive offer

This leads to the next question, “where do I find such information in salesforce, and what sales history information am I likely to benefit from in my sales process?” Let’s have a look at the system.

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Tags: Data Integration, RapidiOnline, Salesforce

Get the full benefits of Salesforce Sales Cloud Lightning

Posted by Henning Lund on Tue, Sep 13, 2016

You have probably already heard about Salesforce Sales Cloud Lightning and know that it is designed around the way you want to sell, and put data where you need it. But did you know that you can experience a lot of new benefits by combining this new user experience with a data integration tool such as RapidiOnline and thereby bringing data from other complementary system into Salesforce?

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Tags: Data Integration, RapidiOnline, Salesforce, sales cloud lightning

Data integration platform vs custom integration: Which way to go?

Posted by Henning Lund on Wed, Sep 07, 2016

Almost all the people that I'm providing data integration advice to ask the same question: Should I ask a developer to build my own batch scheduled data transfer, or should I benefit from a ready to use standard interface platform? Many companies are worried about their customizations and running costs. In many cases an initial evaluation will show that a custom development has a higher initial cost but lower maintenance cost, but in reality the actual maintenance costs cannot be included at all in that initial evaluation, simply because it is difficult to predict what changes you will need to perform in the future. Moreover, custom-developed transfers include none or very little additional functionality within scheduling, error handling, monitoring etc. You have to remember that thousands of man hours have been invested in making data integration platforms fast, user friendly, robust and anyone who has ever tried to maintain a custom-built interface dreams of a more thought-through way of dealing with data integration between systems. And it's amazing how mature the data integration platforms have become – some can even be implemented in 3-10 days, everything included.

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Tags: Data Integration, Salesforce, Microsoft Dynamics

What is the best way to handle data integration errors?

Posted by Henning Lund on Thu, Sep 01, 2016

One of the biggest challenges when you are transferring data from one system to another (for example CRM and ERP) is to have full transparency on the data transfers. This is absolutely essential, especially if something goes wrong. If you have tried to build up your own custom interface between systems, you probably know that one of the most common mistakes is to forget to consider what happens when an error occurs. And when an error happens (because it always does), you might find that you have planned for the system to import data and not to handle a data or connection error. Then what? Your systems might be setup to provide you with some additional information in regards to what went wrong, but it is still up to you to figure out how to solve the problem, and more importantly, it is up to you to figure out how to bring back both systems in sync. Now, it might not be a major problem if you are only syncing a few fields from one table, but if you are transferring all information related to a customer or an order… then the task is somewhat bigger and trickier unless your system does it for you!

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Tags: Data Integration, Salesforce, Microsoft Dynamics

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