Make Salesforce even more clever

Posted by Henning Lund on Wed, Sep 13, 2017

Salesforce is an excellent system. However it does not support all of your company’s functions. You are perhaps using an ERP system (for example Microsoft Dynamics) in parallel to Salesforce to take care of your accounting, your inventory or your fulfilment. Wouldn’t it be great to be able to bring this information into Salesforce, to get everyting at one place?

Think about it. Having access to this data brings additional value to your organization. Users are more motivated to work with their Salesforce system as it contains all the information they need. The use of Salesforce should not be limited to keying in information and tracking activities.

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Tags: Salesforce, ERP-CRM integration, Salesforce - Microsoft Dynamics integration

Salesforce – Microsoft Dynamics integration: keeping it simple

Posted by Henning Lund on Wed, Aug 23, 2017

I spoke with a customer of mine the other day. They have been a very happy customer for many years, and it was puzzling me that, considering all the various synergies you can harvest when you can choose to integrate and synchronize your data between your systems, all they are synchronizing is customer data.

It was wondering how much value there is in integrating customers between a CRM and an ERP, in this case, Salesforce and Microsoft Dynamics. Simplicity and value for money: these are the takeaways from a very good discussion.


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Tags: Data Integration, Salesforce - Microsoft Dynamics integration

All you ever wanted to know about Salesforce - Microsoft Dynamics integration

Posted by Henning Lund on Thu, Jun 29, 2017

Can data integration really help you optimize processes between your Salesforce and your Microsoft Dynamics? Which processes? Can it get you a step closer to your customers and help you reach your sales goals? Can’t you successfully operate with stand-alone, isolated systems?

How much does your business risk to be disrupted by a data integration project? How do you get started? How do you prioritize which data to transfer? What are the most common integration points between Salesforce and Microsoft Dynamics? What are others doing?

Is a data integration platform the best way to go or should you develop our own custom solution? Does data integration put your data at risk? Is Microsoft Dynamics 365 making data integration platforms obsolete?

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Tags: Salesforce - Microsoft Dynamics integration

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