The prerequisite for a robust data integration between Salesforce and Microsoft Dynamics NAV is to have the right setup. Integrations can be made in many different ways, and not all of them are equally well-suited to provide a robust data integration platform.
The good part is that, today, you don’t have to build your own costly interface. You can benefit from data integration as a service that is kept up-to-date with the rest of your applications.
Are you tired of looking for information in multiple systems to service your customers? Would you like to avoid double data entries? Wouldn't it be wonderful to have your Salesforce quotes automatically transferred to Microsoft Dynamics NAV as new orders? A data integration solution can solve these pains for you. The good part is that data integration projects have stopped being long and cumbersome projects that could put your data at risk. In fact, integrating Salesforce with Microsoft Dynamics NAV is much easier than most people think.
Companies can benefit from integrating their ERP with their CRM in multiple ways. And in fact, the motivations behind an ERP-CRM integration projects can vary depending on the size, region or industry of a company. Let’s take an example. Imagine that your company delivers solutions for automating document-driven processes. You have subsidiaries in more than 15 countries and internally, you use Salesforce as your CRM and Microsoft Dynamics as your ERP. You’d like to streamline your business processes and share critical business information across your entire organization. In order to operate efficiently, you need to make sure that your staff has up-to-date and accurate information, whether they sit in finance, marketing or sales, whether they are located in Europe, America or Australia. What do you do?
Tags: ERP-CRM integration