Integrating Microsoft Dynamics NAV with Salesforce.com

 

Derekrose Quote

Making Salesforce CRM viable in a cost-effective and powerful way

The starting point for Derek Rose was that they had bought a new system, MS Dynamics NAV. Sacha Rose spent a long time researching salesforce.com and whether it was the right system for the company.

"Back then I could see the benefits of having that system and I liked the idea of software-as-a-service, but I could not see how we could make it work for us", says Sacha Rose, Managing Director of Derek Rose - a company specialising in distributing high quality men’s and ladies’ pyjamas, dressing gowns, nightshirts, loungewear and boxer shorts.

When I came across RapidiOnline I realised that their Salesforce – MS Dynamics NAV integration service was the missing link to make Salesforce.com viable for us. Without RapidiOnline salesforce.com would not be very useful to us and for reporting purposes we would have endured greater complexity and costs if we only worked in NAV.

Key Challenges

  • ability to report on NAV data using salesforce.com
  • access to up-to-date data anywhere at anytime
  • overview of business
  • competitiveness
  • increase revenue

Benefits

  • very easy to set-up
  • cost-effective reporting
  • economical implementation
  • up and running in no time

Overview of Business Performance

Now having RapidiOnline linking our MS Dynamics NAV and Salesforce.com together I’m able to see sales related data such as my account, contact and invoice data in different reports and dashboards, which gives me a quick overview of how my business is performing. I even get key metrics by daily email.

It’s amazing how quickly I was up and running with the integration and already seeing clear results for my business processes.

Sacha Rose, Managing Director at Derek Rose Ltd.

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