By Henning Lund - April 23, 2020
Not all Covid-19 challenges are solved by isolation and better hygiene. Many companies are suffering from the downturn in the economy and the global uncertainty threatens to drag the world into a major economic crisis. Companies are facing challenges to rethink their business, to gain efficiency and to boost collaboration.
To help companies get back into business, Rapidi offers 100 complimentary implementation packages during the period April 20th, 2020 - June 20th, 2020 to implement a complete quote-to-cash integration between Salesforce and Microsoft Dynamics ERP (365 Business Central, NAV, GP, AX and 365 for Finance & Operations) based on the RapidiOnline integration templates.
With a quote-to-cash integration your accounts/customers and contacts can be synchronized bi-directionally. Products, basic pricing, Sales History and Customer Payment History are typically a one-way synchronization from Microsoft Dynamics to Salesforce. The integration also includes the possibility to convert a customer-approved opportunity with a quote in Salesforce to e.g. an Open Sales Order in Microsoft Dynamics to eliminate double data entries and to automate your process.
Obviously, a quote-to-cash integration eliminates the time spent on double data entries and increases data quality dramatically. Good data quality enables your teams to collaborate and help each other provide a better customer experience. By synchronizing data between the systems you can not only eliminate the need to switch between the systems you can in many cases also reduce the need for double licensing because some users no longer need to have access to both systems. By bringing in Sales- and payment history you have a complete customer overview in Salesforce and it can enable your organization to sell more and sell faster. With an integration between your systems, you have data to provide more informative management reporting about sales performance, pipeline and forecasting. Since the data integration is running automatically it can easily scale with your business. All to the greater good of your company and your customers.
To qualify for the complimentary implementation package, you must send us a quick description of how Covid-19 has had a negative impact on your business and how a data integration between Salesforce and Microsoft Dynamics ERP will help you get back on track. We understand that you are already busy – so a one-pager (Word document of pdf file) will do just fine. To apply, complete this form. The last day to submit applications is May 20th, 2020.