5 reasons to do a Salesforce - Dynamics integration project

By Henning Lund - July 11, 2022

Want to try Rapidi?

Integrate any Salesforce and Microsoft Dynamics systems fast

TALK TO AN EXPERT

There is much to gain from a Salesforce - Microsoft Dynamics integration. Data integration benefits are generally impressive. In the big data era, companies collect large amounts of customer data from various sources, data warehouses and diverse systems. 

It is vital for these companies to avoid data siloes in order to make sense of the data stored. From this point, combining the data collected in a company’s systems is a priority. 

This is where data integration can help. Data integration is the process of combining data from diverse data sources to have one single data truth. 

The benefits of data integration are multiple and most companies would benefit from having integrated data. A CRM - ERP integration, for example, can bring benefits to any company, small or large.

Customers that have tried working with integrated systems would never go back to a world where their systems are disconnected. They would not go back to a working day of time consuming tasks where different types of data are stuck in isolated solutions. 

Luckily, it is now possible to find data integration tools that can simply and securely support companies’ data integration strategies.

This article will illustrate the benefits of data integration through a series of testimonials from companies that have integrated their ERP and CRM systems. It is a simple collection of the real life benefits that users of RapidiOnline have experienced after the integration.

 

5 REASONS WHY YOU SHOULD NOT POSTPONE YOUR SF-DYNAMICS PROJECTS-1



INCREASED SALES EFFICIENCY

With integration of Salesforce and our ERP, our sales team can be much better prepared for Customer meetings, and more successful.”
Sarah Delaunay, Manager of Marketing Operations at CF Group
Salesforce – Microsoft Dynamics AX

Read the full story: Salesforce-Microsoft Dynamics AX integration for CF Group

Our past sales data and statistics are always up to date so our team can concentrate on selling. They are no longer struggling to get the data they need.
Thomas Eiglsperger, Internal and international sales responsible at idem telematics
Salesforce – Microsoft Dynamics NAV

Read the full story: Salesforce-Microsoft Dynamics NAV integration for idem telematics


INCREASED PRODUCTIVITY

Having this integration has increased our productivity, both for operations and finance. It has allowed us to keep the accounts cleaner.
Rosario Rodriguez, CFO at AdvancED
Salesforce – Microsoft Dynamics NAV

Read the full story: Salesforce-Microsoft Dynamics NAV integration for AdvancED

Transferring our payroll process from XML to RapidiOnline has had a hugely positive productivity impact. Not only are we now not being forced to come in on Saturday to complete payroll, but most of the process is completed on Thursday, with only late or problem records dealt with on Friday.
Isaac Veliz, IT Specialist at KTBLACK
Salesforce – Microsoft Dynamics GP

Read the full story: Salesforce-Microsoft Dynamics GP integration for KTBlack

 

360-DEGREE CUSTOMER VIEW

We were able to group records in the middle table by delivery postal address. This allows us to create meaningful account records in Salesforce, and gives us a better view of our historical orders, all linked to a specific facility, rather than the controlling company. Also, Rapidi found a better route to push the data through RapidiOnline, and then it became very quick to bring our historical sales data from AX over to Salesforce.
Jimmy Mathew, Salesforce Administrator at AliMed
Salesforce – Microsoft Dynamics AX

Read the full story: Salesforce-Microsoft Dynamics AX integration for AliMed

Our sales team gets more information than ever before. They know when the invoice is produced, when it’s paid, what the customer balance is. We are getting closer to a 360 degree view of each customer.
Florian Nicolai, IT Consultant at ZSK
Salesforce – Microsoft Dynamics NAV

Read the full story: Salesforce-Microsoft Dynamics NAV integration for ZSK



BETTER CUSTOMER SERVICE

“It is not just better sales, but also better service. If we have better data we can serve our customers better. Despite our dominant position, it is still a very dynamic and competitive industry, and good service is what helps to keep existing accounts happy and continuing to buy from us.”
Sarah Delaunay, Manager of Marketing Operations at CF Group
Salesforce – Microsoft Dynamics AX

Read the full story: Salesforce-Microsoft Dynamics AX integration for CF Group



INCREASED USER ADOPTION

“About 80% of our sales team wanted to try Salesforce right away, but it was the access to data that convinced the other 20% to come on board. Sales people always say that they don’t have the time to learn something new, but when you can show them that the new software will save them time, they find the time to learn. Salesforce is a great tool, but we couldn’t have sold it to all of our Sales team without the up to date ERP data that RapidiOnline produced.”
Florian Nicolai, IT Consultant at ZSK
Salesforce – Microsoft Dynamics NAV

Read the full story: Salesforce-Microsoft Dynamics NAV integration for ZSK



How can we help you?

If you would like to hear more about how RapidiOnline can help you achieve high efficiency, increased productivity, better customer understanding and customer service, as well as sky-high user adoption, feel free to get in touch with us.


About the author

Henning Lund

Picture of
With over 25 years’ experience in strategically propelling businesses forward, Henning is considered a business development entrepreneur with a passion for transforming businesses, sales and marketing operations through out-of-the-box thinking, concepts building and process automation to improve overall performance and scalability.
Rapidi is resetting the standards for simple, secure fast data integration.  Learn more now
   CUSTOMER SUCCESS STORY: Berling Media  Berling Media integrated SALESFORCE, Microsoft Dynamics AX and PUBLIT to  AMALGAMATE all business-critical processes. Read the full story
WHY INTEGRATE YOUR SOLUTIONS?  There are numerous benefits to systems integration, for example CRM - ERP  integration.  Enhance collaboration:   * Accurate data, 360-degree customer overview and better internal teams  collaboration.  Increase efficiency:   * No double data entries, no switch between systems, no manual errors,  automated processes.  Boost growth:   * Better decision support, increased customer satisfaction, sell more and  sell faster.

Data Integration Handbook

Your business is 10 steps away from perfectly integrated data systems. Learn about key preparation, best practise and more in our data integration handbook.


FIND OUT MORE

Rapidi-eBook---Data-Integration-Handbook-min.jpg