By Henning Lund - March 27, 2020
Salesforce has become a key element for many organizations in their digital transformation
Salesforce is one of the absolute most popular CRM systems. Salesforce started as an early pioneer of cloud computing andd Software as a Service (SaaS) and their CRM products are widely used to manage and facilitate sales, support services and other customer interactions. To complement their Salesforce CRM system, companies usually use ERP solutions and other back-end databases to collect valuable data. However, all these systems can quickly turn into data silos without an effective strategy for Salesforce integration.
In order for companies to get the most out of their Salesforce.com and truly add value to their businesses, integration is a must.
We can even go as far as saying that data integration is the key to a successful digital transformation. In a time where most organization have started their digitalization journey, it is no secret that data silos are slowing down digital transformation efforts. According to IBM, “a modern data integration strategy is in fact vital for digital transformation”.
The different systems that your company uses not only serve different purposes, they also work very differently. They might be written in different programming languages (Java, .NET, PHP), different data storage methods, business logic, visual presentation and security protocols.
In order to integrate Salesforce.com with your ERP system, or example Microsoft Dynamics, you need to establish and manage communication between Salesforce CRM and your other system, using APIs to interpret messages that the systems exchange. It all seems very simple – there are however different levels of integration, and you need to decide what your ambition is and “how far” you want to take the integration.
“Simple” data integration ensures that the integrated systems exchange information on demand and instantly. It helps achieve data consistency and increases team efficiency. Data integration solutions typically use APIs to deliver data from one system to another.
Process integration connects apps and systems at the workflow level to implement business processes end to end. It typically requires a complex solution that can orchestrate interactions among systems, report on and manage process state.
You can even take it a step further and greatly enhance user experience by merging authentication mechanisms or by combining the user interfaces of the systems you integrate, giving a single point of entry into multiple applications.
Companies use different methods to integrate Salesforce.com with their other systems. Here’s an overview of the most common Salesforce.com integrators.
RapidiOnline is a data integration solution specialized in integrating Salesforce with Microsoft Dynamics ERP (AX, NAV, GP, 365 Business Central and 365 for Finance & Operations). It is a 5-star rated AppExchange solution, that provides ready-made data integration templates that help you get started with your integration project in a safe a secure way. RapidiOnline is a solution that is:
Connecting Salesforce and Microsoft Dynamics is an essential step in the growth journey for many businesses. If you’d like to know more about how it can help your business, check out our free resources or get in touch with us.