Integrated systems keep trucks and trailers moving (case story)

By Henning Lund - January 29, 2021

Want to try Rapidi?

Integrate any Salesforce and Microsoft Dynamics systems fast

TALK TO AN EXPERT

What do you do when you want to improve your sales process but are limited by the data silos in your company? Finding a way to eliminate the data silos is a good place to start, but how to you do it? This is exactly the situation that one of our customers, idem telematics, was facing before they got in touch with us.

idem telematics is one of the leading manufacturers of telematics systems for the precise control of mobile units, for example trucks. They wanted to improve their sales process, both to fleet operators and to the manufacturers of rigs, but were hampered by the data silos within our company. Therefore, they started looking for a way to integrate their sales data in Salesforce with their Microsoft Dynamics NAV. They found us, and we are happy we could help.

Empower your sales teams with accurate information

The idem telematics sales team needed access to information, such as past sales, in their Microsoft Dynamics NAV, and they wanted new sales information to be quickly and accurately inserted into NAV. They started by giving the sales team web access to NAV, but with two different user interfaces, this didn’t make life easier – the sales team was still wasting too much time struggling to get information. They thought about swapping out Salesforce for Dynamics CRM, but the sales team was benefiting from Salesforce, the change would have been disruptive, and they would have lost valuable capabilities.

New call-to-action

Read also: Use data integration for better customer insight (the Ken Blanchard story)

Thomas Eiglsperger, responsible for internal and international sales at idem telematics, recalls: “The systems we sell are designed to keep our customers’ fleets moving and improve their logistics through the real time transmission of data to their back office systems. We wanted to do the same for our sales team – make sure they had information at their fingertips that was up to date and, just as importantly, accurate.” And this is what they achieved by integrating Salesforce and Microsoft Dynamics NAV using RapidiOnline. Download the below case story to read more about idem telematics’ decision and implementation process as well as their experience with Rapidi.

IDEM-TELEMATICS-BLOG.png 

Read also: To integrate or not to integrate? The ERP-CRM dilemma


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.
INTEGRATE Salesforce And Microsoft Dynamics NAV, SIMPLY AND EASILY. Read more now
  REQUEST A QUOTE  Understand what it takes to IMPLEMENT Rapidi Data Integration Solutions to fit  your business and needs. Get a quote
WHY CHOOSE RAPIDI?  We’ve been helping businesses integrate their data, perform better and grow  faster since the 1990s.  Our solutions work:   * No programming needed.   * 97% customer support satsifaction reported   * Completely elimminate double data entries   * Salesforce AppExchange top satisfaction rate 4.9/5.0   * Securely managed in the cloud   * Salesforce and Microsoft certified

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