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