Why integrating your ERP and CRM systems is an absolute must (case story)

By Henning Lund - July 21, 2020

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I would never go back to a world of not having this integration”… this was the overwhelmingly positive feedback one of my customers gave me during a follow-up call. See, when we have performed a system integration for a client, I like to schedule a call where we go through what has been good, what has been challenging, and any way we can improve. That allows me to check that we have delivered to our promises, and if not, make sure that we can take actions to satisfy a potentially frustrated client.

Integrating Salesforce with Microsoft Dynamics has been a game changer for Rosario Rodriguez, Chief Financial Officer at AdvancED, the world’s largest education community, serving more than 30,000 public and private schools and districts across the United States and in more than 70 countries. I would like to share their experience with you.

Advancing education with AdvancED

“Our focus is always on improving the experience of the students so they can learn and take advantage of their time at school to be prepared for their future. Having this integration has increased our productivity, both for operations and finance. It has resulted in a more informed organization overall, and the frustration level of our staff has decreased as our collections performance has increased…

Read the full story: Advancing education with AdvancED


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



About the author

Henning Lund

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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.
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   CUSTOMER SUCCESS STORY: CF Group  Salesforce - Microsoft Dynamics AX INTEGRATION for better SALES and top  quality CUSTOMER SERVICE. Read the full story
HOW MUCH DOES IT COST?  The Rapidi pricing model is subscription-based. It is flexible to match your  precise needs.  Find the right subscription based on what you are looking for: The  entry-level subscription offers 2 connections and limited transfers. The  business subscription is a standard, template-based solution with multiple  connections. The enterprise subscription matches the needs of companies with  multiple locations. The unlimited subscription is for companies with complex  integration and high-performance needs. All subscriptions offer unlimited transfer of data.

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