Companies using Salesforce worldwide know what a valuable addition it is to their business. Salesforce CRM helps them communicate better with customers, streamline sales processes and generally grow their business.
Most companies are also using ERP software (such as Microsoft Dynamics) to help manage accounting, inventory and other processes. An ERP can help you keep your data safe, make business forecasts and, like Salesforce, drive growth.
Used together, the Salesforce CRM platform and an ERP can be very powerful. In order to get the most out of the two systems, it can be a good idea to integrate them.
This article will investigate how to connect with the Salesforce platform. It will consider and evaluate the different Salesforce ERP connectors.
Salesforce connectors are known as tools that let you easily integrate Salesforce with other systems that are a part of the Salesforce Ecosystem. For example, Salesforce External Connection allows you to sync data from sources such as Tableau CRM or another Salesforce org.
Salesforce integrated apps are plug-in apps that work out of the box with Salesforce and can be found on the AppExchange. Salesforce Apps are developed using native Salesforce Tools.
In broader terms, Salesforce integration refers to connecting Salesforce with data sources and software solutions outside of the Salesforce ecosystem. This could be, for example, an on-premise or Cloud ERP or a supply chain management system.
A Salesforce ERP connector integrates the two systems so that they work together to share data. This means that you can see data collected in one system in the other.
As a result, your business processes are optimized. Your data is always accurate and current. Your sales teams can work efficiently. Sales and finance teams can collaborate optimally. Customer relationships are smooth and easy.
A successful Salesforce ERP integration project can have multiple benefits for your business. By having all the data you and your staff need easily accessible in a single system, you can save time and money, and strengthen your foundations for growth.
Using a Salesforce ERP connector means that:
When you have decided to integrate Salesforce with your ERP, the hard task of selecting the right connector remains. There are lots of businesses offering Salesforce data integration tools.
Some are out-of-the-box solutions built to support your business logic. These can be bought and used with little help. Other connectors are complex and custom-built. Some are in-between: out-of-the-box solutions with custom additions.
Most SMEs and many larger businesses will have all they need in an out-of-the-box connector. Unless your business is particularly complex, that should be your starting point. Then, get advice from professionals about what would be right for your business and make sure you ask for a demo so you can see exactly how the connector you’re interested in works and what it offers.
RapidiOnline is our own Salesforce-ERP connector. It is designed to be simple to use, understand and set up. We can have RapidiOnline up and running in your business in hours - so you can start benefiting from your integration. If you need a custom solution to match your specific requirements, we will only need a few days to get it in place.
Many of the Salesforce ERP integrations that we set up are between Salesforce and Microsoft Dynamics, but RapidiOnline works pretty much every other ERP around, including NetSuite, SAP, Syspro and e-conomic. We’re always happy to talk through how our connector will work with your systems.
We’ve led the way in data integration since the early 1990s. The integrations we create and support now are based on nearly 30 years of research, innovation and development. Get in touch to find out how they can help your business become more effective, productive and successful.
Henning Lund
Your business is 10 steps away from perfectly integrated data systems. Learn about key preparation, best practise and more in our data integration handbook.
