Sustainable Growth Through Salesforce Integration with Legacy Systems
If your organization makes use of Microsoft Dynamics NAV, it’s highly likely that they’ve also selected a high-end customer relationship management software such as Salesforce to complement its abilities. If this is the case, then at some point or another, your business will find itself staring down the barrel of a data integration project. Data integration is the process by which disparate programs “talk” to one another, pooling their data into one point of truth from which all of your team-members can operate. While data integration can be a daunting subject, companies such as Rapidi are there to help your Dynamics NAV-Salesforce integration project be as painless, swift, and effective as possible.
So How Does Data Integration Work?
There’s no singular correct way to embark on a data integration project. However, when integrating Dynamics NAV with Salesforce, you’ll find that your solution likely involves your master server, those who are requesting or accessing the data on the master server, and a network–small or large–composed of different data sources. After the master server extracts data from requisite sources, the disparate data is then assembled into a single set of data. This makes access and interpretation far less of a prominent issue. Your team members in the field no longer have to pause their operations to place a call to the Finance department in pursuit of the latest information on a customer’s profile.
In the wake of a successful data integration project, the most recent payment history or relevant requests or notes in a given customer profile is transferred automatically from Salesforce into Microsoft Dynamics NAV. As soon as a team-member closes a deal, seamless integration updates Dynamics NAV and generates a sales order.
Is Data Integration Really Necessary?
Once a business reaches a certain size, it will likely become necessary to integrate their distinct CRM and ERP programs. Yes–I know, it’s another project to deal with. However, your team-members will feel the benefits immediately, and integration doesn’t have to be a headache with Rapidi at work for your organization. The problems of human error and data-entry redundancy notwithstanding, it’s enormously detrimental if your salesperson in the field ends up lacking vital information about a given product they’re trying to promote–for example, stock levels–and mistakenly sells a customer an out-of-stock item, because the relevant information is stored in an ERP they can’t access.
These kinds of issues may seem minor, but compounded they can absolutely affect customers’ trust in an organization’s reliability, quality, and service. This is bad news for your bottom line.
Data Integration is Vital for Businesses Looking to Get Ahead
When your organization is armed with 360-degree customer profiles and thorough, up-to-date information, you can rest assured that management is forging decisions from optimized business intelligence processes. An integrated data set is far easier to parse and apply to relevant situations, minimizing the time spent on error-prone data preparation; it saves time, and boosts employee efficiency, since they’re free to focus their attention on innovative or creative projects–things that actually require the human element. Leave the number crunching to the computers!
If you’re still on the fence about data integration, understand that by expending the resources up front, you’ll see a return on investment in the form of heightened employee efficiency, fewer data errors, and more streamlined operations as any pipeline issues are quickly found and resolved–believe me, your bottom line will thank you in the end.
Real Life Data Integration Success Stories
Xsens Technology—a Netherlands-based company and leading innovator in the realm of 3D motion tracking technology—selected Rapidi to spearhead their Dynamics NAV-CRM data integration project. Jeroen Weijts, the COO of Xsens Tech, has since been a dedicated supporter of Rapidi. He is aware of their status as a leader in the realm of data integration, noting that Rapidi was able to show him a wide array of out-of-the-box pre-configured solutions as proof of their expertise.
As an organization requiring non-standard customization, Xsens found that Rapidi’s software was not only robust but flexible as well, and Rapidi’s team was able to work with them to figure out a custom implementation that suited Xsen’s needs to the letter. Weijts notes that Rapidi’s client interface is intuitive, and his staff were brought up to speed on use and maintenance in a matter of hours. He went on to recommend Rapidi to other organizations that might find themselves facing an integration project of their own.
What Service Should I Trust to Lead My Data Integration Project?
For thirty years, Rapidi has been a pioneering presence in the field of data integration and data replication. RapidiOnline, Rapidi’s cutting-edge integration technology, was developed over the span of Rapidi’s existence in accordance with best business practices so that your company’s data integration project is seamless and user-friendly. Within days, your systems will be thoroughly integrated and your teams armed with all the knowledge they will need to effectively interface with RapidiOnline.
RapidiOnline’s subscription-based support model means that your solution is future-proof; you’ll never have to worry about having your software phase out, and needing to upgrade to the next version; for as long as you’re a subscriber, you will always have access to the most up-to-date version of Rapidi’s product.
Rapidi has worked for decades to ensure that its highly advanced integration technology is made and implemented according to the highest industry standards. RapidiOnline can function seamlessly between most ERPs and CRMs commonly implemented today. Not only that, but Rapidi is a Microsoft-certified solution provider, so you can rest assured that your Dynamics ERP is in good hands. Contact Rapidi today, and get one step closer to reaping the rewards of a successful integration project.
