Microsoft Salesforce Integration: If your corporation implements an ERP equivalent to Microsoft Dynamics NAV alongside a CRM equivalent to Salesforce, it’s seemingly {that a} knowledge integration challenge is in your future. Whereas knowledge integration tasks are usually not at all times straightforward, options equivalent to RapidiOnline exist to make sure that your Dynamics NAV-Salesforce integration challenge is fast, seamless, and causes minimal disruption to your corporation’s day-to-day operations. Knowledge integration is the method by which knowledge from totally different sources is mixed right into a unified supply of reality from which an organization’s staff can base their actions.
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How Does Knowledge Integration Truly Work?
Whereas there’s no common strategy to the method of integrating Dynamics NAV (or any of the Dynamics merchandise suite) with Salesforce, knowledge integration options often contain a grasp server, these accessing info saved on the grasp server, and a community of assorted knowledge sources. Usually, a consumer will ship a request to the grasp server for knowledge of some sort. The grasp server then collects the requested knowledge from the requisite sources. The info is then extracted and consolidated right into a single knowledge set, which makes issues rather more streamlined for the individuals interacting with it.
As soon as an information integration challenge is full, up-to-date invoices and any fee historical past related to a buyer or associate profile can be transferred immediately from Salesforce (or your CRM of alternative) into Dynamics NAV. Every time offers are closed in Salesforce, they’re robotically up to date as gross sales orders in NAV.
Plus, with Rapidi’s innovative integration expertise, quite a lot of different objects–normal and customized–can shortly and simply be added to the combination course of.
Is Knowledge Integration Actually Mandatory?
Previous a sure measurement, nearly each group that makes use of distinct ERP and CRM options will profit enormously from knowledge integration providers equivalent to these offered by Rapidi. Problems with redundant double-entry and human error apart, with out integration, your gross sales personnel might lack vital info pertaining to the product they’re attempting to advertise, equivalent to inventory stage. A enterprise with out built-in knowledge may additionally discover itself having to cope with the results of a scarcity of contact and account aggregation; your gross sales staff might find yourself lacking related details about–for instance–a buyer’s credit score restrict info, since that knowledge could also be saved within the ERP they don’t have entry to.
Points equivalent to these actually solely start to scratch the floor of the number of issues facilitated by lack of integration.
Knowledge Integration is Important for Companies Trying to Get Forward
There are a variety of the explanation why knowledge integration is significant to the success and sustainability of your group. The unified, 360-degree view offered by knowledge integration simplifies analytical enterprise intelligence processes. An built-in, consolidated knowledge set is way less complicated to parse, and minimizes the human error prevalent in hand-done knowledge preparation. Past that, integration saves time and boosts worker effectivity. When an organization expends the sources to combine their CRM and ERP, it considerably cuts down on the time spent by staff on getting ready and analyzing that knowledge. Extra correct, related knowledge implies that the knowledge offered is extra helpful; as knowledge is built-in, high quality points turn into simply identifiable and less complicated to resolve.
Actual Life Knowledge Integration Success Tales
Xsens Expertise–a pioneer within the realm of movement monitoring merchandise–selected Rapidi to spearhead their Dynamics NAV-CRM integration challenge. Jeroen Weijts, COO, is an ardent supporter of Rapidi as a frontrunner within the realm of knowledge integration. He notes that RapidiOnline provides a big selection of “out-of-the-box” pre-configured options for potential prospects, but in addition sufficient flexibility to permit for personalisation the place it’s wanted. Weijts appreciates that Rapidi’s interface is intuitive to work with, and that RapidiOnline–the combination resolution itself–runs by itself with zero issues since its implementation. Weijts acknowledges that the Rapidi staff has been useful, thorough, and extremely educated, which made deployment swift and seamless. He goes on to advocate Rapidi to any firm staring down the barrel of an analogous knowledge integration challenge.
What Service Ought to I Belief to Lead My Knowledge Integration Undertaking?
With almost thirty years of expertise beneath its belt, Rapidi has lengthy been an progressive presence within the realm of knowledge integration and replication applied sciences. RapidiOnline, Rapidi’s knowledge integration resolution, was developed to make the notoriously difficult challenge of seamless knowledge integration painless and user-friendly. In a matter of days, your knowledge integration challenge can be accomplished and your staff comprehensively educated. RapidiOnline’s subscription and assist mannequin ensures that the expertise you’re utilizing is at all times the newest, permitting you to reap the rewards of an information integration challenge nicely accomplished.
By no means content material to relaxation on its laurels, Rapidi has labored tirelessly over time to make sure that its superior expertise is crafted in keeping with finest practices, and might operate simply alongside mostly applied ERP and CRMs. As a Microsoft-certified integration resolution, Rapidi’s team-members are completely conversant in the distinctive quirks of the complete vary of Microsoft’s Dynamics product suite, from GP to 365. Don’t postpone that knowledge integration challenge any longer–your backside line will thanks.
