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ERP
WITH
SALESFORCE CRM

A number of our clients have chosen to retain their NAV system to process operational activities, but wanted to combine Salesforce CRM data to gain a complete insight of their customer activities and extend reporting capabilities to include both historical, current & forecasted information.

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The Benefit

 

  • Keep your existing NAV system

  • Unify Salesforce Customer Relationship management with NAV

  • Real-Time system integration to gain a complete view of your customers buying patterns

  • Develop unlimited reports using NAV Data & CRM data to gain better business insight

  • Reduce or Eliminate costly NAV Customizations and Programmer developed reports

  • Included integration mapping tool to add data to each system

  • Empower your sales team to have NAV customer information available for reporting, creating alerts and limiting customer service inquiries

  • Gain mobility with access anywhere

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The Intelligent Integration Solution

By combining NAV data with CRM data, Sales Managers and their teams can access and analyze NAV customer orders, shipments and financial history in Salesforce in virtually Real Time.
 

  • Availability of the Customer Ledger Entry tables and A/R aging data from NAV allows sales team members to facilitate payment of past due invoices and be cognizant of poor paying customers.

  • Discover patterns of customer purchasing behavior, performance against quota, and realistic analytics combining opportunities with actual sales data.

  • Using the native Salesforce Reporting & Dashboard functionality, the need for custom NAV reports and multiple Excel spreadsheets can be significantly reduced.

  • Our proven Point to Point Integration being used by our clients ensures better performance and data consistency. We don’t move your data to other servers as other solutions offer.

  • We focus exclusively on Salesforce to Dynamics NAV integrations as it requires a solid understanding of the NAV structural components and how they relate to Salesforce.

  • As Microsoft Gold Partners and Certified Salesforce Consultants, we have deep expertise with both NAV and the Salesforce platform.

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The Achievable Results
 

  • The sales team, with the Salesforce dynamic reporting tools, created sales reports that would have required extensive programming in NAV.

  • Automatic business alerts and workflows that proactively notify team members of events that require attention were created.

  • Sales Team was more actively engaged with customers and had a better understanding of their priorities since they know which customers need what follow-ups based on defined criteria ( i.e., who has not purchased in the last 3 weeks, declining purchase volume, margin erosion, etc.)

  • Executive management has specific, real-time business dashboards which allow them to monitor activities and make rapid decisions.

"The MDN team helped us integrate our ERP into the Salesforce CRM. The integration project evolved as we went along to their credit, MDN were able to seamlessly understand our requirements and translate them elegantly. They've subsequently provided faultless service to ensure that this integration component functions without a hitch"
Amit Ramakrishnan - Systems Process Analyst - TRI-K Industries, Inc.

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