Enabling an IT Company Unleash the Power of Sales Cloud and Service Cloud

Our Solutions

  • We pushed information about accounts and opportunities from Salesforce to NAV 2013 via SOAP web service – both on demand (in real time) and through nightly batch synchronization

  • Our team developed a complex business logic for nightly batch synchronizations

  • We also created an integration roadmap in such a way that our apex code and triggers can be reused with minimal modifications to code, when the client switches from NAV 2013 R2 to NAV 2017

Enabling an IT Company Unleash the Power of Sales Cloud and Service Cloud

Client Challenges

  • The use of two systems viz. Salesforce and MS-Dynamics NAV 2013 R2 was resulting in data synchronization issues

  • Manual data entry and processing of sales orders

  • Longer lead time due to slow processing

  • Frequent errors in data entered into the Salesforce and NAV systems

  • Opportunities were not sent to NAV from Salesforce in a timely manner

Business Outcomes

  • Seamless synchronization of the client’s data in Salesforce and MS-Dynamics NAV

  • Sales orders are now processed automatically using Salesforce

  • A 50% reduction in order processing time

  • An 80% reduction in data errors

  • Information about opportunities is transmitted to NAV in a timely fashion

  • A 30% improvement in sales rep productivity

  • A smooth and successful transition from NAV 2013 R2 to NAV 2017

Conclusion

Implementation of Sales Cloud and Service Cloud Help Overcome Challenges Pertaining to Integration with MS-Dynamics NAV, Paving the Way for a 50% Reduction in Order Processing Time and a 30% Increase in Sales Rep Productivity