Salesforce is one of the premier CRM platforms that has expanded it's features and offerings to cover a wide variety of needs across many industries. The most popular uses include:
Salesforce is rarely used for ERP functions and so typically organizations will have full feature ERP like Microsoft Dynamics Business Central that handles the critical finance, accounting and operational components. Allowing these two solution to exchange information seamlessly adds significant value, and the integration we have created provides the exchange of data between the two.
Given the wide variety of products and possible ways of utilizing the Salesforce platform, each integration between it and Business Central are unique and requires tailoring to the specific needs of each client. The types of integration requests that we have serviced so far cover the following products:
Each of these Salesforce products are extensive in their feature-set, but we provide some light on what each included below.
Customer Relationship Management (CRM) & Sales features were the original product offering and what many think of when Salesforce is mentioned. At the simplest level the integration to the CRM and sales side involves syncing customer accounts, orders, commissions, and possibly invoicing details.
As the accounts are created and maintained in Salesforce they are pushed to Business Central.
Any updates to the accounts from either side will update the other, allowing a perfect sync to be kept. There may be business processes such as account approval, credit limits, or other aspects which need to be handled by one system exclusively.
The integration is malleable to allow operational workflows to be embedded or enhanced according to the needs of each client.
Service management and field service for Salesforce include the many of the aspects as Sales cloud with regard to the CRM and account management. In this case, the integration has to incorporate the Service Order components from both systems.
Service orders and history is important to be maintained within both systems as warranty and contract obligations will require close management of work performed. As resources (people), inventory or instruments are utilized those have cost and financial implications, and also warehouse and purchasing impacts.
The integration with Business Central allows these important aspects and workflows (such as approvals, reservations, reimbursements, etc) to be efficient and automated.
With both Sales and Service, there is typically a need for contract management. Given the wide reaching implications that contracts can have across each part of the organization, the need to have a coordinated sync between Salesforce and Business Central is apparent.
Allowing contracts to be created as part of the sales or service process, and the management and reference of contract data is required across both systems. Our contracts integrations allow the contracts to be created from either Salesforce or Business Central.
In some cases, specific contract details are managed within the ERP and are then made available for reference in Salesforce. Updates are either side are distributed, and our Advanced Contracts Management extension to Business Central allows for detailed amending and other important financial functions.