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Helping Resolve Data Integration Issues Using Salesforce (Case Study)

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Phani Madhav Chegu,

October 25, 2021

Helping Resolve Data Integration Issues Using Salesforce (Case Study)

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One of the key challenges faced by many companies is integrating multiple IT systems, with high levels of efficacy. Poor integration of diverse systems in an organization leads to data synchronization problems, which prevents the organization from getting a comprehensive view of its business and leads to various problems such as low levels of productivity. One of the ways to resolve this issue is to establish seamless data flows using web services. Web services are XML-powered information systems that leverage the Internet to facilitate hassle-free communication between different applications.

Today, we will see how Solunus helped a well-known IT product development company integrate their Microsoft NAV system with Salesforce to enable a 360° view of their business and a considerable increase in their productivity.

About the Client

The client is a world-leading developer of inventory management software products, based in Carrolton, TX. They operate across North America and have been serving the retail industry with novel solutions for the last 50 years.

Project Overview

The customer wanted us to help them integrate their MS-NAV 2013 R2 system with their Salesforce system. They also sought our assistance in automating their data entry process and shortening lead times.

Challenges Faced by the Client

  • The client suffered from poor integration between MS-Dynamics NAV and Salesforce
  • They had to deal with frequent errors due to manual data entry and processing of sales orders
  • The IT firm also had challenges with long lead times due to the manual processing of orders
  • The company lacked a system that enabled it to handle leads in real-time effectively

How Solunus Helped Resolve the Challenges

As part of our custom-built solution, we ensured seamless real-time transfer of information pertaining to accounts and opportunities from Salesforce to NAV 2013, using a SOAP web service. Our solution also included the following.

Development of a Logic for Hassle-free Data Synchronization

We worked with the IT development company’s team to develop complex logic for enabling nightly synchronization of data in batches. The logic went a long way in facilitating the smooth exchange of data between MS-Dynamics NAV and Salesforce.

Creation of a Realistic Roadmap to Facilitate Easy Integration

Our specialists also created an integration roadmap that facilitates the reuse of our Apex code and triggers with minimal modifications, when the client upgrades their MS-Dynamics NAV 2013 R2 system to MS-Dynamics NAV 2017.

Business Results

  • 80% Reduction in Data Errors
  • 50% Faster Order Processing
  • 30% Increase in Sales Rep Productivity
Helping Resolve Data Integration Issues Using Salesforce (Case Study) - 1

What Can IT Firms Expect by Partnering with Solunus?

  • 45% Faster Stakeholder Collaboration
  • 35% Growth in Sales Productivity
  • 40% Reduction in Decision-making Time
  • 32% Increase in Customer Satisfaction

About Solunus

Solunus is a dedicated Salesforce partner organization, headquartered in Dallas, Texas. Our unrelenting focus on comprehending the unique needs of our clients coupled with our unrivaled expertise of the Salesforce platform enables us to deliver the perfect solutions that create the best value for IT and business analytics firms.