Salesforce Integration with Microsoft Dynamics SL - reduce data entry and increase efficiency.
Solomon Cloud Solutions brings you a powerful integration between Microsoft Dynamics SL and Salesforce - powered by Catalina Technology.
The integration increases automation between your front and back office applications and streamlines your business processes. It also improves the communication and collaboration between your Finance team, managing the bottom line, and your Sales team that is growing your top line, by providing a complete view of the customer and ensuring the data is real-time and accurate. Your team now has the ability to service customer needs on the first contact (if your procedures allow this) because they have a full view of the customers’ past, present, and future needs.
|
The integration delivers the functionality and ease of use that facilitates your organization’s ability to manage and execute in both Sales and Finance, all while enabling you to better manage your customer relationships, be more profitable by reducing errors, eliminate duplicate data entry and increase accuracy and visibility into your customers’ accounts.
|
|
|
The Salesforce Integration with Microsoft Dynamics SL enables you to turn Quotes in Salesforce (below) into Sales Orders in Microsoft Dynamics SL (right).
|
|
Reduce Data Entry
The tight, seamless integration makes your team members and processes more efficient and effective by reducing redundant data entry and increasing accuracy of information, collaboration across Sales and Finance, and visibility into customer activity by providing a complete view of the customer data. Customer satisfaction improves as you eliminate the need to transfer the customer to different departments for assistance; increasing the value your team provides to your customers.
The following points of integration connect your Finance and Sales data for a complete view of customer activity:
Accounts in the Salesforce product can become Customers in Dynamics SL: Reduce double data entry and increase accuracy by allowing Sales to easily turn Accounts in Salesforce into Customers in Dynamics SL without ever leaving Salesforce. The connection allows you to automate the customer set-up for Finance by creating access to the customer information without ever leaving the Dynamics SL product. Once the Account/Customer link is established between the Dynamics SL product and the Salesforce product, the data between the systems stays in sync. Should the Finance department or Sales team have need to create a new customer or update an existing customer, the integration is bi-directional so the data remains in sync.
Quotes in the Salesforce product can become Sales Orders in the Dynamics SL product: Streamline your opportunity to quote to sales order process by allowing Sales to easily turn quotes in Salesforce into sales orders in Dynamics SL all without leaving the Salesforce product. Presuming the order desk works primarily in Dynamics SL and they enter an order without an existing quote, the data can be passed back to Salesforce automatically.
Won Opportunities in the Salesforce product can become Project/Tasks in the Dynamics SL product: Create and track projects from the Salesforce Opportunity screen and drill down into the synchronized project details from the Dynamics SL product without ever leaving the Salesforce product. This enables your sales team to see the status of Opportunities and Projects, whether the Opportunity has just been won, is actively being worked on, or has already been completed.
Synchronization between the Salesforce and Dynamics SL product: The integration offers a flexible synchronization that is automatically updated in the Dynamics SL product with real-time data from the Salesforce product and vice-versa. This saves time by reducing the number of information requests from Sales to Finance. Arm Sales with access to relevant customer data and increase your profitability by equipping Sales to make better decisions faster, and execute efficiently and effectively.
Available add-on: Catalina Technology's Account Central Online Bill Payment add-on to Salesforce. Do you want to automate the handling of your Accounts Receivable payments? Account Central Salesforce add-on is a portal that can be accessed through Salesforce and feeds Accounts Receivable payments in Dynamics SL. Save time, money, and get paid quicker by allowing your customers to pay their bills online through a secure PCI compliant payment solution. Once the payment is authorized, it is automatically entered into SL's AR module as a payment entry or application. This reduces errors and makes reconciliation a snap since there is no re-entry of data. More than just online payment, Account Central™ allows customers a complete statement review, invoice detail review, and invoice history search.
The following points of integration connect your Finance and Sales data for a complete view of customer activity:
Accounts in the Salesforce product can become Customers in Dynamics SL: Reduce double data entry and increase accuracy by allowing Sales to easily turn Accounts in Salesforce into Customers in Dynamics SL without ever leaving Salesforce. The connection allows you to automate the customer set-up for Finance by creating access to the customer information without ever leaving the Dynamics SL product. Once the Account/Customer link is established between the Dynamics SL product and the Salesforce product, the data between the systems stays in sync. Should the Finance department or Sales team have need to create a new customer or update an existing customer, the integration is bi-directional so the data remains in sync.
Quotes in the Salesforce product can become Sales Orders in the Dynamics SL product: Streamline your opportunity to quote to sales order process by allowing Sales to easily turn quotes in Salesforce into sales orders in Dynamics SL all without leaving the Salesforce product. Presuming the order desk works primarily in Dynamics SL and they enter an order without an existing quote, the data can be passed back to Salesforce automatically.
Won Opportunities in the Salesforce product can become Project/Tasks in the Dynamics SL product: Create and track projects from the Salesforce Opportunity screen and drill down into the synchronized project details from the Dynamics SL product without ever leaving the Salesforce product. This enables your sales team to see the status of Opportunities and Projects, whether the Opportunity has just been won, is actively being worked on, or has already been completed.
Synchronization between the Salesforce and Dynamics SL product: The integration offers a flexible synchronization that is automatically updated in the Dynamics SL product with real-time data from the Salesforce product and vice-versa. This saves time by reducing the number of information requests from Sales to Finance. Arm Sales with access to relevant customer data and increase your profitability by equipping Sales to make better decisions faster, and execute efficiently and effectively.
Available add-on: Catalina Technology's Account Central Online Bill Payment add-on to Salesforce. Do you want to automate the handling of your Accounts Receivable payments? Account Central Salesforce add-on is a portal that can be accessed through Salesforce and feeds Accounts Receivable payments in Dynamics SL. Save time, money, and get paid quicker by allowing your customers to pay their bills online through a secure PCI compliant payment solution. Once the payment is authorized, it is automatically entered into SL's AR module as a payment entry or application. This reduces errors and makes reconciliation a snap since there is no re-entry of data. More than just online payment, Account Central™ allows customers a complete statement review, invoice detail review, and invoice history search.
|
Solomon Cloud Solutions has partnered with Catalina Technology to bring you the integration between Microsoft Dynamics SL and Salesforce. Catalina Technology has been providing integration solutions for Microsoft Dynamics SL since 2000. Their API for Dynamics SL connects SL to CRM, ecommerce, helpdesk, field service, mobile, web, IoT, and other systems.
|
Have questions about this ISV solution?For more information on this Dynamics SL ISV solution, please contact us. Are you a Dynamics SL partner? Visit our Partner Portal.
|