Mansa Systems Salesforce Integration Customer Success
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This document discusses two customer case studies of integrating Salesforce with other systems. The first case discusses integrating Salesforce with MS Dynamics NAV to enable automatic syncing of opportunity and order data between the systems. This removed manual data entry and errors. The second case discusses integrating Salesforce with Advent APX to give a customer management firm improved CRM functionality, mobile access, and a complete view of customers and pipelines. Both customers achieved benefits like time savings, improved data accuracy, and improved sales team efficiency.
Mansa Systems Salesforce Integration Customer Success
- 1. Salesforce Sales Cloud Integration Customer Success Stories
- 2. MS Dynamics to Salesforce Problem • When an opportunity was closed in Salesforce sales order info needed to be manually keyed into MS Dynamics NAV • Time consuming manual process, and introduction of human error in the process Solution Mansa Systems integrated Salesforce with MS Dynamics Navision using Informatica Cloud. Nimble Storage now has a bi-directional sync between Salesforce and Navision allowing a complete data view in both systems and giving 200+ reps access to data in the ERP. Benefits Time savings with auto sync Complete accuracy of data – removed human error from manual data entry Reduced communication time – no more back and forth emails between order processing and sales
- 3. Problem Cardinal Capital Management was only using Advent APX with limited CRM functionality and no mobile access to data, no complete customer view, no view of pipeline Solution Mansa implemented Salesforce and integrated with Advent APX Benefits Increased sales, reduced dropped sales, better customer experience Complete pipeline view and accurate forecasting Improved remote efficiency of sales team “Mansa was recommended to my firm for our Salesforce implementation so that we could integrate with Advent. Not only were they knowledgeable and experienced in this, but it has become the perfect working system for our sales team.” “They really are experts at what they do!” Emily Burt - VP Marketing, Communications, and Business Development Advent APX to Salesforce integration