Salesforce Microsoft Dynamics NAV Integration- Case Study
Maximize your leads conversion with Salesforce ERP integration.
A reputed interior and exterior architectural restoration service business was established in the year 1930 to provide such services to commercial buildings, retail stores, and institutions. The brand has a skilled workforce of over 600 professionals, their specialized services spanning over 29 major markets in the US and Canada. To tune itself to a changing market and to counter growing competition, the brand wanted to simplify its business processes and focus on improving sales and service.
Team AppShark embarked on consulting and implementing a comprehensive solution for the business post-analysis of its service categories and prices(over 1000 of them). A robust SalesCloud CRM was integrated with its ERP (Microsoft Navision) which would consume relevant information related to sales and streamline major sales support functions. Salesforce CPQ and Salesforce Conga Composer were deployed to handle giving quotations and handling proposal documents. Salesforce CPQ assigned approval limits to sales personnel with multiple pricing rules and regularised template creation was carried out by Conga Composer. Both Salesforce and Navision shared detailed information pertaining to customers and services rendered.
The project was successful, and tangible results were identified for this brand which could now realign itself to its current business focus. With SalesCloud, the process of converting leads into business was faster thus resulting in high-quality customer service. The integrated system empowered their sales and service teams, facilitated the uniform flow of communication across various levels in the business for informed decision making.
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