Link your ERP system with Salesforce.
Example: One of our customers uses a customized course administration in Microsoft Dynamics Nav. This customer wanted to professionalize her CRM activities. For good relationship management it is important to have a complete overview of the training history of the customer and this information is in Dynamics Nav. Instead of expanding Dynamics Nav with a CRM module, the customer opted to use Salesforce.
We have created an extensive link for this customer whereby all relevant information is synchronized between Salesforce and Dynamics Nav, so that the complete customer history became available in Salesforce. All sales activities are now done in Salesforce and all customer information is managed within Salesforce. Various processes have been optimized with the help of Salesforce. Personalized confirmation letters are now sent automatically and the invoicing process in Dynamics Nav is controlled from Salesforce.