SlideShare une entreprise Scribd logo
1  sur  4
Télécharger pour lire hors ligne
Customer Success Story




Connecting salesforce.com with MS Dynamics NAV
100% End-user Adoption of salesforce.com within a few days




“The integration service is ver y mature and stable.
It witnesses of a ver y well-proven technology and
professional way of doing things at RapidiOnline.

The integration it is set up quickly and it just works!”
                                                                             CER
                                                                                    TIFIE
              Hans Kur t Hansen, CFO & CIO at Ole Lynggaard Copenhagen                   D

                                                                            PAR
                                                                                TNER
Connecting MS Dynamics NAV with Salesforce.com
Ole Lynggaard Copenhagen is designing and producing high-end jewellery and is present in a lot of countries. Their primary markets
are Denmark, Norway & Sweden – continuously expanding to other countries worldwide. Germany, Austria, Switzerland, Benelux
and Australia are the best exporting countries. They use MS Dynamics NAV for order registration, invoicing, production and all the
administrative work. They use QlikView for reporting and have implemented salesforce.com CRM for their sales people around the
world. In January 2011 they started using RapidiOnline for integrating their salesforce CRM system with their MS Dynamics NAV ERP
data.



                                                          Business Needs
                                                          •• Stable integration between MS Dynamics NAV & Salesforce.com
                                                          •• Complex data structure to be integrated with salesforce.com
                                                          •• Time efficient and consistently working Integration
                                                          •• Better data visibility and availability of data for sales people
                                                          •• Scalable & flexible integration that can support a growing business



                                                         “RapidiOnline is one of the few vendors I know that
                                                         take their time in understanding your exact needs and
                                                         concerns.”
                                                                              Hans Kurt Hansen, CFO & CIO at Ole Lynggaard Copenhagen




“RapidiOnline did an amazing job in the Ole             Challenges before RapidiOnline
Lynggaard Project. Michael Bock came over
                                                        Before implementing RapidiOnline Ole Lynggaard had MS Dynamics CRM,
and did the initial Salesforce.com CRM-MS
Dynamics NAV integration in just 3 hours.
                                                        but the system was not being used and the data was inconsistent with their MS
The customer couldn´t believe this was                  Dynamics NAV. Just implementing the MS Dynamics CRM system itself was
possible.                                               very costly in terms of time and resources. The company decided to change to
RapidiOnline really is the ‘go-to integration           salesforce.com. They needed integration to MS Dynamics NAV and Salesforce
partner’ when needing integration between               recommended RapidiOnline.
Salesforce.com CRM with MS Dynamics NAV                 “The initial conversation with Michael was enough to convince me that
or MS Dynamics AX.“                                     RapidiOnline was the right integration partner, ” says Hans Kurt Hansen, CIO
                                      Thomas Olsson     at Ole Lynggaard Copenhagen. After a discussion with Michael we decided to
          Account Executive Nordics-Commercial Sales
                                    at salesforce.com
                                                        get the integration done from the start before implementing salesforce.com – in
                                                        fact, even before the user training in salesforce.com. We have not regretted that!


Quick Implementation
We were very quickly up and running. The first integration, which was customer information was up and running within a few hours.
The entire implementation process was smooth and painless. We implemented step by step ending up with a very well-grounded and
stable integration. After just three days all the integration points were tested and ready to go into production.


Initial Data Transfer
The initial data transfer of all the historical         “I would absolutely recommend RapidiOnline. The system
data like invoices, invoice lines (product de-          is very quick and flexible. Until now I have all my wishes
tails) and sales statistics were all handled by         fulfilled and the support is only an email away.“
RapidiOnline. We wanted to have all data
                                                             Hans Kur t Hansen, CFO & CIO at Ole Lynggaard Copenhagen
transferred and ready inside salesforce.com
when the user-training started in order to be
ready to go live right away. This process took
some time as we have about 370.000 invoice
lines yearly, but this was just running
automatically in the background.
Solution
   •• Customer Data Integration (bidirectional)
   •• Open Sales Orders are visible in salesforce.com
   •• Invoices & Credit Memos are visible in salesforce.com
   •• Reminders (sent from the finance team) visible inside salesforce.com
   •• Items, prices and supplier data from MS Dynamics NAV to salesforce.com




The Solution
RapidiOnline synchronizes customer data between Salesforce.com and MS Dynamics
NAV. Open sales orders, invoices, credit memos, items, pricing and supplier data are
transferred from MS Dynamics NAV to salesforce.com. Additionally Ole Lynggaard has
customized their integration to have reminders available inside salesforce.com. In that way
the sales reps have a very detailed knowledge about the customer and the sales history. The company’s items data has about 7000
different items numbers. The largest tables are invoices and orders. This means that they have 24.000 invoice heads and 370.000
invoice lines and these invoice heads and lines are all synchronized daily at night time. Customer data is synchronised hourly and
67.000 sales order lines are synchronised every night.
Furthermore they have big success with using Chatter internally which is integrated via RapidiOnline also. Ole Lynggaard uses
Chatter to communicate around Success Stories, PR and marketing tasks, and updates on Accounts and Contacts.


Integration before User Training - 100% User Adoption of Salesforce.com
When implementing our new CRM system our main goal was
to give the sales people a valuable tool to work with and
improve their work processes. If I compare it with the use of
                                                                    Results
the other system we had before salesforce.com, our sales
people now actually use salesforce.com and like it very much!       •• 100% User adoption of salesforce.com from the first day
                                                                    •• Ole Lynggaard can now market more effectively to their 		
One of the reasons is of course that the data inside                	 customers due to having up-to-date data available at their 	
salesforce.com is accurate are updated every hour via the
                                                                    	 fingertips and an integrated 360° view of the customer
integration. The second reason is that we implemented
RapidiOnline’s integration service before receiving                 •• Visibility of the data in salesforce.com
salesforce.com user training. Having all the data integrated        •• Quick Implementation
before starting to use the system was very effective and made
                                                                    •• Improved data availability
the salesforce user adoption a success. It was fantastic to
observe the sales reps adopting the system almost instantly.        •• More efficient business proceses
The fact that known data was in the system made the training
                                                                    •• Flexible integration solution
a big success. The sales people were very actively discussing
how to get the most out of the salesforce.com.

It was very obvious that these good discussions were a result      “It was fantastic to observe the sales reps adopting
of the ability to see their own data inside the system. They       the system almost instantly. The fact that known data
had their own customer’s invoices and their own customer           was in the system made the training a big success.”
orders which they knew and could work with that from the
very beginning. After the training the system was used from                     Hans Kurt Hansen, CFO & CIO at Ole Lynggaard Copenhagen
day one. Salesforce.com adoption was a success from day
one because we integrated the systems before starting the
actual use of salesforce.com.


Data Accessibility & Flexibility
= Better customer service
Before the integration our sales people had to call the
head office to gather information about a customer.
Furthermore if they wanted to add a new client, they needed to fill out a form and fax it into the
                        office and then wait for some person to be available to type the new data into the system. A very
                        cumbersome process. Now with the integration they can enter a customer themselves. They have
                        all their data on a given customer inside salesforce.com – even information they would not have
                        thought about to ask for (more detailed information). They can access the system from anywhere and
                        whenever they want, which gives them flexibility and makes them more independent as sales reps.
                        Having this detailed information right at their fingertips enables them to be very well prepared before
                        talking to the client. This translates into better customer service and in the end more sales.


                        More efficient work routine
                        As the sales people can now enter a customer them selves, they can also immediately start entering
                        other information like orders about this new customer. They are not dependent on a colleague in
                        the headquarter to set up a new customer first. “That
                        makes the CRM system very powerful to work with.
                        We have gained a more efficient work routine as we
                        gather important information from one single system,”
                        says CIO Hans Kurt Hansen.


Extended our use of salesforce.com
In the beginning we started out with around 10-15 users on salesforce.com
and today we are around 40 users on salesforce.com comprising not only
sales people but also marketing, logistics and procurement. Marketing
is using it for email marketing campaigns. Marketing also uploads
advertisements, schedules for insertion and PR-articles, that support the work
of the sales people. Logistics uploads delivery schedules for new products
and coordinates shipment of the inventory for the shops. Since the
implementation of RapidiOnline all our needed data is consistent and
up-to-date in one system and every department sees the value in that and
uses data from salesforce.com. As a consequence our use of salesforce.com
has also increased since the beginning.
Next thing to happen is to integrate our website with NAV and salesforce.com
and we are going to use RapidiOnline for that.


About Ole Lyngaard Copenhagen
                                                                                           “The RapidiOnline team is great
                                                                                           - the support is really proactive,
The family-run house has a solid and well-established reputation as a luxury               knowledgeable and professional“
brand, not only throughout Scandinavia, but also in many other parts of the                                           Thomas Olsson
world. Ole Lynggaard Copenhagen was established in 1963 by goldsmith                      Account Executive Nordics-Commercial Sales
                                                                                                                    at salesforce.com
Ole Lynggaard, who, after having studied and worked in Germany, Paris,
New York, San Francisco and Japan, came back to Denmark and bought
a small workshop. Charlotte Lynggaard, his daughter, who is a goldsmith and designer like her father, joined the company in
                         1992. Søren, his son, assumed management in 2003, and Michel Normann, Charlotte´s husband,
                         became commercial director in 2006. Find out more about the company on www.olelynggaard.com


                          About RapidiOnline
                          RapidiOnline provides agile on-demand data exchange and data integration solutions. Our mission
                          is to revolutionise how the world engages and deals with their data and systems - transforming data
                          integration from a complex to a simple task. Since 1992 RapidiOnline’s products have delivered
                          value with a compelling combination of performance, flexibility and reliability. RapidiOnline has
                          customers worldwide, that rely on us to manage and integrate their critical data. RapidiOnline is
                          based in Denmark and France.



                          Rapidi ApS | Sdr. Tingvej 10 | 6630 Rødding | Denmark
                          +45 73 84 85 50 | info@rapidionline.com | www.rapidionline.com

Contenu connexe

En vedette (8)

Anas slideshow
Anas slideshowAnas slideshow
Anas slideshow
 
Webinar 25-02-15-rapidi online-sfdc-ax-integration
Webinar 25-02-15-rapidi online-sfdc-ax-integrationWebinar 25-02-15-rapidi online-sfdc-ax-integration
Webinar 25-02-15-rapidi online-sfdc-ax-integration
 
[Webinar] Solutions & Strategies on Salesforce MS Dynamics NAV Integration
[Webinar] Solutions & Strategies on Salesforce MS Dynamics NAV Integration[Webinar] Solutions & Strategies on Salesforce MS Dynamics NAV Integration
[Webinar] Solutions & Strategies on Salesforce MS Dynamics NAV Integration
 
Ebook sf-ax-integration
Ebook sf-ax-integrationEbook sf-ax-integration
Ebook sf-ax-integration
 
Integrating your MS Dynamics AX with Salesforce.com
Integrating your MS Dynamics AX with Salesforce.comIntegrating your MS Dynamics AX with Salesforce.com
Integrating your MS Dynamics AX with Salesforce.com
 
Conceptos Psicomotores
Conceptos PsicomotoresConceptos Psicomotores
Conceptos Psicomotores
 
Wavelet Based Feature Extraction Scheme Of Eeg Waveform
Wavelet Based Feature Extraction Scheme Of Eeg WaveformWavelet Based Feature Extraction Scheme Of Eeg Waveform
Wavelet Based Feature Extraction Scheme Of Eeg Waveform
 
Ian morrison's profile
Ian morrison's profileIan morrison's profile
Ian morrison's profile
 

Plus de Rapidi ApS (formerly Data Backbone Software A/S)

Plus de Rapidi ApS (formerly Data Backbone Software A/S) (14)

[Webinar] How to integrate MS Dynamics NAV with Salesforce
[Webinar] How to integrate MS Dynamics NAV with Salesforce[Webinar] How to integrate MS Dynamics NAV with Salesforce
[Webinar] How to integrate MS Dynamics NAV with Salesforce
 
[Webinar] How to integrate MS Dynamics AX with Salesforce
[Webinar] How to integrate MS Dynamics AX with Salesforce[Webinar] How to integrate MS Dynamics AX with Salesforce
[Webinar] How to integrate MS Dynamics AX with Salesforce
 
Guide on how to replicate your MS Dynamics NAV Databases
Guide on how to replicate your MS Dynamics NAV DatabasesGuide on how to replicate your MS Dynamics NAV Databases
Guide on how to replicate your MS Dynamics NAV Databases
 
Integrate Salesforce.com with MS Dynamics NAV
Integrate Salesforce.com with MS Dynamics NAVIntegrate Salesforce.com with MS Dynamics NAV
Integrate Salesforce.com with MS Dynamics NAV
 
Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla
Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and JoomlaKimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla
Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla
 
Sfnav2010
Sfnav2010Sfnav2010
Sfnav2010
 
Salesforce.com to e-conomic Integration Solution
Salesforce.com to e-conomic Integration SolutionSalesforce.com to e-conomic Integration Solution
Salesforce.com to e-conomic Integration Solution
 
MS Dynamics NAV - MS Dynamics CRM Integration Solution
MS Dynamics NAV - MS Dynamics CRM Integration SolutionMS Dynamics NAV - MS Dynamics CRM Integration Solution
MS Dynamics NAV - MS Dynamics CRM Integration Solution
 
RapidiOnline MS Dynamics NAV - MS Dynamics CRM Integration Solution
RapidiOnline MS Dynamics NAV - MS Dynamics CRM Integration SolutionRapidiOnline MS Dynamics NAV - MS Dynamics CRM Integration Solution
RapidiOnline MS Dynamics NAV - MS Dynamics CRM Integration Solution
 
Integrating your Salesforce.com with MS Dynamics NAV with your MS Dynamics NAV
Integrating your Salesforce.com with MS Dynamics NAV with your MS Dynamics NAVIntegrating your Salesforce.com with MS Dynamics NAV with your MS Dynamics NAV
Integrating your Salesforce.com with MS Dynamics NAV with your MS Dynamics NAV
 
Integrating your Salesforce.com with your MS Dynamics NAV
Integrating your Salesforce.com with your MS Dynamics NAVIntegrating your Salesforce.com with your MS Dynamics NAV
Integrating your Salesforce.com with your MS Dynamics NAV
 
Directions EMEA 09 Presentation
Directions EMEA 09 PresentationDirections EMEA 09 Presentation
Directions EMEA 09 Presentation
 
Replicator 4 22 - Technical presentation
Replicator 4 22 - Technical presentationReplicator 4 22 - Technical presentation
Replicator 4 22 - Technical presentation
 
RapidiOnline Salesforce-MS Dynamics NAV Presentation
RapidiOnline Salesforce-MS Dynamics NAV PresentationRapidiOnline Salesforce-MS Dynamics NAV Presentation
RapidiOnline Salesforce-MS Dynamics NAV Presentation
 

Salesforce-MS Dynamics NAV Integration | Ole Lynggaard Customer Success Story

  • 1. Customer Success Story Connecting salesforce.com with MS Dynamics NAV 100% End-user Adoption of salesforce.com within a few days “The integration service is ver y mature and stable. It witnesses of a ver y well-proven technology and professional way of doing things at RapidiOnline. The integration it is set up quickly and it just works!” CER TIFIE Hans Kur t Hansen, CFO & CIO at Ole Lynggaard Copenhagen D PAR TNER
  • 2. Connecting MS Dynamics NAV with Salesforce.com Ole Lynggaard Copenhagen is designing and producing high-end jewellery and is present in a lot of countries. Their primary markets are Denmark, Norway & Sweden – continuously expanding to other countries worldwide. Germany, Austria, Switzerland, Benelux and Australia are the best exporting countries. They use MS Dynamics NAV for order registration, invoicing, production and all the administrative work. They use QlikView for reporting and have implemented salesforce.com CRM for their sales people around the world. In January 2011 they started using RapidiOnline for integrating their salesforce CRM system with their MS Dynamics NAV ERP data. Business Needs •• Stable integration between MS Dynamics NAV & Salesforce.com •• Complex data structure to be integrated with salesforce.com •• Time efficient and consistently working Integration •• Better data visibility and availability of data for sales people •• Scalable & flexible integration that can support a growing business “RapidiOnline is one of the few vendors I know that take their time in understanding your exact needs and concerns.” Hans Kurt Hansen, CFO & CIO at Ole Lynggaard Copenhagen “RapidiOnline did an amazing job in the Ole Challenges before RapidiOnline Lynggaard Project. Michael Bock came over Before implementing RapidiOnline Ole Lynggaard had MS Dynamics CRM, and did the initial Salesforce.com CRM-MS Dynamics NAV integration in just 3 hours. but the system was not being used and the data was inconsistent with their MS The customer couldn´t believe this was Dynamics NAV. Just implementing the MS Dynamics CRM system itself was possible. very costly in terms of time and resources. The company decided to change to RapidiOnline really is the ‘go-to integration salesforce.com. They needed integration to MS Dynamics NAV and Salesforce partner’ when needing integration between recommended RapidiOnline. Salesforce.com CRM with MS Dynamics NAV “The initial conversation with Michael was enough to convince me that or MS Dynamics AX.“ RapidiOnline was the right integration partner, ” says Hans Kurt Hansen, CIO Thomas Olsson at Ole Lynggaard Copenhagen. After a discussion with Michael we decided to Account Executive Nordics-Commercial Sales at salesforce.com get the integration done from the start before implementing salesforce.com – in fact, even before the user training in salesforce.com. We have not regretted that! Quick Implementation We were very quickly up and running. The first integration, which was customer information was up and running within a few hours. The entire implementation process was smooth and painless. We implemented step by step ending up with a very well-grounded and stable integration. After just three days all the integration points were tested and ready to go into production. Initial Data Transfer The initial data transfer of all the historical “I would absolutely recommend RapidiOnline. The system data like invoices, invoice lines (product de- is very quick and flexible. Until now I have all my wishes tails) and sales statistics were all handled by fulfilled and the support is only an email away.“ RapidiOnline. We wanted to have all data Hans Kur t Hansen, CFO & CIO at Ole Lynggaard Copenhagen transferred and ready inside salesforce.com when the user-training started in order to be ready to go live right away. This process took some time as we have about 370.000 invoice lines yearly, but this was just running automatically in the background.
  • 3. Solution •• Customer Data Integration (bidirectional) •• Open Sales Orders are visible in salesforce.com •• Invoices & Credit Memos are visible in salesforce.com •• Reminders (sent from the finance team) visible inside salesforce.com •• Items, prices and supplier data from MS Dynamics NAV to salesforce.com The Solution RapidiOnline synchronizes customer data between Salesforce.com and MS Dynamics NAV. Open sales orders, invoices, credit memos, items, pricing and supplier data are transferred from MS Dynamics NAV to salesforce.com. Additionally Ole Lynggaard has customized their integration to have reminders available inside salesforce.com. In that way the sales reps have a very detailed knowledge about the customer and the sales history. The company’s items data has about 7000 different items numbers. The largest tables are invoices and orders. This means that they have 24.000 invoice heads and 370.000 invoice lines and these invoice heads and lines are all synchronized daily at night time. Customer data is synchronised hourly and 67.000 sales order lines are synchronised every night. Furthermore they have big success with using Chatter internally which is integrated via RapidiOnline also. Ole Lynggaard uses Chatter to communicate around Success Stories, PR and marketing tasks, and updates on Accounts and Contacts. Integration before User Training - 100% User Adoption of Salesforce.com When implementing our new CRM system our main goal was to give the sales people a valuable tool to work with and improve their work processes. If I compare it with the use of Results the other system we had before salesforce.com, our sales people now actually use salesforce.com and like it very much! •• 100% User adoption of salesforce.com from the first day •• Ole Lynggaard can now market more effectively to their One of the reasons is of course that the data inside customers due to having up-to-date data available at their salesforce.com is accurate are updated every hour via the fingertips and an integrated 360° view of the customer integration. The second reason is that we implemented RapidiOnline’s integration service before receiving •• Visibility of the data in salesforce.com salesforce.com user training. Having all the data integrated •• Quick Implementation before starting to use the system was very effective and made •• Improved data availability the salesforce user adoption a success. It was fantastic to observe the sales reps adopting the system almost instantly. •• More efficient business proceses The fact that known data was in the system made the training •• Flexible integration solution a big success. The sales people were very actively discussing how to get the most out of the salesforce.com. It was very obvious that these good discussions were a result “It was fantastic to observe the sales reps adopting of the ability to see their own data inside the system. They the system almost instantly. The fact that known data had their own customer’s invoices and their own customer was in the system made the training a big success.” orders which they knew and could work with that from the very beginning. After the training the system was used from Hans Kurt Hansen, CFO & CIO at Ole Lynggaard Copenhagen day one. Salesforce.com adoption was a success from day one because we integrated the systems before starting the actual use of salesforce.com. Data Accessibility & Flexibility = Better customer service Before the integration our sales people had to call the head office to gather information about a customer.
  • 4. Furthermore if they wanted to add a new client, they needed to fill out a form and fax it into the office and then wait for some person to be available to type the new data into the system. A very cumbersome process. Now with the integration they can enter a customer themselves. They have all their data on a given customer inside salesforce.com – even information they would not have thought about to ask for (more detailed information). They can access the system from anywhere and whenever they want, which gives them flexibility and makes them more independent as sales reps. Having this detailed information right at their fingertips enables them to be very well prepared before talking to the client. This translates into better customer service and in the end more sales. More efficient work routine As the sales people can now enter a customer them selves, they can also immediately start entering other information like orders about this new customer. They are not dependent on a colleague in the headquarter to set up a new customer first. “That makes the CRM system very powerful to work with. We have gained a more efficient work routine as we gather important information from one single system,” says CIO Hans Kurt Hansen. Extended our use of salesforce.com In the beginning we started out with around 10-15 users on salesforce.com and today we are around 40 users on salesforce.com comprising not only sales people but also marketing, logistics and procurement. Marketing is using it for email marketing campaigns. Marketing also uploads advertisements, schedules for insertion and PR-articles, that support the work of the sales people. Logistics uploads delivery schedules for new products and coordinates shipment of the inventory for the shops. Since the implementation of RapidiOnline all our needed data is consistent and up-to-date in one system and every department sees the value in that and uses data from salesforce.com. As a consequence our use of salesforce.com has also increased since the beginning. Next thing to happen is to integrate our website with NAV and salesforce.com and we are going to use RapidiOnline for that. About Ole Lyngaard Copenhagen “The RapidiOnline team is great - the support is really proactive, The family-run house has a solid and well-established reputation as a luxury knowledgeable and professional“ brand, not only throughout Scandinavia, but also in many other parts of the Thomas Olsson world. Ole Lynggaard Copenhagen was established in 1963 by goldsmith Account Executive Nordics-Commercial Sales at salesforce.com Ole Lynggaard, who, after having studied and worked in Germany, Paris, New York, San Francisco and Japan, came back to Denmark and bought a small workshop. Charlotte Lynggaard, his daughter, who is a goldsmith and designer like her father, joined the company in 1992. Søren, his son, assumed management in 2003, and Michel Normann, Charlotte´s husband, became commercial director in 2006. Find out more about the company on www.olelynggaard.com About RapidiOnline RapidiOnline provides agile on-demand data exchange and data integration solutions. Our mission is to revolutionise how the world engages and deals with their data and systems - transforming data integration from a complex to a simple task. Since 1992 RapidiOnline’s products have delivered value with a compelling combination of performance, flexibility and reliability. RapidiOnline has customers worldwide, that rely on us to manage and integrate their critical data. RapidiOnline is based in Denmark and France. Rapidi ApS | Sdr. Tingvej 10 | 6630 Rødding | Denmark +45 73 84 85 50 | info@rapidionline.com | www.rapidionline.com