Ole Lynggaard uses RapidiOnline to integrate their salesforce.com CRM and MS Dynamics NAV. Read their story on how they achieved 100% salesforce user adoption by integrating their systems.
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