Mansa's Integration 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