salesforce-ms dynamics nav integration | ole lynggaard customer success story

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“The integration service is very mature and stable. It witnesses of a very well-proven technology and professional way of doing things at RapidiOnline. The integration it is set up quickly and it just works!” Hans Kurt Hansen, CFO & CIO at Ole Lynggaard Copenhagen Customer Success Story 100% End-user Adoption of salesforce.com within a few days Connecting salesforce.com with MS Dynamics NAV CERTIFIED PARTNER

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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.

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Page 1: Salesforce-MS Dynamics NAV Integration | Ole Lynggaard Customer Success Story

“The integration service is very mature and stable. It witnesses of a very well-proven technology and professional way of doing things at RapidiOnline. The integration it is set up quickly and it just works!”

Hans Kur t Hansen, CFO & CIO at Ole Lynggaard Copenhagen

Customer Success Story

100% End-user Adoption of salesforce.com within a few days

Connecting salesforce.com with MS Dynamics NAV

CERTIFIED

PARTNER

Page 2: Salesforce-MS Dynamics NAV Integration | Ole Lynggaard Customer Success Story

Connecting MS Dynamics NAV with Salesforce.comOle 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.

Challenges before RapidiOnline Before implementing RapidiOnline Ole Lynggaard had MS Dynamics CRM, but the system was not being used and the data was inconsistent with their MS Dynamics NAV. Just implementing the MS Dynamics CRM system itself was very costly in terms of time and resources. The company decided to change to salesforce.com. They needed integration to MS Dynamics NAV and Salesforce recommended RapidiOnline.“The initial conversation with Michael was enough to convince me that RapidiOnline was the right integration partner, ” says Hans Kurt Hansen, CIO at Ole Lynggaard Copenhagen. After a discussion with Michael we decided to 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 ImplementationWe 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 data like invoices, invoice lines (product de-tails) and sales statistics were all handled by RapidiOnline. We wanted to have all data 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.

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

“I would absolutely recommend RapidiOnline. The system is very quick and flexible. Until now I have all my wishes fulfilled and the support is only an email away.“

Hans Kur t Hansen, CFO & CIO at Ole Lynggaard Copenhagen

“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 Lynggaard Project. Michael Bock came over and did the initial Salesforce.com CRM-MS Dynamics NAV integration in just 3 hours. The customer couldn t believe this was possible. RapidiOnline really is the ‘go-to integration partner’ when needing integration between Salesforce.com CRM with MS Dynamics NAV or MS Dynamics AX.“

Thomas Olsson Account Executive Nordics-Commercial Sales

at salesforce.com

Page 3: Salesforce-MS Dynamics NAV Integration | Ole Lynggaard Customer Success Story

The SolutionRapidiOnline 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.comWhen 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 the other system we had before salesforce.com, our sales people now actually use salesforce.com and like it very much! One of the reasons is of course that the data inside salesforce.com is accurate are updated every hour via the integration. The second reason is that we implemented RapidiOnline’s integration service before receiving salesforce.com user training. Having all the data integrated before starting to use the system was very effective and made the salesforce user adoption a success. It was fantastic to observe the sales reps adopting the system almost instantly. The fact that known data was in the system made the training 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 of the ability to see their own data inside the system. They had their own customer’s invoices and their own customer orders which they knew and could work with that from the very beginning. After the training the system was used from 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 serviceBefore the integration our sales people had to call the head office to gather information about a customer.

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

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

Results

• 100% User adoption of salesforce.com from the first day

• Ole Lynggaard can now market more effectively to their

customers due to having up-to-date data available at their

fingertips and an integrated 360° view of the customer

• Visibility of the data in salesforce.com

• Quick Implementation

• Improved data availability

• More efficient business proceses

• Flexible integration solution

“It was fantastic to observe the sales reps adopting the system almost instantly. The fact that known data was in the system made the training a big success.”

Hans Kurt Hansen, CFO & CIO at Ole Lynggaard Copenhagen

Page 4: Salesforce-MS Dynamics NAV Integration | Ole Lynggaard Customer Success Story

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 routineAs 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.comIn 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 CopenhagenThe family-run house has a solid and well-established reputation as a luxury brand, not only throughout Scandinavia, but also in many other parts of the world. Ole Lynggaard Copenhagen was established in 1963 by goldsmith 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 RapidiOnlineRapidiOnline 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 | [email protected] | www.rapidionline.com

“The RapidiOnline team is great - the support is really proactive, knowledgeable and professional“

Thomas Olsson Account Executive Nordics-Commercial Sales

at salesforce.com