"Integrating Salesforce CRM through Scribe" Webinar

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INTEGRATION FOR SALESFORCE AND MICROSOFT DYNAMICS GP Presented by: Robin Dupre, Sales Manager, Scribe Software Rich Radaci, Sales Engineer, Scribe Software

description

CRM integration, cloud computing, integration solutions, integrating Salesforce through Scribe, integrating Microsoft GP,

Transcript of "Integrating Salesforce CRM through Scribe" Webinar

Page 1: "Integrating Salesforce CRM through Scribe" Webinar

INTEGRATION FOR SALESFORCE AND MICROSOFT DYNAMICS GP

Presented by: Robin Dupre, Sales Manager, Scribe SoftwareRich Radaci, Sales Engineer, Scribe Software

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Housekeeping

• Phone lines are muted

• Presentation is approximately 40 Minutes

• Use the Questions feature to submit questions

• All questions will be addressed at the end of presentation

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Agenda

• Scribe Company Overview• The Data Disconnect• The Scribe Product Introduction• Demonstration - Scribe for Salesforce/Dynamics GP

Integration• Q & A

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12,000 customers worldwide

1,000 partners

1,200 certified consultants

8 out of 10 largest financial institutions

Leader in Customer Data Integration

Premise & Cloud SolutionsCloud Integration PlatformISV Program15+ years CRM experience

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The Data Challenge

• Employees struggle to find information they need – 25% of a sales person’s time each week is spent doing

research using as many as 15 distinct data sources1

– The average employee spends 4.5 hours every week tracking down information they need to do their job.2

• Why? Because the technology not in place to support the needs of the business– >50% of companies do not have the systems in place to

bring structured and unstructured data together1

– Only 15% of customer facing systems are integrated3

1Information Week, CSO Insights, August 20122 Data Growth and Protection Survey, March 2012, Symform & StorageCraft3 State of Data Integration, Scribe Software, March 2012

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Scribe Portfolio

InsightPremise Integration Solution

Complex, deep integration for the Enterprise

Adapters to natively connect to Microsoft Dynamics, Salesforce,

SAP and more

Templates to jumpstart integration

Interoperability with Scribe Online

OnlineCloud Integration Platform

Integration Platform for Partners

Replication & Integration Solutions for customers

Scribe built connectors for easy access to key applications

SolutionPaks to jumpstart integration

Ecosystem of Partner built connectors & solutions

Full Range of Premise, Cloud, Hybrid, or Hosted

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• Increase revenue– Generate accurate sales quotes– Execute on product focused campaigns

• Retain more customers– Have real-time customer data as you meet with them– Deliver the right products, on time

• Lower your selling costs– Streamline your sales order processes– Eliminate duplicate data entry

• Gain better business intelligence– Maximize your visibility into sales activity by customer and product

Salesforce to Dynamics GP

Microsoft Dynamics

GP

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Back to Basics - Configuration

Server

Templates

AdapterAdapter

Application/DB Server 1 Application/DB Server 2

Console

Administrator

Workbench

Designer

Legacy Systems ERP

• For simple, many and complex integrations

Adapter

On Demand Application

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Scribe Integration in Action

• Scribe template– Starting point for integration as-is or configure to meet unique needs

• Synchronize – Customer, address, & prod catalog records between Salesforce/DynamicsGP

• In real time– Convert opportunities to orders in Salesforce, and – Automatically process orders in Dynamics GP

• Provide complete customer visibility in Salesforce – Real time updates of orders and invoices from Dynamics GP

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Demonstration

• Salesforce to Microsoft Dynamics GP– Dynamics GP Customer Credit Status Visibility within SFDC– SFDC/GP Order to Invoicing Business Process• SFDC Opportunity to Order Conversion• SFDC Order Submission to Dynamics GP• Dynamics GP Update & Invoicing to SFDC

– Scribe Insight Components• Workbench• Console

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Demonstration

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Connect with Scribe

Microsoft Dynamics ERP – AX, NAV, GP

and CRM

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Questions

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Learn More

• Visit our website: www.scribesoft.com• Download a datasheet: – Dynamics GP to Salesforce:

http://scribesoft.com/images/pdf/DataSheet_Dynamics_GP_to_Salesforce_Template.pdf

• Contact you Doble representative or [email protected]

• Check us out on the Appexchange