"Integrating Salesforce CRM through Scribe" Webinar
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Transcript of "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
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
3
Agenda
• Scribe Company Overview• The Data Disconnect• The Scribe Product Introduction• Demonstration - Scribe for Salesforce/Dynamics GP
Integration• Q & A
+
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
04/09/2023 Scribe Software Confidential 5
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
04/09/2023 Scribe Software Confidential 6
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
04/09/2023 Scribe Software Confidential 7
• 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
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
04/09/2023 Scribe Software Confidential 9
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
04/09/2023 Scribe Software Confidential 10
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
04/09/2023 Scribe Software Confidential 11
Demonstration
04/09/2023 Scribe Software Confidential 12
Connect with Scribe
Microsoft Dynamics ERP – AX, NAV, GP
and CRM
04/09/2023 Scribe Software Confidential 13
Questions
04/09/2023 Scribe Software Confidential 14
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