Customer 360 Snapshot
- Single source of truth aggregating customer data in an easily searchable, accessible and reportable CRM.
- Data integrity preserved with automated syncing of customer information across both systems, eliminating the need for manual data entry.
- Frontline and Sales teams can easily access data streaming from Dynamics 365 in a single, unified Salesforce interface on both desktop and mobile apps.
- Dynamics 365 data brought into Salesforce becomes actionable for management with Salesforce analytics and dashboards.
Actionable Data and Business Process Automation
- Salesforce Process Automation tools (like Lightning Flow) enables automated alerts, notifications based on data updates from ERP
- Makes data actionable for management and accessible for external parties, utilizing the power of Salesforce dashboards and portals.
DATA SYNC MATRIX
Architecture / Features
PRICES ARE IN USD, BILLED ANNUALLY
- Two-way sync for Account
- One-way sync for Product and Pricing
- One-way sync for Order and Order line items
- All Starter Plan features, plus:
- One-way sync for Inventory Levels
- One-way sync for Invoice
- One way sync for Customer Balances
Please Contact Sales for our Onboarding Service Packages.
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Whether you are new to Salesforce and contemplating your technology roadmap, or a current Salesforce customer looking to get more mileage out of your existing investment, our 50+ years of experience with Salesforce's platform can help identify and mitigate risks to a successful implementation and accelerate adoption for your team.