360° Customer View with Seamless Salesforce Integrations
Client Overview
A professional services firm sought to unify customer data and streamline order processing by integrating Salesforce with external systems like Risco and Dynamics. Their goal was to automate data flows, reduce manual effort, and improve accuracy, ultimately enhancing operational efficiency and customer satisfaction.
Challenges
Fragmented Data
Customer data was scattered across platforms, requiring manual effort.
Order Processing Delays
Manual handling of product and order data slowed sales cycles.
Data Synchronization
Limited reporting capabilities slowing decision-making.
The Process
We focused on real-time API integrations to automate data retrieval and synchronization, reducing manual tasks and improving data accuracy.
Risco Integration
Enabled real-time import of customer details (CUI, employees, turnover) into Salesforce, minimizing manual entry errors.
Dynamics Sync
Automated order creation from Salesforce opportunities and synchronized product data in real time, streamlining sales workflows.
API Management
Developed reliable APIs for seamless communication, ensuring consistent data across systems.
Toolstack
- Salesforce Sales Cloud
- Microsoft Dynamics 365
- Custom API Integrations
Outcome
The client achieved a unified customer view and streamlined order processing, boosting efficiency and data accuracy.
Customer data updates became automated and accurate.
Orders flow seamlessly between Salesforce and Dynamics.
Sales and service teams gained operational efficiency.
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