"integrating salesforce crm through scribe" webinar

Download "Integrating Salesforce CRM through Scribe" Webinar

Post on 28-Nov-2014




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


  • 1. INTEGRATION FOR SALESFORCEAND MICROSOFT DYNAMICS GP Presented by: Robin Dupre, Sales Manager, Scribe Software Rich Radaci, Sales Engineer, Scribe Software
  • 2. 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 + 3
  • 4. 12,000 customers worldwide1,000 partners1,200 certified consultants8 out of 10 largest financialinstitutions Leader in Customer Data Integration Premise & Cloud Solutions Cloud Integration Platform ISV Program 15+ years CRM experience
  • 5. The Data Challenge Employees struggle to find information they need 25% of a sales persons 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 2012 2 Data Growth and Protection Survey, March 2012, Symform & StorageCraft 3 State of Data Integration, Scribe Software, March 2012 11/15/2012 Scribe Software Confidential 5
  • 6. Scribe PortfolioFull Range of Premise, Cloud, Hybrid, or Hosted Insight Online Premise Integration Solution Cloud Integration Platform Complex, deep integration Integration Platform for for the Enterprise Partners Replication & Integration Adapters to natively connect to Solutions for customers Microsoft Dynamics, Salesforce, SAP and more Scribe built connectors for easy access to key applications Templates to jumpstart integration SolutionPaks to jumpstart integration Interoperability with Scribe Ecosystem of Partner built Online connectors & solutions11/15/2012 Scribe Software Confidential 6
  • 7. Salesforce to Dynamics GP Microsoft Dynamics GP 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 11/15/2012 Scribe Software Confidential 7
  • 8. Back to Basics - Configuration For simple, many and complex integrations Templates Designer Administrator Workbench Server Console Adapter Adapter Adapter Application/DB Server 1 Application/DB Server 2 On Demand Application Legacy Systems ERP
  • 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 11/15/2012 Scribe Software Confidential 9
  • 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 Console11/15/2012 Scribe Software Confidential 10
  • 11. Demonstration11/15/2012 Scribe Software Confidential 11
  • 12. Connect with Scribe Microsoft Dynamics ERP AX, NAV, GP and CRM11/15/2012 Scribe Software Confidential 12
  • 13. Questions11/15/2012 Scribe Software Confidential 13
  • 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_Salesf orce_Template.pdf Contact you Doble representative or robin.dupre@scribesoft.com Check us out on the Appexchange11/15/2012 Scribe Software Confidential 14