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Salesforce Sales CloudIntegrationCustomer Success Stories
MS Dynamics to SalesforceProblem• When an opportunity was closed in Salesforce sales order info needed to bemanually keyed...
ProblemCardinal Capital Management was only using Advent APX with limited CRMfunctionality and no mobile access to data, n...
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Mansa Systems Salesforce Integration Customer Success

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Mansa's Integration Success

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Mansa Systems Salesforce Integration Customer Success

  1. 1. Salesforce Sales CloudIntegrationCustomer Success Stories
  2. 2. MS Dynamics to SalesforceProblem• When an opportunity was closed in Salesforce sales order info needed to bemanually keyed into MS Dynamics NAV• Time consuming manual process, and introduction of human error in the processSolutionMansa Systems integrated Salesforce with MS Dynamics Navision using InformaticaCloud. Nimble Storage now has a bi-directional sync between Salesforce and Navisionallowing a complete data view in both systems and giving 200+ reps access to data inthe ERP.Benefits Time savings with auto sync Complete accuracy of data – removed human error from manual data entry Reduced communication time – no more back and forth emails between orderprocessing and sales
  3. 3. ProblemCardinal Capital Management was only using Advent APX with limited CRMfunctionality and no mobile access to data, no complete customer view, no viewof pipelineSolutionMansa implemented Salesforce and integrated with Advent APXBenefitsIncreased sales, reduced dropped sales, better customer experienceComplete pipeline view and accurate forecastingImproved remote efficiency of sales team“Mansa was recommended to my firm for our Salesforce implementation so thatwe could integrate with Advent. Not only were they knowledgeable andexperienced in this, but it has become the perfect working system for our salesteam.”“They really are experts at what they do!”Emily Burt - VP Marketing, Communications, and Business DevelopmentAdvent APX to Salesforce integration

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