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Do Amazing things with
Magento, SalesPad and
Dynamics GP Integration
i95Dev
Magento and Dynamics GP are two very powerful systems, each capable of driving
incredible benefits to a business. SalesPad, on other hand, amplifies the power of
the Dynamics GP system, both, by making it easier to use Dynamics GP and execute
tasks faster, and by extending it to do things that were not possible earlier.
Now imagine all the amazing things a business could do, when these three systems
work in tandem with each other. i95Dev, owing to the space we operate in, has had
the privilege to help and see businesses achieve amazing things by making these
three systems work together – yes by integrating Magento, SalesPad, and
Dynamics GP ERP system.
In this presentation, we will look at some of those use cases and understand how
these businesses are differentiating themselves from competition.
OVERVIEW
02
ERP
MANAGE PRODUCT, INVENTORY AND PRICING BETTER
03
WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR?
04
Dynamics GP SalesPad Magento
Store Product Information
Dynamics GP, for most businesses,
is usually the master for all product
information (including inventory
and pricing).
Manage and Maintain Product
Information
SalesPad not only makes it easy for
businesses to manage and maintain
the product information in GP
(with its simple and easy to use UI),
but also enables businesses to
create complex pricing rules for
each one of these products.
Consume Product Information
Magento is where all the product,
inventory, and pricing information
is consumed (when customers
browse your e-commerce store).
Multi Channel Sales
One of our clients, a leading distributor of music equipment, uses SalesPad to
create, update product information, manage inventory, and customized
pricing rules in Dynamics GP. This information is then automatically
synchronized to the Magento e-commerce store (and from there to other
channels like eBay and Amazon).
How has our integration helped them?
This has helped them sell across multiple sales channels (like e-commerce,
eBay, Amazon, etc.) with little incremental effort. They now manage all
information in one single system and automatically sync updates to other
systems. This also dramatically reduced the errors that they earlier
encountered because of manual data entry.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
05
STREAMLINE PAYMENTS
06
WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR?
07
Magento SalesPad Dynamics GP
Accept Orders
Magento makes it convenient for
customers to place orders by
selecting the payment method of
their choice.
Authorize and Capture
Payments
SalesPad is used by businesses to
both authorize and capture
payments.
Fulfill Orders
Dynamics GP is the system where
the orders are fulfilled, inventory
deducted, and accounts updated.
PCI Compliance
One of our clients, a prominent importer and distributor of immunoassay
products, uses SalesPad to authorize payments before an order is accepted in
the Magento e-commerce store.
How has our integration helped them?
One of the biggest advantage of this was the client’s e-commerce store no
longer had to be PCI Compliant. The client could still take care of its
customers’ security concerns, by authorizing and accepting payments in
SalesPad, which was PCI Compliant.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
08
Authorize Now Capture Later
Another customer, operating in the religious institution industry, leverages
Magento to accept orders (and authorize payments).
Once the order is placed, the order information (including authorization
token, customer’s credit card information, etc.) are synchronized to the
Dynamics GP and SalesPad systems.
How has our integration helped them?
This enabled them to auto capture payments once the order was fulfilled,
initiate refunds for returns, accept new orders via phone, and more.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
09
SUPPORT CUSTOM ORDER WORKFLOW
10
WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR?
11
Magento SalesPad Dynamics GP
Accept Orders
Magento makes it convenient for
customers to view and select
products, and place orders.
Build Order Fulfillment
Workflows
SalesPad is used by businesses to
create custom workflows for order
fulfillment. Like an approval
workflow for a certain orders,
immediate fulfillment for others,
etc.
Fulfill Orders
Dynamics GP is the system where
the orders are fulfilled, inventory
deducted, and accounts updated.
Partial Order Fulfillment
One of our clients, a leading distributor of toys and baby products, took pride
in their short order fulfillment cycle. They loved delighting their customers by
fulfilling orders as quickly as possible. To achieve that they automated their
entire order fulfillment process.
How has our integration helped them?
Once an order is placed in Magento, the order is automatically synced to the
SalesPad and Dynamics GP systems for fulfillment. In SalesPad, they have
custom workflows setup that automatically split the order into two – one for
items with inventory that can be fulfilled immediately and one backorder for
items with no inventory.
The backorder is fulfilled when the inventory is available and relevant
information is synced back to the Magento system to keep customers
information about the order status.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
12
Automate Shipment and Invoice Creation
Another client, a leading provider of educational products, took things one
step further by automating the shipment and invoice creation in Magento
based on order status in Dynamics GP.
How has our integration helped them?
The integration ensured that the customer was kept informed about the order
status and shipping tracking number without any manual intervention.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
13
Different Workflow for Different Channels
A customer, operating in the religious institution industry, catered to
customers across multiple channels (including e-commerce, radio, and
television) and had a different order workflow for each channel. The client
used SalesPad to configure these workflows.
How has our integration helped them?
By integrating Magento, SalesPad, and Dynamics GP the client was able to
synchronize orders from e-commerce to ERP and push them into a specific
workflow for fulfillment. All this without any manual intervention, giving
them time to focus on their business.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
14
DRIVE CUSTOMER SERVICE AND EXPERIENCE
15
WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR?
16
Magento SalesPad Dynamics GP
Customer Touch Point
Magento is an important touch
point for customers to view
products, place orders, track order
and shipment status, view invoices,
etc.
Customer Service Tool
SalesPad is used by businesses to
access data in Dynamics GP to
answer customer queries related to
products, inventory availability,
order status, etc. immediate
fulfillment for others, etc.
Data Repository
Dynamics GP is the system where
the historic and updated
information related to customer,
product, inventory, order, etc. is
present.
Keep Customers Informed
A client, who was a leading manufacturer and supplier of deuterated
compounds to researchers around the world, used Magento to accept orders,
Dynamics GP to manage product and inventory information, and SalesPad to
streamline order fulfillment process.
With Magento, SalesPad and Dynamics GP integration, the customer was able
to service their customers better by automating information sync from
Dynamics GP and SalesPad to Magento.
How has our integration helped them?
The integration solution provided by i95Dev kept their customers informed
about order status, shipping status, pending invoices, etc. without any manual
intervention. This greatly increased their operational efficiency and saved
precious resource time.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
17
Service Customers Better
A customer, prominent importer and distributor of immunoassay products,
uses SalesPad as a customer service tool to update customer information,
take orders, view and raise invoices, and more.
How has our integration helped them?
The Magento, SalesPad and Dynamics GP integration helped them centralize
and maintain accurate customer, product, inventory, and order information
from multiple channels, thereby helping them provide omni-channel
experience to their customers.
For example, their customer service team now use SalesPad to answer
customer queries related to orders placed in Magento, their customers use e-
commerce as self-service customer portal to view all order and invoice
updates.
HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER
18
19
If you are a business
looking to grow your
business, leverage
the power of
Magento, Dynamics
GP and SalesPad
Contact i95Dev
About i95Dev
i95Dev provides complete suite of eCommerce solutions for B2B and B2C markets. We are one of the
leading systems integrators for Magento in supporting complex integrations with various ERPs, POS,
CRM, Accounting, Mobile and Social Applications.
We advise more than 1500 brands from Retail, Manufacturing, Distribution and Wholesale Trade on
Next Generation Commerce and Omni-channel strategies.
New Jersey
581 main street,
6th floor,
Woodbridge
Ph. 301.760.7499
New York
1430 Broadway,
7th Floor New York , NY 10018.
Ph:646.259.3662
Australia
Sydney, NSW – 2145,
Ph. (02) 8015 5446
www.i95Dev.com

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Do Amazing things with SalesPad, Magento and Dynamics GP Integration.

  • 1. Do Amazing things with Magento, SalesPad and Dynamics GP Integration i95Dev
  • 2. Magento and Dynamics GP are two very powerful systems, each capable of driving incredible benefits to a business. SalesPad, on other hand, amplifies the power of the Dynamics GP system, both, by making it easier to use Dynamics GP and execute tasks faster, and by extending it to do things that were not possible earlier. Now imagine all the amazing things a business could do, when these three systems work in tandem with each other. i95Dev, owing to the space we operate in, has had the privilege to help and see businesses achieve amazing things by making these three systems work together – yes by integrating Magento, SalesPad, and Dynamics GP ERP system. In this presentation, we will look at some of those use cases and understand how these businesses are differentiating themselves from competition. OVERVIEW 02 ERP
  • 3. MANAGE PRODUCT, INVENTORY AND PRICING BETTER 03
  • 4. WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR? 04 Dynamics GP SalesPad Magento Store Product Information Dynamics GP, for most businesses, is usually the master for all product information (including inventory and pricing). Manage and Maintain Product Information SalesPad not only makes it easy for businesses to manage and maintain the product information in GP (with its simple and easy to use UI), but also enables businesses to create complex pricing rules for each one of these products. Consume Product Information Magento is where all the product, inventory, and pricing information is consumed (when customers browse your e-commerce store).
  • 5. Multi Channel Sales One of our clients, a leading distributor of music equipment, uses SalesPad to create, update product information, manage inventory, and customized pricing rules in Dynamics GP. This information is then automatically synchronized to the Magento e-commerce store (and from there to other channels like eBay and Amazon). How has our integration helped them? This has helped them sell across multiple sales channels (like e-commerce, eBay, Amazon, etc.) with little incremental effort. They now manage all information in one single system and automatically sync updates to other systems. This also dramatically reduced the errors that they earlier encountered because of manual data entry. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 05
  • 7. WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR? 07 Magento SalesPad Dynamics GP Accept Orders Magento makes it convenient for customers to place orders by selecting the payment method of their choice. Authorize and Capture Payments SalesPad is used by businesses to both authorize and capture payments. Fulfill Orders Dynamics GP is the system where the orders are fulfilled, inventory deducted, and accounts updated.
  • 8. PCI Compliance One of our clients, a prominent importer and distributor of immunoassay products, uses SalesPad to authorize payments before an order is accepted in the Magento e-commerce store. How has our integration helped them? One of the biggest advantage of this was the client’s e-commerce store no longer had to be PCI Compliant. The client could still take care of its customers’ security concerns, by authorizing and accepting payments in SalesPad, which was PCI Compliant. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 08
  • 9. Authorize Now Capture Later Another customer, operating in the religious institution industry, leverages Magento to accept orders (and authorize payments). Once the order is placed, the order information (including authorization token, customer’s credit card information, etc.) are synchronized to the Dynamics GP and SalesPad systems. How has our integration helped them? This enabled them to auto capture payments once the order was fulfilled, initiate refunds for returns, accept new orders via phone, and more. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 09
  • 10. SUPPORT CUSTOM ORDER WORKFLOW 10
  • 11. WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR? 11 Magento SalesPad Dynamics GP Accept Orders Magento makes it convenient for customers to view and select products, and place orders. Build Order Fulfillment Workflows SalesPad is used by businesses to create custom workflows for order fulfillment. Like an approval workflow for a certain orders, immediate fulfillment for others, etc. Fulfill Orders Dynamics GP is the system where the orders are fulfilled, inventory deducted, and accounts updated.
  • 12. Partial Order Fulfillment One of our clients, a leading distributor of toys and baby products, took pride in their short order fulfillment cycle. They loved delighting their customers by fulfilling orders as quickly as possible. To achieve that they automated their entire order fulfillment process. How has our integration helped them? Once an order is placed in Magento, the order is automatically synced to the SalesPad and Dynamics GP systems for fulfillment. In SalesPad, they have custom workflows setup that automatically split the order into two – one for items with inventory that can be fulfilled immediately and one backorder for items with no inventory. The backorder is fulfilled when the inventory is available and relevant information is synced back to the Magento system to keep customers information about the order status. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 12
  • 13. Automate Shipment and Invoice Creation Another client, a leading provider of educational products, took things one step further by automating the shipment and invoice creation in Magento based on order status in Dynamics GP. How has our integration helped them? The integration ensured that the customer was kept informed about the order status and shipping tracking number without any manual intervention. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 13
  • 14. Different Workflow for Different Channels A customer, operating in the religious institution industry, catered to customers across multiple channels (including e-commerce, radio, and television) and had a different order workflow for each channel. The client used SalesPad to configure these workflows. How has our integration helped them? By integrating Magento, SalesPad, and Dynamics GP the client was able to synchronize orders from e-commerce to ERP and push them into a specific workflow for fulfillment. All this without any manual intervention, giving them time to focus on their business. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 14
  • 15. DRIVE CUSTOMER SERVICE AND EXPERIENCE 15
  • 16. WHAT WE USE MAGENTO, DYNAMICS GP AND SALESPAD FOR? 16 Magento SalesPad Dynamics GP Customer Touch Point Magento is an important touch point for customers to view products, place orders, track order and shipment status, view invoices, etc. Customer Service Tool SalesPad is used by businesses to access data in Dynamics GP to answer customer queries related to products, inventory availability, order status, etc. immediate fulfillment for others, etc. Data Repository Dynamics GP is the system where the historic and updated information related to customer, product, inventory, order, etc. is present.
  • 17. Keep Customers Informed A client, who was a leading manufacturer and supplier of deuterated compounds to researchers around the world, used Magento to accept orders, Dynamics GP to manage product and inventory information, and SalesPad to streamline order fulfillment process. With Magento, SalesPad and Dynamics GP integration, the customer was able to service their customers better by automating information sync from Dynamics GP and SalesPad to Magento. How has our integration helped them? The integration solution provided by i95Dev kept their customers informed about order status, shipping status, pending invoices, etc. without any manual intervention. This greatly increased their operational efficiency and saved precious resource time. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 17
  • 18. Service Customers Better A customer, prominent importer and distributor of immunoassay products, uses SalesPad as a customer service tool to update customer information, take orders, view and raise invoices, and more. How has our integration helped them? The Magento, SalesPad and Dynamics GP integration helped them centralize and maintain accurate customer, product, inventory, and order information from multiple channels, thereby helping them provide omni-channel experience to their customers. For example, their customer service team now use SalesPad to answer customer queries related to orders placed in Magento, their customers use e- commerce as self-service customer portal to view all order and invoice updates. HOW BUSINESSES ARE USING MAGENTO, SALESPAD, AND DYNAMICS GP TOGETHER 18
  • 19. 19 If you are a business looking to grow your business, leverage the power of Magento, Dynamics GP and SalesPad Contact i95Dev
  • 20. About i95Dev i95Dev provides complete suite of eCommerce solutions for B2B and B2C markets. We are one of the leading systems integrators for Magento in supporting complex integrations with various ERPs, POS, CRM, Accounting, Mobile and Social Applications. We advise more than 1500 brands from Retail, Manufacturing, Distribution and Wholesale Trade on Next Generation Commerce and Omni-channel strategies. New Jersey 581 main street, 6th floor, Woodbridge Ph. 301.760.7499 New York 1430 Broadway, 7th Floor New York , NY 10018. Ph:646.259.3662 Australia Sydney, NSW – 2145, Ph. (02) 8015 5446 www.i95Dev.com