Salesforce ERP Integration, a successful combination

Main benefits of the integration between Salesforce and an ERP

  • Greater visibility, quantity, and accessibility of data.
  • Better management of clients, offers, and quotes.
  • Increased productivity and efficiency as well as improved sales Key Performance Indicators (KPIs) and profit margin thanks to the reduction of time spent searching for information, each department’s process automations, and the optimization of the internal organization.Reduction of errors and redundancies in data entry, contributing to more consolidated information.
  • Greater control, orderly growth, and planning for the future. With the combination of Salesforce and ERP, managers will: have a panoramic view of everything that happens in the company, improve decision making, and grow according to identified needs.

Options for integrating Salesforce with ERP systems

  • Mule as an ESB (Enterprise Service Bus). It is a component of Anypoint Platform that provides connectivity both on-premises and in the cloud. It enables easy system integration regardless of the different technologies your applications are using, including JMS, Web Services, JDBC, HTTP, and more.
  • CloudHub, the integration platform as a service (iPaaS). Here you can deploy sophisticated cross-cloud integration applications in the cloud, create new APIs on top of existing data sources, integrate local applications with cloud services, and much more.
  • The data you need to obtain from external systems is very specific.
  • The amounts of data you need to consult are small.
  • You want to have the most up-to-date information from the external system in real time.

Recommendations when deciding to implement Salesforce + an ERP

  • Make sure you are very clear with the reasons for deciding to carry out the integration of these systems. Sometimes it is only necessary to collect and visualize specific data from one system or the other. An extraction, transformation and loading (ETL) tool would suffice for this.
  • Carefully assess the best option you have to carry out the integration. If you choose to develop your own integration application, don’t forget to incorporate error handling into the data transfer. Likewise, if you are going to acquire one, you must confirm that it has this ability.
  • Involve representatives of each of the departments affected by the integration process. This will increase collaboration as all those involved will be able to state their criteria, different scenarios can be assessed, and details that could have been ignored can be identified. Everyone will feel like a part of the process and the integration will flow much better.
  • Perform a data cleanup before integrating. This is a good time to improve the quality of your data, eliminating duplicate records, updating and completing information. It may seem like a never-ending process, but it will be worth the effort as more accurate information contributes to the generation of reliable reports that support decision making.
  • Define, as precisely as possible, what data you need to integrate. In most cases the data is: sales history, payments, items, prices, and accounts among others.

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