The client had a lot of different products belonging to lot of different categories. The client was using Microsoft Dynamics NAV for storing this product information and at the same time track their inventory. Since their agents were well versed with the system they were not keen to migrate the inventory and product management system to a new solution. They needed their new solution to have capability to access smartly the NAV system.

The main challenge in importing product data to Salesforce was fetching data from a third party solution Microsoft Dynamics NAV. To achieve this we integrated Salesforce and MS Dynamics NAV via restful APIs. The integration was achieved seamlessly and allowed two way data transfer between the two systems. The integration was flexible enough to allow different types of synchronization functionalities such as real time, batch wise, and via button click. Any order placed via salesforce system was reflected in the NAV system accordingly. Since the company dealt with multiple different products, the Salesforce solution had capabilities to create line item orders comprising of multiple different products. Then each order placed was reflected in the NAV database along with necessary changes in inventory.

Each lead that is being pursued resulted in creation of multiple quotes and in many times multiple orders. The client wanted the new solution to help simplify the workflow, automate it, and make tracking or orders and quotes easy. They also want each order and quote in document format and to be automatically updated to Egnyte.

We implemented a custom Quote management system in the client’s Salesforce solution. We automated the process of quote generation and provided UI features to allow agents to select and include products in a quote from Salesforce itself. The product information is fetched from the Microsoft Dynamics Nav system. Each quote generated also created a PDF version of the quote that is saved to the Egnyte content management system. Egnyte integration also allowed us to include a small Egnyte window at the bottom of each Lead page layout. This window box displayed all the documents associated with the lead and saved in the Egnyte CMS, including orders, quotes, and other associated documents.

With so many different integrations and a complex business process workflow, the client wanted a system that tracks and keep records of everything. They also wanted to make human system communication easy and wanted a robust notification system so that users don’t lose out on any missed development.

We designed our system in such a way that can keep logs of every important update. Every critical user action, every important data commit, every action on an order, and every action on a lead was maintained on carefully planned log system built in Salesforce. The logs were configurable and the client could decided what they wanted to track and what not. For notifications we created a multi channel notification system based on Salesforce that provided on-system notifications as well as email notifications.