How Salesforce CRM and WIISE ERP Integration can improve productivity?
Is your business experiencing rapid growth? Utilize Salesforce CRM and WIISE ERP solutions to optimize operational efficiency, streamline processes, and propel your growth trajectory.
What is Salesforce?
Salesforce is the world’s #1 customer relationship management (CRM) platform that can help you to manage your marketing, sales, commerce, service and IT teams work as one from anywhere — so you can keep your customers happy everywhere.
What is WIISE?
Wiise is a localised version of Dynamics Business Central ERP software that can help you to automate core ERP business operations such as Sales, purchase, invoicing, warehouse management, service management, manufacturing management, project management, payroll, tax accounting and end to end finance operations.
Why do I need 2 Systems?
Both WIISE and Salesforce offer distinct features that can greatly enhance various aspects of your business:
Specialized CRM Functionality: Salesforce offers unique CRM and marketing automation functionalities that are suitable or tailored for employees who are working in customer service, marketing, and sales. It helps them to manage and engage with customers effectively.
Comprehensive Business Management: Conversely, Wiise provides distinctive ERP functionalities tailored for roles in finance, warehouse management, manufacturing, purchasing, project management, payroll, and more. It encompasses comprehensive features to proficiently manage a wide array of business operations.
By combining the power of Salesforce’s robust CRM capabilities with WISE ERP’s capabilities you can optimize your end-to-end processes and unlock new avenues for success.
Does this mean I need to pay for 2 licenses for all the users?
No, it’s not mandatory to acquire two licenses for all users. Our typical suggestion is to assign licenses according to your employees’ roles and duties. Salesforce licenses are well-suited for Sales, Service, and Marketing teams, whereas WIISE licenses are more suitable for Finance, Warehouse, Purchasing, Manufacturing, Project Management and Payroll teams. This approach ensures that each team utilizes the appropriate tools for their specific tasks, optimizing functionality and cost-effectiveness.
How do I ensure my whole organisation have a unified view of the data while working in 2 systems
By seamlessly integrating Salesforce and Wiise, you can ensure that essential information needed for specific job functions remains accessible across both platforms. This integration facilitates smooth communication and data exchange among various departments, ultimately boosting overall efficiency. As a result, every member of the organization can carry out their tasks effectively without the need for redundant licenses.
Salesforce and WIISE high Level process map
Order Integration and Fulfillment: The integration between Salesforce CRM and WIISE ERP enables the seamless transfer of order data from Salesforce to WIISE for manufacturing, project management, picking, packing, and shipping. The order status from WIISE can be seamlessly relayed to Salesforce, ensuring frontline teams possess precise insights into order progress. This integrated approach streamlines operations, reducing manual Labor and errors associated with data duplication. Ultimately, it empowers businesses to effectively oversee the entire process from start to finish.
Product and Inventory Management: It facilitates the synchronization of product and inventory data between WIISE ERP and Salesforce CRM. This integration ensures that sales representatives and customer services who are using Salesforce have access to accurate and up-to-date product information and inventory levels, enabling them to provide customers with real-time availability and accurate quotes.
Pricing integration: This data object covers the synchronization of pricing information between WIISE ERP and Salesforce CRM. It ensures that the pricing details for products and services are consistent and up to date across both systems. This integration allows sales teams to provide accurate pricing information to customers, generate quotes and orders with the correct pricing. As a result, manual efforts are minimized, the risk of errors is diminished, and customer satisfaction is elevated.
Customer and Account Synchronization: The integration of WIISE ERP and Salesforce guarantees the accuracy of customer and account data across both systems. Modifications made in one system, such as contact information or billing addresses updates, are instantaneously reflected in the other system. This real-time synchronization ensures data uniformity, negating the necessity for manual data input.
Invoicing and Accounts Receivable: This integration facilitates the seamless transfer of invoicing and accounts receivable data from WIISE ERP to Salesforce. It empowers sales teams with insights into customer payment statuses, outstanding invoices, and account balances. This visibility enables proactive customer relationship management and collections efforts.
Financial Reporting and Analytics: By merging data from both systems, businesses can achieve a holistic perspective of their end-to-end operations, fostering a comprehensive understanding of their overall performance and can attain insights into sales performance, revenue, expenses, product costing, project profitability, and various other financial metrics.
Seamless Customer Support and Service Integration: This integration facilitates the effortless sharing of customer support and service information between Salesforce’s Service Cloud/Field Service and WIISE ERP’s service management module. By ensuring this integration, customer service representatives gain access to a wealth of customer data, including customer assets, warranty details, service history, and support ticket information. This access empowers them to deliver personalized and efficient support, enhancing the overall customer experience.
Advancements in Process Efficiency: By capitalizing on the harmonious collaboration between Salesforce’s CRM capabilities and Wiise’s ERP functionalities, you can efficiently refine your end-to-end operations. This collaboration promotes enhanced teamwork across multifaceted departments such as Sales, Marketing, Logistics, Finance, and Management, potentially leading to the following advantageous outcomes:
Reduction in Manual Effort: Estimated 25-40%
Month-End Completion Time: Expected 50% decrease.
Real-Time Data Visibility: Envisioned 50-80%
Customer Query Resolution Time: Anticipated 50% reduction.
Overall Productivity Enhancement: Projected 20-30%
It’s important to note that the outcomes can vary based on your business’s nature and level of maturity. Not all clients may achieve the same level of return on investment. For instance, those processing 100 inquiries/orders could experience greater efficiency gains compared to those managing 10 inquiries per day.
What is the expected duration of the integration project?
At Adita, we have perfected our Salesforce WIISE integration process to guarantee our clients a smooth and hassle-free experience.
In case you already possess instances of both WIISE and Salesforce, the entire project, encompassing testing and training, could be accomplished within 3 to 6 weeks.Should you be transitioning from a legacy system, the implementation and integration of Salesforce and WIISE may span 12 to 20 weeks.
However, it’s important to note that the timeline is subject to the nature of your business and your unique requirements. We offer several rapid deployment packages for both Salesforce and WIISE. If your project aligns with the standard offerings of these rapid deployment packages, we can expedite the project delivery process.
Elevate your business to new heights through the potential of Salesforce WIISE ERP integration. Reach out to us today to discover how we can revolutionize your operations and propel your growth journey.
About the author:
As the CEO and Chief Architect at Adita Technologies, my team and I work to understand our clients’ critical business processes and strategy so that we can develop a digital transformation roadmap towards implementing intelligent ERP, CRM and Marketing Automation within their business. If you’d like to discuss how your business can take the next big step in your digital transformation in order to discover a new competitive advantage, please feel free to get in touch with me via +61 405 981 679 or at kumar@aditatechnologies.com
