Salesforce
Salesforce Shifts from Chatter to Slack for New Orgs: What You Need to Know
If you run Salesforce, you have probably heard Chatter is on its way out. The real story is narrower and more useful than that: nothing changes for existing orgs, but every new Salesforce org now starts life connected to Slack instead.
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Salesforce Field Service ERP Integration: A Practical Guide
Field service teams and finance teams often work in two separate systems. Salesforce Field Service runs the jobs out in the field, while your ERP runs the money side, like orders, invoices, and pricing. This guide shows how to connect the two, so a job done in the field flows straight through to billing in your ERP, and finance data flows back to your technicians.
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How to Integrate Salesforce with Microsoft Dynamics 365 (ERP Use Case)
Varitronics integrated Salesforce with Microsoft Dynamics 365 Business Central by keeping Salesforce as the CRM, replacing their former Salesforce-based ERP, Ascent, with Business Central, and using Rapidi to connect the two. This gave sales, finance, and operations one connected process without manual re-entry, while allowing each system to stay focused on its own role.
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How AI Changes CRM: What Businesses Need to Know in 2025 & Beyond
AI is transforming CRM by automating processes, improving customer insights, and enabling predictive and autonomous decision-making. In 2025 and beyond, businesses need to focus on using AI not just as a support tool, but as a driver of sales, marketing, and customer experience through data integration and intelligent automation.
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Our Approach to the Quote-to-Order Process in Salesforce
Salesforce is a great tool. However, if you haven’t used it to automate your quote-to-order process yet, you’re doing your sales team a disservice. It’s a major key to getting your team to adopt Salesforce. Streamlining the process will reduce the chance of errors and empower your sales and finance teams to use their time on more productive things than data entry.
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Step-by-Step Guide: Salesforce to Dynamics 365 Integration
Some data integration projects can be complex and even become a complete mess if not managed properly and efficiently. Often, the success of a data integration project (for example a Salesforce ERP integration) starts with the quality of your data. It is recommended to do a thorough data clean up before getting started. This way, your integration project will not solve your data quality issues, it will only make them more visible. When data quality is in place, you can easily avoid troubles by following a structured approach. A good way to is start by defining the touch points and data integration routes you want to support.
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How to Integrate Salesforce with Salesforce? Guide by Rapidi
You can integrate Salesforce with another Salesforce instance by syncing accounts, contacts, opportunities, and custom objects using a no-code data integration platform like Rapidi, ensuring data consistency and real-time visibility across systems.
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How to boost your Salesforce user adoption in 4 easy steps
So you have selected Salesforce to complement your Microsoft Dynamics ERP and get rid of old, disconnected processes.
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What are the benefits of Salesforce CPQ? 8 advantages for sales teams
Salesforce CPQ helps sales professionals optimize and automate the entire sales process, from initial product configuration to final quote delivery. It enables sales teams to generate accurate quotes quickly, reduces the amount of human errors by automating pricing and configurations, and frees up sales teams to focus on selling. It can also suggest cross-selling and upselling opportunities and gives sales leaders improved data and tracking for better decision-making.
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Make Salesforce even more clever
Salesforce is an excellent system. However it does not support all of your company’s functions. You are perhaps using an ERP system (for example Microsoft Dynamics) in parallel to Salesforce to take care of your accounting, your inventory or your fulfilment. Wouldn’t it be great to be able to bring this information into Salesforce, to get everything at one place?
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Get the full benefits of Salesforce Sales Cloud Lightning
You have probably already heard about Salesforce Sales Cloud Lightning and know that it is designed around the way you want to sell, and put data where you need it. But did you know that you can experience a lot of new benefits by combining this new user experience with a data integration tool such as RapidiOnline and thereby bringing data from other complementary systems into Salesforce?
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Is MS Dynamics CRM the only wise choice when you have a Dynamics ERP?
Many companies across the globe are using an ERP solution to improve the efficiency of processes across their businesses – from accounting to warehouse to inventory to fulfillment. When they have reaped the benefits that an ERP solution can give them, they soon get interest in a CRM solution to complement their ERP and bring them a new focus on customer-relationship processes and data.
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Salesforce or Microsoft Dynamics 365 CRM: best choice?
What is the best Customer Relationship Management (CRM) tool in 2020? Is it different from 2019? How can you select the best CRM solution for your company? Many of the companies that are using Microsoft Dynamics as their ERP are wondering if Microsoft Dynamics 365 CRM is the best solution for them, or if they should select another of the proven CRM software available, such as Salesforce or NetSuite. Websites such as Capterra provide detailed software comparisons, including for CRM solutions. For example, if you are wondering how NetSuite and Salesforce compare, you can have a look here.
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3 steps to get started with your Salesforce – MS Dynamics ERP integration
When you first started using salesforce.com and Microsoft Dynamics in your business, you probably found that using those systems made running your business much easier. But as your business grows, using systems like these in isolation from each other can actually start to make life more complicated. As different teams collect, record and use data in different ways, it’s hard to know how to make systems work together. The answer is a Salesforce ERP data integration. This simple integration allows you to bring together all the vital data you need in one place from Salesforce and your ERP. No more worrying about how to share information between teams, no spending hours copying data manually and no mistakes. Just real-time, automated sharing.
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