“Commercient helps us stay ahead of the competition by having Microsoft Dynamics NAV talk with Salesforce.”
– Émile Paradis, Junior Industrial Engineer at TeraXion
TeraXion uses Microsoft Dynamics NAV for their operations and finance, and replaced a previous CRM with Salesforce Enterprise, which helped to modernize their overall sales processes, and improve the overall management of opportunities, customers, leads, and more.
Data between Microsoft Dynamics NAV and Salesforce remained siloed, so they worked with Commercient to implement SYNC, the #1 data integration platform for sales, to connect their systems. This benefits their sales, service, and other teams.
The sales team at TeraXion can access Microsoft Dynamics NAV data directly in Salesforce, including customer information, accounting records, invoicing, orders, multi ship to addresses, serial numbers invoiced, item master, inventory, quote header & detail with BOM, contacts, RMA details, M614, shipment header & detail, dimensions value & set entry, and much more.
“The data is laid more intuitively in Salesforce vs. our ERP, because we can work with it and modify it,” explained Paradis. “They can see what a customer ordered before, historical data, and it has a quickness to the process. Our sales team really appreciates it.”
Additionally, new and updated accounts, sales orders, quotes, contacts, opportunities, RMAs, ship to addresses, SF comments, and tracking info created in Salesforce are SYNC’d to NAV.
Read the full customer success story.
About the company
TeraXion is an Indie semiconductor company and a leading manufacturer of innovative components incorporating fiber Bragg gratings and more.
- Challenge
- Replace a previous CRM with a cloud-based solution
- Data between Microsoft Dynamics NAV and Salesforce remained siloed
- Create an integration from Salesforce to Dynamics NAV
- Solutions
- Salesforce Enterprise, the leading CRM in the world
- Commercient SYNC, the #1 data integration platform for sales
- Commercient’s Phase 2 SYNC
- Results
- TeraXion has modernized and streamlined their processes
- The sales team can access important ERP data directly in Salesforce
- Data created in CRM is SYNC’d to ERP, helping to save time and avoid double data entry