Tag Archives: Integration

Integrate Advent Axys and Salesforce to better manage your investment firm’s portfolio

July 15th, 2015 | by

Advent Axys is a portfolio management tool for investment firms, family offices, and hedge funds. It provides robust reporting, performance monitoring, and automation to keep track of an investment portfolio. It can be greatly customized to meet the needs of any type of investment firm, and enables efficient features like export to Excel that are needed for advanced analysis. Investment firms love Axys for it’s robust reporting and accounting features. Read more »

Integrate FlashTrac and Salesforce to better manage your global supply chain

June 30th, 2015 | by

If you’re an IT firm that relies on a supply chain partner to do business globally, you probably have heard of FlashGlobal. FlashGlobal is a leading provider of logistics and supply chain services around the world. Their suite of services include inventory management, order management, trade and compliance, and many more. FlashGlobal provides an acclaimed web-based platform called FlashTrac from which its customers can manage their supply chain operations. Many top IT firms in the world use FlashTrac. Read more »

What you need to know when integrating Salesforce and NetSuite – Part 2

June 1st, 2015 | by

Salesforce is the most common cloud platform to be integrated with NetSuite. Many organizations want to use the best of breed solutions, and opt for these two platforms as the best in their respective fields of CRM and ERP. In the first post in this mini-series on Salesforce and NetSuite integration we covered three things you need to know when integrating these cloud platforms. In this post, we look at three more. Read more »

What you need to know when integrating Salesforce and NetSuite – Part 1

May 24th, 2015 | by

Salesforce is the leading CRM solution, and NetSuite its counterpart for ERP. If you’ve already implemented one of these solutions and are considering the other, chances are you are thinking about integrating them so your operations are more efficient. Considering how complex both these applications are, you’ll need to be well prepared before you decide on a solution. This post highlights some of the factors you should consider when you integrate Salesforce and NetSuite. Read more »

Why you should integrate Oracle EBS and Salesforce

December 11th, 2014 | by

Vast quantities of mid-sized and larger companies use Oracle products to manage their Enterprise, the flagship system being Oracle EBS, or Oracle E-Business Suite. Oracle EBS is really a collection of enterprise applications that manage processes from Order Management to Accounting to Supply Chain Management to CRM and more. Oracle has undoubtedly become the leader in the market for ERP or Enterprise Resource Planning, with SAP obviously being a large competitor.

By the time that a company becomes a mid-sized company they will surely be using various disparate systems within different departments, and it’s likely that Oracle EBS is in place. Read more »

Salesforce to Encompass 360 Integration

December 12th, 2013 | by

More than 80,000 mortgage companies use Encompass360 to maximize their retail sales and minimize origination cost. In the same line, financial services companies use Salesforce to automate their marketing services.  Integrating Salesforce to Encompass360 enables companies to shorten the sales cycle, reduce costs and see real-time updates in Salesforce Chatter.

Integration enables a hassle-free lending process for everyone. With increased competition in the lending industry, financial services companies need to find ways to differentiate their offerings and close leads more efficiently to maximize revenues. Salesforce enhances operations by making transactions as fast, smooth and straightforward as possible. Read more »

Behind the Scenes of an Advent APX integration to Salesforce

December 6th, 2013 | by

Integration of two powerful solutions such as Advent Portfolio Exchange (APX) and Salesforce CRM can bring tremendous benefits to your business. Investment management firms can have improved visibility into client profiles, portfolios, holdings, and performance as well as more streamlined processes that save time and reduce operating expenses.

To get the most out of an integration initiative it is important to have a foundation architecture plan in place Read more »

Integrate MS Dynamics NAV with Salesforce to automate the complete sales through order management process

December 5th, 2013 | by

Manufacturing companies and other enterprise organizations using ERP systems need integrated solutions that will make them more efficient and improve their workflows.

For most mid-level and large enterprises, no single ERP is a complete solution to their problems. Common enterprise challenges include cost concerns that limit the number of ERP licenses that can be purchased and difficulty in integrating the ERP with other in-house systems. Read more »