If you use Microsoft Dynamics Great Plains (GP) software, you know that it already provides detailed and robust finance management options. Through it, you easily manage cash, assets, and accounts with flexibility and function that allow you to reduce the time you spend on small but important, everyday tasks. As you scale, you can use Microsoft Dynamics GP integration with Salesforce for even more productivity and power.
Even online, technology, and SaaS organizations without physical products or stores enjoy the speed and newfound ability that comes with adding Microsoft Great Plains to their company’s wheelhouse. But, obstacles quickly arrive with success. Great Plains helps you grow more quickly by giving you more time to focus on growth, and these advances add to the complexity of your work in some ways.
You’ll know this is true when the number of routine tasks you’re responsible for rises higher and higher as you scale your business, increase demand for your product, and make the sources of income more diverse. This is simply because you have more relationships with partners, vendors, and customers with their own unique expectations, needs, and demands.
The goal of Microsoft Dynamics GP is always to give you a full, comprehensive way to manage core processes without strain. You can maintain its usefulness to your company (and even bolster its management of essential functions) through integration with Salesforce, where your customer, vendor, and partner data lives.
What Dynamics GP Does Better with Salesforce Integration
To illustrate how Microsoft Dynamics GP can gain energy from Salesforce through the right integration software—let’s look at its most useful finance management functions compared to the abilities Salesforce offers. Combined, you’ll see how you can automate and streamline tasks that once filled your day. Learn to elevate your business by grasping this key connection between your most beloved tools.
Finance Management with Microsoft Great Plains
The hub of Great Plains allows data entry and real-time information with minimal customizations required to make it fit your business model. That’s part of the appeal as you control sales, purchases, transactions, budgets, and more within a connected ecosystem:
- eExpenses automate expense management to prepare reports.
- Analytical Accounting shows and tracks data for profit centers.
- Budgeting tools give insight into multiple projects and fiscal years.
- Cash flows help forecast, monitor, and customize inflows and outflows.
- Fixed assets become tracked for tax liability and depreciation.
The list goes on, but with little need to tinker with the system for it to start working for your company, you’re familiar with its power to make an impact. Let’s take it further with comparison to the abilities of Salesforce.
Relationship Management with Salesforce
Salesforce gets its popularity from its ability to track and collect data for every point of contact with clients and customers. For each entry or profile, you have a rich view of who that client is or how that customer impacts your business.
Even more, you’re able to see ways to increase your productivity and revenue by leveraging your knowledge of customer interactions:
- Keep note of every interaction while shrinking administrative tasks.
- Trigger messages and responses to clients without manual intervention.
- Improve the time needed to acquire, market, and sell to new customers.
- Manage your information on customers from a single platform.
- See data from multiple sources and devices in real-time.
The ability to unify the transaction experience while you contact clients and customers also means you stimulate greater growth. Now, let’s draw the connection with Microsoft Dynamics Great Plains that can take these combined benefits even further.
Energizing Great Plains and Salesforce through Integration
Salesforce and GP appeal because they are efficient, real-time, cloud-ready, and allow time-saving automation across projects, accounts, and clients. Just as you can already automate tasks and speed productivity with Salesforce and Dynamics GP alone, integration takes the best parts of these platforms and makes them synergized.
The impressive benefit of integration follows this logic by improving productivity without double data entry, increasing the visibility of your data, and improving insight with better reports. And, by reducing the time required for custom reports or payments that couldn’t before be automated, integration becomes powerful at speeding commerce and releasing old obstacles to growth.
Integrate Salesforce and GP with Rapidi
RapidiOnline, an integration solution with all the ease of preconfigured templates, brings your ERP and CRM tools together into a cohesive ecosystem that fuels efficiency. Designed to integrate your systems and databases with security and sophistication, RapidiOnline helps businesses release themselves from the constraints of manual tasks that can easily be removed.
Reduce in-house customization while keeping information accurate and up-to-date within your essential sources of truth. Eliminate the idea of spending resources and training for code-heavy, in-house integration. Learn more about RapidiOnline.