Case Study: CF Group improves sales and service with Rapidi integration

How the company has benefitted from integrating Salesforce with Microsoft Dynamics AX

CF Group, a major French supplier of swimming pool liners and maintenance products, faced a challenge integrating its new Salesforce CRM with its highly customized Microsoft Dynamics AX ERP. Their previous methods, including remote AX access and distributed spreadsheets, were inefficient and provided outdated data to their sales team. They chose the vendor Rapidi and their RapidiOnline service to create a seamless data integration between the two systems.

Rapidi implemented a solution that provided the CF Group sales team with real-time access to critical data from AX, including invoices, orders, quotes, and customer payment histories, directly within Salesforce. This integration eliminated repetitive data entry, reduced errors, and allowed for better preparation for customer meetings. The result was improved sales effectiveness and enhanced customer service. Sarah Delaunay, Manager of Marketing Operations, praised the Rapidi consultant's positive attitude and expertise, which contributed to a smooth implementation. The success led her to recommend Rapidi to other companies.

CF Group

Sarah Delaunay

Manager of Marketing Operations