Case Study: AdvancED streamlines Salesforce and Microsoft Dynamics NAV integration with RapidiOnline

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

AdvancED, a global non-profit organization dedicated to improving education quality, faced the challenge of integrating its Salesforce CRM with its Microsoft Dynamics NAV financial system. Disparate databases created inefficiencies, data entry errors, and a lack of real-time financial visibility for its teams. To solve this, AdvancED selected vendor Rapidi and its RapidiOnline data integration service to connect the two platforms.

The RapidiOnline solution seamlessly synchronized data between Salesforce and Dynamics NAV, automating processes from contact creation to invoicing. This implementation by Rapidi dramatically increased productivity for both operations and finance, eliminated payment errors, improved collections performance, and provided company-wide access to accurate, up-to-date customer information, transforming AdvancED's business processes.

AdvancED

Rosario Rodriguez

Chief Financial Officer