Case Study: Milestone Systems achieves consistent, accurate data across systems with Rapidi

Milestone Systems Uses Rapidi for Efficient Data Integration between Salesforce, Microsoft Dynamics NAV and other systems

Milestone Systems A/S, a developer of IP video management software, needed to integrate data between its Salesforce CRM and Microsoft Dynamics NAV ERP systems. The challenge was to create a stable, two-way link to keep customer, product, and invoice data consistent and accessible in real-time for its sales team, with plans to later include its web shop and license systems. They chose the data integration solution from vendor Rapidi to address this.

Rapidi implemented an automated integration that synchronizes accounts, products, prices, invoices, and credit notes between the two systems. This solution liberated valuable resources by eliminating manual data entry and provided sales executives with immediate access to accurate, up-to-date customer information directly in Salesforce. As a result, Milestone improved sales routines, gained better customer overviews, and established a foundation for its vision of a fully integrated business.

Milestone Systems A/S

Peter Grandt

Online Manager