Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla

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Case Story “We chose RapidiOnline because of its vast experience and knowledge in building fully automated processes between CRM and ERP.” Bruce Loxton, Managing Director at Kimberley Group Fully Integrated Business connecting salesforce.com, MS Dynamics NAV and Joomla Webshop CERTIFIED PARTNER

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Read about Kimberley Karavans managed to integrate their entire business binding their salesforce.com crm together with their MS Dynamics NAV and webshop Joomla

Transcript of Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla

Page 1: Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla

Case Story

“We chose RapidiOnline because of its vast experience and knowledge in building fully automated processes between CRM and ERP.”

Bruce Loxton, Managing Director at Kimberley Group

Fully Integrated Business connecting salesforce.com, MS Dynamics NAV and Joomla Webshop

CERTIFIED

PARTNER

Page 2: Kimberley Karavans: Integrating salesforce.com, MS Dynamics NAV and Joomla

Kimberley Kampers: Fully Integrated Business connecting salesforce.com, MS Dynamics NAV and Joomla Webshop

Introduction

Telstra medium business award winner Kimberley Kampers is “King of the Off Road” with around 40 percent market share. With an impressive range of caravans, campers, drive-yourself campers, and roof top tents, it supplies Australia’s caravanning and camping community through nine dealerships located within major cities.

At Kimberley Kampers they use MS Dynamics NAV as their ERP and manufacturing system. However, the difficulty that Kimberley Kampers faced was getting information out to their dealers, capturing information from its customers and spreading that information in an even and high quality way. They opted for salesforce.com to handle their customer relations and partner network and chose RapidiOnline to link both their ERP and CRM and Webshop together.

The Solution

Leveraging RapidiOnline’s Knowledge and Expertise Kimberley already had MS Dynamics NAV in use as their ERP and Manufacturing system. They had decided to use salesforce.com as the front-end towards their dealers and to handle all CRM functionality. After some investigation in search for the right integration partner Bruce Loxton, Managing Director of Kimberley Group, found that RapidiOnline certainly could deliver the solution to integrate the systems. In addition to that they also had a vast experience in designing integrated business processes that Kimberley could leverage.

“We did some research on various integration providers. After that research and talking to the company we had a high degree of confidence that RapidiOnline could

deliver the solution.“Bruce Loxton, Managing Director

at Kimberley Group

“It’s vital to have good expertise and help in how to integrate the systems in the best way. That’s what we got from RapidiOnline.“

Bruce Loxton,Managing Director at Kimberley Group

Business Needs • need to streamline operation of dealers

• desire to uphold Brand Value of Quality and Innovation

• CRM to be linked with MS Dynamics NAV

• faster and more accurate Order Turnaround

• expertise and knowledge on how to build a fully

integrated business

• integrate Webshop with MS Dynamics NAV

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Fully Integrated Partner Network By using the salesforce.com partner portal Kimberley is able to give their dealers access to all key information and at the same time see all the information that dealer enter regarding their prospective customers. The dealers can enter new opportunities, convert these to orders, see status on orders, see invoices and open entries. The key issue is to get the

dealers to use the system. This is assured by providing high value for the dealers by giving them all and accurate information regarding their Kimberley partnership in one place.

The solution is here to have an automatic integration with MS Dynamics NAV in order to have new orders created automatically as sales orders in NAV. Delivery date and status information are transferred back to salesforce.com. When the order is delivered the fully detailed invoice from NAV is transferred back to salesforce.com. The dealers can also see an updated list of any unpaid invoices they have. Product and price information is maintained in MS Dynamics NAV and automatically transferred to salesforce.com.

“The Partners they absolutely love it” says Bruce Loxton, Managing Director at Kimberley Group and continues “That in addition to saving a lot of valuable time in the processing of orders we expect the biggest benefit yet to come – where we get a full insight in our partner channel.”

Brand Value of Quality and InnovationThrough the integration between Salesforce.com and MS Dynamics NAV end customers are presented with the correct and relevant information about their purchase (camper or caravan). This gives the customer a good experience of quality and a feeling of a high service level at Kimberley’s. The same information can then again be used by the Kimberley Staff to provide better service.

“The Partners they absolutely love it.“Bruce Loxton, Managing Director

at Kimberley Group

Solution • automation and integration of operation using salesforce.com

CRM as the front end for all communication with dealers

• consistent and uptodate data using CRM integrated with ERP

• key information like customer orders, invoices, payments flow

automatically between CRM and ERP/Manufacturing system

• automatically transferring orders from webshop and CRM partner

portal to MS Dynamics NAV

• Leveraging RapidiOnline’s knowledge in building fully automated

processes between CRM and ERP

“The RapidiOnline Support was excellent.“

Bruce Loxton,Managing Director at Kimberley Group

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Faster Order TurnaroundKimberley Kampers operate a webshop system based on Joomla where end customers can buy different camping accessaries – everything from solar panels to hot water systems tailored for camping purposes.Before the orders coming into the webshop system they had to be entered manually into MS Dynamics NAV. Now orders are automatically created in MS Dynamics NAV ensuring accurate data. As a result automated sales are up by 50% and the delivery times are cut in half. A lot of manual work and errors are avoided (20 hours weekly of valuable time).

About RapidiOnlineRapidiOnline provides agile data exchange and data integration solutions - delivered both as on-demand or on-premise solutions. Our mission is to revolutionise how the world engages and deals with their data and systems – transforming data integration from a complex to a simple task. Since 1987 RapidiOnline’s products have delivered value with a compelling combination of performance, flexibility and reliability. RapidiOnline has customers worldwide, that rely on us to manage and integrate their critical data. RapidiOnline is based in Denmark and France.

“It’s easy for me to recommend RapidiOnline to others. We were able to make it on time and within budget. We feel it’s a very good solution.”

Bruce Loxton, Managing Director at Kimberley Group

Results

• now up to 75% of orders are coming through without

phone communication (vs. 25% previously).

• all dealers are now handled through same set of

automated processes (vs. different manual processes

for each dealer before).

• the dealer’s use and acceptance of new system is 100%

as they have all their information they need in one place.

• fully automated part sales up by 50% and delivery times

are cut in half.

“The last 20% you invest in integrating your systems, gives you 80% more value.”

Bruce Loxton, Managing Director at Kimberley Group

RapidiOnline

DenmarkRapidi ApS l Sdr. Tingvej 106630 Rødding l DenmarkTel: +45 7384 8550

FranceRapidi l 19, Grand Rue11500 Quillan l FranceTel: +33 468 206 200

[email protected]