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Home / Solutions / Salesforce Integration with ERP & DMS
Salesforce is the #1 CRM system in the world and Dreamstel Technologies can help you get the best out of your Salesforce system. As a trusted Salesforce Partner, we bring deep expertise across the Salesforce Platform. With a team of certified Salesforce Developers and Consultants, we help businesses leverage the full potential of Salesforce. Our Salesforce Developers combine a deep understanding of the Salesforce features with their programming expertise to create a Salesforce solution built for your business. This includes its integration with ERP and DMS.
Let us first understand what ERP and DMS are. Enterprise Resource Planning (ERP) is the backbone that's keeping your operations afloat by creating a centralized platform for all your organizations data. Document Management System helps in recording and storing data from the present and the past. This is an important part of retail because this data can predict future trends and help understand customer behaviour. Integrating these systems into Salesforce can help in increasing the efficiency of your operations. This will create one unified platform of all data related activities in the organization. Salesforce works as a connector for the ERP and DMS system. The main function of Salesforce ERP is to synchronize operational data with customer-facing data. In other words, it connects your back office to your front-office. Salesforce DMS on the other hand, centralizes all customer-related documents directly within the customer record in Salesforce. Hire from the best Salesforce service company to utilize the full potential of Salesforce.
Integrating ERP and DMS with Salesforce is a simple process that needs significant planning. Salesforce is highly customizable and can change according to the needs of the client and the industry. Here is a general process that is followed to integrate ERP and DMS with Salesforce:
Customize Salesforce objects and fields to receive ERP data and link documents.
Set up Salesforce APIs and authentication to allow secure data exchange between systems.
Create validation rules and processes to handle incoming and outgoing data as well as document generation.
Configure page layouts, components, and tabs in Salesforce to display integrated data and document links intuitively.
Set up Salesforce permissions, sharing rules, and field-level security
Use Salesforce dashboards to track data quality, and user adoption of the new features.
Integrating ERP and DMS into your Salesforce system can not only increase your work efficiency but also enhance customer satisfaction. Here are some services from integrating Salesforce with ERP and DMS:
Real-Time Data Synchronization
Ensures that critical data is consistent and up-to-date across all systems
Centralized Document Management
Links DMS to Salesforce to allow access and storage of all documents
Elimination of Manual Data Entry
Automates the transfer of data between systems
Improved Customer Service
Increases organizational efficiency and improves customer satisfaction
Optimized Operational Processes
Experiences faster order fulfillment and invoicing cycles
Human Capital Management (HCM)
Services that help HRs attract, hire, train, develop, and retain employees to improve business performance
Metadata Schema Design
Development of custom metadata frameworks tailored to specific documentation needs
Disaster Recovery Services
Implementing secure data for your documents in case of any disaster
Legacy Data Migration
Securely transferring existing documents and data from your old systems
Inventory Management
Helps you manage your resources and your inventory.
We develop projects globally with multiple satisfied clients.
Unified Customer View
Integrates data from ERP and documents from DMS into Salesforce, creating a 360-degree profile.
Reduced Administrative Burden
Frees up back-office staff from manually processing sales-generated paperwork and data
Smarter Automation
Can trigger powerful, cross-system workflows
Inter-Departmental Alignment
Synchronize the data shared among different departments
Accurate Forecasting and Reporting
Get accurate insights with modern tools that analyze current and historical data
Automate and Optimize Purchasing
Make purchasing process easier by automating repetitive tasks
Increases Utilization and ROI
Salesforce ERP and DMS ensure that your retail business gets the most out of Salesforce and generate satisfactory ROI
Faster Customer Response
Get any information that customers ask for during calls or meetings
Scalable Growth & Vendor Management
Efficiently store and manage an expanding number of documents and vendor information in one centralized platform, ensuring seamless scalability and performance tracking over time.
Hire Salesforce developers that understand your business and create solutions that align with your business.
Dreamstel Technologies have been providing several services to the retail and e-commerce industry including Document Management software services. Our experts understand your business and provide solutions that align with your business goals.
Specialized in Retail
Worked with retail industries for different retail related systems.
Seamless Ecosystem Integration
Upgrading and optimizing your legacy system
Data & Analytics Deployment
Expert analysis so you can understand the market and your audience better
ROI Focus
We make sure you get your worth out of your investment
Future-Proof Technology Solutions
Creating solutions that will grow with your business.
Risk Mitigation
Making sure your systems are free of risks and vulnerabilities
Support & Continuous Optimization
We provide ongoing support and optimization for your system.
Enhanced Customer Satisfaction
Making solutions that satisfy your customers
Multi-channel Integration
Making solutions for multiple communication channels
Utilizing your Data
Utilizing your data for maximum ROI.
Every Project needs a unique technology stack and our experts understand your business objectives and choose the technologies accordingly. Here is what we specialize in:
Web / Frameworks:
Databases / Data storage:
DevOps containers:
DevOps automation:
DevOps CI/CD:
DevOps monitoring:
Industries We Serve
Core domains we specialize in
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Retail & E-Commerce
IT & Telecom
Automotive
Manufacturing
Additional domains we have experience in
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To give your sales and service teams real-time access to operational data like inventory, orders, and invoices directly within Salesforce, eliminating data silos and manual entry.
It centralizes all customer documents within the relevant Salesforce records.
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