Recorded Webcast: The benefits of connecting Acumatica to Salesforce

By | Acumatica Cloud ERP, Events, Recorded webcasts, Salesforce | No Comments

Do you have that in stock? When can you promise that? Is this customer on credit hold? If these questions seem familiar to your sales team, but the answers aren’t at their fingertips, an ERP to CRM interface might be the answer. Many vendors have an “out of the box” integration, but they often fall short of what you need – they might be missing data, lack flexibility or aren’t accurate.

That’s why NexTec built the Acumatica / Salesforce Connector. Unlike standard CRM/ERP integrations that provide simple address or email updates, NexTec’s Acumatica / Salesforce Connector also provides real-time updates on inventory, pricing, invoices, shipping and more in both CRM and ERP.

Webcast agenda:

  • Salesforce automated flow
  • Lead to Opportunity management in Salesforce
  • Salesforce Dashboard review
  • Integration from Opportunity close to Order creation in Acumatica
  • Updated back to Salesforce from Acumatica including order management and billing updates

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6 Reasons CRM-ERP integration should be on your 2020 radar

By | CRM, ERP, Salesforce | No Comments

Integrated ERP and CRM functionality gives your business complete insights into customers and their interactions with your company.

In 2020, successful businesses see the importance of integrating operational technology like enterprise resource planning (ERP) software with customer relationship management (CRM) tools.

Together, CRM and ERP technologies help deliver more efficiency, customer insights and collaboration.

CRM and ERP solutions help businesses manage core components of their enterprise. CRM products such as Salesforce manage sales, marketing and customer service functions by storing contacts’ information, responses to marketing campaigns, sales cadence outreach and customer inquiries.

ERP products provide a single source of truth – data – for core operational areas including finance, human resources, supply chain, operations and distribution.

Yet it’s when the two core software solutions are integrated that organizations can fully optimize their functionality and connectivity.

Here are the top reasons CRM and ERP integration should be on your 2020 radar.

1. Better customer experiences

Today’s customers have multifaceted relationships with your organization. Integrated ERP and CRM solutions remove the silos that plague many organizations that keep customer information in systems. Salespeople and customer service professionals, for example, might be unaware of queries about billing and delivery. With a 360-degree approach to the customer, data entered into one platform is visible in the other, synchronized automatically with no data loss or reentry. Shared data – from delivery dates to contact reports – improve the collective customer relationship.

2. Shared insights

Perspective matters in business. Harness the capabilities of multiple perspectives on information entered from multiple vantage points for better decisions. Give your employees access to more information with more details and more relevance. At every level, managers will have a clearer picture of what is happening within the company.

3. Streamlined business processes

With a single source of information, more business processes can be automated, more information can be used to compile reports and dashboards, and there is less risk of human error from manual entry.

Person pointing to people icons.

When CRM and ERP technologies are integrated, managers can gain deeper insights into sales outreach and marketing campaigns.

4. Faster business cycles

Imagine what your business could do with faster business cycles from pitch to payment. With integrated CRM-ERP solutions, your business reduced the length of business cycles, with lines blurred between “front office” and “back office.” Automate functionality, approvals and routing for faster sign-offs and resolution. Your business will become more agile and productive.

5. Real intelligence in real-time

Data analytics today can do far more than report on past performance. Today’s business intelligence tools can use data from CRM and ERP software to do more accurate predictive modeling and develop tools that recommend solutions.

6. Seamless employee management

Business leaders need to know the progress of sales outreach to plan production, manage supply chain and anticipate hiring. If customer data is in multiple systems, your company loses time, information and, potentially, relationships. Incorporating a CRM into your technology stack brings cohesion to staff and customer management. A CRM coupled with your ERP lets you develop and use better sales processes, manage leads and report on outcomes.

At NexTec, we help companies integrate Salesforce CRM solutions with ERP software.

Learn More About CRM and your ERP solution from the experts in business software selection and optimization at NexTec.

Outgrowing QuickBooks

Non-traditional integrations: Is it possible to get a perfect fit from ‘competitors’?

By | Acumatica Cloud ERP, CRM, ERP, Salesforce | No Comments
ERP and CRM integrations

Tight integration saves you time and money, reduces the risk for errors, and simplifies a variety of processes including quote-to-cash, manufacturing management, customer service, and so much more.

A few years back, fast food giant Burger King released a marketing campaign for “Peace Day” on September 21, in which the company propositioned McDonald’s through a series of tweets and full-page newspaper ads to set aside their differences for one day to create the “McWhopper.” While ultimately dismissed, it brought up a good question, one that many questions have to ask when they are looking at business management software: Is it possible to get two competitors to work together?

The answer is yes, and for some companies, it may be the best path to finding a perfect fit if they are looking for ERP or other business management software.

There are many paths to a perfect fit in ERP software.

We’ve been spending a lot of time recently talking about the concept of a perfect fit in enterprise resource planning (ERP) software. There is good reason for this. If you’re like many decision makers at organizations, you know that the last time your company looked into a solution, 80 percent fit was considered acceptable.

Today, however, the market has changed, and an 80 percent fit is considered as table stakes, just enough for a vendor to get in the door. That last 20 percent is very possible and vendors have worked to provide the flexibility, integration, and usability to deliver this in the “postmodern ERP” environment.

There are a variety of ways to get here; some can get a solution built with few changes, many companies need extensive customization, while others can get what they want by using point solutions for unique needs connected through their marketplace.

The challenge: Bringing on a product your ERP already offers.

However, what if your business management solution features a product that would put it in competition with another vendor? There are many examples of this, including your choice of ecommerce vendor to establish your web presence, business intelligence solution to analyze data, and field service management products to manage technicians.

Each product is generally offered as part of an ERP suite, but many businesses either want to minimize the challenges that come with a complete overhaul or stick with a solution that works. One place where this really is prevalent? Customer relationship management (CRM) software.

A majority of ERP providers want to deliver a complete solution for businesses, and for those who do, many pride themselves on offering a functional and usable CRM product.

However, when you look at CRM, there is an elephant in the room, one that is loved by its users and used by over half of businesses. It’s the number one CRM for sales and customer service, and its name is Salesforce.

ERP and CRM integration can’t be ignored. Connecting Acumatica and Salesforce

So, you may think to yourself, “we already use Salesforce” if you’re in the process of an ERP change or “most of our staff already knows Salesforce” if you’re considering a complete business software overhaul that includes both ERP and CRM.

Now, you also know how hard it is to organize your entire sales and marketing staff for training sessions. You also know that if you already use Salesforce, your staff may balk at moving away from it, creating implementation risk that results from not having everyone on board.

CRM and ERP integration delivers more than data sharing.

ERP and CRM integration is a necessity for a variety of reasons. Tight integration saves you time and money, reduces the risk for errors, and simplifies a variety of processes including quote-to-cash, manufacturing management, customer service, and so much more. Something we’ve discussed in-depth in our blog titled ERP plus CRM: More than the sum of its parts, proper integration can’t be overlooked, as it provides:

  • Seamless data sharing
  • Optimized resources management
  • Faster delivery cycles
  • Improved forecasting
  • More consistency
  • Better reporting
  • A uniquely tailored product for industries who need increased visibility and control.

Connecting Acumatica ERP and Salesforce CRM

Now, as we’ve discussed, your company needs ERP and CRM to integrate, integrate tightly, and do so with as little hassle as possible. Luckily, there are ways to make this happen—even if the two may seem to be in direct competition with one another.

Thanks to its 2018 acquisition of MuleSoft, Salesforce gained the ability to reach into other applications and pull in data without needing to clean or scrub it. That means no need to build data warehouses or rely on third-party middleware customizations to use data from multiple systems. Consolidating data in one place, without disrupting its source formatting or properties, is a far better choice.

Bringing Acumatica and Salesforce together still requires the right intermediary. Get to know NexTec.

ERP and Salesforce integrations are transformative opportunities. While integration may be easier than ever, and everyone may promise that they have the skills to integrate these two, the best partner is one who knows both products inside and out. NexTec Group happens to be that partner.

Managing an ERP and Salesforce integration requires a steady, experienced, detailed-focused partner, and few have the size, scale, scope, and expertise to deliver both Salesforce and Acumatica. NexTec does. This also makes us uniquely qualified to integrate the two products.

NexTec offers expert consultants and project managers with deep expertise in ERPs, Salesforce and integration strategies. Contact us to learn more about how NexTec is the right choice to lead your integration project.

Customer intelligence

5 Best practices for customizing your CRM

By | CRM, Salesforce | No Comments
Customer intelligence.

The right CRM customizations can lead to better customer insights that lead to more sales and better service.

The right customer relationship management (CRM) solution can make a major difference in how your employees engage with customers and prospects. Customizing CRM solutions allows for even more powerful information sharing, usage and return on investment for your technology.

Here are 5 best practices for customizing your CRM.

1. Ask the users

When considering customizations, it’s very important to include the users in identifying, prioritizing and implementing new solutions. Your users, from salespeople to customer relations staff to finance employees, are those who use the CRM the most.

Be sure to ask them how the CRM could improve their sales or customer service. Ask for the wish list and consider engaging them in prioritizing the customizations. Getting user buy-in early helps ease implementation and user adoption.

2. Make it simple

CRM customizations should focus on simplifying or automating tasks, saving staff time and providing more insights. Your CRM likely offers lots of options. You don’t need all of them on your employees’ dashboards. Consider customizations that create a different look and feel for each role. Some solutions, like Salesforce, offer optimization tools that show what features are and are not being used.

Coworkers at a shared desk with documents and calculators.

With a single source of data, a CRM ERP integration provides for more insights and collaboration among employees.

3. Focus on data

In order to be truly effective, your CRM needs to have the best and most accurate data available. Raw data can be transformed into actionable insights, but only if the data are good to begin with. Consider customizations that provide easy access to data and give employees a 360-degree view of customers. And if the right data isn’t available, make that a separate priority project.

4. Integrate with enterprise resource planning (ERP) solutions

When you integrate your CRM with your ERP solution, your business gains transparency, unified data and more collaboration. With a single source of data truth, your employees know they’re working with the same accurate information. Integrating these tools gives your business considerable advantages, including:

  • Better business development with stronger insights on new-business targets.
  • Improved operations using automation solutions and better-designed processes that allow for better measurements of marketing campaigns, deals closed and customer relationships.
  • Visualizations that take historical and real-time data to give you a clearer picture of key business metrics, including budgeted vs. actual costs, ROI, cost reporting, profitability and lifetime customer value.
  • Improved responsiveness to customer needs and requests using automation tools that respond faster and deliver more insights on customer sentiment and loyalty.

5. Choosing the right ERP CRM

Choosing the right ERP CRM, like Salesforce Foundations, gets you further faster. With Salesforce Foundations, you can get connected to Salesforce functionality and power quickly.

Salesforce Foundations lets you manage sales teams and assign leads, see progress with intuitive reports and dashboards and give your employees an easy-to-use introduction to Salesforce.

Salesforce Foundations is right for your business if one or more of these apply:

  • It’s your first CRM
  • You have 5-25 users
  • You’re upgrading from another CRM
  • You have a short timeframe

NexTec helps companies select, implement, and leverage leading CRM solutions. Our experience with hundreds of CRM implementations means we can boost ROI through all phases, including configuration, data migration, user training and ongoing support. Learn More About CRM.

Additional CRM resources

Why Salesforce-ERP integration will be key in 2019

6 need-to-know customer experience facts

CRM, BI and ERP – Why you need all three

Tablet displaying charts and graphs.

Why Salesforce integration makes your ERP solution better

By | CRM, ERP, Salesforce | No Comments
Tablet with charts and graphs displayed.

Give your business a competitive advantage by allowing better data sharing between your ERP and Salesforce.

When your company integrates your Salesforce and enterprise resource planning (ERP) solutions, you gain considerable advantages, allowing you to share and use data seamlessly and improve customer service.

Knowing why Salesforce integration makes your ERP solution better helps inform your technology decisions and resource allocations.

Data as the primary integration advantages

Salesforce, long a leader in customer relationship management, has made moves lately to solidify its strength in that field and build better bridges with other applications, including ERP. Its 2018 acquisition of MuleSoft for $6.5 billion lets Salesforce reach into other applications and pull in data without needing to clean or scrub it.

That means no need to build data warehouses or rely on third-party middleware customizations to use data from multiple systems. Consolidating data in one place, without disrupting its source formatting or properties, is a far better choice.

Group of people working around a conference table.

Salesforce-ERP integrations lead to better data transparency and collaboration.

Here are some other advantages of integrating your ERP with Salesforce:

  • Improved Communication. Colleagues in different functional areas can use the easier data-sharing capability for more effective communication and collaboration. For example, a sales employee can pull in inventory management information to determine what to tell a customer about delivery schedules. Inventory control data can be pulled into Salesforce and be used by staff in sales, warehouse management and production to determine the right customer strategy.
  • Data Transparency in Both Directions. Finance employees are likely most familiar with ERP-housed billing information while sales staff will have a deeper understanding of Salesforce. With data available from both systems, employees can work in the system they’re most familiar with.
  • More Insights. With more data available to users of both systems, there can be deeper calculations and reporting. Employees get better and more actionable information that can lead to better-informed decisions made faster. For senior management, there’s a clearer understanding of overall and interrelated company operations, progress and outcomes.
  • Error Reduction. Manual data entry or reentry increases the likelihood of errors, even when using cut-and-paste functions. Integrated systems reduce errors, staff time spent on manual tasks and data duplication. Integration projects can automate checks and balances to identify data discrepancies to ensure all systems are using the same information.
  • Better Customer Service. Salesforce and ERP integration gives companies a more complete picture of their customers. From marketing responses to buying habits to payment history, integrated systems help build stronger relationships, satisfy needs and faster responses. There’s no more hunting for information in multiple systems or need to find the right person to ask for details.
  • Enhanced Automation. Your ERP and Salesforce systems both can automate every-day tasks and activities. With the systems integrated, more and better automation solutions are available, delivering deeper insights and reporting. For example, pricing changes and production schedules stored in an ERP can be integrated faster into alerts and data sheets provided to sales and marketing professionals.

ERP and Salesforce integrations are transformative opportunities. Managing those projects requires a steady, experienced, detailed-focused partner. NexTec offers expert consultants and project managers with deep expertise in ERPs, Salesforce and integration strategies. Contact us to learn more about how NexTec is the right choice to lead your integration project.

Enterprise resource software

Why Salesforce-ERP integration will be key in 2019

By | CRM, ERP, Salesforce | No Comments
Enterprise resource planning software

The 2018 purchase of an integration-software company has Salesforce positioned to be the CRM of choice when it comes to integrating with your ERP.

Companies are discovering the power of integrating their enterprise resource planning (ERP) with Salesforce, a market leader in customer relationship management (CRM) solutions.

Knowing how to leverage the capabilities of an enterprise resource planning solution and Salesforce can deliver great advantages to organizations that seize the opportunity. Here are a few reasons why Salesforce-ERP integration will be key in 2019.

Salesforce makes big splash

In 2018, Salesforce made its largest-ever acquisition, paying $6.5 billion for MuleSoft, an integration-software maker. The sale was hailed as one that would lead to more Salesforce-ERP integrations in 2019.

While that is likely to remain the case, the sale also positions Salesforce as the market leader in shifting companies from customer relationships to customer experiences.

“Companies need more and more visibility into everything that has to do with the customer,” said Uri Sarid, chief technology officer of MuleSoft, recently. “But you don’t have to consolidate all of the data in one place. That’s what’s changed.”

Salesforce is now positioned to reduce complexity when it comes to integrating with ERPs. One of the greatest challenges facing IT leaders grappling with integration is moving and using data. Data warehouses and middleware have been common solutions but Salesforce, with integrated MuleSoft capabilities, can be a game-changer.

With less data manipulation, a Salesforce integration with enterprise resource planning software solves a lot of the issues that have been major barriers in the past, including:

  • Complex integration functionality
  • Lack of user self-service ability
  • Reliance on third-party applications and services
  • IT staff time committed to jury-rigging solutions

Salesforce will be able to “reach into” another application, such as your ERP solution, pull in the necessary data, and use it in tandem with Salesforce functionality. Users will have more information at hand to make better decisions while engaging with customers and prospects.

Enterprise resource software

Integrating Salesforce and your ERP adds more functionality and customer insights for your teams.

Moving to customer experience

Customers today, whether businesses or consumers, expect companies to have a full understanding of their relationship. Salesforce, which made its mark providing deeper insights for marketing and sales professionals, needs to pivot to deliver the data that provides a 360-degree understanding of customers.

Customer experience – CX in the marketing parlance – is critical for customer retention. It’s also important as customers engage with brands in multiple ways – in-person retail experiences, mobile interactions and website and email engagement.

At its annual Dreamforce conference, Salesforce unveiled the first move towards better CX – Customer 360. The new service integrates customer data across clouds and uses data from multiple systems to deliver a complete picture of activity with sales, marketing and service teams.

Optimizing integrations

No matter what the future holds, there are fundamental steps businesses need to take when it comes to integrating a CRM and ERP. They include:

  • Process mapping to understand how data will be used and accessed by the different systems
  • Field mapping to align data seamlessly across systems
  • Data integrity to ensure that the information being shared is good, reliable and accurate
  • Finding the right partner

NexTec is a leader in system integrations, including Salesforce and ERP. Our teams have deep experience with Salesforce and multiple ERP vendors and products. We help to develop and deploy integration models that maximize the value of each tool.

Contact us to learn more about how NexTec can help leverage your Salesforce and ERP investments.

Salesforce Foundations

By | CRM, Salesforce | No Comments

Salesforce Foundations

The key to getting a solid, quick start in CRM is having a firm foundation.

Manage your sales. Not your technology.

Grow your business and connect with your customers with the world’s #1 CRM platform.
Salesforce Foundations makes it easy to get started so your business could focus on the things that matter most.

Assign leads, manage opportunities and track your sales pipeline.

Easily manage your leads and opportunities and close more sales.

See the progress towards your sales goals with reports and dashboards.

Salesforce Foundations benefits

CRM icon

Get a complete view of prospects and customers

Salesforce gives you a 360-degree view of your current and potential customers. You’ll be able to see and track interactions and communications, helping your close more sales and increase customer satisfaction.

NexTec cloud icon

Boost your company’s productivity

You can access Salesforce on any device, whether it’s your office computer or mobile phone. You can log calls, track your leads or check your dashboards no matter where you are.

Analysis icon

Make insightful decisions

Get real-time data on how your business is performing. Reports and dashboards can be accessed anywhere on any device. This means your whole team can stay more on top of your business.

How does it work?

With Salesforce Foundations, you can be up and running in 2 weeks. Watch the video to learn how.

Ready to get started with Salesforce Foundations?

NexTec Group works with companies to select, implement, and leverage leading CRM solutions to deliver on the benefits and efficiencies this powerful technology promises. Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support.

Contact us to learn more.

Salesforce Certified Registered Consulting Partner


By | CRM, Salesforce | No Comments

Grow faster with Salesforce

Empower your sales and support teams with the
#1 Customer Relationship Software (CRM)

Grow your business. Not your complexity.

With the #1 CRM for Sales and Customer Service, you can close more deals and increase customer satisfaction. Salesforce is a cloud-based service that is accessible from anywhere, anytime, on virtually any device.

Salesforce Sales product overview


Close more deals

With Account, Contact and Opportunity Management, have a complete view on your current and potential customers, with interactions and communications tracked along the way.

Get more leads

Lead Management allows you to track your leads from click to close, helping you make smarter decisions on where to invest your marketing dollars.

Accelerate productivity

You can access Salesforce from your mobile device, allowing you to log calls, respond to leads and check dashboards no matter where you are.

Make insightful decisions

Reports and dashboards make it easy to get an real-time picture of your business and dig deeper into your analytics.

Salesforce Support product overview


Deliver smarter service

With a 360-degree view of every customer, you can resolve issues across any channel and increase customer satisfaction.

Innovate faster

Salesforce scales as your grow and keeps up with the latest innovations, like AI, IoT and more.

Customize your system

Set up workflows, automate business processes and maximize your agents’ productivity by customizing their console.

Keep your data safe

Salesforce’s robust and secure architecture is trusted by companies around the world.

Are you just getting started with CRM?

Salesforce Foundations is a fast and easy way to get started with the #1 CRM for Sales and Customer Service. Together, we’ll look at the out-of-the-box solution and customize it based on your company’s needs.

Learn more about Salesforce Foundations by clicking the button below.

Learn more

CRM software blog posts

Are you ready to get started with Salesforce?

NexTec Group works with companies to select, implement, and leverage leading CRM solutions to deliver on the benefits and efficiencies this powerful technology promises. Through hundreds of CRM implementations, we’ve learned how to speed ROI through proper configuration, data migration, user training, and ongoing support.

Contact us to learn more.

Salesforce Certified Registered Consulting Partner