Integrating SalesForce.com with Vantage

Yahoo Archive
1
We currently have Vantage CRM and our sales force doesn't use it because we are setup with RDC across a VPN to get into Vantage and from overseas it is too slow for them. They used to use salesforce
and would like to use that again for contacts, leads, etc. on the sales side. I think when they get an order, it could be sent through to Vantage?? I have a meeting tomorrow to determine what they want and how they envision it working...

--- In vantage@yahoogroups.com, "Mark Wonsil" <mark_wonsil@...> wrote:
>
> Hey David,
>
> > I haven't received the full wish list from our sales and
> > marketing folks, but I would assume they would like to do
> > opportunities and quotes in SF and all the other things you
> > mentioned in your post.
>
> The one nice thing about SF is that you can sign up for a free 30-trial and
> just play around with it. Want to add a table? Go ahead. Add fields? Go
> ahead. Add workflow? Have at it. It is *very* flexible in that regard.
>
> Would I want to duplicate the Vantage/Epicor in SF. Probably not. That's
> just too much coding.
>
> > Since you mentioned using web service
> > calls to SF would this require Service Connect?
>
> No. Service Connect is an orchestration tool. It can read files from
> locations, call web services, ftp, etc. The actual Web Services are
> installed when you set up IIS and then run the WS-Config utility. The web
> services call the underlying business objects and marshall/unmarshall the
> data in and out of SOAP messages.
>
> SF is good at contact management. I would try to get the sales team to
> enumerate the capabilities they need and find out what you want your
> Vantage/Epicor users to see from sales activity in SF and then do some kind
> of integration analysis to see which way you want to sync and what objects.
>
> Mark W.
>
2
Hello,

We are currently running Vantage 8.03.406A and have been using the CRM module since we went live with Vantage 8.0 three years ago. Our sales team has expressed interest in using salesforce.com as our CRM application. Has anyone attempted to integrated salesforce.com with Vantage?

Thanks,

David Pfiester
Systems Accountant
NuStep, Inc.
734-769-3939 x150
3
Hi David,

> We are currently running Vantage 8.03.406A and have been
> using the CRM module since we went live with Vantage 8.0
> three years ago. Our sales team has expressed interest in
> using salesforce.com as our CRM application. Has anyone
> attempted to integrated salesforce.com with Vantage?

I guess the question is how do you want to integrate? SF allows you to make
Web Service calls to an approved site, so you can open a connection in your
firewall to access the Vantage/Epicor web services if you want. Do they want
to do Opportunities in SF and copy them to Vantage/Epicor? Contacts?
Workflows? Mailings? Sources?

There are a lot of touch-points. SF is written with sales people in mind
while CRM really isn't but what CRM does, it does very tightly with
Vantage/Epicor.

Mark W.
Royal Oak, MI
4
Hi Mark,

Thanks for your feedback.

I haven't received the full wish list from our sales and marketing folks, but I would assume they would like to do opportunities and quotes in SF and all the other things you mentioned in your post. Since you mentioned using web service calls to SF would this require Service Connect? We are planning on purchasing it this year.

Regards,
David Pfiester
NuStep, Inc.
734-769-3939 x150

> Hi David,
>
> > We are currently running Vantage 8.03.406A and have been
> > using the CRM module since we went live with Vantage 8.0
> > three years ago. Our sales team has expressed interest in
> > using salesforce.com as our CRM application. Has anyone
> > attempted to integrated salesforce.com with Vantage?
>
> I guess the question is how do you want to integrate? SF allows you to make
> Web Service calls to an approved site, so you can open a connection in your
> firewall to access the Vantage/Epicor web services if you want. Do they want
> to do Opportunities in SF and copy them to Vantage/Epicor? Contacts?
> Workflows? Mailings? Sources?
>
> There are a lot of touch-points. SF is written with sales people in mind
> while CRM really isn't but what CRM does, it does very tightly with
> Vantage/Epicor.
>
> Mark W.
> Royal Oak, MI
>
5
Hey David,

> I haven't received the full wish list from our sales and
> marketing folks, but I would assume they would like to do
> opportunities and quotes in SF and all the other things you
> mentioned in your post.

The one nice thing about SF is that you can sign up for a free 30-trial and
just play around with it. Want to add a table? Go ahead. Add fields? Go
ahead. Add workflow? Have at it. It is *very* flexible in that regard.

Would I want to duplicate the Vantage/Epicor in SF. Probably not. That's
just too much coding.

> Since you mentioned using web service
> calls to SF would this require Service Connect?

No. Service Connect is an orchestration tool. It can read files from
locations, call web services, ftp, etc. The actual Web Services are
installed when you set up IIS and then run the WS-Config utility. The web
services call the underlying business objects and marshall/unmarshall the
data in and out of SOAP messages.

SF is good at contact management. I would try to get the sales team to
enumerate the capabilities they need and find out what you want your
Vantage/Epicor users to see from sales activity in SF and then do some kind
of integration analysis to see which way you want to sync and what objects.

Mark W.