September 26, 2020

Do Amazing things with SalesPad,
Magento and Dynamics GP Integration

Author AnkitA
Category Blog | Integration |
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Magento and Dynamics GP are two very powerful systems, each capable of driving incredible benefits to a business. SalesPad, on the other hand, amplifies the power of Dynamics GP by making it easier to use and execute tasks more efficiently, and by extending Dynamics GP functionality in ways that are not possible without SalesPad.

i95Dev, owing to the space it operates in, has had the privilege to help businesses achieve amazing things by making these three systems work together.

Let’s look at some of those use cases and understand how these businesses are differentiating themselves from the competition.

Better Manage Product, Inventory, and Pricing Information

How we use Magento, SalesPad, and Dynamics GP

Magento Utilize Product Information Magento is where all the product, inventory, and pricing information are used when customers browse your eCommerce store.
SalesPad Manage and Maintain Product Information SalesPad makes it easy for businesses to manage and maintain the product information in GP with its simple and easy to use UI. It also enables them to create complex pricing rules for each one of these products.
Dynamics GP Store Product Information Dynamics GP, for most businesses, is usually the master for all product information (including inventory and pricing).

How Businesses are using Magento, SalesPad, and Dynamics GP together

  • Multi-channel Sales

One of our clients, a leading distributor of music equipment, uses SalesPad to create products, update product information, manage inventory, and create customized pricing rules in Dynamics GP. This information is synchronized to the Magento eCommerce store, and from there to other channels such as eBay and Amazon.

The integration helps them sell across multiple sales channels (like e-commerce, eBay, Amazon, etc.) with little incremental effort. The company now manages all information in one single system and automatically synchronizes updates to other systems. This has dramatically reduced the chance of human error by manual data entry to zero.

SalesPad, Magento and Dynamics GP Integration

Streamline Payments

How  we use Magento, SalesPad and Dynamics GP

Magento Accept Orders Magento makes it convenient for customers to place orders by selecting the payment method of their choice.
SalesPad Authorize and Capture Payments SalesPad helps businesses to authorize and capture payments.
Dynamics GP Fulfill Orders Dynamics GP is where the orders are fulfilled, inventory deducted, and accounts updated.

How Businesses are using Magento, SalesPad, and Dynamics GP together

 

  • PCI Compliance

One of our clients, a prominent importer and distributor of immunoassay products, uses SalesPad to authorize payments before an order is accepted in the Magento eCommerce store.

One of the biggest advantages of this is the client’s eCommerce store no longer has to be PCI Compliant. The client can still take care of its customers’ security concerns, by authorizing and accepting payments in SalesPad, which is PCI Compliant.

  • Authorize Now Capture Later

Another customer, operating in the religious institution industry, leverages Magento to accept orders and authorize payments.

Once the order is placed, the order information (including authorization token, customer’s credit card information, etc.) are synchronized to both dynamics GP and SalesPad. This enabled them to auto-capture payments once the order was fulfilled, initiate refunds for returns, accept new phone orders, and more.

Support Custom Order Workflows

How we use Magento, SalesPad and Dynamics GP

Magento Accept Orders Magento makes it convenient for customers to view and select products, and place orders.
SalesPad Build Order Fulfillment Workflows SalesPad helps businesses create custom workflows for order fulfillment. Like an approval workflow for certain orders, immediate fulfillment for others, etc.
Dynamics GP Fulfill Orders Dynamics GP handles orders fulfillment, inventory management, and accounts status.

How Businesses are using Magento, SalesPad, and Dynamics GP together

 

  • Partial Order Fulfillment

One of our clients, a leading distributor of toys and baby products, takes pride in their short order fulfillment cycle. They love delighting their customers by fulfilling orders as quickly as possible. They automated the entire order fulfillment process to achieve this.

Once an order is placed in Magento, the order is automatically synced to SalesPad and Dynamics GP for fulfillment. In SalesPad, they have custom workflows setup that automatically split the order into two – one for items with inventory that can be fulfilled immediately and one for backorder items with no inventory.

The backorder is fulfilled when the inventory is available and relevant information is sent back to Magento to update customer information with the order status.

  • Automate Shipment and Invoice Creation

Another client, a leading provider of educational products, took things one step further by automating shipment and invoice creation in Magento based on order status in Dynamics GP. The integration also ensures that the customer is informed about the order status and shipping tracking number without any manual intervention.

  • Different Workflow for Different Channels

A customer, operating in the religious institution industry, caters to customers across multiple channels (including e-commerce, radio and television) and has a different order workflow for each channel. The client used SalesPad to configure these workflows.

By integrating Magento, SalesPad, and Dynamics GP the client was able to synchronize orders from eCommerce to ERP and push them into a specific workflow for fulfillment. With no manual intervention to execute this, this institution now has time to focus on their operations.

Drive Customer Service and Experience

How We use Magento, SalesPad  and Dynamics GP

Magento Customer Touch Point Magento is an important touch point for customers to view products, place orders, track order and shipment status, view invoices, etc.
SalesPad Customer Service Tool SalesPad is used by businesses to access data in Dynamics GP to answer customer queries related to products, inventory availability, order status, immediate fulfillment for others, etc.
Dynamics GP Data Repository Dynamics GP stores all the historic and updated information related to customer, product, inventory, order, etc.

How Businesses are using Magento, SalesPad, and Dynamics GP together

 

  • Keep Customers Informed

A client, a leading manufacturer and supplier of deuterated compounds to researchers around the world, used Magento to accept orders, Dynamics GP to manage product and inventory information, and SalesPad to streamline order fulfillment process.

With Magento, SalesPad and Dynamics GP integration, the customer is able to service their customers better by automating information sync from Dynamics GP and SalesPad to Magento. This helps them keep their customers informed about order status, shipping status, pending invoices, etc. without any manual intervention.

  • Service Customers Better

A customer, prominent importer and distributor of immunoassay products, uses SalesPad as a customer service tool to update customer information, take orders, view and raise invoices, and more.

The Magento, SalesPad and Dynamics GP integration has helped them centralize all customer, product, inventory, and order information thereby helping them service customers better. The centralized access to updated and accurate information from multiple customer touch points helps them provide omni-channel experience to their customers.

For example, their customer service team now uses SalesPad to answer customer queries related to orders placed in Magento. Additionally, their customers can view all order and invoice information directly in the Magento eCommerce store, including information for orders placed through customer service representatives, converting their eCommerce store into a self-service customer portal.

So, how are you planning to leverage the combined power of Magento, Dynamics GP and SalesPad?

About i95Dev

i95Dev is a Magento solution partner with a decade of experience in helping a wide range of Magento users implement and integrate their ecosystem. We have worked with all popular ERPs including Microsoft Dynamics GP, NAV, AX and 365.

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