How Salesforce EDI Integration Will Improve Your Customer Relationships

EDI (electronic data interchange) enables businesses to quickly exchange massages digitally, using a standard format. Any business that deals with large amounts of paperwork and forms can benefit from an EDI solution.

What is Salesforce?

Headquartered in San Francisco, California - Salesforce is most the popular cloud-based customer relationship management (CRM) platform. The cloud platform used in salesforce technology is Software as a Service (Saas). It enables companies to use cloud technology to better connect with existing and future customers and partners. The platform integrates all the domains such as marketing, sales, commerce, service and IT teams work many others so that customers can have an integrated view of the business.

Who uses Salesforce?

Salesforce CRM is the best solution for small, medium and large organizations. From small businesses to largest companies, over 150,000 worldwide customers are connecting with their business partners and employees with Salesforce’s CRM software.

Salesforce EDI Integration

EDI (Electronic Data Interchange) is a data format that allows business partners to exchange data. EDI is used in all major industries: health, retail, automotive, finance and so on. Salesforce.com does not have an in-built and use a third party application to translate Salesforce data values into EDI messages and vice versa. EDI messages exchange into their Salesforce instance on a near real-time basis, business can gain even more with the Salesforce system. If business partners ask the suppliers to exchange EDI with them, Suppliers have to comply with such requests and become “EDI compliant”. EDI helps salesforce customers to send purchase order (EDI 850 as an example) and send back and invoice (EDI 810) for billing purposes

There is following Checklist for Salesforce EDI Integration, Please

• Your trading partner(s) is asking to send information electronically rather than with paper
• Your business gets a lot of orders; this is being inserted manually in different systems. Manual processing for data interchange is error-prone data entry and takes lots of time for your employees.
• You are searching for a better solution with your business partner. You need to exact inventory updates, real time tracking numbers that are sent by your business partner.
• You want to reduce the time to process orders. Your business partners need to wait for order processing.
• Getting penalties from trading partners and marketplaces because unable for fast delivery of shipping orders.

What is Next step to integrate EDI and Salesforce

There are some of the important factors to consider before integrating EDI with Salesforce:

• For EDI integration choose a best EDI provider
• EDI provider should be integration oriented, means the EDI provider is not only EDI specialized but also in integration too your employees.
• Do NOT settle half-way with “file integration” (Choose real-time integration, directly into your system), and point-to-point integration. In point-to-point integration, developing and “coding” integration points, is too costly to maintain at long term

Salesforce EDI Integration with Infocon Systems

Infocon Systems is a leading cloud-based EDI and API Integration Solutions company and connects Salesforce and your important business applications. Infocon Systems ensures that your data is always accurate and up to date with Salesforce.
Benefits of Salesforce's Integration with Infocon Systems.

• Fast Set up: Get a fast setup of your EDI Domain
• Rapid Deployment of Trading Partners: Onboard new trading partners with our easy-to-use scalable solution that grows with your business needs
• EDI Training: Integrating EDI into Salesforce gives you the ability to package shipments in Salesforce.
• Security and Support: Learn how to integrate Salesforce and Infocon Systems with the help of EDI experts.
• Flexible Communication: Connect with all major communication networks (AS2, Van).
• Data Mapping: Cross-reference data and use field defaults to map Salesforce's custom fields with Infocon Systems.
• Document Formatting: Ensure invoices, sales orders, purchase orders, packing slips, receipts, and more are formatted correctly for each trading partner.

To learn more about how Infocon Systems can take care of your EDI needs for Ace Hardware, please don’t hesitate to give us a call at +1 888-339-0722 or email sales@infoconn.com. We’d love to hear from you.