One of the most frequent questions we get from customers is: “Does Tensoft integrate with Salesforce?” The short answer is yes! Tensoft provides a comprehensive solution for managing critical business processes, and integration with CRM systems like Salesforce ensures a seamless flow of data across platforms.
Tensoft offers a robust, end-to-end solution for managing both quote-to-invoice and procure-to-pay processes. The quote-to-invoice process covers all aspects of sales order management, while the procure-to-pay process focuses on manufacturing and inventory management activities that your company needs to track and manage. These capabilities are essential for companies looking to streamline their sales, manufacturing, and inventory operations.
How Does the Integration Work?
Tensoft’s internal systems are tightly integrated. For example, any sales order created in Tensoft is automatically linked to the inventory management system. This ensures that orders are processed and shipped based on available inventory. If inventory is insufficient, the manufacturing team can initiate procurement to replenish stock.
To support external systems like Salesforce or Microsoft Dynamics 365 Business Central, Tensoft provides standards-based APIs. These APIs allow you to:
- Retrieve data from Tensoft
- Update or create records in Tensoft
This flexibility enables seamless data flow between your CRM and Tensoft, supporting a unified business process.
What Best Practices Are Employed?
Before building an integration, businesses must decide which system will serve as the system of record for critical data entities such as customer master, parts master, quotes, sales orders and invoices.
This decision influences how APIs are used, whether for data retrieval or for creating/updating records. Tensoft’s API documentation provides the necessary guidance to support these integrations, which follow standard protocols and security measures to ensure authorized access only.
What Can Be Integrated?
Using the available APIs, you can push data from your CRM system into Tensoft to create customers, parts, price lists, quotes and orders.
Tensoft then handles order management and shipment. Once shipments are finalized, invoices can be generated in Tensoft and be pushed to financial systems or back into the CRM system as needed.
Additionally, Tensoft APIs can be used to build management reporting dashboards using platforms like Microsoft Power BI, enhancing visibility and decision-making.
Key Considerations for Successful Integration
When integrating Tensoft with Salesforce, several factors must be carefully planned:
- Data Ownership: Define what data resides in Salesforce vs. Tensoft.
- Integration Direction: Decide if the integration will be one-way or bidirectional.
- User Training: Ensure users are trained to work across both systems.
- Access Control: Assign appropriate access rights to manage data securely.
- Testing and Error Handling: Implement thorough testing and robust error management to maintain data integrity.
With the right planning, API usage, and team collaboration, organizations can achieve a seamless flow of data across systems and enhance operational efficiency.
To learn more about Tensoft and its integration services, visit https://tensoft.com/integration-services/ or contact us today!