WDCiGroup, RIO for Salesforce

You’ve implemented a great Salesforce automation tool in salesforce.com, but it’s running in isolation. You’ve done an initial data load but what you really need is to synchronise your in-house contact information with Salesforce or extract account details to create invoices in your financial system then update Salesforce with details of the invoices created. You don’t want to do this manually, it’s costly, error prone and time consuming.

RIO for Salesforce eliminates re-keying and manual processes by synchronising data between Salesforce and any other application, either on-premise or SaaS on-demand. You don't need custom code, plus we have created ReadyMade solutions for some of the common Salesforce integration scenarios.

The end result is that we can provide you with an integrated solution for your salesforce.com system in days, possibly even less and you won't need to monitor and maintain it moving forward, we'll do all that for you.

Anytime you want to extract or import data into Salesforce from another system, database, file, spreadsheet or custom format.

Some systems that you may want to integrate with Salesforce are:

When you utilise accounting systems such as MYOB, Quickbooks or Oracle to manage your financials, you need to eliminate the time and errors involved in double entry of information. RIO will integrate Salesforce and your accounting system to seamlessly to provide you with the ability to:

Create invoices in your accounting system from Opportunities in salesforce.com
Update Purchase Order details in your accounting system from Opportunity information in salesforce.com
Synchronise contact and billing information between Salesforce and your accounting system, ie MYOB cards
Synchronise product information from Salesforce products and your accounting system, ie MYOB lines

Find out how we did it >>

RIO enables Salesforce integration with any in-house ERP and CRM application. It eliminates the time and errors involved in double entry of information and enables bi-directional updates, providing the ability to:

Synchronise account and contact information between your in-house CRM and Salesforce
Update your ERP system with Opportunity and account information from Salesforce
Update Salesforce with invoicing information from your ERP system

Find out how we did it >>

Use RIO to keep Salesforce up to date with customer details from your Online Shopping System. RIO ensures you have a single view of your customers by integrating the following processes:

When new customers register in your Online Shopping System, create these Contact entries in Salesforce
Create and update Contact information from the online shopping cart to Salesforce
Synchronise Product details between your shopping system and Salesforce
Synchronise Purchase Order details between your shopping system and Salesforce

Use RIO to provide a single view of the customer across all systems as well as providing visibility of key information to your Salesforce users by:

Synchronising customer data between your in-house data warehousing system and Salesforce
Automating the uploading of charts and graphs from your data warehouse to Salesforce to provide visibility of metrics to your sales teams

Your integration options to Salesforce are not limited to the above examples, All of the Salesforce modules can be part of an integration solution, this includes Opportunities, Leads, Contacts, Accounts, Activities and Cases.

RIO for Salesforce

Where would you use RIO for Salesforce?

What is RIO

RIO ReadyMade

RIO In Action

Getting Started

Inside RIO