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Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

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Page 1: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success
Page 2: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Integrate Magento, ERP,

POS and CRM for

Omni-channel Success

Page 3: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

i95Dev, Director of Service Delivery

US Operations

Anu Vadlani

Page 4: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

i95Dev is an e-commerce solutions

company specializing in Magento

consulting, design, development,

integration & support.

We are leaders in Magento and Microsoft Dynamics

ERP Integrations.

Page 5: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

About i95Dev

2000

Established

100+

Happy Customers

140+

Employees

Bethesda Los Angeles New York Australia Hyderabad

----------------------------------------------------------------------------------------------------------------

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Texas

Page 6: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Client Showcase

i95Dev, we are your partner.

Toys & Sporting

Goods

Food &

Beverages

Non Profit and

Religious

Institutions

Consumer Goods

& RetailB2BApparel &

Fashion

Page 7: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

The Changing Rules Of Commerce

Connected

Constantly

To Their Work Everywhere

Security To Multiple

Devices

Speed

Personalized

Multiple

Channels

Page 8: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Integration holds the Key to

Omni-channel Success

There is no one system that can meet all

your requirements, hence integration

holds the key to omni-channel success

But, integration is a complex process and

if not properly understood and

addressed, the result can be a disastrous

implementation.

Page 9: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 1 – Become Aware of the Need

Multiple Touch points - become conscious / aware of the need for integration

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CRM

Customer Engagement

Social MediaMarketing

Automation

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-ERP

PIM---------

Operations

Order

Management

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Sales Channels

Ecommerce

Physical Stores

Marketplaces

Trade Shows

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---------Need

Page 10: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 1 – Become Aware of the Need

American Laboratory Products Company (ALPCO), is a prominent importer

and distributor of immunoassay products for the North American.

Very particular about customer support and satisfaction

Significant investments in growing their network of valuable online resources developing

customized technical solutions.

Move away from their eCommerce Store

Invest a lot of time and money, on a recurring basis, to keep their eCommerce store and

Dynamics ERP systems in sync with each other

We have been manually transferring information between our ERP and e-commerce systems for long. We never thought integration

was for us unless we stopped and took notice. We worked with i95Dev to integrate our Magento store and ERP system and

recovered our investments in no time. I must thank i95Dev for helping us realize the amazing benefits integration could offer

- Justin Gonsalves, Accounting Supervisor, ALPCO

Page 11: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Think Scalability

-----------------------

Step 2 – Identify the Systems

Common data shared across systems

Overheads

Identify the systems you

need to integrate and the

information you want to

integrate

Integration is limited by the

systems you integrate –

consider upgrading your

systems before integrating

if they cannot grow with

your business

Systems----------------------

Page 12: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 2 – Identify the Systems

Pro Audio Star, is New York's leading dealer for DJ, Pro Audio equipment,

Music Technology and Instruments

Increase sales by reaching customers over multiple channels

eCommerce, Online Marketplaces

Sync orders manually from eBay to Magento and then from Magento to ERP

The need for integration between Magento and ERP was apparent

Online marketplace today is huge for us. Thanks to the three way integration we today do more than double in sales than

what we did before integration.”

“After a long time I woke up late at 6am and again went to sleep because I had nothing to do!!!. Not only were we able to

process more orders, but we did it without much over-head

- Robert Blatt, COO, Pro Audio Star

Page 13: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

----------------------

Step 3 – Set Expectations

What? Who? and How?

Requirements

Identify the data you want

to share across systems,

processes you want to

automate and more.

Build Expectations

Involve all the stakeholders

(E-commerce, ERP,

Finance, Marketing, IT, and

Management)

Timelines & Budget

Set realistic timeline and

budget

Expectations----------------------- ----------------------

Page 14: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 3 – Set Expectations

Siegers Seeds, is a seed manufacturer with a century of experience in

developing unique seed varieties empowering farmers across USA.

Move away from their legacy online ordering system for B2C customers and traditional telephone

ordering system for B2B customers

Required a robust eCommerce platform with ERP integration

Discovery Estimates Implementation

We ask all our customers to undergo the discovery process, but Siegers Seeds project discovery stands out despite it running

longer than expected. The client spent a lot of time with us helping us clearly understand their expectations and business process.

Result, the project went live on time without any issues and the client is extremely happy with the result

- Project Manager, i95Dev

Page 15: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 4 – Build vs. Buy

Do not let this cloud your judgement

Build

Should you build this in-

house or ask your

eCommerce partner/ ERP

partner to build this?

Buy

Buy an off-the-shelf

integration product which

can help you with this.

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Data and Process

IntegrityLimitations Maintenance

More than Just

Data Mapping

Build vs. Buy------------------------ ----------------------

Page 16: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 4 – Build vs. Buy

Montana Silversmiths, is the largest supplier of western jewelry, watches,

and legendary buckles in US.

There was a brief period of time when we tried moving towards (what I thought) a lower cost solution for syncing Magento

with AX. Our experience was awful with project delays, cost overruns, etc. But i95Dev maintained a gracious and

professional relationship throughout the redesign project, and when we decided to transition back to the i95Dev solution,

their support team enabled a fast and easy transition. The relief was felt company wide, from marketing to customer

service, to shipping, to the finance team.

Melissa Smith, Manager eCommerce & Retail Sales, Montana Silversmiths

Page 17: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 5 – Give Due Attention

Give integration its due attention. It is very easy to the lose sight of it.

Physical Stores

Ecommerce

ERP

Social Media

CRM

Marketplaces

Integration

Page 18: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 5 – Give Due Attention

Lone Star Distribution is one of America's leading distributors of sports and

nutrition supplements nationally and internationally.

Was in the process of implementing an online store for their B2B Customers

Customize Magento to support B2B Customers

Integration with Dynamics NAV

Incorporate Existing Workflows and Processes

This was by far the best project I have worked on. Reason, Lone Star’s clarity on what they expected from the project and the

importance they gave to the project. Clients usually commend us for our quick and timely responses but with Lone Star they set a

whole new benchmark for us. They were highly responsive and through in all their interactions with us – one of the biggest reasons

for the success of the project

- Project Manager, i95Dev

Page 19: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 6 – Leverage the Framework

Integration is at the heart of the Omni-channel Success

Integration

Physical Stores

Ecommerce

ERP

Social Media

CRM

Marketplaces

Success

Leverage

Train

Educate

Page 20: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Step 6 – Leverage the Framework

QHouseKids is a North American distributor of toys and baby products from a

number of prominent brands like OXO Tot, Motorola, Lug Kids, P'Kolino, etc.

B2B/ B2C Magento eCommerce Store

Magento ERP Integration

Mobile POS

SalesPad

Are we omni-channel, not yet but we are getting there, we are getting there one step at a time. We started with ERP and SalesPad,

then added Magento to it. Mobile POS from i95Dev is the latest addition. The biggest challenge for us was not the integration,

thanks to i95Dev, but educating our staff internally on how to leverage it for maximum impact.

- Gaelle Everard, President, QHouseKids

Page 21: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Bottom Line

You can no longer survive

with disconnected systems

Page 22: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Bottom Line

But at the same time how

can you to keep the costs

and time-to-marketdown, while improving the

success rate.

Page 23: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

i95Dev – Driving Omni-channel Capability

Our off-the-shelf products enable our clients to offer omni-channel experience to their customers

aa

aa

a Trade Shows

Online Marketplaces

Customer Service

Telephone Orders

Fax/ eMail Orders

Fulfillment

Customer Portal

Sales Portal

Physical Stores

On-field Sales

Marketing

Mobile (Mobile POS)

B2B/B2C eCommerce

(Magento)

Social Media (Facebook)Back-Office ERP

POS (Dynamics RMS, AX for

Retail)

CRM

Telephone Orders

Physical Stores

Social Commerce

Page 24: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Product Portfolio

We are one of the leading system integrators with extensive experience in complex eCommerce

integrations with various ERPs, POS, CRM, accounting, mobile and social applications.

EGEInstant

eCommerceMagento Commerce

Magento Dynamics

GP ConnectMagento Dynamics

AX ConnectMagento Dynamics

NAV Connect

Magento Dynamics

RMS Connect Mobile POSMagento Dynamics

CRM Connect

SAP Business

One Connect

Magento Sage

100 Connect

Advanced RMA

Module

Multi Warehouse

ManagementMulti-Address

Checkout

Split Shipment

& Payment

Auto Payment Capture

With Auto Shipment

SalesPerson Advanced Quotation

B2B Frequent

Order Module

Net Terms

National Accounts

Support

Bill Pay Module

eBay Connect Amazon ConnectSalesforce Connect

Avalara

Integration

ChargeLogic

IntegrationSalespad

Integration

Page 25: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Instant EGE Solution

For Magento Partners

and Merchants

Get running in less than a day

Responsive

B2B and B2C

Extend – POS, CRM and Online Marketplaces

ERP Integration

Page 26: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Instant EGE Solution

steps to omni-channel success4 easy

Page 27: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Instant EGE Solution

Off the ShelfAll Components figured

for B2B and B2CBest Practices

Reduced Costs

Reduced

Time-to-Market

Reduced Risks

Improved Success

Rate

Gain Competitive

Edge

Improved Customer

Experience

Page 28: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Questions?

Page 29: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Contact Us

Feel free to contact us to know more about how we can help you realize your goals.

Headquarters/

Development Center

#810, 8th Floor,

Swapnalok Complex,

SD Road, Secunderabad,

Telangana, 500003.

Australia

Sydney, NSW – 2145,

Ph. (02) 8015 5446

Maryland

3 Bethesda Metro Center,

Suite 700, Bethesda,

Maryland, 20814

Ph. 301.760.7499 Texas5646 Milton St#100,

Dallas, Texas – 75206

Ph: (214) 396-2121

Los Angeles

LA – 90001,

Ph. 323 454 3659

New York

1430 Broadway,

7th Floor New York ,

NY 10018.

Ph. 646.259.3662

Page 30: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

About i95Dev

i95Dev provides complete suite of eCommerce

solutions for B2B and B2C markets. We are one of the

leading systems integrators for Magento in supporting

complex integrations with various ERPs, POS, CRM,

Accounting, Mobile and Social Applications.

We advise more than 1500 brands from Retail,

Manufacturing, Distribution and Wholesale Trade on

Next Generation Commerce and Omni-channel

strategies.

a

Maryland

3 Bethesda Metro Center,

Suite 700, Bethesda,

Maryland, 20814

Ph. 301.760.7499

Fax: 301.576.3655

New York

1430 Broadway,

7th Floor New York , NY 10018.

Ph:646.259.3662

Australia

Sydney, NSW – 2145,

Ph. (02) 8015 5446

www.i95Dev.com

Page 31: Integrate Magento, ERP, POS and CRM for Omni-channel Success IV_Winning... · Integrate Magento, ERP, POS and CRM for Omni-channel Success

Partnering with only the best in class.

Technology Partners Magento & Agency PartnersDynamics ERP Others

Our Partners