To replace previously inefficient solutions, Educate 360 sought streamlined integration between Salesforce, Microsoft Dynamics 365 Business Central, and their internal system. As a large, multinational online training and certification provider, Educate 360 presented a particularly challenging data integration case.
Using a combination of internal systems, Salesforce, and Microsoft Dynamics 365 Business Central, Educate 360 needed a comprehensive solution for smooth data flow.
Rapidi solved the group of education brands' challenges by providing a powerful integration platform to handle big data passing through custom connections and existing data management software.
"I highly recommend Rapidi to anyone facing integration challenges. Its performance, reliability, and support have been outstanding. Rapidi isn’t just a tool; it’s a partner in our growth.” - Kevin Gilmore, Director of Information Technology at Educate 360
Learn more about what it took Educate 360 to switch over to Rapidi. Download the full case study eBook below:
Who is Educate 360?
Educate 360 is an umbrella company in the professional training sector. Its brands share one mission: helping professional individuals and organisations gain the skills they need to thrive in a technology-led and innovation-driven economy.
The five brands under Educate 360's umbrella:
- New Horizons: An established IT certification provider specialising in technical, application, and professional development in cloud computing, information security, and government-sponsored training programs.
- Project Management Academy (PMA): Prepares project managers at Fortune 100 companies for business growth, offering PMI® certification exam preparation and project management skills training like Agile.
- Six Sigma Online: Offers specialised training in self-paced Six Sigma Certification, a set of management techniques for reducing errors and improving business processes.
- Velopi: An Ireland-based enterprise project management training provider supporting superior project execution at multinational enterprises and government agencies throughout Europe.
- Watermark Learning: A leader in Business Analysis and Leadership certification preparation focused on training, consulting, and coaching.
When Educate 360 acquired Project Management Academy and Watermark Learning, the umbrella company had its own homegrown system for centralised customer management and business management.
When Watermark Learning joined the company portfolio, most of its processes were running manually, and Educate 360 wanted to integrate it into its own homegrown system to follow industry standards.
Educate 360's Data Management Challenges
Later, Educate 360 implemented Salesforce, converting the homegrown system into Salesforce for most of the business. Its Accounting Department was using Microsoft Dynamics 365 Business Central.
Combining Salesforce and Educate 360's central system meant building a range of custom APIs, which made it extremely challenging to integrate with Microsoft Dynamics 365 Business Central.
Educate 360's Integration Needs
- Streamlined Integration: Efficient integration between Salesforce and Microsoft Dynamics 365 Business Central to replace previously inefficient solutions.
- Process Automation: Minimisation of manual data entry and automation of data flow across systems to improve operational efficiency.
- Real-Time Data Synchronisation: Data is immediately synchronised between systems for up-to-date information on orders, customer details, class schedules, and shipping.
- Customisable No-Code Solution: A need for a highly customisable integration platform that does not require deep programming knowledge for adjustments.
- Scalability: An integration solution capable of scaling with the business as it grows and evolves, including the ability to incorporate new brands and functionalities.
- High Volume Data Handling: A platform that can manage and process high volumes of transactions and data exchanges efficiently.
- Reduced Manual Data Cleanup: A system that ensures data accuracy and integrity across platforms, reducing the need for manual data corrections.
- Operational Agility: The ability to quickly adapt to business changes and implement new processes or integrations without significant delays.
Educate 360's custom APIs and integrations at the time were insufficient for handling the company's highly customised setup and high volume of transactions. After exploring various options, such as customer APIs and other integration service platforms, the Educate 360 team couldn't find a viable solution.
Until they found Rapidi.
"Rapidi is the way to go. It is the most cost-effective solution on the market - and it just works!" - Kevin Gilmore, Director of Information Technology at Educate 360
Rapidi's No-code And Tailored Data Integration Solution For Educate 360
Our integration solution for the Educate 360 brand group includes comprehensive and bidirectional data synchronisation between Salesforce (CRM) and Microsoft Dynamics 365 Business Central (ERP).
The integration ensures that the following data is seamlessly visible and managed within Salesforce:
- Customer data
- Open sales orders
- Invoices
- Credit memos
- Financial reminders
It also synchronises items, prices, and supplier data from Business Central to Salesforce, enhancing Educate 360's data accuracy and operational efficiency.
How We Set Up The Integration
The initial setup demanded some extensive work to align with the customisations. Together with the Rapidi Team, Educate 360 could integrate the various touchpoints of their business for uninterrupted, accurate data flow.
Besides the integrations mentioned above, Rapidi's solution also streamlines Educate 360's event management and logistics, corresponding venue and location data in Salesforce with the relevant fields in Microsoft Dynamics 365 Business Central.
In terms of their extensive product offering, Rapidi's integration platform syncs product details (or event codes) in Salesforce with dimension values in Microsoft Dynamics 365 Business Central. In turn, order tracking numbers are sent from Business Central to Salesforce, providing tracking capabilities for shipments and deliveries.
"Rapidi did an amazing job integrating our Salesforce with Microsoft Dynamics 365 Business Central. Rapidi really is the 'go-to integration partner' when needing integration between Salesforce CRM with Dynamics." - Kevin Gilmore, Director of Information Technology at Educate 360
Rapidi's efficient and secure integrations enable Educate 360 to increase transaction transparency and generate detailed sales reporting and analytics. This approach empowers their sales managers and C-suite to handle company and customer data with ease of mind, knowing that there's a central source of truth that accurately reflects revenue and success.
Benefits Of Rapidi’s Integration Solution
The customised integration Rapidi set up for Educate 360’s data ecosystem has improved business processes across the board. These benefits include:
- Enhanced Efficiency: Automating data transfer processes between Salesforce and Microsoft Dynamics 365 Business Central significantly reduced manual workloads and improved operational efficiency.
- Data Accuracy And Integrity: Real-time synchronization ensured that data across systems was consistent and up-to-date, reducing the need for manual data cleanup and decreasing the potential for errors.
- Operational Scalability: The integration provided a scalable solution that could accommodate the addition of new brands and services, facilitating seamless growth and expansion of Educate 360’s offerings.
- Improved Customer And Order Management: By streamlining the flow of orders and customer information, Educate 360 could more effectively manage customer relationships and order fulfillment, enhancing customer satisfaction.
- Increased Operational Agility: The flexibility and customization capabilities of Rapidi enabled Educate360 to quickly adapt to business changes and integrate new processes or systems as needed.
- Reduced Dependency On Manual Processes: Automating key operational processes minimized reliance on manual interventions, allowing staff to focus on more strategic tasks and initiatives.
- Better Decision Making: With real-time data synchronization, Educate 360 gained access to accurate and timely information, supporting better decision-making and business planning.
- Future Growth Support: The integration laid the groundwork for future initiatives, including the potential integration of additional systems like CRM Sales and Hubspot, without the need for complex programming.
Your Next Steps: Is Rapidi The Integration Solution For Your Company?
- Do you need to simplify your Salesforce and Microsoft Dynamics 365 dataflows?
- Do you have custom APIs and other homegrown systems that you'd like to integrate into your Salesforce and Microsoft Dynamics 365 databases?
- Are you looking for an integration platform partner who can lead your company to more data efficiency?
Rapidi can do this for you and so much more. Contact us below to learn more about how we can create a tailored integration solution for your business's specific needs.
