Salesforce Data Integration
Bezlio provides the most powerful and economic way to integrate your ERP and on-premises data with Salesforce.
Utilize Bezlio as a front-end for both sources of data, or utilize Bezlio as the integration tool that brings your database and Salesforce together!
Using Bezlio as a Salesforce Data Integration Tool
Bezlio is uniquely qualified to integrate Salesforce with any ERP, database, or external data source. Even Salesforce to Salesforce integrations! Bezlio can connect on-premises data with cloud data, all without syncing or exposing your private data to the Internet.
Bezlio can combine data from Salesforce and your on-premises applications into one complete view of information: dashboards, KPIs, and interactive applications, all viewed within the Bezlio portal web interface.
Using Bezlio to Embed Integrated ERP Data Right Into Your Salesforce Screens
Bezlio provides the most economical way to integrate your on-premises data from an ERP or back-end database, and display it right inside of the native Salesforce interface.
Using Bezlio in this manner, Salesforce becomes your front-end with embedded Bezlio windows. Within each integrated Bezlio window, you can see "contextually aware", real-time, two-way data from any other data source without leaving Salesforce and without having to sync anything to the cloud or open any port in your firewall!
Available Integrations with Salesforce
How It Bezlio Works With Salesforce
Bezlio uses an innovative method of real-time data integration with Salesforce and any other data source to ensure that you keep your data right where it is! Bring all of your data sources together into one complete interface.
Bezlio uses the native Salesforce APIs to connect to your data. Since Bezlio can read from multiple data sources, you can even integrate multiple Salesforce instances and view the data as one complete set!
Integrating with On-Premises Data Sources
Many Companies use Bezlio as a Salesforce integration tool with their ERP system most often residing behind the corporate firewall. To accomplish this, you would install a small application inside your firewall called BRDB (Bezlio Remote Data Broker).
BRDB gets configured to manage queries linked to Salesforce and your ERP or database. This application will also act as the security manager of the data by verifying the credentials of the users who are requesting data and writing back to it.
View Integrated Data on the Web and Mobile
Once your data sources and users are securely linked, Bezlio’s web apps can mash-up the cloud data from your Salesforce account with your on-premises ERP or internal data sources. By utilizing the built-in apps and templates or building their own, users can develop dashboards and interactive screens that provide a complete view of their data.
The Advantages of Bezlio
Real Time Data
The vast majority of other data integrations with Salesforce require you to upload and sync your data to the cloud. Synchronizing data to the cloud means you now have out-of-date information that also needs to be secured as tightly as on your on-premises data sources. Bezlio removes these concerns with it’s ability to read from all of your sources in real-time while eliminating the need to duplicate or synchronize your data.
No Open Firewall Ports
Most solutions currently out there allow you to utilize your data with the sacrifice of open ports in your firewall allowing access to that data. Bezlio’s ability to read on-premises data without opening holes in your firewall ensures that your data stays secure and private.
AES-256 Level Encryption
We encrypt your data at the highest level from the source, to the end user, and back.
Available Bezlio Applications
Viewing Salesforce and Your Data Together
The following are just a few of the pre-developed apps that are available in Bezlio today to integrate Salesforce with your ERP or other databases:
Sales Rep - Accounts View
Provides a list of all accounts assigned to a specific sales rep with the ability to drill down for details.
Sales Rep - Customer Price List
This app provides a price list for the selected account. Select your client from Salesforce data and then see the pricing details provided by your ERP system.
Sales Rep - Invoice Inquiry
Visibility into account invoice history. Bezlio reads the customers from Salesforce CRM then matches those to the invoices stored in your accounting system allowing your sales reps to have real-time access to invoice data.
Sales Rep - Order Inquiry
Provides up-to-date customer order history by reading the customers from Salesforce CRM then matching those to the sales orders stored in your ERP.
Sales Rep - RMA Inquiry
Allows sales reps to view the RMA history for the selected account. This uses the customers from Salesforce CRM and matches those to RMA records processed in your production system.
Sales Rep - Tasks View
Gives sales reps access to the tasks associated with a selected account in Salesforce.
The Results You Can Expect
By combining the CRM data from Salesforce with your in-depth ERP production data related directly to your customer, your teams can have access to all of the data they need to maximize revenue opportunities and solidify customer relationships.
"The Bezlio platform has become a true game changer for Kaufman Container. "
So...What's the Next Step?
Do you need a tool to integrate Salesforce with your ERP? Or even do a Salesforce to Salesforce integration? Contact us today with your questions or sign-up for an upcoming webinar!