Salesforce Real-Time ERP Data Integration

a real-time data integration tool to integrate your on-premises ERP with Salesforce to display context-aware customer data

 
 

Bezlio provides the most powerful and economic way to integrate real-time 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.

Illustration of how Bezlio works to integrate an ERP and Salesforce.  Data from both the on-premises ERP and the cloud-based Salesforce are brought together and intgrated in the Bezlio web portal.
 

 
 

Using Bezlio to Embed Integrated ERP Data Right Into Your Salesforce Screens

 
Illustration of how Bezlio works to integrate an ERP with Salesforce.  Bezlio works to pull your ERP data and displays the data in an embedded section of your Salesforce screen.

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 Bezlio Works With Salesforce

Diagram of how you can use Bezlio to integrate Salesforce with an ERP, another CRM or any on-premises data source.

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. 
 

Salesforce API

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

Image of a badge that represents Bezlio's ability to work in real time with data from Salesforce and another other data source.
 

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.

Badge that represents Bezlio's ability to read on-premises data, in real time, on any mobile device without having to open a firewall port.
 
 

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.

Badge to represent Bezlio's ability to encrypt all ral time data traffice between Salesforce and an ERP, CRM, or another on-premises data source with AES256 level encryption to protect privacy.
 

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:

 
Bezlio App Icon for Sales Rep - Customer Accounts View - Bezlio can integrate with Salesforce to display customer accounts views, with extra data from your ERP.

Sales Rep - Accounts View

Provides a list of all accounts assigned to a specific sales rep with the ability to drill down for details.

 
Bezlio App Icon for Sales Rep - Customer Accounts View - Bezlio can integrate with Salesforce to display customer accounts views, with extra data from your ERP.

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.

 
Bezlio App Icon for Sales Rep - Customer Invoice Inquiry - Bezlio can integrate with Salesforce to display customer invoices right from your ERP or accounting 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.

 
Bezlio App Icon for Sales Rep - Customer Order Inquiry - Bezlio can integrate with Salesforce to display customer sales orders right from your ERP or production database.

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.

 
Bezlio App Icon for Sales Rep - Customer RMA Inquiry - Bezlio can integrate with Salesforce to display customer RMA records, right from your ERP database.

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.

 
Bezlio App Icon for Sales Rep - Customer Tasks View - Bezlio can integrate with Salesforce to display required tasks associated with customer accounts.  The data can be linked from any other compatible data source. 

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.

Kaufman Container logo - Provided a testimonial for using Bezlio successfully.

"The Bezlio platform has become a true game changer for Kaufman Container. "

Larry Keilin
IT Manager
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!