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Salesforce Development

RWL Advanced Solutions

Salesforce CRM Integration with Sage 200 ERP for Enhanced Sales Operations

Client
RWL Advanced Solutions
Industry
Networking & Connectivity
Services
CRM Integration
Technology
Salesforce, Boomi

Company Profile

RWL Advanced Solutions Ltd, a European distributor of networking and connectivity solutions, was acquired by General Cable Corporation (GCG). To unify systems, GCG integrated RWL's sales operations into Salesforce CRM while keeping synchronization with Sage 200 ERP.

Business Challenges

RWL faced several critical challenges after the acquisition by General Cable Corporation that required immediate attention.

Data Silos

Core business data and product management were stored in Sage 200, creating data silos.

System Integration

Need to integrate Sage 200 ERP with Salesforce CRM while maintaining data integrity.

Data Security

Strict data security requirements ensuring users could only access their own data.

Unified Platform

No unified platform for managing opportunities and quotes across systems.

Reporting Gaps

Management lacked standardized reporting across both Salesforce and Sage 200.

Scalability

Required a scalable solution to integrate systems while maintaining operational efficiency.

Our Solution

Comprehensive Integration Solution

We delivered a seamless integration between Salesforce CRM and Sage 200 ERP, creating a unified platform for sales operations.

Implemented Salesforce CRM as the central platform for managing accounts, opportunities, sales activities, and quotes.

Integrated Sage 200 ERP with Salesforce using Boomi as middleware for data synchronization and workflow processing.

Used Salesforce Platform Events for event-driven, asynchronous communication with Boomi.

Enabled runtime quote retrieval from Sage 200 directly within Salesforce.

Implemented a security model using Role Hierarchy, Sharing Rules, and User Access Controls.

Created custom reports and dashboards for sales performance, pipeline tracking, and revenue forecasting.

Integration Architecture

Frontend Layer
Salesforce CRM
Integration Layer
Boomi Middleware
Backend Layer
Sage 200 ERP

Platform Previews

RWL Sales Manager Dashboard

Sales Manager Dashboard with Revenue Metrics

Open Opportunities Pipeline

Real-time Pipeline Report showing Open Opportunities

Detailed Opportunities Report

Comprehensive Opportunities Report with Account Details and Revenue Forecasting

Business Benefits & Results

The integration delivered measurable improvements across sales operations, security, and business intelligence.

100%
Platform Adoption

Centralized Operations

Unified all sales operations within Salesforce CRM for streamlined workflow management.

Real-Time
Data Sync

Real-Time Integration

Achieved seamless data synchronization between Salesforce and Sage 200 via Boomi middleware.

100%
Secure Access

Enhanced Security

Implemented robust role-based access control ensuring data privacy and compliance.

360°
Visibility

Better Insights

Delivered comprehensive reporting and dashboards for informed decision-making.

↑ 40%
Efficiency Gain

Operational Efficiency

Automated workflows and processes significantly reduced manual intervention.

Project Success

The successful integration transformed RWL's sales operations, creating a unified platform that improved efficiency, security, and business insights while seamlessly connecting Salesforce CRM with Sage 200 ERP.

Technical Implementation

A comprehensive technology stack powering the integrated solution.

CRM Platform

  • Salesforce Sales Cloud
  • Custom Objects & Fields
  • Workflow Automation
  • Process Builder

Integration

  • Boomi AtomSphere
  • Platform Events
  • REST APIs
  • Event-Driven Architecture

Security

  • Role Hierarchy
  • Sharing Rules
  • Field Level Security
  • User Access Controls

Analytics

  • Custom Reports
  • Sales Dashboards
  • Pipeline Analytics
  • Revenue Forecasting
Sage 200
ERP System

Backend system for product management, pricing, and accurate quote generation.

Boomi
Integration Middleware

AtomSphere platform for seamless data synchronization and reliable workflow orchestration.

Salesforce
CRM Platform

Central hub for sales operations, account management, pipeline tracking, and reporting.