Integrating Salesforce and SAP

Contact us

Salesforce is the leading Customer Success Platform for optimising all of the business processes around customer engagement. We help our customers get the most out of Salesforce in marketing, sales, trading, and customer service processes. Because SAP provides one of the most popular Enterprise Resource Planning (ERP) solutions, integrating Salesforce and SAP is often part of this endeavour. Our extensive background in both Salesforce and SAP implementations has helped customers such as Facilicom, Swiss Sense, and Heijmans to streamline and fully optimise their end-to-end business processes.

Salesforce & SAP: stronger together

While Salesforce drives sales by improving the customer experience, SAP helps to streamline business functions in areas such as finance, supply chain, and human resources. To be truly successful, these two worlds must work together. What you sell and promise from Salesforce must be delivered. This is where SAP often comes into play.

Typical business scenarios in which Salesforce and SAP can complement each other include:

  • Account integration & Customer 360. Account and contact details are synchronised between Salesforce and SAP so that the data is always up to date. In addition, to achieve the customer engagement you’re looking for, it’s essential that your team really know the customer. This means that relevant customer interactions are read from SAP.
  • Order management integration, in whatever form. A simple version is that an opportunity in Salesforce Sales Cloud becomes an order in SAP when the order is confirmed. Another possibility involves integration with SAP during the quotation process to determine product configuration and pricing. In many situations, a case or work order is transferred to SAP in Salesforce for operational execution. However, if Salesforce Field Service Lightning is used, an internal order is easily transferred to SAP for cost accounting.
  • Financial management integration plays a role in the transfer of orders to SAP for financial processing, such as invoicing, payments, and financial reporting.
  • Demand management integration is useful when managing the supply chain in SAP. In this case, the integrations are helpful to agree on a deadline.

The value of integration

With the integration of Salesforce and SAP, you unlock valuable customer and transaction data for your users. In addition, you’ll also have the ability to automate and optimise end-to-end business processes that span multiple systems.

Better business results

A recent Mulesoft study shows that integration drives business results in several areas. One of the key benefits is increased productivity. Double data entry is no longer necessary and fewer errors are made due to incorrect data. Additionally, the right data is available in the right place at the right time, which speeds up the processes. A good integration strategy within Salesforce and SAP also leads to more innovation. New functionalities, which may be to support new business models, simply build on the functionality that’s unlocked via the services. When done right, business teams can even reuse integrations without the need for IT. Imagine a marketing team using a secure customer API that unlocks valuable customer information in Salesforce and SAP to respond to the rapidly changing marketing landscape.

Getting the most out of SAP Indirect Access

SAP Indirect Access is a hot topic when we talk about SAP integration. SAP Indirect Access is about the licenses required for SAP software when accessed from a third-party application, such as Salesforce. Fortunately, there are good strategies to get the most out of Salesforce and SAP integration with SAP Indirect Access, without unexpected license fees.

Want to know more about Salesforce SAP integrations?

Are you curious how you can integrate your Salesforce solution with SAP, or do you want to know what the possible impact is on SAP licenses with Indirect Access? We have a great deal of experience with both Salesforce and SAP, which has helped many customers integrate their end-to-end processes. With our best practices and accelerators in our tool kit, we can also help you. Want to know exactly how we do it? Or do you already have specific questions? Get in touch with Lars Klumpes to discuss your specific situation over a cup of coffee. We’re happy to help you!