Integrating Salesforce and SAP

Nextview Expertise

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.

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.

Account integration
& Customer 360

 

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  • Account and contact details are synchronised between Salesforce and SAP so 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

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  • 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

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

 

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

  • 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 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.

Experts

Learn more?

Our team is happy to answer any questions you still might have.

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Lars Klumpes
Sales Director
Lars Klumpes