Integration is key to enabling the digital transformation of organizations. It is a prerequisite for new business models and up-to-date customer experience. Many businesses want to manage their business processes with the best applications. Therefore, instead of using only enterprise resource planning (ERP) systems, they also adopt different technologies. This makes integration more important than ever because businesses want to optimize the potential of all platforms. One of the commonly used integrations is SAP and Salesforce integration.
Salesforce is a CRM system that helps manage sales orders, marketing automation, customer analyses, and customer interactions. SAP is an ERP system that aims to streamline business operations with modules such as supply chain management, human resources, finance, sales, and marketing. Salesforce SAP integration refers to the integration of two systems that are experts in their field. In this article, we will take a closer look at the integration methods between SAP and Salesforce. But first, let's start by getting to know SAP and Salesforce closely.
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SAP, one of the largest software companies in Europe, stands out with its ERP and Business Objects software. With over 270 thousand customers, SAP is recognized as the world leader in the business applications category.
SAP ERP applications enable managers to make the right decisions in increasingly competitive conditions in the business world and generally enable companies to catch up with international standards in their business processes. At the same time, it gathers all processes and systems together, helping to understand needs more easily and produce fast solutions.
Salesforce is one of the leading enterprise cloud computing companies that is developing the world's best CRM - Customer Relationship Management software. Salesforce Customer Success Platform helps companies to be more effective, fast and efficient in sales, service, marketing and many more areas.
Integrating Salesforce with SAP ensures seamless synchronization of data between two different systems. Data entered in one system is automatically updated in the other system. That is, when new customer information is entered in Salesforce software, this data is sent to SAP and becomes available for performance management, financials and other business functions.
Pre-built SAP and Salesforce Integration
Although SAP is a comprehensive software, companies using SAP need additional technologies according to their country, sector or business processes. Companies using SAP aim to establish an integrated structure in order not to experience interruptions in their operational processes. For this reason, companies that plan to position SAP as a central system need to integrate SAP and 3rd party applications and software.
CRM data is among the most valuable data of the business. For this reason, companies that use SAP as an ERP system and Salesforce as a CRM system need integration for bidirectional data transfer. There are various integration scenarios that can be applied for SAP and Salesforce integration. Businesses can choose the scenario that is suitable for their business objectives and current IT structure.
The fact that CRM and ERP platforms work separately from each other causes users to constantly switch between systems for different business processes such as analyzing data and creating marketing campaigns. It requires them to transfer data manually. This is an error-prone and costly approach that reduces employee productivity. Integrating Salesforce and sap automates the flow of data between the two systems and provides many benefits to businesses.
Let's take a look at these benefits:
Integrating Salesforce and sap provides seamless data flow between the two systems. Real-time data transfer from SAP to Salesforce increases the accuracy and reliability of data.
By integrating SAP with Salesforce, users do not need to navigate between platforms to access customer data. Within Salesforce, employees can easily access detailed data such as the customer's purchase history, habits, and provide more personalized offers to their customers.
One of the benefits of Salesforce and SAP integration is increased efficiency. Users do not switch between systems for different business processes. Data entry is automated and thus they do not enter data manually. All this helps increase operational efficiency and increases the productivity level of employees.
When Salesforce and SAP are integrated, the two systems start to work as a single structure. Every update made in SAP is instantly reflected in Salesforce; likewise, a change made in Salesforce is also transferred to SAP. Thus, operations are made more efficient and error-free by providing consistent and simultaneous information flow between the two platforms.
Let's examine some integration flows in detail:
When a new material/product is created in SAP or changes are made to existing materials/products, it is copied to Salesforce.
The integration automatically copies or updates service contracts, sales contracts from Salesforce to SAP. Likewise, when a new contract is prepared or modified in SAP, the data is also updated in Salesforce.
Thanks to the integration, Salesforce orders are transferred to SAP as sales orders and the data. When a new order is created in Salesforce or changes are made to the order, it is also updated in SAP.
MDP Group has been providing integration support to more than 140 customers on 3 different continents since 2013. MDP Group offers end-to-end integration consultancy and solutions with its expert team in SAP PI/PO, SAP CPI and other types of integration. SAP Salesforce adapter provides a two-way integration over SAP PI/PO and SAP CPI. With our ready integration packages, you can achieve workload and cost savings in your integration needs.
Do you need a different integration scenario? Contact now. Let's determine the most suitable integration method for you and build it together.
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