In any Business now a days, multiple Enterprise Software are in use, each software is dedicated for specific business operations. In small and medium sized business vertical, both CRM and ERP are widely used, while CRM is to control and streamline Sales and Marketing needs, ERP is used to control the other operations such as Accounting, Reporting, Production, Purchase Cycle, After Sales Service, etc. Salesforce and SAP Business One are popular CRM and ERP in this segment. Let’s see why we need to connect Salesforce CRM with SAP Business One ERP.
Why connect Salesforce CRM and SAP Business One ERP?
Salesforce CRM is an essential tool for your Pre Sales and Marketing team who has access to a Cloud Portal to register Leads and Customer, Generate Orders, Quotes, etc. which they can operate anytime and even on the go.
SAP Business One has a B.P Master Data which has options to store Leads and Customer Information, but ERP is not meant for CRM Operations and that’s why B.P Master Data offer very less features apart from storing Lead and Customer Information.
By connecting Salesforce and SAP Business One, you can use both CRM and ERP effectively for your business operations, instead of worrying about the data exchange, duplicate data entry and availability of data in other platform.
Here is a short demonstration of Salesforce CRM with SAP Business One ERP Integration with APPSeCONNECT.
Features Available in APPSeCONNECT- Salesforce CRM and SAP Business One ERP Integration
- Customer Sync:
Accounts, Contacts, Lead: Leads entered in CRM system by the corresponding Sales Rep will be synced back to SAP Business One B.P Master Data as Leads. When Leads are qualified in CRM and converted into Accounts and Contacts, the corresponding Lead in SAP Business One B.P Master Data will be updated as Customer and the CRM Contact will be added as Contact Person in B.P Master Data.
Similarly SAP Business One B.P Customer and Contacts can be uploaded to CRM system and it will create new Account and Contacts.
- Item Sync:
APPseCONNECT allows ERP user to selectively upload SAP Business One Item Master/Article Master to Salesforce CRM. One Price List of SAP will be mapped as the Standard Price of CRM system. And the additional Price Lists can be mapped with Price Books defined within Salesforce. So when an Item is synced from SAP Business One to Salesforce, One Standard Price and multiple other Price Book’s Price will also be synced back to CRM. Price Books are generally assigned to different customer groups to offer discounted price to Resellers/Wholesaler.
- Order/Opportunity Sync:
APPSeCONNECT Salesforce and SAP Business One Integration allows to sync CRM Order/Opportunity into SAP Business One ERP system as Sales Order. Items Selected, Discounts (if any), billing and shipping address selected/entered at the time of Order will also be synced back to SAP Business One ERP system. According to business need, the integration can also be configured to sync Opportunity created in Salesforce CRM to SAP Business One ERP system as a Sales Order for further Order Processing.