SAP ECC and Zoho CRM Integration
- DELIVERY AND INVOICE
- Account Sync
SAP customers details are synced with ECC with the Accounts within Zoho. Accounts is a standard module within Zoho and is available by default.
- Contact Sync (Standard module)
There can be many contacts associated with a customer record within SAP. They need to be available within Zoho so that sales person can follow up with respect to those contacts. This is made feasible by APPSeCONNECT. The contact information is synced with Zoho and gets related with the respective Accounts. Again, contacts module is available out of the box in Zoho.
- Product Sync (Standard module)
Products are synced from ECC with Zoho. The retail prices are synced along with the product within the standard module of Zoho. SAP is supposed to be the system of records for this touch-point and sales representatives are not supposed to create or update products within Zoho.
- Quote Sync (Standard module)
With the above master data, Sales representatives can generate Quotes within Zoho CRM. They are automatically synced with SAP.
- Sales Order Sync (standard module)
The Quotations can be converted into Sales order within SAP. Once this is done, the sales order information automatically flows into Zoho and creates a Sales order related to the Quotes. This helps the Zoho users see the purchase history of the customer.
- Delivery Sync (custom module)
When the goods are shipped within SAP, the delivery information is created within Zoho. The information contains the shipment details as well as tracking information. This module is not available within Zoho by default and is custom made. The rationale for this feature is that sales support team can help answer questions on delivery status and dates to the customer.
- Invoice Sync (Standard module)
As soon as the invoice is created within SAP, the information is available on Zoho. This helps the customer representative visualize the end to end sales cycle within the CRM. The standard Invoice module of Zoho has been used for this.
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