SAP S/4 HANA and Zoho CRM Integration
Standard Features Covered in Our SAP S/4 HANA and Zoho CRM Integration Template
Customer
- Account Sync
SAP customer details are synced with S/4 HANA 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 the salesperson can follow up with respect to those contacts. This is made feasible by APPSeCONNECT. The contact information is synced with Zoho and gets related to the respective Accounts. Again, the Contacts module is available out of the box in Zoho.
Product
- Product Sync (Standard module)
Products are synced from S/4 HANA 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.
Order
- 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 orders 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 Zoho users see the purchase history of the customer.
Delivery And Invoice
- 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 the 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 in 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.
Connect SAP S/4 HANA and Zoho CRM
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