Are you looking for a cost-effective Salesforce SAP Business One integration solution to read and write data to and from Salesforce to automatically synchronise Salesforce data with your SAP Business One system? Or are you looking to improve sales team performance and drive company revenue?
Codeless Platforms’ drag and drop Salesforce SAP Business One integration solution provides you with a simple, straightforward way of reading and updating Salesforce and SAP Business One to reduce costs, remove data entry errors, increase employee productivity and improve company performance.
The Salesforce Connector tool allows communication between BPA Platform, Salesforce and SAP Business One. This enables efficient integration between Salesforce and your other business systems, via BPA Platform.
Image: A high-level system architecture overview of the Salesforce Connector tool pack, with BPA Platform and Salesforce
Salesforce SAP Business One Scenarios and Benefits
Common SAP Business One integration scenarios with Salesforce include:
New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce and SAP Business One including: Account name, SAP customer number, default billing/shipping address, contact information, industry etc.
Contacts: Automatically update new and existing contacts between Salesforce and SAP Business One with the associated business partner or customer account including: Name, owner (if applicable), telephone/mobile, email, account name etc.
Price List/Price Books: Automate the synchronisation of pre-defined price lists from SAP Business One to Salesforce Price Books including single currency.
Item: Automatically synchronise Items from SAP Business One to Salesforce CRM including: Product name, product code, product description, product prices associated with a variety of price books
Quotes: Automatically synchronise quotes from Salesforce to SAP Business One including: Customer, owner (if applicable), date, customer reference number, SAP quote number, validity till, default shipping address, Quote Line Items including product, quantity quoted for, remarks
Sales Order: Automatically synchronise sales orders from SAP Business One with Salesforce including : Order number, order date, order value, account, owner (if applicable), product, unit price, quantity, sub total etc.
Invoice: Automate the synchronisation of Invoice information between SAP Business One and Salesforce including: Account, invoice number, invoice date, invoice amount, owner (if applicable), product, unit price, quantity, sub-total etc.
"All this data from the various systems, which previously would have to be manually transferred, is now being pulled automatically, on schedule or on demand, via BPA Platform. It's allowing for a lot more efficiency and time saving because data is flowing backwards and forwards. It’s a massive time saver. I can sit back and relax and let BPA Platform get on with it."
Head of Business Systems, IQGeo IQGeo use BPA Platform to integrate Salesforce, SAP Business One and SAP Concur
Additional SAP Business One Salesforce integration customisation scenarios
The Salesforce Connector tool is open to further customisations to ensure that you can achieve a 100% fit to your day-to-day business operations. Additional SAP Business One Salesforce integration scenarios that can be achieved include:
Automatically synchronise product prices for multi-currency
Automate the synchronisation of inventory e.g. view warehouse stock levels in Salesforce
Automate the synchronisation of multiple shipping addresses in Salesforce and SAP Business One
Automatically update SAP Business One order status updates with Salesforce
Automatically update Salesforce with invoice updates upon payments received
Commercial benefits of Salesforce SAP Business One integration
Remove repetitive, bi-directional data entry
Increase the visibility of critical information across employees and departments
Improve sales forecasting accuracy
Include Salesforce users in workflow processes that start outside of Salesforce e.g. Account placed on hold within an ERP solution
Quickly and easily facilitate two-way integrations
Reduce operational costs
Increase ability to drive company revenue and adapt to business changes
Third Party Product and Technology License Disclaimer
Please note that the dependency information is intended for technical purposes and is expressly not intended to provide exhaustive guidance on licensing matters. With regard to licensing therefore, this information should be treated as advisory only and is provided purely on an “as is” basis.
The precise license restrictions applied to the use of third party products and technologies lie entirely with their respective owners and/or licensors and may be changed from time to time without notice to Orbis Software Ltd t/a Codeless Platforms. It is not within the control of Codeless Platforms exactly how its products will be used in conjunction with third party technologies.
It is therefore the responsibility of the End User to ensure that their use of Orbis Software Ltd t/a Codeless Platforms products, in conjunction with third party products and technologies, lies within the licensing restrictions applied to those third party products and technologies.
Pricing Information: SAP Business One Base Server
The SAP Business One Base Server and the number of processes required depends on your requirements. Scoping may be required in order to establish your exact demands.
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