Salesforce SAP Integration Accelerator

Salesforce SAP Integration Accelerator

Introducing an integration accelerator developed by Gauri, catering to a wide range of Sales, Service and Field Service integration scenarios from Salesforce to SAP.
Customer 360
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View Account Data

  • Credit Information
  • Billing and Shipping Information
  • Block Information (i.e. Billing and Delivery)

View SAP Transactions

  • Sales Quote
  • Sales Order
  • Sales Returns
  • CMR & DMR
  • Service Quote
  • Service Contract
  • Sales Contract
  • Delivery Order
  • CM & DM
  • Invoices
  • Service Order
  • Rebates
Processes

Sales Order Integration

  • Sales quote creation in SAP
  • Pricing integration
  • Credit checks
  • Sales order creation in SAP
  • Delivery and Billing integration
  • Order status update from SAP ECC

Customer Service Integration

  • Installed base
  • Service Order
  • Service Contracts
  • Service pricing
  • Cost settlement
  • Finance (Billing)
  • Service Contract
  • Van stock
Services

Detailed Service Integration Features

  • Warranty management integration to equipment or installed Base
  • Real-time Price for Service Jobs & Spares Used
  • Real time Jobs Invoicing from FSL
  • Van Stock Process (Request for stock, stock adjustment, stock receipt, stock transfer, stock return etc.) with inventory alignment
  • Stock availability check from FSL mobile app and customer service
  • Contracts billing plan and invoice release from CRM
  • Guided process for the customer service team
  • Service flow for engineers to simplify navigation and improve efficiency
Business Benefits
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Conversational Customer Management

Moving from Transactional to Conversational based Customer Management by providing customer insight to sales and service users

Improve Brand Loyalty and Satisfaction

Enabling Field Sales with real time information to drive prospect/customer towards brand loyalty and advocacy

Cross-Sell / Up-Sell

Customer insight into field service users for Cross-sell and Upsell.

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Accelerated Deployment

Accelerated deployment of Sales, Customer Service and Field Service process integrated with SAP ECC 

  • A complete view of all customer interactions across the organisation
  • A comprehensive view of service financials eg: contract profitability
  • Can be localised and deployed in a couple of weeks

 

Technical Benefits
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Real-time and interactive access to SAP account information

  • Access SAP Transactions from Salesforce
  • Add or Remove SAP Doc Type, Partner Function, via Configuration
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Easy and faster deployment

  • Prebuilt, standard SAP extraction, Salesforce to SAP integration and mappings are delivered

  • Fast GC360 core deployment

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Seamless integration with Salesforce Lightning Application

  • No ground-up middleware development is required
  • Optional REST API also available
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Dynamic field mapping with Salesforce UI

  • Simple drag and drop, client-specific filed label change and no coding required.
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Other technical benefits

No APEX Code – For each object, a few additional Fields are made available to cater client’s Bespoke Fields

User Exit on the SAP side enables the client to upgrade GC360 future release without affecting their bespoke logic

Easy to extend additional functionality without affecting core packages

Authorisation – Role-Based Field Level Data visibility Restriction Possible

Mobile App – Access from Standard Salesforce Mobile App

The flexible architecture supporting different integration technologies such as Mulesoft, PI, no middleware

Contact us for more information on our accelerators.

Arun Kumar

Arun Kumar

Practice Head - CRM

arun.kumar@gauri.com
Pratik Gandhi

Pratik Gandhi

Delivery Head - India

pratik.gandhi@gauri.com