Platform
Salesforce Consulting & Integration
Salesforce consulting with a focus on integration: connecting Salesforce CRM to SAP S/4HANA and SAP Business One so accounts, quotes, orders, prices and stock stay consistent.
Overview
Salesforce and where it fits
Salesforce is where many sales and service teams manage leads, opportunities and customer relationships. Its value drops sharply when it is cut off from the ERP: sales quotes prices that finance does not recognize, and nobody is sure which customer record is correct.
Our Salesforce work centres on closing that gap. We connect Salesforce with SAP S/4HANA and SAP Business One so that customers, products, prices, stock, quotes and orders move between CRM and ERP without re-keying.
Business challenges
The problems this platform is asked to solve
Sales quotes against stale data
Prices, discounts and stock in Salesforce lag behind the ERP, so quotes are corrected after the customer has seen them.
Orders are keyed twice
A closed opportunity is typed again into the ERP as a sales order, adding delay and errors.
Two versions of the customer
Account details, credit limits and contacts differ between CRM and ERP.
No end-to-end view
Sales cannot see delivery and invoice status; finance cannot see the pipeline.
Consulting and implementation
How an engagement runs
01
Process and data mapping
We agree which system owns each piece of data and map fields, units and statuses between Salesforce and the ERP.
02
Integration build
Interfaces are built on supported APIs on both sides, with validation, retries and logging.
03
Testing with real scenarios
Quotes, orders, changes and cancellations are run end to end with sales and finance users.
04
Cutover and handover
Initial data alignment, go-live support and documentation for your administrators.
Customization and integration
Fitted to your business and connected to your systems
Master data
Customers, contacts, products and price lists aligned so both systems describe the same thing.
Quote to cash
Opportunities and quotes become SAP sales orders; deliveries and invoices flow back.
Availability and credit
Sales sees live stock and credit status before committing to a customer.
Other channels
The same approach extends to Shopify and messaging channels such as WhatsApp.
Support and optimization
After go-live
Monitoring
Failed messages are detected, explained and reprocessed rather than silently lost.
Change management
New fields, objects and processes added to the integration as either system changes.
Release readiness
Integration tested ahead of Salesforce seasonal releases and SAP upgrades.
Industries
Where we apply it
Related products and solutions
Related services
Questions
Frequently asked
Which SAP systems can you connect Salesforce to?
SAP S/4HANA and SAP Business One. Other ERPs can be assessed on request.
Is the integration real time?
Data that sales depends on, such as prices, stock and order status, is exchanged in near real time. Less urgent data can be scheduled. The design is agreed during mapping.
Do you implement Salesforce itself?
Our focus is integrating Salesforce with ERP and the consulting around it. Tell us your scope and we will confirm what we can deliver.
Other platforms we work with
SAP, SAP Business One, Odoo, Oracle, Microsoft Dynamics 365 and Salesforce are trademarks of their respective owners. Their use here identifies the technologies we work with and does not imply endorsement.
Discuss your Salesforce plans
Send us a short note about your business and current systems. We aim to respond within 24 hours to arrange a first conversation.
Request a consultation