Salesforce – SAP Integration
for Salesforce CPQ

The SAP-integrated Salesforce CPQ solution is a collection of ready-to-use Overcast Components that make it possible to use Salesforce CPQ in combination with the SAP Variant Configuration (SAP VC) and the SAP Pricing Engine.

The solution allows selected products to be externally configured in SAP by accessing SAP VC in real-time and works without installation of a big add-on in SAP and without replicating SAP configuration and pricing tables to Salesforce.

Enable sales staff, resellers and customers to create, approve and send out accurate complex quotes directly from Salesforce.

Overcast Benefits

The user interface is in Salesforce CPQ while the master data and business logic stays in SAP, letting you leverage your large investment in SAP pricing and variant configurations
Solution is set up and connected to your on-premise SAP VC in hours or days
No requirement for logic in Salesforce that attempts to mimic the SAP variant configuration and pricing rules – something that is very costly and difficult to achieve

Without Overcast

Sales reps have to login to SAP in order to create a complex quotation (or worse: ask somebody else to do it)
Customers have to wait for a long time to get a quote returned. No customer self-service possible either.
SAP-based CPQ solution cannot easily be extended for better workflows or to e.g. bundle service

With Overcast

Sales reps can perform 100% of their work in Salesforce including quote creation and workflow approvals
Support complex product configuration and pricing in Salesforce in days – without changing anything on the SAP side
Mix & match configuration engines, e.g. bundle services in Salesforce CPQ on top of SAP-VC configured products

OVERCAST CPQ
Overcast CPQ is a special Overcast Component optimized for the Configure, Price, Quote (“CPQ”) process for customers who use the SAP Variant Configuration feature in SAP.
OVERCAST CPQ
Overcast CPQ checks that Configurations are valid and complete. In addition, the configuration is priced based on SAP’s pricing engine / conditions.
OVERCAST CPQ
The configurations made and the prices calculated are saved back into Salesforce CPQ – either itemized or not.
OVERCAST CPQ
Once done, create your quote in Salesforce and send it to your customers. You can rest assured that the configuration and pricing information is complete, valid and in sync with SAP!

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Customer Story

Who is the customer

An international manufacturer of high-tech end-to-end solutions that secure and improve quality in food manufacturing. They sell and implement complex solutions and 90%+ of sales are generated internationally.

Pain points

Their food quality analysers are high-tech machines that are installed into the food production lines at their customers.
Their products are highly configurable and thus it was hard to ensure configurations are valid, complete and correctly passed from quotation to sales order to production and to the invoice.
Planning service appointments as well as the invoicing of parts and time was inefficient and error prone.

Solution

Quotes are configured in Salesforce CPQ based on SAP variant configuration rules and pricing conditions. They are guaranteed to be valid, complete and available as promised.
When ordered, configurations are passed to SAP so the configured product can be manufactured, shipped & invoiced.
Service Cloud to SAP integration includes service contract and ad-hoc service billing to SAP and product ATP checks during service appointment scheduling.