Salesforce – SAP Integration
for Customer 360

The SAP-integrated Customer 360 solution is a collection of ready-to-use Overcast Components for companies wanting to get a true end-to-end 360-degree view of your customer in order to provide faster and better customer service.

Access real-time SAP order, invoice and delivery data, quote history, pricing details, and more – all without leaving your everyday Salesforce CRM workspace.

Connect non-SAP data sources as well to get a complete overview – a single view of everything relevant across multiple systems.

Overcast Benefits

Installed and connected to your SAP and other systems within a day
Pre-integrated through SAP’s many public APIs but can also optionally connect via SAP PI or Mulesoft
Many out-of-the-box Overcast Components available or build-your-own (BYO)

Without Overcast

Users have to call somebody or login to multiple systems in order to look up information
Customers have to wait for a long time to get information or even wait for a call-back
Users have to access multiple software solutions and be trained in multiple systems (e.g. Salesforce, SAP, etc.)

With Overcast

Users get a complete customer view, not only business card information and activity logs but now including information such as order status or invoice details.
Users can perform 100% of their work in Salesforce
Customers are serviced much faster than before

Real-time insight into all account information
Overast Components for SAP-integrated Customer 360 display SAP information such as order run rate or credit status in real-time. Up-to-date data is retrieved as the page loads.
Ready-to-use, configurable Overcast Components
Overcast Components such as the SAP Actuals vs. Forecast combine SAP data with Salesforce data. Other Components display SAP documents such as Sales Orders or update data in SAP.
Access any SAP and non-SAP data on the fly
The SAP Deliveries and SAP Invoices Components provide full insight into Delivery and Invoice documents. Documents can be searched and individual documents opened to see all information one could see on in the SAPGUI too.
SAP Sales order history
Overast Components for SAP-integrated Customer 360 follow the Salesforce design guideline. Click on “View All” and access a full list of historic documents for that Customer.
SAP Sales order details
Open individual documents such as this Sales Order and see all the information you can see on the SAPGUI side. Customize what you want to see and show where.

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Customer Story

Who is the customer

A large independent semiconductor manufacturer. They sell embedded memory and storage solutions to other manufacturers and have sales reps and resellers in all major markets.

Pain points

Despite SAP ERP, account executives and management alike did not have a complete 360-degree view of the entire Account relationship and the revenue it generates (across different sold-to parties, channels and products).
Account executives couldn’t quickly provide order confirmations or information on order history, order status, product available-to-promise information and shipment status.
Management needed accurate, fast, global forecasts, order history & backlog to drive investment decisions in this competitive industry.

Solution

Implemented Salesforce and connected it to SAP ERP to get a single, complete view of everything relevant including real-time sales order, product delivery and shipment status.
Full-blown sales order management capability that allows account executives to post and monitor sales orders in real-time to SAP ERP. All information related to the account is now accessible in Salesforce.
SAP-connected Salesforce benefit: pipeline & revenue growth by 51% and 31% respectively combined with an inventory reduction by 51% and a planned SKU reduction of 73%.