Salesforce – SAP Integration
for Quotes and Orders

The SAP-integrated Quotes and Orders solution is a collection of ready-to-use Overcast Components to create SAP quotes and sales orders based on SAP business rules – all from within Salesforce.

Create reliable and professional quotes and sales orders in Salesforce that adhere to SAP customizing and pricing rules and perform SAP product availability (ATP) checks before sending to your customers. SAP is updated in real-time and business rule errors from SAP are shown to the Salesforce user. If your product is configurable, optionally use Salesforce CPQ to manage all product configurations based on SAP variant configurations.

The highly customizable Overcast solution ensures that end-to-end business processes are working seamlessly across Salesforce and SAP. It can be installed and customized within days to customer-specific requirements.

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

Sales employees have to ask another backoffice employee to create quotations and confirm orders
Employees have to maintain order details both in Salesforce and in SAP in parallel
Customers have to wait for a long time for quotes and order/delivery confirmation

With Overcast

Customer facing employees can create quotations and orders themselves, in minutes and in high quality
Quotes and Orders can be processed directly in Salesforce and linked to its opportunity to track the entire sales process
Salesforce CRM and SAP ERP processes work in harmony, previous SAP investments are leveraged.

Combine salesforce ease-of-use with SAP business logic
Try out the solution today and implement state-of-the-art CRM processes for your customer facing staff on top of established SAP business processes and application logic.
Create quotes and orders in salesforce based on SAP business logic
SAP-integrated Quote and Order Management is implemented in days and can easily be customized. Allow users to work from anywhere from a web browser or mobile device.
Edit and post SAP orders from within Salesforce
As you add items to an opportunity, quote or order, Overcast retrieves the customer-specific price and delivery date for reference and confirms the order can be correctly posted as is.
SAP product availability check (SAP ATP)
Get full insight into the SAP available-to-promise (ATP) information and the customer-specific delivery date that can be promised.
All data posted runs through SAP business logic
When data is posted to SAP, it runs through all the validations and checks that you have configured in SAP. Messages returned are the same messages you see in the SAPGUI.
Integrated into standard salesforce processes and user interfaces
The SAP-integrated Quotes & Orders solution tracks Opportunity Products entered and informs the sales reps already at that stage about customer-discounts and product availability.
SAP Variant configuration (SAP VC)
Quotes can be created in Salesforce based on SAP configuration and pricing rules, e.g. in make-to-order production processes running on SAP variant configuration.
Combine salesforce ease-of-use with SAP business logic
Try out the solution today and implement state-of-the-art CRM processes for your customer facing staff on top of established SAP business processes and application logic.

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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.

Appexchange Reviews

Fast moving forward project with great service and solution delivery for SAP and Salesforce!

GUDEL brings flow to industrial automation by delivering intelligent motion solutions. For this Gudel Group in Switzerland provides global ICT services for all their companies around the globe (Europe, China and the US).

All the business processes for sales and services are covered with Salesforce, while all other business processes are covered by SAP. With the project scope to speed up the sales processes and having all required SAP master data (e.g. material, conditions, debitors, forms, equipments, technical locations) in access by Salesforce, we realized the powerful interface solution „Overcast“ from Vigience.

Thanks to Vigiences fast moving forward project approach with great service and solution delivery, even in SAP and Salesforce, the project succeeded with great fun and business users acceptance (around 200) was a peace of cake! With the Overcast interface from Vigience between SAP and Salesforce we have now the perfect solution implementing further system-overreaching business processs requirements!

Many thanks to Vigience!
Stephan Geiser
SAP/ICT Senior Professional