The most successful and competitive companies have connected their back and front offices. One of the most common use cases are enterprises that integrate SAP with Salesforce.
When Sika decided to integrate SAP with Salesforce, they turned to Jitterbit. Before Jitterbit, Sika had attempted to use other products to automate the movement of flat files from SAP into Salesforce manually several times per week.
While the data movement itself was automated, the process to set up each load was totally manual, requiring hours of work every week to manipulate and transform this data. This included an individual manually looking up sales team members and assigning the correct records to their users.
With Jitterbit, Sika has fully automated this integration, connecting sales data, product mix, credit, and accounts receivable issues between SAP and Salesforce, giving the organization complete visibility to the sales process from within both applications.
Sika is just one of many Jitterbit customers taking advantage of front and back office integration — and this use case is just one of many business processes that can be automated through Jitterbit.
When you look to integrate ERP with CRM, there are four key areas to consider:
- Order/Invoice. Your ERP application is likely your system of record for product, orders, and invoices. But this information is also critical to your front office team. Connecting the two systems will close the loop and give your sales reps visibility into order status.
- Contact & Account. Both front and back office apps make use of Contacts and Accounts for tracking your clients. Don’t use manual, error-prone swivel chair data entry in attempt to keep these aligned. Use your system of record to automatically populate and update key Account and Contact data by synchronizing CRM with ERP. Create data governance rules to determine which fields can be modified within a given system.
- Product Inventory. The CRM application needs to have access to the products your sales and marketing team are trying to sell. Gives sales reps a to view current inventory, bill of materials, and other pertinent product data so they can close deals faster.
- Order and Quote Management. Automatically turn proposals (created in the CRM) into orders (executed and tracked at the ERP level.) Then close the loop by synchronizing key order status information back to CRM so both your sales team and you customer can get real-time visibility.
Watch the free webinar.
Hear how Sika automated the integration of sales and accounting data between SAP and Salesforce and completing the product synchronization in less than 48 hours!