Case Studies
Case study
Integration of SAP and Salesforce (SFDC) for a Life Sciences organization
Customer : A Leading Life Sciences organization
Business Need
To leverage two enterprise systems, SDG Salesforce and SAP PR1 Instances, to enable integration capabilities that ensure both systems are in sync regarding customer contacts, customer accounts, Price Lists/Books and Materials. Once master data elements synced Quotations and Quotation Approval Workflow will be executed within SFDC. Once business releases the quotation that quote should be pushed (created/ replicated) within SAP PR1
How did we help them?
Accounts which has been spread across various application has been made into a single repository with a unique key which includes inter-application access.
Complex Quote Generation process (which was conventionally manual) has been introduced with an interactive frame.
How did they benefit?
Increased productivity for commercial team with the elimination of duplicate processes (master data entry in SAP and SFDC, revenue sales reporting, quotation creation and routing , forecasting)
Better visibility to sales metrics (opportunity funnel vs. realized sales)
By integrating Accounts, improved the response of Quote generation time.
Enablement of 3rd Gen. CRM addon applications.
Applications: SFDC (Lightning and Classic), SAP PR1 and OFM
Modules: Accounts, Contacts, Products, Price Books and Quotes.
Automation Tool : Provar SFDC Automation
Test Management Tool : JIRA, HP-ALM