integration pair · predictive forecasting

Predictive Forecasting: HubSpot + SAP

Can you trust your forecast for next month? askotter reads HubSpot and SAP together and answers it for your business, by text.

● HubSpot · LIVE + ● SAP · LIVE Predictive Forecasting
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the short answer

How does predictive forecasting with HubSpot and SAP work for a small business?

askotter reads HubSpot and SAP side by side so it can forecast with live numbers from every connected account. Forecasts that update as your numbers change, with a likely range attached.

Read the full answerShow less

The owner asks follow-up questions by text.

From HubSpot
Contacts and companies, Deal pipeline and stages, Email campaign performance.
From SAP
Financial accounting, Inventory and materials management, Production planning.
Status
Both connect today.
Not for
Replacing HubSpot or SAP. Both keep working exactly as they do now.
the problem

Can you trust your forecast for next month?

Most small business forecasts are last year's numbers in a spreadsheet. They miss that your ad spend doubled this quarter or that the busy season started early.

How askotter handles it

askotter reads HubSpot and SAP side by side, so it can forecast with live numbers from every connected account.

A person checks the result before it reaches you. This is part of our digital marketing services work.

matching the records

How HubSpot and SAP records line up

HubSpot and SAP both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

HubSpot and SAP both keep a company record. The match runs on the company's web domain first and falls back to a cleaned company name.

Shared between the two: the customer email address and the company or account.

What predictive forecasting uses from each

Predictive forecasting needs enough history to see the seasonal pattern.

From HubSpot that means open deals by stage and expected close date. From SAP it means order history by material and region.

What each tool sees on its ownShow less

HubSpot on its own

HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.

Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.

Access. A HubSpot private app or OAuth connection with read-only CRM scopes.

SAP on its own

SAP holds the booked order, the invoice and the customer master. It has no record of the marketing that produced the order.

Timing. SAP data usually reaches outside systems in scheduled extracts, so it runs as current as the extract schedule your ERP team sets.

Access. Read-only OData services or scheduled exports set up with your ERP team.

questions

Questions about HubSpot + SAP

Do I need a developer to connect HubSpot and SAP?

No. Most accounts connect with a sign-in, and the rest take a file export.

How is askotter's Predictive Forecasting different from what HubSpot shows on its own?

HubSpot only sees its own numbers. askotter reads HubSpot and SAP together and can answer the question: Can you trust your forecast for next month?

Connect HubSpot + SAP. Five minutes.

Plans are on the digital marketing pricing page.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.