Customer Retention: SAP + QuickBooks
Which customers are about to stop coming back? askotter reads SAP and QuickBooks together and answers it for your business, by text.
How does customer retention with SAP and QuickBooks work for a small business?
askotter reads SAP and QuickBooks side by side so it can spot the signs that a customer is drifting away. Customers at risk flagged early, with the best way to win each one back listed first.
Read the full answerShow less
The owner asks follow-up questions by text.
- From SAP
- Financial accounting, Inventory and materials management, Production planning.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing SAP or QuickBooks. Both keep working exactly as they do now.
Which customers are about to stop coming back?
By the time you notice a regular has gone quiet, they have booked somewhere else. The warning signs were spread across your accounts: a complaint, a missed visit, a failed card payment. No single tool saw all of it.
How askotter handles it
askotter reads SAP and QuickBooks side by side, so it can spot the signs that a customer is drifting away.
A person checks the result before it reaches you. This is part of our digital marketing services work.
How SAP and QuickBooks records line up
SAP and QuickBooks 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.
SAP and QuickBooks 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 customer retention uses from each
Customer retention needs repeat behaviour from the same customer over time.
From SAP that means reorder intervals per account. From QuickBooks it means customers whose billing stopped.
QuickBooks is on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
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.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
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Questions about SAP + QuickBooks
Do I need a developer to connect SAP and QuickBooks?
How is askotter's Customer Retention different from what SAP shows on its own?
SAP + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
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