askotter / Integrations / SAP + Salesforce

integration pair

Connect SAP and Salesforce for your business

SAP and Salesforce each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.

● SAP · LIVE + ● Salesforce · COMING SOON

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the short answer

What do you get by connecting SAP and Salesforce?

askotter reads SAP and Salesforce side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.

From SAP: Financial accounting, Inventory and materials management, Production planning.
From Salesforce: Leads and opportunities, Account and contact data, Pipeline stages and velocity.
Status: Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.
Not for: Replacing SAP or Salesforce. Both keep working exactly as they do now.

why connect them

Why connect SAP and Salesforce

SAP orders and inventory sit beside your online sales, payments and marketing results. It fits into our digital marketing services work.

matching the records

How SAP and Salesforce records line up

SAP and Salesforce 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 Salesforce 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.

Salesforce 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.

Salesforce on its own

Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.

Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.

Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.

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questions

Questions about SAP + Salesforce

What can I learn by connecting SAP and Salesforce?

askotter puts SAP and Salesforce numbers in one report, so you can see where customers came from and why a number moved.

How does askotter connect SAP and Salesforce?

Live connections use a standard sign-in, and other tools use a file export. No developer is needed.

Is my data secure when connecting SAP and Salesforce?

askotter uses encrypted connections and role-based access, and you control who on your staff sees what.

SAP + Salesforce is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

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