Customer Retention: SAP + Salesforce
Which customers are about to stop coming back? askotter reads SAP and Salesforce together and answers it for your business, by text.
How does customer retention with SAP and Salesforce work for a small business?
askotter reads SAP and Salesforce 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 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.
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 Salesforce 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 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.
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 Salesforce it means renewal dates and open cases per 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.
Related guides
- LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.
- The Marketing Metrics That Matter (and the Ones That Do Not). Most marketing reports are long because the numbers in them are weak. A useful report is short.
Services that use these connections
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Questions about SAP + Salesforce
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How is askotter's Customer Retention different from what SAP shows on its own?
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