Combined Reporting: SAP + Salesforce
How do you get one set of numbers you can trust? askotter reads SAP and Salesforce together and answers it for your business, by text.
How does combined reporting with SAP and Salesforce work for a small business?
askotter reads SAP and Salesforce side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.
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.
How do you get one set of numbers you can trust?
GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.
How askotter handles it
askotter reads SAP and Salesforce side by side, so it can combine your accounts into one clean report you can ask questions of.
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 combined reporting uses from each
Combined reporting needs a shared identifier or a shared time grain.
From SAP that means sales order numbers and customer accounts. From Salesforce it means contact emails and account domains.
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 about SAP + Salesforce
Do I need a developer to connect SAP and Salesforce?
How is askotter's Combined Reporting different from what SAP shows on its own?
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.