Well, before we begin, let me say that people looking for a technical guide to Salesforce SAP Business One integration are going to be either relieved or mildly annoyed to know that’s not necessary. Believe it or not, as far as how to set this stuff up, the tiny set of steps they give you really is all you have to do. I know, it’s normally not that simple, and you wind up needing third party tutorials, but no. They made it that easy for real!
But, at the same time, I think a lot of people overlook how powerful Salesforce SAP Business One integration can actually be, and so they don’t take time to look into anything more than that technical information.
The problem there is, when you look online about this topic, only the companies themselves are saying anything about why or how this is useful. Nobody else seems to be bringing home to everyone why this has been designed, and why both companies are working so hard to push it.
Why is that? No, I don’t know I was asking you.
CRM as Core:
One of the issues, in a way, is the mindset nowadays of CRM being the backbone of data processing in business. Oh, that’s not a bad thing for the data flow that parallels any given attribute of customer experience.
But, believe it or not, if you can’t directly link it to CX, then you probably ought not be running it exclusively through CRM.
CRM designers know this, and it’s the actual logic behind many of these solutions (such as Salesforce) supporting apps/extensions that add functionality and menus to the platform. Sure it’s a smart business move on their parts too, to get their fingers in any market possible. But, that really is a side benefit to making CRM be what people want it to be.
That’s Not Enough:
The App Exchange sure can provide you with a lot of extra features to make Salesforce do all manner of things. But, while you could scoot by with this for business management, you shouldn’t.
You’ve certainly heard of SAP, both the company and the software niche they basically invented (I hate it when the name gets shared like that). Well, one of the many other services they provide beyond just their multi-scale equivalent of ERP frameworks, is their small business management software, Business One.
Why Business One:
Business One is a one stop solution for resource planning and analytical management for small businesses and startups. With them in mind, it uses standards, trends and scales that show what matters within their range, not within multi-tier business.
This no nonsense approach, along with a ridiculously easy interface, scheduling and reporting system and diverse resource tracking make it the best solution for this problem with these businesses. No amount of CRM plugins for any CRM solution by any developer could cram this power, at this low price on.
Really that Easy:
Well, you know why you chose Salesforce to handle CRM, and now you know why you want Business One to handle the other prime data processing and tracking. So, integrating them can’t really be as easy as their instructions, right?
Surely, there must be some warnings they didn’t post? Nope. All you have to do is the mapping, account setups and ODBC stuff listed, and it works like a charm. In the event you make a mistake, it simply won’t take and you try again. You can’t break this, I promise.
So, Salesforce SAP Business One integration is not only easy, but if you’re a small business, it’s necessary.