Project Description

Difficult made easy by Theobald Software

Automate sales processes in no time

SAP und SharePoint nahtlos verbinden

yunIO Use Case Sales Department

Contact synchronization in Salesforce

With Salesforce as a CRM system, companies can efficiently capture, manage, and analyze customer information. However, in order to use this data seamlessly in business processes, it must be integrated with an ERP system such as SAP, for example. This is often a time-consuming and error-prone process that can reduce the efficiency of business processes. In addition, a consistent and secure synchronization of customer data between the different systems is essential. This is where yunIO comes in! The interface enables the secure and automated synchronization of customer data between Salesforce and SAP.

Secure and automated synchronization of customer data with yunIO
With yunIO, you can achieve seamless integration between Salesforce and SAP to streamline your business processes. For example, the sales department can update customer data in Salesforce, while the finance department accesses this data in SAP to generate invoices and purchase orders. Either way, employees can work in their familiar environment. Synchronizing data between systems ensures that all departments are working with the most current information. The yunIO interface allows you to easily transfer a contact in Salesforce to SAP without having to create a redundant contact in SAP. This allows you to efficiently manage your customer data, make informed business decisions and increase your competitiveness. Furthermore, yunIO can be implemented and used without extensive IT infrastructure. The ease of use of the interface also saves time and money during implementation.

Advantages with yunIO

By transferring verified and validated customer data from Salesforce to SAP, you avoid errors and inconsistencies that can occur with manual data entry.
An accurate and up-to-date customer database in Salesforce and SAP gives you deeper insights into your customers’ behaviors and preferences. This means sales and marketing strategies can be better tailored to their needs. Analyzing customer data in both systems helps you identify patterns and trends and make smarter business decisions.
Salesforce and SAP integration improves collaboration between sales and finance teams. Sales professionals can access customer data in SAP directly from Salesforce, such as order history and credit limits, to make informed decisions about pricing and sales strategies. Finance teams can access sales data in Salesforce from SAP, such as order status and invoice information, to better manage cash flow and financial forecasting. Employees from each department can work in their familiar environment.
By eliminating redundant data entry and improving data accuracy, you can reduce costs associated with data management. This can also help reduce the risk of errors that could result in lost revenue or damaged customer relationships.

Synchronize contacts in Salesforce quickly & easily

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