Salesforce Integration with SAP ERP and Bullseye API

Project Name: Salesforce Integration with SAP ERP and Bullseye API
Client Industry: E-Commerce
Project Commencement Date: April 16, 2018
Project Completion Date: June 22, 2018

Integrated Salesforce with Bullseye API, hence the ‘Find a Dealer’ page on the website always provides the up-to-date information to the website visitors and integrated Salesforce with SAP ERP to view financial data in Salesforce.

THE CHALLENGE

  • Needs to automate Territory Management for Account, so that the accounts are automatically assigned to the appropriate territory managers.
  • Needs to integrate Salesforce with Bullseye location software, hence the ‘Find a Dealer’ page on the website always provides the up-to-date information to the website visitors
  • Needs to integrate Salesforce with SAP ERP to view financial data in Salesforce.
  • Needs financial data in Reports and Dashboards
  • Needs the users to be trained to ensure the highest adoption rate

    • THE SOLUTION

  • Created custom object with custom settings to store territories based on state/zip code range and write a trigger to assign the account to corresponding territory manager based on criteria
  • Migrated existing data to into Salesforce
  • Configured Informatica Cloud Connector to integrate SAP ERP with Salesforce.com CRM
  • Created Reports & Dashboards to help gain insights of the financial data in the Salesforce CRM
  • Integrated Salesforce CRM with Bullseye, location software, through Bullseye’s API
  • Provided an online training & user manuals to ensure the highest rates of user adoption

    • THE IMPACT

  • Better customer experience for e-commerce website visitors since ‘Find a Dealer’ page on the website always provides the up-to-date information
  • Increase of sales and quality of services due to the accuracy of online information
  • Single platform for management to see data visualization for Sales and Finance