Dynamics CRM - SAP
Quote to Order Integration

The SalesMetrix Dynamics CRM-SAP Quote to Order Integration is a powerful and innovative solution that seamlessly integrates information between SAP and Microsoft Dynamics CRM 2011 or 4.0. The solution provides an easy exchange of information (via web services) including customer records, material master, quotes, pricing, orders, and invoicing. Entries in SAP update CRM in real-time and vice-versa, reducing duplicate data entry.

CRM-SAP OverviewThe CRM-SAP Integration also includes the SalesMetrix Quick Quote Enhancement, which enables users to quickly enter quotes and associated line items, plus generate/email customized quote submittals to customers as a PDF attachment with a single click.

Key Benefits

  • Integrate SAP customer information with Dynamics CRM
  • Easily convert CRM quotes to SAP orders
  • Display SAP invoices in Dynamics CRM (optional)
  • Use Dynamics CRM to streamline quote generation and support SAP business rules
  • Create customized quote submittals including terms & conditions, and attach sales literature, brochures, and project data sheets, etc.
PDFicon

Learn more about the Dynamics CRM-SAP
Quote to Order Integration from SalesMetrix!


For more information or a free, no-obligation, quote please Contact Us now!

SalesMetrix CRM
NEWSLETTER

Sign up for our monthly CRM solutions newsletter.