Salesforce SAP ECC Integration for
End-to-End Sales Automation at Servomex
Client Overview
Servomex is a global expert in specialist gas and moisture analysis solutions and a key operating company within Spectris plc. It supplies a wide range of innovative gas analysers, from portable instruments to large, complex process systems, designed to deliver accurate, reliable gas measurements that support improved product quality, plant and process safety, emissions control, and compliance with regulatory requirements across industries such as energy, industrial process, medical, and semiconductor manufacturing.
Founded in 1952 and headquartered in the UK, Servomex has a long history of innovation in gas analysis, combining deep technical expertise with a broad product portfolio and worldwide service network to meet evolving industrial needs.
Business Objective
Servomex aimed to eliminate manual synchronization between Salesforce CRM and SAP ECC ERP by implementing a fully automated, real-time integration framework.
Key objectives included:
- Automating the Quote-to-Cash lifecycle
- Synchronizing customer, product, pricing, and order data
- Reducing manual intervention across CRM and ERP systems
- Improving data accuracy and consistency
- Enhancing visibility into order, delivery, and financial statuses
- Delivering a better customer and employee experience
Industry
Manufacturing
Platform
Boomi
Service
CRM–ERP Integration
Challenges
Disconnected CRM and ERP Systems
Salesforce and SAP ECC operated independently, requiring manual data entry and synchronization across systems.
Manual Quote & Order Processing
Quotes, sales orders, customer accounts, and updates were manually created and maintained in both systems, increasing errors and delays.
Data Duplication & Inconsistency
Customer, product, and pricing updates in SAP required manual replication in Salesforce, leading to misalignment.
Operational Inefficiencies
Manual intervention across sales and finance processes resulted in longer lead times and increased processing costs.
NeosAlpha helps enterprises automate Quote-to-Cash processes through secure CRM and ERP integration powered by Boomi.
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Integration Architecture & Use Case Design
NeosAlpha’s solution architects analyzed business workflows across Salesforce and SAP ECC and structured integration use cases spanning the Opportunity-to-Sales Order lifecycle.
Boomi-Powered Salesforce–SAP Integration
Leveraged Boomi’s out-of-the-box connectors for Salesforce and SAP to enable secure, real-time data exchange.
Automated Customer & Opportunity Sync
Implemented automated creation of Salesforce Accounts and Opportunity Line Items, enabling seamless synchronization of sales data. Customer records in SAP were automatically triggered based on opportunity stage changes in Salesforce, ensuring timely ERP updates.
Quote & Sales Order Automation
Enabled seamless integration between Salesforce and SAP by creating SAP Quotes and Sales Orders directly from Salesforce Opportunities, ensuring faster sales execution and reduced manual effort. The solution automated product, pricing, and cost synchronization between both systems to maintain data accuracy and consistency.
Operational Visibility in Salesforce
Enabled real-time visibility of SAP delivery status, credit status, and order progress within Salesforce.
Data Validation & Error Logging
Implemented pre-validation rules and automated error logging within Salesforce to ensure clean and consistent data.
User Experience & Access Control
Designed a user-friendly interface for internal IT teams with structured, role-based access controls.
Results
Reduced Lead Time
Automated Quote-to-Sales Order processes significantly shortened customer servicing timelines
Lower Processing Costs
Eliminated manual data re-entry, reducing operational overhead.
Improved Data Alignment
Achieved consistent synchronization of customer, opportunity, quote, and order data between Salesforce and SAP.
Enhanced Data Accuracy
Replaced manual processes with automated integrations, reducing errors and inconsistencies.
Technology Stack
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