01
A confirmed deal becomes a sales order in SAP
Before the manager sends the order to the accountant in a messenger, the accountant retypes it into SAP, item codes get mixed up and the order waits until the next morning.
After the moment the deal is marked won, a sales order appears in SAP with the customer, the items and the prices from the CRM; the accountant only checks it.
02
Invoices and payments are visible on the client's card
Before the manager asks the accountant 'has he paid yet?' several times a day, and the debt is discovered when the next shipment is already loaded.
After the invoice from SAP and its payment status appear on the client's card; the manager sees the debt himself and the shipment is held before it leaves.
03
One customer directory in both systems
Before a new client is created twice under slightly different names, reports from the CRM and from SAP never match, and someone spends a day reconciling them.
After a client created in the CRM appears in SAP as a customer record with the same code; a change of address or details in one system is reflected in the other.
04
Stock balances in the sales conversation
Before the manager promises delivery in three days and then learns from the warehouse that the item ran out last week.
After the CRM shows the balance from SAP next to the item, and the manager promises only what is in stock.