Integrating SAP and Salesforce to Automate Sales Intelligence and Empower Decision-Making Across Emerging Markets

Challenges

Prior to the deployment of the new intelligence platform, the agricultural leader faced significant operational blind spots:
‍

  • CRM & ERP Silos: A complete lack of integration between the Salesforce CRM and SAP systems prevented holistic pipeline and revenue tracking.  
  • Broken Workflows: New systems integration and migration efforts caused significant disruption to earlier reporting automation.  
  • Opaque Sales Metrics: Management struggled with a lack of understanding and insights into key sales processes and overarching KPIs.

‍

Solutions

We engineered a unified analytics ecosystem designed to seamlessly connect front-office CRM data with back-office ERP financials.
‍

Key capabilities include:

  • Complex Data Mapping: Proficiently navigated Salesforce and SAP data models for accurate data extraction and mapping, seamlessly integrating the data sets for analysis.  
  • Qlik Sense Transformation: Performed robust data modeling and data transformation within Qlik Sense to develop fully automated dashboards for process KPI tracking.  
  • Leadership Insight Generation: Focused on insights generation from the analysis of Sales Orders, Price Variance, Approval status, and Discounts Analysis specifically for the Sales Leadership Team across various geographies.

‍

Outcomes

The automated Sales Intelligence platform fundamentally upgraded the organization's strategic capabilities:

‍

  • Unified Data Ecosystem: Established seamless data connections with SAP and Salesforce, harnessing valuable enterprise information for insightful analysis.  
  • Strategic Emerging Market Support: Generated insights and provided vital business analysis to teams on a periodic basis, specially empowering groups in emerging markets.  
  • Enhanced Decision-Making Scope: Created robust data models within Qlik Sense, enhancing the overall scope for strong data-driven decision-making.  
  • Automated KPI Tracking: The organization successfully leveraged Qlik Sense to rebuild automation, delivering periodic business insights without manual intervention.  

‍

Looking Ahead

‍

With seamless data connectivity established between SAP and Salesforce via Qlik Sense, this multinational agriculture leader has secured a scalable analytics foundation. Moving forward, the robust data models can be expanded to incorporate GenAI capabilities and predictive forecasting, enabling the Sales Leadership Team to proactively navigate supply chain shifts and accelerate sustainable bio-solution distribution across rapidly growing emerging markets.  

‍

Download

Download

Our Partners

Shaping the future with our trusted partners

explore

Explore

Explore

Contact

Reach out to us

Got a question, email us at - engage@exponentia.ai

Reach out to us

UK

US

Singapore

8 Eu Tong Sen Street #14-94,
The Central

India

Reach Out To Us

Name
Contact No.
Company Name
Company Email Address
Message
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Integrating SAP and Salesforce to Automate Sales Intelligence and Empower Decision-Making Across Emerging Markets

November 6, 2026
A multinational crop protection chemicals and seeds company, recognized as a global leader in bio solutions for sustainable agriculture, needed to modernize its executive reporting. Following a complex systems migration, the organization experienced disrupted analytics workflows and a fundamental lack of integration between its Salesforce CRM and SAP systems. This disconnect left the Sales Leadership Team with a lack of understanding and insights into key sales processes and KPIs. To restore visibility and empower regional teams, we architected an automated Sales Intelligence platform using Qlik Sense. By bridging the gap between Salesforce and SAP through advanced data modeling and transformation, the solution delivers automated dashboards that track sales orders, price variances, and discounts. This strategic integration successfully restored automation and provided crucial periodic insights to teams operating in highly dynamic emerging markets.
Challenges

Prior to the deployment of the new intelligence platform, the agricultural leader faced significant operational blind spots:
‍

  • CRM & ERP Silos: A complete lack of integration between the Salesforce CRM and SAP systems prevented holistic pipeline and revenue tracking.  
  • Broken Workflows: New systems integration and migration efforts caused significant disruption to earlier reporting automation.  
  • Opaque Sales Metrics: Management struggled with a lack of understanding and insights into key sales processes and overarching KPIs.

‍

Solutions

We engineered a unified analytics ecosystem designed to seamlessly connect front-office CRM data with back-office ERP financials.
‍

Key capabilities include:

  • Complex Data Mapping: Proficiently navigated Salesforce and SAP data models for accurate data extraction and mapping, seamlessly integrating the data sets for analysis.  
  • Qlik Sense Transformation: Performed robust data modeling and data transformation within Qlik Sense to develop fully automated dashboards for process KPI tracking.  
  • Leadership Insight Generation: Focused on insights generation from the analysis of Sales Orders, Price Variance, Approval status, and Discounts Analysis specifically for the Sales Leadership Team across various geographies.

‍

Outcomes

The automated Sales Intelligence platform fundamentally upgraded the organization's strategic capabilities:

‍

  • Unified Data Ecosystem: Established seamless data connections with SAP and Salesforce, harnessing valuable enterprise information for insightful analysis.  
  • Strategic Emerging Market Support: Generated insights and provided vital business analysis to teams on a periodic basis, specially empowering groups in emerging markets.  
  • Enhanced Decision-Making Scope: Created robust data models within Qlik Sense, enhancing the overall scope for strong data-driven decision-making.  
  • Automated KPI Tracking: The organization successfully leveraged Qlik Sense to rebuild automation, delivering periodic business insights without manual intervention.  

‍

Looking Ahead

‍

With seamless data connectivity established between SAP and Salesforce via Qlik Sense, this multinational agriculture leader has secured a scalable analytics foundation. Moving forward, the robust data models can be expanded to incorporate GenAI capabilities and predictive forecasting, enabling the Sales Leadership Team to proactively navigate supply chain shifts and accelerate sustainable bio-solution distribution across rapidly growing emerging markets.  

‍

Collaborating with Leading Technology Experts

Let's engineer your AI-native enterprise

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Contact Us Image
Need more information? Continue on Global Site