- SAP Managed Tags
Story:
Prasad, a Sales Manager at PK Solutions, was excited about closing a big opportunity using SAP Sales Cloud V2. However, once the deal was won, handing over the project details to her colleague David, a Project Manager using S/4HANA Customer Projects, became cumbersome and prone to miscommunication. Prasad's sales data wasn’t seamlessly transferring to David’s project system, causing delays in project planning. After integrating Sales Cloud V2 with S/4HANA, Prasad could effortlessly sync opportunity details, giving David real-time visibility. Now, they collaborate smoothly, ensuring projects kick off faster with no data gaps, leading to satisfied customers and more efficient workflows
S/4HANA Customer Project in SAP S/4 HANA Cloud
As a rapidly expanding company, PK Solutions struggled to bridge the gap between sales opportunities and project execution. While their sales team leveraged SAP Sales Cloud V2 to manage opportunities, project managers depended on S/4HANA Customer Projects for delivery, leading to communication breakdowns and delays due to the lack of integration. By connecting Sales Cloud V2 with S/4HANA, they streamlined the entire opportunity-to-project process, enabling real-time visibility and smoother handovers. This seamless integration enhanced team collaboration, driving operational efficiency and boosting customer satisfaction.
Architecture diagram
Process Flow:
- Opportunity created in Sales Cloud (v2)
- Opportunity set to In Process ----> Triggers autoflow call to create customer project via Integration Suite
- Customer project created with status ‘In Planning’ in S/4HANA Cloud via the integration
Sales Cloud v2 – configurations :
Step 1: Please replicate the master data from S/4HANA to Sales Cloud V2
Step 2 : Create a new Opportunity Type or use an existing one
Step 3: Create an iFlow that generates a customer project and triggers the auto-flow based on your specified conditions.
Step 4: Create an iFlow that generates a customer project and triggers the auto-flow based on your specified conditions.
Step 5: Create an Opportunity with below data
Step 6: Set the status= In process
Step 7: Project ID will back V2 from S/4HANA
Conclusion
With the integration of Sales Cloud V2 and S/4HANA Customer Projects, Prasad and David eliminated workflow inefficiencies, leading to faster project execution and improved collaboration. This seamless connection ultimately enhanced customer satisfaction and business success.
