SAP Business One Salesforce Integration

A Unity Integration | Powered by Intelligrate

SAP Business One runs your back office. Salesforce runs your sales team. Unity, powered by Intelligrate, makes them run together.

SAP Business One Is Powerful — But It Doesn’t Share Well

SAP Business One is a capable ERP for growing businesses, but its data doesn’t flow automatically to Salesforce. Your sales team is selling blind — without visibility into inventory, order history, pricing, or account health. Your finance team is re-entering data. Your leadership team is reporting from two sources and trusting neither.

 

This is the integration problem that Unity, powered by Intelligrate, was built to solve.

What Gets Connected

• Purpose-built SAP Business One connector — not a generic adapter

• Salesforce-certified integration logic to handle CRM data correctly

• AI-enabled monitoring that identifies errors before your team feels them

• Dependency maps to eliminate the repetitive sync errors that plague point-to-point integrations

• Records reconciliation to ensure your SAP and Salesforce customer data always matches

Why Unity | Powered by Intelligrate

Business Partners & Accounts → Contacts & Sales Orders → Invoices & Payments → Inventory & Pricing → Opportunities & Quotes → Delivery & Shipment Status

 

Your Salesforce reps see real-time order and inventory data. Your SAP team gets CRM context. Everyone works from the same picture.

Stop the Cycle

You can stop the cycle of losing customers by gaining complete data visibility with Unity. Unity is a scalable, fully managed integration, meaning that you don’t have to worry about your software. As Salesforce certified experts and an Infor Gold Channel Partner with 25 years’ experience, we take care of all the behind-the-scenes work for you. If you ever have a question or issue, you can talk directly to our Unity Support Team by phone or email at no extra charge. In fact, 100% of clients said our team cares about their account and their success with Unity when surveyed!

3 Step Process

Get Unstuck:
Talk with a Unity Expert

Talking with an expert is the first step to uncover the core issues that are keeping your organization constantly firefighting

Choose a
Best-of-Breed Solution

Our team of industry experts drill into your core issues to present options to get you out of firefighting and into full solutions

Achieve Your Success

Our Unity team guides you in the delivery of your solution. You make informed decisions and conquer your goals.

Experience Unity

STRONGER RELATIONSHIPS

Understand contacts and offer them the exceptional service they deserve

360-DEGREE VIEW

Maximize data to gain total visibility and perfect order fulfillment

FOCUSED SALES

Utilize a proper sales funnel throughout the customer journey

Intelligrate Save Money eBook Graphic

Save Money and Increase Profits

Having a disconnected ERP and CRM causes your business to lose time and money.

Utilize a Unity integration to:

  • Increase profitability by 21%
  • Cut data entry in half
  • Stand out from the competition