Salesforce and SAP ERP integration + automation

Now, anyone in sales, marketing, customer support, HR, finance, IT, revenue operations, and many other teams across the organization can quickly stand up custom SAP ERP + Salesforce automation. Get the absolute most out of your SAP ERP and Salesforce data to grow revenue and improve data hygiene. Design and execute seamless, automated workflows to kickoff any operation based on any custom trigger. 

With the Tray Platform, anything is possible. For example, you can freely flow data for leads, prospects, accounts, closed-won deals, and more across multiple channels. You can expedite the quote-to-cash process by syncing ERP data across your CRM to automate approvals. Or, you can unify your CRM and ERP data to generate powerful, real-time reports and dashboards for leadership. 

Deeply connect SAP ERP, Salesforce, and any other mission-critical software, including your marketing automation platform, helpdesk, business intelligence tool, accounting software, customer data platform, e-commerce platform, internal chat tool, email tool, payment processing platform, data warehouse, and many more. 

Any business user can quickly build powerful integrations thanks to the Tray Platform’s ease-of-use. Our platform can also manage large-scale data projects touching billions of records daily, which makes it popular among technical users, too. And our elastic, serverless architecture ensures your workflows will always scale, no matter how your data needs may change. 

Harness the power of advanced SAP ERP + Salesforce automation to make your ERP and CRM process hyper-efficient. Need to rapidly scale order fulfillment by deeply syncing your e-commerce and ERP data? Need to ensure your sales and finance teams are always working from a single source of truth, whether it’s for account data, payment records, or orders, by unifying data across your tech stack? Need to improve data hygiene by expediting record reconciliation and de-duping? Need to accelerate the entire quote-to-cash process by auto-alerting stakeholders around signatures and approvals? The Tray Platform is flexible enough to manage any use case because we integrate with any of your favorite applications, including  Power BI, HubSpot, Zendesk, Marketo, Tableau, ADP Workforce Now, LinkedIn, Slack, Asana, and many others. 

IT leaders trust our platform with even their most sensitive data because we’ve made enterprise-grade security a top priority. Our platform is SOC 2 Type 2-certified and fully compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.