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What Is SAP Cloud for Customer Server-Side Integration

 

 

SAP Cloud for Customer Server-Side Integration (SSI) is a top-notch customizable enterprise solution for integrating SAP Cloud for Customer with your MS Outlook/Outlook on the Web or Gmail/G Suite mailbox. Cloud for Customer SSI enables its users to perform all necessary interactions and activities in the CRM conveniently and directly in the business communication mailbox.

 

Who benefits from using SAP Cloud for Customer SSI

SSI solution is a tool that saves professionals’ work time by fully or selectively automating various repetitive SAP Cloud for Customer interactions. Essentially, it establishes a direct connection between a user’s corporate mailbox and SAP Cloud for Customer, both on the user side (SSI E-Mail Add-In) and on the server side (SSI Sync).

 

Categories of professionals who benefit from using SAP Cloud for Customer SSI:

  • Salespersons operating in any area that involves e-mail communication, registration of calls, managing of meetings and visits in MS Outlook or Gmail calendars
  • Lawyers using SAP Cloud for Customer to register their professional e-mail correspondence
  • Marketing specialists carrying out e-mail campaigns which involve SAP Cloud for Customer for building analytics
  • Any other professionals whose activities are based on processing e-mail correspondence and SAP Cloud for Customer

 

 

SAP Cloud for Customer SSI key functions

  • Register your business communication in the CRM: Exact automatic or selective saving/syncing of incoming or outgoing business e-mails and calendar items in SAP Cloud for Customer. Most of your CRM tasks will be performed right from your mail client, saving your time through smart automation of processes.

  • Create and update relevant SAP Cloud for Customer objects: Solution auto-fills object fields based on data retrieved from e-mail bodies and signatures. You’ll never need to copy-paste multiple field values again.

  • Use the solution on all your devices: SAP Cloud for Customer SSI is a cross-platform cloud solution. Once it has been set up for an e-mail account, SSI Synchronization will be running every 30 minutes 24/7 on the server side. The E-Mail Add-In will be available in compatible clients: MS Outlook for Windows, Mac, iOS, Android, as well as on the Web in Outlook (outlook.office.com, outlook.live.com) and Gmail (mail.google.com) opened in a compatible web browser. With SSI, you will be able to instantly save new e-mails or scheduled meetings to SAP Cloud for Customer in two clicks - from any location and at any time.

  • Ensure synchronized data coherence: Automatically keep all items you register in the SAP Cloud for Customer well ordered and interconnected: SSI ensures that all saved items are linked to all relevant SAP objects. Linking can be done automatically or according to users’ choice.

  • Customize flow: Several flexible settings are implemented via adjustable SAP Cloud for Customer SSI user Profiles, enabling users to customize specific patterns of Outlook Add-In/Chrome Extension and SSI Sync behavior to suit their preferences.

 

 

SAP Cloud for Customer SSI components

1. Smart data sync engine (server side)

Bi-directional syncing of e-mails, meetings and appointments, attached files, tasks, and contacts between your mailbox and SAP Cloud for Customer. The syncing can be based on user selection, rule-based (semi-automatic), or fully automatic (with configurable exceptions).

Through recurring server-side MS Exchange/Office 365/Gmail ↔ SAP Cloud for Customer synchronization sessions performed every 30 minutes 24/7, SSI ensures that all business correspondence, calendar items, tasks, and contacts in your e-mail client and your CRM system are always matched – you will never have to spend extra time on registering your business correspondence and meetings in the CRM, as SAP solution will do everything for you.

 

Refer to the following articles for more specific information:

 

 

2. E-Mail Add-In – your direct window to SAP Cloud for Customer

Manage your business correspondence and meetings flow, work directly with Contacts, Accounts, Individual Customers, Visits, Support Tickets, or any custom SAP Cloud for Customer objects, getting mailbox-driven data insights to handle every interaction with maximum efficiency.

Flexible admin-side and user-side settings adjustments ensure compliance with your company-specific business processes and communication workflows. See the following articles for more information: