Would you like to have consistent and accurate customer data in CAS SmartWe and SAP Business One at all times without any IT projects? That’s exactly what MARINI is for.
With MARINI, the integration of CAS SmartWe and SAP Business One is ready to use in just a few days and grows flexibly with your requirements.
And the best part: we handle the integration for you. Our experts set up your CAS SmartWe SAP Business One interface on your behalf or together with your team.
Important note: The video shows the integration of HubSpot with SAP C4C. Of course, connecting to CAS SmartWe with SAP Business One and many other systems is also possible.
CAS SmartWe is a cloud CRM with low cost-per-user, ideal for small sales teams. SAP Business One is the ERP for smaller mid-market companies, with financial accounting, inventory management, and sales under one roof.
The CAS SmartWe SAP Business One integration synchronizes contacts, items, prices, and orders in real-time between both systems. Your sales team sees inventory levels and outstanding invoices directly in the CRM. Your financial accounting receives clean order data without CSV imports. You work with a single customer view, without manual double data entry.
The integration eliminates media breaks between CRM and ERP. Here are six typical scenarios:
Synchronize customers and contacts. Business Partners from SAP B1 are created as companies and contacts in SmartWe. Your sales team works with current customer data, your accounting maintains master data centrally in the ERP. No more duplicate data maintenance.
Transfer items and prices to the CRM. Items and Price Lists from SAP Business One are available in SmartWe. Your sales team creates quotes with the correct prices without having to look them up in the ERP. Price changes take effect immediately.
Bidirectionally synchronize quotes and orders. A deal in SmartWe becomes a Sales Quotation in SAP B1. After approval, the Quotation becomes a Sales Order, and the status flows back to the CRM. Your sales team has transparency over the entire quote-to-cash process.
Display inventory levels in real-time. Inventory from SAP Business One is fed live into the CRM. Your sales team sees immediately whether an item is available before making a commitment. No over-selling, no callbacks, less customer frustration.
Display invoice status and open items. Invoices and payment receipts from SAP B1 are visible in SmartWe. Your sales team knows before the call whether the customer is behind on payments. Customer Success can proactively address outstanding invoices.
Synchronize activities and notes. Sales activities from SmartWe flow as activities to SAP Business One. Your back office sees when the last customer contact took place. The communication history is complete, even for colleagues without CRM access.
The use cases on this page are not theoretical, but implementing them requires experience. You can set up integration and data management yourself through MARINI’s no-code interface, or have our team configure it for you. For implementation in your systems, we work collaboratively with you and your service providers. If you don’t yet have a suitable service provider, we’re happy to recommend an appropriate partner from our network.
Andreas Gozian, Chief Sales Officer at MARINI
Member of the Executive Board at CAS Mittelstand CRM – CAS Software AG
The partnership with MARINI offers our customers and partners new opportunities to integrate any systems quickly and flexibly. We successfully deliver both simple integrations and complex integration requirements (data management, ETL processes, etc.) together with our partner MARINI.
For: C-Level, Executive Management, Business Development
Reduce costs through automation. Manual data transfer between CRM and ERP costs time and money. Your employees enter contacts, items, and orders twice. With the integration, this work is eliminated, you save staff hours and reduce error costs. Payback often occurs within a few months.
Faster decisions through consolidated data. Today your sales figures are in the CRM, your financial data in the ERP. You need hours to merge reports. With the interface, you have a unified data foundation. You see in real-time which deals are in the CRM, which orders are invoiced, and where liquidity stands.
Scale growth without system breaks. As your company grows, complexity increases. More customers, more items, more orders. Manual processes become bottlenecks. The integration scales with you, new records flow automatically. You can increase revenue without hiring additional staff for data maintenance.
For: Marketing, Sales, Customer Success, Operations
Sales works with real data. Previously, you had to look up in the ERP whether an item was available. Then back to the CRM, enter note, inform customer. Today you see inventory levels, prices, and outstanding invoices directly in SmartWe. You make precise commitments, your customer is satisfied, you close faster.
Customer Success acts proactively. A customer calls, you open their record in SmartWe. You see immediately: three outstanding invoices, last contact four weeks ago, order value declining. You address the issue before the customer churns. Without integration, you would have missed the warning signs.
Marketing has qualified leads. Your marketing generates leads that land in SmartWe. With the integration, these contacts flow into the ERP with their history as soon as they become customers. Your colleagues in Finance and Operations see the entire customer journey. No more information gaps during onboarding.
Operations plans based on current sales data. Your sales team closes a large deal, the order appears immediately in SAP Business One. Your warehouse management sees the demand, your purchasing can order material before inventory becomes critical. You deliver on time, your customer is happy.
For: IT, Development, System Architects, Admins
No installations needed in source systems. MARINI connects via the REST API of SmartWe and the Service Layer of SAP Business One. You don’t install plugins, add-ons, or middleware monsters in the ERP. Your core systems remain clean, updates run without dependencies.
Flexible mapping and field rules without code. You define in the MARINI interface which field from SmartWe flows into which field in SAP B1. You set conditions, validations, duplicate rules. No coding, no developer resources. You make changes yourself, without deployment processes.
Conflict handling and monitoring. What happens when a record is changed in both systems simultaneously? MARINI detects conflicts, displays them in the dashboard, and offers resolution options. You see in real-time which synchronizations are running, where errors occur, and how many records were processed. Logs remain audit-proof.
EU hosting and GDPR compliant. SAP Business One often runs on-premise, SmartWe in the cloud. MARINI hosts in ISO-27001-certified data centers in the EU, no data leaves the Union. You meet GDPR and revDSG requirements out of the box. Your data protection officer is satisfied.
Business-critical data deserves maximum reliability. At MARINI, security isn’t an add-on—it’s our lived standard. Our security architecture at a glance:
This keeps your central data infrastructure stable, protected, and scalable at all times. Together, we’ll find the right integration and tailor it precisely to your requirements.
In CAS SmartWe, typically contacts, companies, sales opportunities, and activities are synchronized. In SAP Business One, these are Business Partners, Items, Price Lists, Sales Quotations, Sales Orders, Invoices, and Inventory. You determine yourself which objects and fields flow.
Yes. SAP Business One is frequently operated on-premises. MARINI can also connect on-prem systems without requiring installations in the B1 system. The requirement is an activated SAP Business One Service Layer, the modern REST/OData interface. Without Service Layer, integration is not possible.
MARINI synchronizes in real-time as soon as a record changes in one of the systems. However, you can also configure batch runs if that makes more sense for your scenario. The decision is yours, both options are available.
MARINI detects conflicts and displays them in the dashboard. You define rules in advance for which system takes precedence, or you decide manually. Logs document every conflict in an audit-proof manner. This way you maintain control and don’t lose any data.
No. MARINI uses the standard APIs of both systems: the REST API of CAS SmartWe and the Service Layer of SAP Business One. Your systems remain clean, updates run without dependencies. You don’t install anything in your core systems.
This depends on the complexity of your requirements. Simple synchronizations of contacts and orders are live within a few days. More complex mappings with custom field rules and validations take longer. MARINI offers full service or co-creation, depending on how much you want to do yourself.
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We support you in integrating CAS SmartWe and SAP Business One. Personalized. Tailored to your goals.
