SAP CRM Reviews

Currently, we are using SAP CRM for monitoring sales activities, forecasting, and marketing activities.

I am working as a local admin for SAP CRM, and my current job is to train users. When new functionality comes, I train them and provide insights to management through different SAP CRM dashboards. We have Power BI integration with SAP CRM, so we can see the reporting on Power BI.

SAP CRM is very much customizable as per our company requirements, such as adding different kinds of products and making codes. This is improving day by day with our CRM expert team who are responsible for customization. They are doing excellent work, and we are getting the output as per our requirements.

Automation is also available in SAP CRM. Our web leads are automatically assigned to different sales and marketing employees. Lead automation is present, and for different machines, we are getting data from SAP CRM. This is very beneficial because if there is any error in our machine, a log is automatically generated, and from SAP CRM, we can see that the machine has problems.

SAP CRM has improved our ability to protect consumer information and manage risks. It helps us identify risks and defects, provide solutions, and demonstrate them to our customers. This is especially critical for compliance, risk management, governance, and retention.

We are still in the middle of a pilot project that kicks off in 2025, it's hard to pick one feature. But using the iVest Viewer has been helpful for the customer. It allows them to view, edit, and update documents before finalizing them, especially with the new enhancements and APIs we've added. This has helped them see their documents side by side and make changes easily.

Integration capabilities have also streamlined our business processes. We transitioned from an all-inclusive ICMP tool to using a new tool repository called EZ Connect. It helps us detect issues before documents enter the DMS system through a content document access security model.

The product is deployed organization-wide. I am using it specifically for my geography, India. With the list of clients in India, we can query and gain global insights into the work done with each client within our company.

I work at a Big Four organization in the business consulting team. We have 50,000 clients. Almost 90% of Fortune 2000 companies are our clients. Within them, there are many smaller business units and entities. CRM tracks all the relationships between different business entities because one parent entity could have 150 or 200 company entities associated with it.

We use the tool to create an opportunity to talk to the companies. We deliver or create an engagement code using it, which then goes into our engagement management platform. Everything else, including invoicing, happens outside of the CRM.

Globally across all of our businesses, the product is largely used to figure out who is doing what kind of work with a particular client. We maintain complex customer hierarchy structures and data points. We try to create and maintain opportunities.

It's mostly for this solution when managing, so I work in a logistics role, and I use it for placing orders. I'm producing IPDs for products. They're produced from our factory. And for bringing our products in the warehouse.  

So we have vendors that offer us services for transporting our product. So when we qualify a vendor to work with us, we onboard them using this solution.

It fits our requirements.  The user experience is really good because it is easy to use. It does not require a lot of time to know just how to go around the SAP tool. 

When you are onboarding a client, it is when managing our products, and assessing the storage capacity for certain SKUs, that is, the different product services. So it is easy to use.

I have worked on multiple projects. Some were on the cloud, and some were on-premise. The on-premise project has been shelved now.

The solution is good for sales and marketing. The integration capabilities are quite flexible on-premise. The cloud version has more features than the on-premise version. The user interface is excellent.

We use the tool as a CRM platform with typical use cases including marketing campaign management, sales opportunity management, sales activities, approvals, and more.

We use SAP CRM for customer service improvement. The main idea is to make sure our team has the right information when talking to customers. This helps them process things like price approvals for quotes faster. The goal is to make the product more efficient, and faster, and, in the end, provide better customer service.

In general, it's not necessarily a feature of the platform, but it's about having a 360-degree view. This means everyone has the same information. Marketing knows what sales are doing, and vice versa. Colleagues in different locations, like Hungary or Austria, are aware of each other's activities.

The tool's most beneficial feature is managing customer data. It is integrated with SAP ERP, especially for pricing and other topics. The integration with other SAP systems works well.

SAP CRM's marketing tools have made creating target groups or segmentation a lot easier. This is because they are connected to the customer database. Previously, we had challenges with separate systems in different countries, but now, with the integration of customer data, it's working very well. It is easier to target the right customer. 

The product comes with a lot of customization options and can be adapted to my company's needs. 

I work in a bank, so our use cases include setting up bank customers, managing customer product portfolios, handling banking services, and migrating accounts, among other things.

From the bank perspective, it's user-friendly and simple to develop something specific for a certain customer. It allows customization for individual customers rather than applying a one-size-fits-all approach.

Our primary use case for SAP is as a principal company system and it's relatively easy to understand our process in the system. It's quite easy to analyze the configuration and make other operations make custom accounts for the application. In my opinion, it's a good experience.

I don't have a particular reason for how this solution has helped our organization but I think that this is a better solution to control our process in the company.