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SAP Sales Cloud

SAP Sales Cloud

Overview

What is SAP Sales Cloud?

SAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.

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Recent Reviews

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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Opportunity management (95)
    8.6
    86%
  • Customer data management / contact management (99)
    8.3
    83%
  • Workflow management (99)
    8.2
    82%
  • Contract management (94)
    7.3
    73%

Reviewer Pros & Cons

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Pricing

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What is SAP Sales Cloud?

SAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.5
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.3
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.4
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.6
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.6
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.4
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.1
Avg 7.2

Platform

8.2
Avg 7.5
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Product Details

What is SAP Sales Cloud?

SAP Sales Cloud is a sales automation platform / CRM that helps organizations make intelligent selling simple, through connection, insight, and adaptability. Leveraging SAP Sales Cloud, organizations can connect and optimize sales processes.

Connect data and sales processes:
Unite data, processes, and people to deliver sales engagements that drive revenue and customer loyalty

Leverage insight to accelerate sales:
Guide sales actions through intelligent recommendations that remove guesswork and help sellers focus on the right business

Adapt and capture new opportunities:
Provide the flexibility to overcome challenges and unique requirements as they shift with new market opportunities

SAP Sales Cloud Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

SAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.

HubSpot CRM, Microsoft 365, and Salesforce Sales Cloud are common alternatives for SAP Sales Cloud.

Reviewers rate Single sign-on capability highest, with a score of 9.

The most common users of SAP Sales Cloud are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(206)

Attribute Ratings

Reviews

(26-50 of 112)
Companies can't remove reviews or game the system. Here's why
Rohitash Sinha | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We at Rapidops are using SAP CX package for one of our associate business verticals, SAP has helped us with our marketing and e-commerce needs. The other vertical in which SAP CX has helped us is with customer service and other related areas of sales cloud functions. It has intended to assist our organization in improving our sales processes and outcomes while delivering a unified and consistent customer experience across a variety of touchpoints.
  • Sales Automation Journeys
  • Deal and Opportunity Management
  • Customer Experience Engagement
  • Integrations with CMS
  • Integration with Products like Experro
  • Headless CMS and robust campaign management
  • VAT Reporting and Integrations with Payment gateways like Stripe
SAP comes into the picture where most of the SAAS applications failed as they are not a true 360-degree platform. The SAP Sales Cloud has helped us with lead/inquiry management. The post process involves deal/opportunity management, with sales and revenue forecasting using goal management reports across the sales team. The sales teams have been able to operate more productively and concentrate on high-value activities as a result.
There is nothing less appropriate but it is true that integration requires effort and implementation requires serious documentation but it is for the betterment of adoption I would say.
October 23, 2023

SAP Sales Cloud Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use SAP Sales Cloud to streamline and optimize sales processes. It helps with lead management, opportunity tracking, and collaboration among team members. The platform addresses inefficiencies in sales processes, provides real-time visibility, ensures accurate data and reporting, and fosters better collaboration. Integrated with ERP systems, its scope covers the entire sales lifecycle, from lead generation to deal closure.
  • Lead Scoring and Management
  • Opportunity Pipeline Visualization
  • Workflow Automation
  • User Interface Complexity
  • Customization Challenges
  • Integration Flexibility
Well-Suited Scenarios:

Enterprise Sales Operations: Ideal for large enterprises with complex sales processes.
B2B Sales Complexity: Effective for businesses dealing with intricate or customizable products.
Data-Driven Decisions: Suited for organizations prioritizing data analytics and reporting.

Less Appropriate Scenarios:

Small Businesses: May be overly complex for businesses with simple sales processes.
Quick Implementation Needs: Time-consuming for organizations requiring rapid deployment.
Limited IT Resources: Challenging for businesses with constrained IT resources.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
At my company, we utilize SAP Sales Cloud to help improve the accuracy of our forecast models. SAP Sales Cloud is very useful for identifying potential risks and opportunities, especially when we work with a large array of clients, and are constantly on boarding new clients and mediums for sales. The artificial intelligence features of SAP Sales Cloud are extremely helpful in predicting our forecasts.
  • SAP Sales Cloud is particularly useful for improving forecast accuracy.
  • SAP Sales Cloud provides recommendations for optimization based on their AI features and the feedback of users.
  • SAP Sales Cloud offers an individual yet unified view of each customer.
  • Some may find the interface a bit outdated.
SAP Sales Cloud is extremely useful when it comes to forecasting. The AI features that SAP offers are second to none. Although some may be wary of AI in this day and age, I feel confident in the implementation of these features in SAP Sales Cloud. the AI Feature will recommend very specific tasks to improve forecast accuracy.
Christian Gesú De Andrade Trillo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
At our company, SAP Sales Cloud has been a solution that has revolutionized the way in which service management is developed. We have been able to provide a more efficient and faster service, achieving organizational goals and offering guarantees for a more consolidated future.The product addresses the development of actions focused on low-code and no-code. We have been able to bring greater efficiency to our clients as a result of new AI technologies. and faster service, achieving organizational goals and offering guarantees for a more consolidated future.
  • Sensational sales experience
  • Customer-focused engagement
  • Improving analytical functions
  • Providing more options in the cloud.
SAP sales cloud is perfect when it comes to sales automation.It provides a set of advanced, professionally-developed functions that make the sales process much easier, so that you get the ROI you expect.SAP sales cloud, on the other hand, is not as efficient when it comes to other strategies that are not primarily focused on sales
Serg Valencia | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have used SAP Sales Cloud in two instances: as a corporate sales executive for a Fortune 500 company and as an independent consultant embedded in the go-to-market team of a client. There are nuances between the two use cases I mentioned. However, the top-level goals were the same: close more business by having more pipeline visibility while saving time and manual work for salespeople.
  • Pipeline mangement
  • Sales automation
  • Tasks orchestration
  • Feature overwhelm
  • Learning curve
  • Integrations may require technical support
SAP Sales Cloud, in my opinion, is not for small sales organizations. Its cost is an apparent reason for this, but beyond that, it's designed to work in organizations where leads are abundant, deals are significant, and things tend to go through the cracks. As SAP has multiple ERP solutions, like Customer Service or Procurement modules, these types of integrations are valuable to generate insights; as in big companies, it's common to be a vendor and a client of the same company, so here, this tool shines.
October 20, 2023

SAP Sales Cloud Review

Vito Sorresso PMP® | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
SAP Sales Cloud is a CRM solution designed to help organizations manage their sales processes and enhance customer engagement. We have used it for Sales Process Optimization: used to streamline the entire sales process, from lead generation to order management. Sales teams uses it to track leads, opportunities, and customer interactions, ensuring that sales processes are efficient and well-organized.
  • track leads
  • track opportunities
  • track interactions
  • User Interface and User Experience
  • Integration Capabilities
  • Mobile Accessibility
Well-Suited Scenarios:Integration with Other SAP Products, Sales Forecasting and Analytics, Large Enterprises with Complex Sales Processes.Less Appropriate Scenarios: Small Businesses with Simple Needs, Quick Deployment
Score 10 out of 10
Vetted Review
Verified User
Incentivized
SAP Sales Cloud is used by the sales team to generate accurate, consistent proposals all of which carry the most up-to-date pricing. Generating a quote for a complex product was a four-hour process, which SAP Sales Cloud reduced to just 15 minutes. By using SAP Sales Cloud, the company reexamined and simplified business processes, and filled gaps in our product definitions and pricing.
  • Robust search functionality allows sales reps to find what they are looking for in seconds
  • Centralized location for large amounts of technical documentation and requirements
  • Volume-based and product-based pricing flexibility
  • The solution requires dedicated training
  • Some of the modules are repetitive which increases costs
The solution creates a professional looking proposal that easily incorporates new terms, markets or products if necessary. With SAP Sales Cloud, companies can gain significant productivity gains in speed of quoting with major reduction in errors.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The main challenge was to accurately forecast the sales as there was no intelligence in pipeline management.

Even after heavily investing time on manual data entries, predicting the revenue was largely a guessing game.

I started using SAP sales cloud for better visibility of all leads and the actions taken by my team on the same to move it ahead. Also, built in tools helped me in forecast in a better way by looking through several stages of deals.
  • Guided selling helped ramping up execs faster.
  • Detailed analysis on pipeline helped with forecasting
  • Configurable analytics made it easy to quickly make sense of tons of data in the CRM
  • There is a significant learning curve for new users. Things could have been a little more intuitive.
  • Overview over sales campaigns is not holistic
  • Integration opportunities are limited with existing tools or takes a lot of time
Sales cloud is specifically suited for large sales team where collaboration over account or deals is a challenge. So a leader who wants to quickly analyse what's working and what's not in a specific deal or wants to identify a pattern, sales cloud is amply suited to do the same. Team performance management and coaching becomes a lot less painful as all the insights and analytics are at one place.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use SAP in our company for sales, operations, purchasing and accounting. We wanted to reduce customer dissatisfaction after the purchase of our products, avoid legal issues and get more sales with the same clients.SAP CRM is well suited to take care of an enterprise organizations ticketing and incident management system.
  • It works on a framework which is well versed and simplified.
  • Interaction center and Service modules helps customer/employee services effectively by identifying all the history and searching knowledge base.
  • Not enough support sites for SAP CRM 7. Hard to get answers to technical issues
  • Mobile and Reporting capabilities
Our sales operations were revolutionised by the implementation of SAP Sales Cloud since it gave us a centralised platform for managing customer connections. We were able to combine client information from numerous sources into a single, complete database thanks to the software. We were able to learn a lot about our customers' interests, purchasing patterns, and interactions with our business thanks to this comprehensive understanding of who they were.
October 20, 2023

Amazing

Score 8 out of 10
Vetted Review
Verified User
I have used SAP Sales Cloud as a regular CRM in my office the company had opted for this solution because it is very user friendly and easy to use also being amazingly detailed .
It is highly equipped with several features to meet the requirements in a modern marketing world.
  • Effective AI Algorithm for Insights
  • Recommendations
  • Faster UI
  • Integration fails sometimes and have import problems
  • The applications often stucks
  • several glitches in the platforms.
SAP Sales Cloud aces in speed and the optimization while being extensively detailed and contains several functions for a CRM with a friendly user interface.
but its not as good when it comes to integrations and normalization of data , we have been trouble every other months calling support for help .
Score 8 out of 10
Vetted Review
Verified User
Incentivized
In our organization, SAP Sales Cloud is integral to our sales and customer relationship management processes. We use it for lead and opportunity management, contact and account organization, sales analytics, quotation and order processing, integration with other systems, mobile accessibility for remote sales representatives, customer communication tracking, pipeline management, task and activity management, customer support, customization to meet specific needs, user training and support, data security, and compliance. Our experience with SAP Sales Cloud has significantly improved our sales processes, customer relationships, and overall efficiency, making it a crucial component of our sales strategy.
  • Enterprise Sales Management: The platform helped manage a vast number of leads and opportunities efficiently, reducing manual work and errors.
  • Field Sales and Mobile Accessibility: Sales representatives could access customer information, leads, and order processing on their mobile devices while meeting with clients. This flexibility improved customer service, as representatives could provide immediate responses and updates.
  • User-Friendly Interface and Navigation: The platform can be complex and overwhelming, especially for new users. The system might benefit from a more intuitive and user-friendly design. Simplified menus and clearer icons would make it easier for sales professionals to quickly access the information they need.
  • Enhanced Mobile Functionality: more robust mobile app that offers all the features available in the desktop version would enable sales representatives to be more productive while on the go, whether they're at client meetings or working remotely.
  • Customization Flexibility: Greater customization options, especially when it comes to creating custom fields, workflows, and reports, would empower organizations to tailor the platform to their specific needs without relying heavily on third-party extensions.
Well-Suited Scenario:
SAP Sales Cloud is an ideal fit for large enterprises with intricate sales operations, emphasizing lead and opportunity management, extensive integration, and support for diverse customer bases. It excels in data-driven organizations, offering powerful analytics and reporting capabilities to drive informed decision-making. Moreover, its flexibility suits customization-intensive needs across various industries. Global companies benefit from its multi-language and multi-currency support, ensuring consistent sales processes. Complex sales cycles in sectors like manufacturing and B2B services are managed effectively with features for pipeline, quotations, and relationship management.

Less Appropriate Scenarios:
Smaller businesses, including SMBs, might find SAP Sales Cloud less suitable due to its complexity and cost, as simpler, budget-friendly CRM solutions are often a better fit. Limited IT resources can hinder effective SAP Sales Cloud implementation and maintenance. Quick CRM deployment needs may not align with the planning and customization involved. Highly mobile sales teams could prefer alternatives with more user-friendly and feature-rich mobile apps. Simpler sales processes may render SAP Sales Cloud overly intricate for businesses not fully leveraging its advanced features.
October 20, 2023

SAP Sales Cloud Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Within our company, we use this type of service/CRM to be able to efficiently manage sales data for each type of product that we offer, within each type of product we manage customer information as well as any dictional information that is related to the product or to the client.
  • manage product data
  • manage costumers
  • customization
  • more fluent user interface
  • add more guides to use it
  • a more personalized help service
SAP Sales Cloud is quite useful for situations in which you have to have information about customers and products together in the same place, and at the same time you can manage and consult it quickly and easily, when perhaps there is too much information to manage I think SAP Sales Cloud may not be so appropriate since its user-friendly interface prevents the handling of large volumes of data.
October 19, 2023

Super CRM

Score 10 out of 10
Vetted Review
Verified User
Incentivized
SAP Sales Cloud solves the problem of proper follow-ups for the customers to be remembered on later or future time period.
It also is easy to make numbers and keep revenue details up to date
  • Accounts Follow ups
  • Helps in recording the conduction
  • Product knowledge
  • Reloading
It will be less appropriate in a real estate and builders sales organization

It will bepeak in Edtech sales organization
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The software was used to store our customers and potential customers information. We needed to work on retention programs, so a CRM was definitely the go for this and SAP gave us the best tools. We didn't get a huge amount of leads, so we needed something simple and budget friendly.
  • Connect with third party apps
  • Pipeline forecasting
  • Automation workflows
  • Triggers could be more specific
  • Could have an onboarding module
  • The UI could be better
SAP Sales Cloud works well for small and medium sized businesses. It is ideal for businesses that don't receive a huge amount of deals daily.
Not appropriate for users who have non experience with CRMs before since the functions aren't too intuitive. But overall great software.

Avineet Agarwalla | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It helps us capture and track and sales leads. It also helps maintain customer information at a central location which is key for single source of a critical information for the business. It the helps to create and manage sales quotations and sales orders. Analytics and reporting capabilities are quite good. Manual effort is greatly reduced by using SAP sales cloud.
  • Helps with lead scoring models.
  • Helps with personalized customer interactions.
  • Helps with Sales forecasting
  • Complex user interface as well as customization needs are difficult to implement
  • Offline access is limited and with issues which makes it less reliable
  • Steep learning curve and requires time to become comfortable and finally expert.
It is well suited for complex and long sales cycles and there are multiple stakeholders and levels of approvals required to make movements in each step. Scenarios where the entities of the businesses are integrated and hence complex and SAP usp of seamless integrated solutions helps here with ease. It is important feature.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
1. Lead Management: Helped us get a comprehensive view of all leads with respect to their stages, campaigns, follow-ups log, engagement log, etc.
2. Opportunity Management: Helped manage all sales opportunities and active pipeline deals. Maintained records for opportunity source, stakeholders involvement, contracts and pricing doc etc
3. Out-of-the-box Reporting: Provides an intuitive dashboard for managing deals and looking at your pipeline - Open ARR, Closed ARR, Pipeline ARR, Lost Deals, Future Deals, YoY Numbers, SDRs/BDRs PVA etc

  • Reporting and dashboarding
  • CRM Functionalities
  • Sales Forecasting
  • Workflow Automation
  • UI can be made a little more user friendly
  • Implementation can be made easier. Took us a lot of time and IT team involvement
Well Suited
1. I am particularly impressed by the dashboarding functionality. Provided us a comprehensive 360 view of all our leads and opportunities. It kept the SDR and sales team honest with respect to their PVA
2. The workflow helped us with automation. Automatically updating fields such as deal close date, account type as soon as the opportunity stage moved to Closed Won


Less Appropriate
Sending notification or email alerts based on triggers can be worked upon. Difficult to set them up with limited functionalities
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used SAP to record our customers' data, access them, segment them and manage them easily from a single centre while doing all these. While we actively use almost most of the SAP modules, it has been of great benefit especially in regulating our relations with the customer. Because it gathered the entire system of our customer information, which was scattered in the past, and increased the speed and efficiency of our employees while enabling us to give the authorisations we want while providing access to them. This is how we brought our disorganised customer data together.
  • In cases where different employees deal with the same customer, it enables employees to inform each other with features such as notes etc.
  • It helps us to build dynamic sales processes.
  • It enabled us to create smart sales processes and increase our sales.
  • SAP should improve itself in account forecasting. It is only slightly behind competitors in insights and forecasts of potential customers.
  • The interactive analytics feature is rather weak. We need more creative and data-oriented solutions in this regard
  • A more efficient scaling arrangement is required.
If you are selling a product directly to the customer and you want to make progress in detailed measurements in your processes, opportunities such as call centre in reaching the customer and customer experience, you should definitely use it. In addition, there are many features that need to be developed, but since SAP brand is behind it, it is being developed and works seamlessly with all other tools and modules.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
SAP Sales Cloud allows us to maintain a centralized database of customer accounts and contacts. This enables our sales teams to access comprehensive customer profiles, track interactions, and build stronger relationships with clients.
  • SAP Sales Cloud excels in lead management
  • Sales Analytics and Forecasting
  • Integration Challenges
  • User Interface Complexity
  • Customization Flexibility
It can handle multiple sales channels, territories, and hierarchies, providing comprehensive sales management capabilities so it is well suited for complex sales processes and a large sales force.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it to coordinate actions with sales team, making sure to properly address the need if different type of customers. The advantage is to have all the data in one cloud and the possibility to share information enables sales and other teams to adjust the strategy and tactics on a regular bases
  • Profiling
  • Organizing
  • Layout
  • Suggested actions
Some users are still reluctant to learn a new tool, but SAP proved to be effective in coordinating sales efforts. Leaders should get trained to properly read data and take decisions accordingly
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use the SAP Sales Cloud CRM to manage our sales pipeline. It has quite a bit of intuitive automation built in out of the box. It has a wide range of features, and customization is easy for the leadership team. The tutorials are also great. Great tool for tracking the client journey. <br>
  • Organization
  • Efficient Sales Pipeline management
  • Customization is easy
  • Cost on implementation
  • Tutorials can be long
  • Sometimes reports can take long to render
This CRM is well suited for any organization looking to efficiently manage the sales life cycle. Great visibility into the sales journey and the product has great functionality and performance. We really enjoy the client insights that are gained from using the SAP Sales Cloud CRM. It helps us enhance our internal decision making process as well.
October 19, 2023

SAP sales cloud

Score 8 out of 10
Vetted Review
Verified User
Incentivized
it keeps everything together in one place which is super helpful and automates the sales to the correct identifier
  • organization
  • identifying
  • keeps tracks of numbers
  • user friendly
  • user face seems a little outdated
  • sometimes numbers get paired with wrong receipt
  • nothing else
It's well suited for those that manage a territory and report to another financial office because everything can be seen on both ends and all the information is easy to gather
Score 9 out of 10
Vetted Review
Verified User
Incentivized
In my organization, we have successfully implemented SAP sales cloud to address critical business challenge and enhance our sales process. It is invaluable tool that help us to streamline operations, improve customer relationship and drive revenue growth. earlier we our sales team was burden with the manual task with the help of SAP sales tool and it capabilities such as platform automation in this case helps our sales team to focus on sales instead of administrative task.
  • platform automation of manual task that helped our sales team to focus on sales instead of administrative task
  • Helped to excels in managing sales pipelines to track leads deals and opportunities
  • Heled in getting deep insights of sales performance over a period of time
  • Lacks predictive analytics for sales forecasting. we are missing this feature to predict customer behavior, sales and lead scoring. this all would help us in decision making
  • integration complexity, We often face integration complexities with other third party tools such as salesforce. if possible offer pre build connectors that help and ease integeration
I have used Sap sales cloud in both large scale enterprise as well as small business. In large scale org we had multiple teams, products and geographies hence its customization option make it adaptable to complex sales operations. In small scale org we had a straight business process and limited budget hence we found SAP sales cloud as a overkill compared to simple CRM solution.
From my experience if anyone has a mon complex sales process and where the sale process is shorter such as B2C sales then SAP sales cloud extensive feature is not worth we can use simple CRM based solution in complex scenarios and B2B sales its value for money
Score 9 out of 10
Vetted Review
Verified User
Incentivized
<ul><li>360 view of our resellers and distributers</li><li>Manage communications to contact persons of our resellers. </li><li>Manage reseller masterdata and all relations: stores and other points of sale, warehouses, contact persons, account team, notification recipients</li><li>Manage Marketing Investments (plan, request and approve investments)</li><li>Manage Free of Charge deliveries (plan, request and approve investments)</li></ul>
  • Quick overview of my customers
  • Manage workflow of important investment decisions
  • Manage Sales Campaigns
  • Move some functions from SAP CRM to Sales Cloud (C4C). Replication between C4C and CRM is sometimes an issue and some functionality sit in CRM while potential users of that feature use sales cloud
Quick and easy record stuff that you need to record.
Good integration with SAP for customer and material masterdata.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The main benefits are the SAP ERP direct integration, cloud solution so our sales managers can query and update data on realtime directly from the customer visits. Cloud database of customers, contacts and products which integrates natively with SAP ERP and the possibility to get and update complex pricing directly from SAP ERP so we don't need to maintain the pricing on several environments. Also the 360º view of the customers allows our sales team to query all customer info, their sales data and ERP detailed data from the same spot and using the cloud so they can query it from the mobile phone or tables.


  • Integration with SAP ERP
  • Customer 360º view from a single spot
  • Customers and Products cloud database
  • Allow more visibility of the fulfillment sales processes: delivery, invoice, billing...
  • There are restrictions on Org. Structure talking about sales offices. They should work just like in the ERP
  • Maybe allow simple logic programming routines to control fields behaviour (they are trying on V2)
Well suited:
  • SAP ERP integration
  • Sales flow from Lead to Sales order
  • Customer 360º View
  • Query all the info from the Cloud meaning you can use your mobile devices on the go to check and update dat
Less appropiate:
  • Invoice and delivery info
  • Customization and personalization
  • Workflows are very limited
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