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SAP's CRM: An Incredible Tool for Transparency & Reporting
December 06, 2013

SAP's CRM: An Incredible Tool for Transparency & Reporting

Aaron Norris | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

SAP CRM (legacy editions)

Modules Used

  • SAP CRM Sales
  • SAP CRM Analysis

Overall Satisfaction with SAP Sales Cloud

  • CRM is a great tool for compiling reports. The ease of access to reports is far superior than it was with my division's old program.
  • The ability to intergrate your emails and calendar entries from other programs (i.e. Lotus Notes) is very simple. This insures that all of your entries are up to date and streamlined.
  • The depth and detail that CRM allows you to have for each account helps keep all of the necessary information in one place. Makes information much easier to find.
  • The ability to customize search criteria and the input of data should be increased/improved. I don't know if this hampered us due to CRM limitations or if was due to the confines that my company put around CRM prior to us "developing" it for my division.
  • Some of the words used in CRM should be able to be changed to make more sense in the region you live in (i.e. Action/Visit/Task are all alike). Another example, "Region" in CRM is the same as "State". This also caused confusion for some people in the earliest days of using CRM.
  • Improved record keeping and account tracking.
  • More streamlined data usage.
  • Very easy to use and increases the transparency of what is going on in a given market.
  • Increased speed when it comes to throughput and getting things (credits) processed. You know where your credit (for example) is in the approval process at all times.
Go into the selection process of your next managment system with an open mind. Often people are very wary about changing systems because they have to learn something new and they are used to the "old ways". I ran into this with my colleagues when I was introducing them to CRM. Just keep in mind older is not always better. CRM is an excellent tool and if maintained and kept up to date it will only increase its value and usefulness.

Using SAP Sales Cloud

SAP's CRM is a very fast and effective tool. The ability to track things (credits, items, ect.) through CRM is vastly improved over the systems that I have used in the past. It is an incredble system, when it comes to pulling data that has been input back out. You can also run reports on anything in the system. This ability allows you the opportunity to print off reports and show them to customers so that they have a clear understanding of what you have been doing for them. In turn, this increases your value to your customers.