SAP CRM as a diversified management tool
Anonymous | TrustRadius Reviewer
October 23, 2019

SAP CRM as a diversified management tool

Score 6 out of 10
Vetted Review
Verified User
Review Source

Modules Used

  • SAP CRM Service

Overall Satisfaction with SAP CRM

SAP CRM has been used across most of the organisation departments - from the sales and technical teams through finance and administration team to the management and maintenance team. We used it for the housekeeping of the client contacts, marking which products were pitched / sold to the client and with what result.
  • Many features available
  • Multiple options to customize the product for organisation needs
  • The interface itself is not the most modern and pretty
  • It feels like it is a very heavy tool
  • One source for multiple levels of client data
  • A place to store details about the client
SAP CRM is a diversified, complex tool which can be customized to the company needs on many various levels. The main reason why a company could choose SAP CRM is to ensure all their needs are met in terms of a solution that can be adjusted to the processes within the organisation.
SAP CRM is well suited for organizations that have multiple clients and needs a platform to keep the records about the client including contact details, communication steps and notes, possible proposals, people involved in the project from the organization end, and ownership of the account. It would be less appropriate if the company needs a simple and easy to use tool.

SAP CRM Feature Ratings

Customer data management / contact management
7
Workflow management
5
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
7
Quote & order management
6
Interaction tracking
5
Channel / partner relationship management
6
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
7
Billing and invoicing management
7
Reporting
6
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated