The perfect Sales Automation and CRM Software for your SDRs
October 19, 2023

The perfect Sales Automation and CRM Software for your SDRs

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

Software Version

SAP CRM (legacy editions)

Modules Used

  • Sales CRM
  • Sales Automation and Forecast Optimization

Overall Satisfaction with SAP Sales Cloud

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
  • Helped SDRs saved a lot of time in finding PVA which were otherwise spent on excel sheets doing calculations
  • Helped sales team manage opportunity easily, which were previously done in the excel sheet
We had integrated the SAP Customer Data Platform (CDP) with HubSpot. It was a bi-directional sync. This sync helped marketing teams to run campaigns more easily by including personalization tokens directly from the CRM. We also created triggers (alerts) to create tasks for respective SDRs (based on the territory mapped in the CDP) whenever there was any engagement or reply on marketing email.
Logging in the cloud platform is quite easy. It can be accessed by any geo via any device (laptops, iPads or mobiles). You can also enable MFA to provide additional security to your logins. Every user can filter data in CDP based on accounts/leads assigned to himself. He/She can also look at the leads/opportunity of assigned to other user just by applying simple filters.

Do you think SAP Sales Cloud delivers good value for the price?

Yes

Are you happy with SAP Sales Cloud's feature set?

Yes

Did SAP Sales Cloud live up to sales and marketing promises?

Yes

Did implementation of SAP Sales Cloud go as expected?

No

Would you buy SAP Sales Cloud again?

Yes

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

SAP Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
7
Task management
9
Billing and invoicing management
8
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
8
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
9