Transformation of your CRM landscape

How to find the right alternative for SAP CRM and map your customer-facing processes for the future

Define requirements

Choose cloud, hybrid or on-premise scenario

Benefit from our expertise

 

What will customer relationship management look like in the future?

In the course of the transition to SAP S/4HANA, companies must also consider how they will organize and map their customer-facing processes in marketing, sales, and service in the future. The approaching end of maintenance for the on-premise solution SAP CRM as part of SAP Business Suite increases the pressure to act. There are various paths that can be chosen for the CRM transformation.

Possible options include a complete move to the cloud for SAP Customer Experience (CX) suite, a hybrid approach that combines the cloud and on-premise worlds with a view to customer-facing processes, and the on-premise solution with use of the sales and service modules of SAP S/4HANA.

In order to decide on the right target architecture, it is important to clearly define one’s own requirements and compare them with the available CRM options. Is access to the CRM system from mobile devices a relevant factor? Are there certain legal requirements or particularly complex processes that prevent the company from moving customer relationship management completely to the cloud? Each approach has its individual strengths and may be the right choice for a company.

70 %

of CRM solutions rolled out in 2019 were cloud software

+ 26 %

Productivity of sales reps whose CRM offers social networking and mobile access

65 %

of companies with mobile CRM meet their sales quota (but only 22% without mobile CRM)

81 %

of users use their CRM system from different end devices

Possible target architectures

Zielarchitektur

 

  • Customer Data (customer identity management, profile management, preference & consent management)
  • Marketing (profiles, planning, automation, performance management & analytics, loyalty)
  • Commerce (omnichannel experience, commerce management, product data and catalogs, orders)
  • Sales (master data, leads, opportunities, forecasting, CPQ, orders, contracts, invoices, planning and performance management, partners)
  • Service (self-service, omnichannel engagement, service management, field service, service operations, analytics, feedback)

Previous SAP CRM function

  • Customer Data (customer identity management, profile management, preference & consent management)

    −−

  • Marketing (profiles, planning, automation, performance management & analytics, loyalty)
    SAP CRM − Marketing
  • Commerce (omnichannel experience, commerce management, product data and catalogs, orders)
    SAP CRM − Web Channel
  • Sales (master data, leads, opportunities, forecasting, CPQ, orders, contracts, invoices, planning and performance management, partners)
    SAP CRM − Sales
  • Service (self-service, omnichannel engagement, service management, field service, service operations, analytics, feedback)
    SAP CRM − Service
    SAP Service Manager

Recommended solution

  • Customer Data (customer identity management, profile management, preference & consent management)
    SAP Customer Data Cloud
    SAP Customer Data Platform
  • Marketing (profiles, planning, automation, performance management & analytics, loyalty)
    SAP Marketing Cloud
  • Commerce (omnichannel experience, commerce management, product data and catalogs, orders)
    SAP Commerce Cloud
  • Sales (master data, leads, opportunities, forecasting, CPQ, orders, contracts, invoices, planning and performance management, partners)
    SAP Sales Cloud
    SAP S/4HANA SD
  • Service (self-service, omnichannel engagement, service management, field service, service operations, analytics, feedback)
    SAP Service Cloud
    SAP S/4HANA Service (former CM)
    SAP Business Technology Platform (BTP)

More information

Optimize your customer and service processes with a CRM architecture that fits your requirements exactly. We support you in finding the right solution to retain your customers in the long term with an excellent customer experience.

 

Your options for CRM transformation

Cloud transformation

Standardization and high degree of innovation

  • Revision and simplification of processes

  • Focus on innovation (chatbots, machine learning)

  • Fast implementation

  • High level of standardization

  • Transformation to a cloud business model

  • Mobile access for CRM users

Hybrid landscape

Ensuring flexibility through individual solutions

  • Transfer of existing CRM processes to a new platform

  • Individualization (custom code) must remain available

  • Use of ready-made integration modules

  • Complex processes that cannot be handled completely in the cloud

  • Shared service center scenarios

More about integration of SAP CX and SAP S/4HANA

On-premise

Proven processes in a consolidated system landscape

  • Transfer of existing CRM processes to a new platform

  • Innovations at your own pace

  • Consolidation and harmonization

  • No transfer to the cloud desired

  • Many complex individualizations (custom code)

  • CRM focus is on back-office processes (orders, contracts, warranties, etc.)

What are the benefits of an integrated cloud CRM system?

Benefits for the business department

  • Improved user experience (mobility, cloud → no VPN, Fiori interface, groupware integration)

  • All information in one place

  • Automation of repetitive tasks

  • Short innovation cycles

Benefits for the company / IT

  • Powerful solutions and platforms for tomorrow’s customer experience

  • Reduction of infrastructure and maintenance costs through cloud model: capex to opex

Do you want to make your customer processes future-proof? Our white paper helps you choose the right CRM system.

Download now for free

 

Our offer

Make your customer relationship management a success factor and set the course for the future now. We accompany your CRM transformation as a competent expert for customer-related processes in marketing, sales and service − from the analysis of your requirements to project implementation. In doing so, we ask the right questions about why, what and how.

Why? − Pointing out the benefits

  • Alignment with business

  • Calculation of TCO and ROI

  • Demo

  • Kick-off

What? − Outline of the future solution architecture

  • Understanding of the current state of the IT landscape

  • Mapping of business processes

  • Alignment of requirements with system functionalities (solution fit)

  • Process optimization and transformation of the business model

How? − Planning of the transformation

  • Prioritization and validation of the identified building blocks

  • High-level architecture and cost estimation

  • Setting up a project plan

  • Review and commitment

Your contact person

Michelle Woerner 400_400
Michelle Wörner

michelle.woerner@ibsolution.com

+49 7131 2711-3000

How we proceed: the phases of your CRM transformation

Activities:

  • Alignment with business

  • Calculation of TCO and ROI

  • Demo

  • Kick-off

Results:

  • Evaluation of the potentials

  • Demo of the functionalities

  • Creation of a questionnaire

CRM transformation | Kick-off | IBsolution

Activities:

  • Analysis by means of questionnaire

  • Analysis of the system landscape

  • Elaboration of the transformation project

  • Mapping of requirements to SAP standards

Results:

  • Knowledge about systems

  • Input for fit/gap workshop

CRM transformation | Inventory | IBsolution

Activities:

  • Validate, prioritize and address deviations from the standard

  • Elaboration of the target architecture and alternatives

  • Development of the basis for decision-making

  • Development of the roadmap

  • Indication of effort

  • Review and communication to stakeholders

Results:

  • Target architecture

  • Roadmap

  • Efforts

  • Stakeholder presentation

CRM transformation | Concept | IBsolution

Activities:

  • Start of the implementation phase

  • Fast and secure start-up by means of prefabricated packages

  • Support during data migration

  • Go-live planning and support

  • Support and monitoring

Results:

  • Transformation of the business model

  • Achieving the business goals

CRM transformation | IBsolution

Want to know how to make your CRM transformation successful?

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