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Introduction

SAP CRM Training Course focuses on managing customer relationships, sales processes, and service operations through an integrated digital platform. In today’s competitive environment, organizations rely on data-driven insights and seamless systems to enhance customer engagement and loyalty. SAP Customer Relationship Management enables businesses to manage the entire customer lifecycle, from marketing campaigns to after-sales service, within one unified system.

This SAP CRM: Customer Relationship and Sales Management Training Course provides a comprehensive understanding of CRM strategies, system architecture, and business processes. Participants will explore how SAP CRM integrates with core modules such as SD, FI, and analytics tools to streamline operations and improve decision-making. The course also highlights modern developments, including cloud-based solutions like SAP C/4HANA, ensuring learners are equipped with current industry practices.

What are the Goals?

SAP CRM Course objectives aim to build strong technical and functional expertise in customer relationship and sales management systems. This training course equips participants with practical skills to manage CRM processes effectively and align them with business goals.

By the end of this SAP CRM Training Course, participants will be able to:

  • Understand SAP CRM architecture and its role within the SAP ecosystem
  • Configure marketing, sales, and service processes using SAP CRM tools
  • Manage customer master data and business transactions efficiently
  • Implement campaign management, lead handling, and opportunity tracking
  • Integrate SAP CRM with ERP, analytics, and e-commerce platforms
  • Analyze customer data using reporting tools and performance dashboards
  • Apply CRM strategies to improve customer engagement, loyalty, and revenue growth

Who is this Training Course for?

SAP CRM Training Course is designed for professionals involved in customer relationship management, sales operations, and digital transformation initiatives. It is ideal for individuals seeking to enhance their expertise in CRM systems and improve business performance through effective customer management strategies.

This training course will be beneficial for:

  • Sales and marketing professionals managing customer engagement strategies
  • Customer service and relationship managers handling support operations
  • SAP CRM consultants and business analysts working on system implementation
  • IT and digital transformation managers overseeing CRM solutions
  • Project managers responsible for CRM deployment and optimization

How will this Training Course be Presented?

SAP CRM Training Course is delivered using interactive and practical learning approaches to ensure strong understanding and application of concepts. Participants will engage in structured sessions combining instructor-led presentations with real-world examples and system demonstrations.

The course incorporates group discussions, case studies, and hands-on exercises to reinforce learning outcomes. Practical workshops allow participants to apply SAP CRM functionalities across marketing, sales, and service modules. Realistic scenarios help learners understand customer lifecycle management and system integration.

Additionally, participants will work on exercises involving campaign management, sales tracking, and service workflows, ensuring they gain operational confidence. This blended learning approach enhances knowledge retention and prepares professionals to implement SAP CRM solutions effectively within their organizations.

Course Content

Day 1

Day One: Introduction to SAP CRM and the Customer-Centric Enterprise

  • The evolution of customer relationship management and digital CX trends
  • Overview of SAP CRM architecture and system components
  • Integration with SAP ERP, BI, and e-commerce platforms
  • SAP CRM business partner concept and master data
  • Workshop: mapping customer lifecycle processes in SAP CRM
Day 2

Day Two: Marketing Management in SAP CRM

  • Campaign management and segmentation techniques
  • Lead generation, qualification, and nurturing processes
  • Marketing planning, budgeting, and performance tracking
  • Personalized marketing using customer profiles and analytics
  • Practical exercise: designing a marketing campaign in SAP CRM
Day 3

Day Three: Sales Management and Opportunity Tracking

  • Sales order management and quotation handling
  • Pipeline visibility and opportunity management
  • Sales forecasting, performance dashboards, and territory management
  • Product and pricing management integration with SD module
  • Case study: implementing a structured sales process using SAP CRM
Day 4

Day Four: Service Management and Customer Support

  • Service request creation and case management
  • Resource planning, service contracts, and warranties
  • Field service scheduling and service order processing
  • Integration with call centers and self-service portals
  • Workshop: configuring a customer support workflow in SAP CRM
Day 5

Day Five: Analytics, Integration, and Future of CRM

  • CRM Analytics: performance metrics, dashboards, and KPIs
  • Integration with SAP BW, BusinessObjects, and SAP HANA
  • Transition from SAP CRM to SAP C/4HANA and SAP Customer Experience
  • Building customer loyalty through AI-driven insights and predictive service
  • Capstone project: designing a customer relationship improvement strategy

The Certificate

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
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