An intensive professional development training course on

SAP CRM: Customer Relationship and Sales Management

Driving Customer Engagement, Loyalty, and Profitability through Integrated CRM Solutions

Why Choose SAP CRM: Customer Relationship and Sales Management Training Course?

In a business world defined by personalization, competition, and digital transformation, the customer relationship has evolved into a core strategic asset. To maintain customer loyalty, organizations must combine data-driven insights with operational efficiency and service excellence. SAP Customer Relationship Management (SAP CRM) enables enterprises to manage every aspect of the customer lifecycle — from marketing and sales to service and analytics — within one integrated platform.

This SAP CRM: Customer Relationship and Sales Management training course provides participants with a deep understanding of SAP CRM’s role in enhancing customer relationships, improving sales performance, and delivering exceptional service experiences. The course explains how SAP CRM integrates with other SAP modules (such as SD, FI, and BW) to unify customer data, automate workflows, and support real-time decision-making.

Participants will gain practical knowledge of configuring, managing, and using SAP CRM functionalities across marketing, sales, and service domains. By exploring best practices and hands-on exercises, delegates will learn how to align CRM initiatives with organizational goals, increase revenue, and strengthen customer retention. The course also emphasizes the evolution of SAP CRM into cloud-based solutions such as SAP C/4HANA and Customer Experience (CX) platforms.

What are the Goals?

By the end of this training course, participants will be able to:

  • Understand the architecture and core functionalities of SAP CRM within the SAP ecosystem
  • Configure and manage CRM processes for marketing, sales, and service operations
  • Utilize customer master data, interaction records, and business transactions effectively
  • Implement campaign management, opportunity tracking, and service request handling
  • Integrate SAP CRM with ERP, analytics, and e-commerce systems
  • Use analytics and reporting tools to assess customer performance and satisfaction
  • Apply CRM strategies to enhance loyalty, engagement, and long-term business growth

The Course Content

  • 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
  • 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
  • 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
  • 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
  • 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

Certificate and Accreditation

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

How Aztech Saudi Can Enhance Your Professional Career

At Aztech Saudi, we believe that professional development is the foundation of long-term career success. This training course is expertly designed to equip individuals with practical skills, forward-thinking strategies, and the confidence to navigate today’s dynamic work environments. Each course is delivered by subject matter specialists with extensive industry experience, ensuring that every learning experience is relevant, impactful, and aligned with real-world challenges. Whether you're looking to strengthen your technical expertise, enhance leadership abilities, or stay ahead of industry trends, Aztech Saudi provides the tools you need to elevate your performance and deliver measurable value to your organization.

Our training is more than just knowledge transfer—it’s a catalyst for career transformation. By participating in our courses, professionals gain a competitive advantage in their fields, improve their decision-making capabilities, and position themselves for new opportunities and leadership roles. We take pride in supporting individuals across various sectors and career stages, helping them unlock their full potential through high-quality, globally benchmarked learning experiences. With Aztech Saudi as your development partner, you’re not only investing in education—you're investing in a stronger, more successful future.

In Partnership With
Anderson
Copex
Coventry
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