Project Details:

Implement CRM and Mobility to allow customer to manage their accounts, visit plans, visits, leads, opportunities, surveys and compliance checks using the mobile application on iPad and using in-house CRM online capabilities.

Project Outcomes:

SAP CRM best practices and standard functionalities were applied to ensure the CRM and Mobility project went live within three months. The SAP CRM Sales application supports one of the customer’s four divisions with the opportunity of leveraging this investment into the remaining divisions. The division consists of 10 sales management staff members, 35 back office staff and 70 business development managers all servicing approximately 13,000 customers.


The following applications were implemented:


Business Scenario Sales and Marketing

SAP CRM Sales Mobile Application

SAP Sybase Unwired Platform "middleware' infrastructure

Client Testimonial:

‘This is a success story of an out-of-the-box SAP CRM implementation which allowed the customer to not only mobilise their sales force in three months but also give them excellent CRM back-end capabilities. Management has been enabled to manage field sales work processes through planning, monitoring and escalation of issues, all together aligning end-to-end business wide process flows.’