Join this free online course about SAP Business ByDesign Customer Relationship Management (CRM). Learn about all customer-engaging scenarios in marketing, sales, and service, including invoicing, and their tight integration with project management, logistics, purchasing, and financials.
SAP Business ByDesign is SAP’s cloud-based ERP solution for SMEs, and enables you to manage your entire business with a single cloud ERP solution. It is ideally suited for upper mid-market companies and subsidiaries of large corporations (2-tier approach).
In this sixth openSAP course on SAP Business ByDesign, you’ll learn about all customer-engaging scenarios in marketing, sales, and service, including invoicing, pricing, and cross-topics like analytics. The tight integration with project management, logistics, purchasing, and financials will also be covered.
Our team of experts will explain how SAP Business ByDesign supports marketing, sales, and service employees and managers and what business scenarios are supported. In the first week, you’ll learn about how to manage marketing, sales, and service teams and how to plan, execute, and track the success of marketing and presales activities. This will be followed by sessions which give deep insights on all order-to-cash scenarios, contract management, and more, with the focus on selling material products. Afterwards, we’ll deep dive on selling and executing standardized services and field service and repair. Week four will cover the most important aspects of invoicing, pricing, and tax. The final week will describe the organizational and master data setup and cross-topics like mobility, customer analytics, and integration to 3rd party solutions.
All the weeks are complemented by system demonstrations. These will help you link what you’ve learned in the theory to your daily work activities. To make your learning experience even more exciting, you’ll be able to download a few additional exercises and try out the solution on the free tenants yourself.
Here is what some participants are saying about the course:
"I have liked the whole course! I have learned a lot of new topics in this SAP Business ByDesign CRM world. I am a teacher of "International Information Systems" and I requested my students to enroll and finish the course, as a complementary activity to the class; their participation and engagement was remarkable. I wish you could have more additional activities guides, at least one per unit. Thank you so much for dedicating your time, infrastructure, people to help us learn and recognize the excellent work you do in SAP." Read the original post
"Thank you for the excellent training material and content. Please keep it like it is." Read the original post
If you’d like to keep your SAP Business ByDesign skills up to date, share knowledge, or get help, join the SAP Business ByDesign Community. Here, you can participate in the conversation about best practices, business processes and technical implementations.
Week 1: CRM and Marketing Overview
Week 2: Selling Products
Week 3: Selling and Executing Services
Week 4: Invoicing, Pricing, and Tax
Week 5: Organization, Products, Business Partners, & Integration
Week 6: Final Exam
Throughout the duration of the course, you’ll have the opportunity to access the SAP Business ByDesign training systems for free and complete additional exercises. Details on how to access the systems will be given at the beginning of the course.
You can access all graded assignments and earn a Record of Achievement with openSAP, course reactivation option. Learn more or
This course was rated with 4.33 stars in average from 571 votes.
Find out more in the certificate guidelines.
Jan Matthes is chief product manager and head of Product Management for SAP Business ByDesign. Besides leading the overall strategy, he is a subject matter expert in various topic like CRM, mobility, customer analytics, data privacy, and integration to 3rd party marketing, sales, and service applications.
Before rejoining the SAP Business ByDesign Product Management team, Jan worked as area product owner, driving various topics in SAP CRM and SAP Marketing Cloud. From 2005 until 2012 he defined, designed, and drove various areas in SAP Business ByDesign CRM as a topic owner and product management lead.
Reinhard Herbst is a product expert in SAP Business ByDesign. In his role as product manager, he is responsible for various topics in CRM and Financials.
Reinhard joined SAP in 2005 and has worked in various different roles within the SAP Business ByDesign team. Before he came to SAP, Reinhard worked for many years as a project lead, implementing ERP solutions at midsize companies in various countries.
Anusha Prasad is a senior developer in the SAP Business ByDesign CRM team.
Anusha has nearly 8 years of experience in SAP Business ByDesign, and is involved in the design and implementation of new features in CRM. Prior to this, she was involved in the development of features in the area of SAP Business ByDesign Project Management and Project Invoicing.
Parul Sharma is a product expert for SAP Business ByDesign and member of the Product Management team. She is responsible for CRM and the related end-to-end business processes.
Parul has 14 years of experience at SAP, starting as a developer in the Tax team. Before joining the Product Management team she was a product owner, responsible for Price, Customer Invoice, and Tax Management in SAP Business ByDesign. She has also worked on many strategic customer projects.
Parul is an SAP Certified Application Professional and SAP Certified Application Associate in SAP CRM.
Rohit Acharya is a product owner for SAP Business ByDesign.
He has 8 years of experience at SAP, starting as a developer in the Project Invoicing team. As product owner, Rohit is responsible for Price, Customer Invoice, and Tax Management in SAP Business ByDesign.
Rohit is also an SAP Certified Application Associate in SAP CRM and is studying for an MBA at the Indian Institute of Management, Bangalore.