The Next Generation of CRM – Seamless. Smart. SAP-integrated.

Are your sales reps spending more time with data than with customers? With itmX customer realtimeXperience 365, we bring CRM processes to the next level: integrated into your Microsoft and SAP landscape, made for real users, with real impact. Faster workflows, less admin – more time to sell.

It’s 5 p.m., and quite a few emails have landed in my inbox throughout the day. What really helps is that Outlook now shows the relevant CRM data right next to each email. I immediately see who the sender is, what opportunities or tickets are connected, and where we left off. This makes it quick and easy to check emails into the CRM without having to switch tools – a real timesaver.

Before calling it a day, I like to check whether there’s anything urgent I might have missed. Every evening, I receive a short email summary from the CRM showing my overdue and upcoming tasks. It gives me a clear picture of what still needs attention. If I want to dive deeper, I can jump straight from the email into the CRM. Thanks to this feature, I never miss important deadlines.

Just as I’m wrapping up, I get a call via our new Teams integration – it’s Thomas Hüttges. I can accept the call directly in Teams, and the best part: I can jump straight into the CRM from there. No more switching systems or losing context. Everything I need is right at my fingertips during the call.

Before planning tomorrow, I like to get a quick snapshot of where I stand. Whether it’s my overall sales performance or KPIs for specific customers I’ll be visiting, I can find all of it right inside the CRM. The reporting is fully integrated – whether we use SAP Analytics Cloud, Power BI, or Qlik Sense. Since all data comes directly from SAP and is easy to read, I save valuable time every day.

To start my planning, I open the CRM and check my dashboards for any open tasks or activities. What’s great about the new version is how easily I can customize these dashboards. I see exactly what matters to me – nothing more, nothing less. It helps me stay focused and saves time in my daily routine.

While preparing, I remember that I still need some information about our customer Siemens. Within seconds, I can search for Siemens via the Global Search and get a full list of all activities and the entire history of the customer.

Now that I’ve reviewed my data, it’s time to plan tomorrow’s meetings. Some customer visits are already scheduled, but I still have free time slots. I call Jessica Red, who recently asked for a meeting, and we agree to meet at 1 p.m. The calendar integration makes it easy to block the slot right away – quick, smooth, and efficient.

The Next Day

To prepare for tomorrow’s visit, I use the new browser-based CRM. It gives me everything I need at a glance: recent interactions, open issues, and even auto-translations of visit reports written by colleagues abroad. Best of all, it’s fast – and works just as well on my tablet or phone. That makes mobile preparation much easier.

It’s the next day and just in time, I make it to my meeting with the sales manager. Together, we go through my pipeline and review open opportunities. Thanks to the CRM, this process is much more efficient than before. I especially like the Kanban view and the option to edit data directly in place – no clicking through endless screens. It helps me stay on top of everything and focus on what really drives revenue.

Staying focused on the right deals is critical. The CRM gives me a clear overview of each opportunity – including its history, key contacts, and all related documents. Everything is organized and easy to access, which saves me a lot of time. This way, I can prioritize the most promising chances and work more strategically.

Jessica Red is a new contact at Siemens – and I want to know more about her before we meet. A quick check in the CRM tells me everything: her role, past interactions, who she’s worked with in our team, and her preferences. Having this kind of insight really makes a difference when meeting someone for the first time.

My first visit of the day takes longer than planned – lots of back-and-forth around pricing. So I’m in a rush now. On the way to my next visit, I grab a quick lunch and use the time to record my visit report via voice. That way, I stay on track and don’t fall behind with my documentation – even when the day gets hectic. Perfect!

I make it just in time to meet Jessica. Right before the meeting, I check all relevant CRM data on my phone. The new version works seamlessly across all devices – all data is online and available anytime. We go through the offer I sent last week, and I close the deal. Jessica is happy we could meet so quickly – and impressed by how well-prepared I am compared to other salespeople she’s seen.

Back at the office, I wrap up the last tasks of the day – including creating a new quotation. This is now fully possible within the CRM and seamlessly integrated with SAP. What I like most is that I can even open the quote directly in SAP from the CRM. It’s user-friendly and saves me the hassle of switching between systems.

We manage our sample orders directly in the CRM via activities. With the new solution, I can create an order from the activity in just a few clicks – always within the customer context. I’ve even built a dashboard showing all my sample orders, so I never lose track. It’s a great way to increase transparency and efficiency.

Before I wrap up for the day, I notice an email from a customer about a missing item in their delivery. Luckily, I can create a ticket directly from Outlook and jump into the CRM with one click. This way, the right team can take over quickly, and all complaints are tracked and analyzed to help us improve quality in the future.