SAP CRM 7.0 Functional Consultant with SAP Banking Knowledge

Role Overview

SAP CRM 7.0 Functional Consultant

Key Responsibilities

• Requirements Gathering & Analysis

  : Conduct workshops with business stakeholders to capture CRM and banking requirements, translating them into functional specifications for SAP CRM and banking modules[1][2].

• Configuration & Customization

  : Configure SAP CRM modules (Sales, Service, Marketing) and banking-specific components to align with business processes, including the setup of transaction types, status profiles, partner determination, and integration points with banking systems[1][3][4].

• Integration Management

  : Oversee the integration of SAP CRM 7.0 with SAP Banking solutions (such as SAP Bank Analyzer, Deposits Management, Loans Management), ensuring data flows smoothly between CRM and banking systems.

• Testing & Validation

  : Develop and execute test plans for CRM functionalities and banking integrations, ensuring solutions meet user and compliance requirements[1].

• User Training & Support

  : Train end-users and create documentation to support adoption of integrated CRM-banking solutions, and provide post-go-live support for troubleshooting and enhancements[1][2].

• Collaboration

  : Work closely with technical teams for custom enhancements (ABAP), middleware settings, and data replication between CRM and banking modules[3][4].

Functional Areas in Banking

• Customer Onboarding

  : Use SAP CRM to originate loan accounts and manage customer onboarding, integrating with SAP Banking for contract and account management[4][6].

• Account & Contract Management

  : Configure CRM to handle deposit accounts, loans, and related contracts, leveraging SAP Banking modules for lifecycle management[4].

Required Skills

SAP CRM 7.0:

SAP Banking Solutions :

Technical Understanding:

Banking Domain Knowledge:

Communication & Training:

Tools & Technologies

• SAP CRM 7.0 (Sales, Service, Marketing modules)
• SAP Banking modules (Bank Analyzer, Deposits Management, Loans Management)

Integration Scenarios

• Loan Account Origination

  : SAP CRM 7.0 can initiate loan origination, passing data to SAP Banking for contract management and further processing[4][6].

• Deposits Management

  : CRM manages customer interactions and account setup, while SAP Banking handles deposit lifecycle and financial accounting[4].

• Knowledge of Integration with SAP ERP/S4HANA

Work Environment

• Collaboration with business users, technical developers, and project managers
• Mix of on-site and remote work, with potential travel for project phases[1]
• Fast-paced during project milestones, steady during discovery and support phases