An executive guide

Successful CRM transformation with SAP CX in the age of SAP S/4HANA

A Roadmap for Scaling AI Agents in the Modern Enterprise
  • Insight
  • 10 minute read
  • 08/04/25
Benedikt Niessen

Benedikt Niessen

Senior Manager, Advisory, PwC Switzerland

In today’s business landscape, digital transformation is a must, and modernising CRM systems sits at the heart of it. The transition from SAP ERP to SAP S/4HANA offers companies the chance to take their customer experience (CX) to the next level and make full use of the functionality of the SAP Customer Experience (SAP CX) portfolio. But how can companies successfully manage this transition and make sure that they maximise the benefits of the SAP CX suite?

Why SAP CX and SAP S/4HANA are now mission-critical

With the impending end of maintenance for the SAP Business Suite, including SAP ERP and SAP CRM, it’s mission-critical for businesses to modernise their CRM and CX solutions. Moving to SAP S/4HANA and integrating SAP CX enables companies to create a seamless, customer-centric strategy that meets today’s demands. The SAP CX portfolio, which includes solutions like SAP Commerce Cloud, SAP Sales Cloud, SAP Service Cloud and SAP Emarsys, provides the tools to strengthen customer relationships and sustainably drive growth.

The challenge: choosing the right target architecture with SAP CX

A successful transition begins with choosing the right target architecture for the SAP CX integration. Businesses are faced with the decision of whether to fully embrace cloud solutions, opt for a hybrid architecture or maintain an on-premise solution. Each of these options offers specific advantages:

  • SAP CX in the cloud: Cloud-based SAP CX solutions offer state-of-the-art technology, regular updates and fast innovation cycles. They’re ideal for businesses looking for scalability and flexibility and wanting to rapidly make the most of the latest features.
  • Hybrid architectures with SAP CX: A hybrid approach enables companies to continue running existing on-premise solutions while implementing SAP CX cloud modules for specific processes or lines of business. This provides the flexibility to approach the transformation in stages, therefore minimising risk.
  • On-premise CRM solutions: For businesses that want or need to maintain complete control over their systems and data, an on-premise implementation of SAP S/4HANA Customer Management might be the right choice. This is particularly advantageous for industries with high data security and data residency requirements.

The path to successful SAP CX transformation: a strategic approach

To maximise the benefits of SAP CX and SAP S/4HANA, a well-defined strategy is essential. The following steps are crucial:

  1. Current state assessment: Analyse your existing CRM systems and processes. Identify weaknesses and areas for potential improvement through SAP CX solutions.
  2. Evaluation of transformation options: Explore different scenarios for SAP CX integration and choose the approach that best suits your business needs.
  3. SAP CX target architecture development: Based on the analysis and evaluation, develop a target architecture tailored to your specific requirements and your company's future direction.
  4. Detailed implementation planning: Create a clear plan for implementing SAP CX solutions, including timelines, resource planning and risk management.
  5. Transformation execution: Implement the SAP CX solutions and support the process with continuous monitoring and adaptation to new business requirements.

Artificial intelligence as a catalyst for CX transformation

In the rapidly evolving world of customer relationships, artificial intelligence (AI) is playing an increasingly important role. Integrating AI technologies into SAP CX solutions empowers companies with new ways to optimise their customer interactions and gain valuable insights.

AI-powered capabilities in SAP CX can help businesses:

  • better understand and predict customer needs
  • create personalised experiences across all touchpoints
  • improve decision-making through data-driven insights
  • automate routine tasks, freeing up resources for strategic activities.

When planning your SAP CX transformation, consider the potential of AI from the outset. Explore how AI technologies can be integrated into your CRM processes to enhance both efficiency and customer satisfaction. Using AI intelligently can give your company a decisive competitive edge and pave the way for innovative customer relationship strategies.

Conclusion: setting the course for the future with SAP CX

Transforming your CRM systems with SAP CX and SAP S/4HANA is more than just a technical change – it’s the key to a future-oriented, customer-centric customer management strategy. With a well-planned integration of SAP CX, companies can increase their efficiency, improve the customer experience and secure long-term business success.

Are you ready to take your customer experience to the next level with SAP CX?

Contact us today to learn more about our tailored solutions and services. Together, we’ll analyse your challenges, identify AI potential in your CRM processes and develop a strategy that will successfully guide your company through digital transformation. Let’s shape the future together!

Contact us

Alexander Schultz-Wirth

Partner, Leader Sustainability Tech & Data, PwC Switzerland

+41 58 792 47 97

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Benedikt Niessen

Senior Manager, Advisory, PwC Switzerland

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