How do you do SAP CX onboarding? How can your company benefit from onboarding your CX in SAP? There are many reasons why you should do this. So, keep on reading to know.
SAP CX Onboarding: Why?
Your customers or CX will need SAP onboarding for various reasons. Firstly, if you want to add a new customer to your SAP, you have to add them to your SAP. Secondly, if you are planning to integrate with any other system, then you need to add that as a customer on SAP.
SAP is a very complicated software. If you don’t have any prior SAP knowledge, it’s very difficult for you to use it. You might end up getting incomplete and wrong information from the system.
Further, onboarding is the best way to get your customers or CX into the system. You can help your customers or CX understand the usage of SAP and how they can benefit from it. Also, when your customers are onboarded into SAP, they will be able to access their information anywhere and anytime via an internet connection. They will also be able to check their information on the go through their mobile phones.
For doing SAP CX onboarding, the first step is to find out whether your customers are already using SAP or not. Most of the companies use SAP for their accounting and ERP solutions, so look for those companies first.
Then, if they are using SAP or not, take help from them in case they are using it. If they are not using it and want to start using it, tell them how much it will benefit them in the long term. And how it will change their company’s business.
Now you can do onboarding by yourself or ask someone else to do that for you. Many companies provide this service and charge an amount for it. If you want to save some money, then better do onboarding all by yourself.
SAP CX Onboarding: How?
How, then, can you do this onboarding? Firstly, you will need to install SAP if you don’t have it yet. After that, create a new customer account for your customers or CX. There are various ways to do this, we will discuss some of them here.
Once you have created the document, send it to your customers or CX and ask them to fill it up and then send it back to you. This way you can get your customers or CX into SAP without any hassle.
After that, you will need to enter the data into SAP via Fast Path transaction code EH40 or Enter data via Fast Paths. This will help in adding your customers to the system. You can enter their info like name, email id, mobile number, on your own. Or ask help from your customers if they want you to enter their information for them on your behalf.
Conclusion
So, if you are using SAP and want to onboard your customers or CX, do it wisely because this is a very complicated software. Onboarding only takes five minutes, but if you don’t know how to do it, you might end up taking hours.