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Digital transformation at SAMSON

Digital transformation in B2B: With SAP Sales Cloud, SAMSON optimizes quotation and order management and establishes a global account structure.

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Digital transformation at SAMSON

Keep it simple – with agile work methods for a successful project

SAMSON is active wherever things need to flow: oils, gases, vapours, chemical substances. Valves are the core business of the company, which was founded in 1907. A market with a bright future and great potential for innovation – and a company that never stands still. With new intelligent systems, SAMSON is reforming process automation to the benefit of its customers and fostering technical, business and organisational innovations. This includes the digital transformation in B2B sales. With the SAP Sales Cloud solution and Sybit as a partner, SAMSON optimised offer and order management and established a global account structure.

The challenge

Founded in 1907, SAMSON has grown into a global market leader with more than 50 subsidiaries in over 40 countries. Globalisation and digitalisation have steadily increased the need for a standardised customer view. The challenge: bringing different areas of the Group together under one roof and reducing complexity in the diverse IT landscape. Rather than continuing to invest in the mix of solutions it had accumulated, SAMSON decided on a complete reorganisation.

The solution

By deciding in favour of the SAP Sales Cloud, SAMSON laid the foundation for a structured approach to the market and global account management. With Sybit as a partner, the project kicked off with the motto “keep it simple”. The implementation was carried out in three phases. 

Phase 1: the basics

Close to the standard solution, open to additional features: Phase 1 was about laying the right foundation.

  • Account and contact management
  • Bi-directional customer master data integration
  • Activity management
  • Lead and opportunity management
  • Reporting
  • SAP ERP integration

Phase 2: offer and order management

This phase was about collecting feedback from all stakeholders and implementing corresponding changes. Rather than replicating the old processes 1:1, SAMSON had its eyes on future requirements. After all, the greatest challenge with projects is to get the right features, not simply to achieve everything in the given time.

  • Document replication: Opportunities can be passed on on within the system. Offer configuration still takes place in SAMSON’s custom configuration tool c-SAM. The offers and orders are transferred to be viewed in the SAP Sales Cloud. The display of open items from the ERP system also grants sales employees a very comprehensive view of their customers in the SAP Sales Cloud.
  • Connection to SAP ERP  Subsidiaries that are not yet connected to SAP ERP can also work with the SAP Sales Cloud. Further global rollouts can thus be implemented quickly and efficiently thanks to the harmonised processes.


The result

  • On time and within budget. After around six months, SAMSON was able to go live with a standard-oriented solution both on time and within budget. The SAP Sales Cloud was introduced first in Germany and later worldwide.
  • Global view of sales activities. The sales team – including marketing, service, digital products and product management – works with one tool and has access to all information required for an efficient sales process.
  • Mobile application. All information and processes are also available on the go. Sales management and planning is conducted via interactive reporting. 
  • From standard to customer-specific solutions. The project proceeded according to textbook methodology. Features close to the standard were implemented first to bring quick improvements. With this foundation, customer-specific aspects were then developed.

We found the right features

"The greatest challenge in the project? The acceptance among users. This is our first time gradually introducing a cloud-based solution globally. The benefits of the SAP Sales Cloud quickly became apparent, and the employees are very satisfied. Because we found the right features with Sybit and the agile project method."

Philipp Wiedemann, Teamlead Integrated Key Systems bei SAMSON GROUP



With the Smart in Flow Control initiative, SAMSON is continuously pushing for technical, business and organisational innovations. The activities revolve around customer benefits with the aim of supporting production processes to ensure they are safe, reliable and highly available. Customer processes are the benchmark for SAMSON’s innovations, focussing on the opportunities that digitalisation offers for process automation.


Headquarter:  Frankfurt am Main
Industry:  Mess- und Regeltechnik
Employees:  4.500 weltweit
Revenue:  661 Mio. € (2020)
Solutions:  SAP Sales Cloud 

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