McDermott gave the case of the San Francisco 49ers, one of SAP's customers, which will be using its software to market everything from ticket sales to merchandise to food and beyond. He said the customer experience will be personalized and it will be mobile, reaching 49er fans wherever they happen to be. McDermott called SAP's solutions "precision retail" that focuses on customers and is device agnostic.
Turning to elsewhere in the world, McDermott noted that sales in Europe were up 13%, almost five times more than their competitors. He said that happens because SAP keeps an eye on innovation and helps customers grow their businesses, even in tough times.
Cramer said that SAP delivers on mobile, the cloud and big data, three of the hottest themes in technology.
In his second "Executive Decision" segment, Cramer spoke with Nigel Travis, CEO of Dunkin Brands (DNKN), a company that beat earnings expectations by 1 cent a share and has big plans for growth.Travis said Dunkin could easily double its store count, adding another 3,000 locations east of the Mississippi and another 5,000 out west and in California. He said Dunkin is all about keeping franchisees happy and about making money, two things the company does very well. Travis said Dunkin is investing heavily into technology as well. He said the company will be rolling out a loyalty program as well as a mobile app to help encourage ordering on the go. He said the one-to-one market will be a big benefit for Dunkin customers. Travis also touted his company's K-Cup coffee business as another strength. When asked about Dunkin's overseas efforts, Travis admitted the company's current approach has now worked well. However, he said the company is moving to a new, more flexible strategy that will be country-specific. The new system will take three to five years to begin bearing fruit, however. Cramer said he remains impressed with Dunkin, calling it the new Domino's Pizza (DPZ) with turbo-charged growth.
Lightning RoundIn the Lightning Round, Cramer was bullish on Vale (VALE), KKR Financial Holdings (KFN), Oneok (OKE), National Grid (NGG), Under Armour (UA), Philip Morris International (PM), Altria (MO) and KeyCorp (KEY). Cramer was bearish on Southern Copper (SCCO), Lululemon Athletica (LULU), Exxon Mobil (XOM), Regions Financial (RF) and Clearwire (CLWR).
The KEY to SuccessIn his third exclusive "Executive Decision" segment, Cramer spoke with Beth Mooney, chairman and CEO of KeyCorp (KEY), a stock he owns for his charitable trust,
No Huddle OffenseIn his "No Huddle Offense" segment, Cramer opined on the extreme views surrounding Facebook. He said that, in short, investors are seeing only what they want to see. Cramer said the bears simply want results right now, and don't want to hear that Facebook is sacrificing profits now to dominate later in the future. Meanwhile, the bulls love what they hear, a company taking the Amazon.com (AMZN) approach and investing heavily in its future. So who's right? Cramer said he's agnostic at the moment. He would have expected the company, with a billion users, to be turning at least a little profit by now, he said, but he certainly understands the growth initiatives. The opportunity is huge, Cramer concluded, but only if Facebook gets it right. To sign up for Jim Cramer's free Booyah! newsletter with all of his latest articles and videos please click here. To watch replays of Cramer's video segments, visit the Mad Money page on CNBC. -- Written by Scott Rutt in Washington, D.C. To email Scott about this article, click here: Scott Rutt Follow Scott on Twitter @ScottRutt or get updates on Facebook, ScottRuttDC
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