CR_EN_Col10 - Free ebook download as PDF File .pdf), Text File .txt) or read book online for free. SAP CR training matirials. Goals. The participants will gain a greater understanding of both basic data in CRM as well as selected basic CRM functionality and basic customizing. HI,When I started to learn about SAP CRM from its basics, everyone Could anyone please tell me what exactly is CR Documents is, and.
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SAP AG CR CRM Customizing Fundamentals THE Show Duplicates More Fact Sheet/PDF Fact Sheet Templates:In the first step. Customers and project team members wishing to gain in-depth knowledge of CRM basic data, basic functionalities and basic customizing. •. SAP consultants. Essential. SAPCRM Overview of the SAP CRM solution SAP CRM EHP2. SAP ERP :PDF Link. Cut Score%. Duration.: 5 days. Languages.: English.
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Give examples for each. What are the Web Marketing functions activities that the customer may perform on the web channel - 5? What is the Web Channel Manager?
What is its advantage? What is PRM? Which business scenarios are integrated throughout the PCM in order to achieve it efficient? What is eh concept of the PCM?
What are the functions of the PCM 3? Which functions are offered by the platform and what is the meaning of each 6? What is the Channel Manager? What are his responsibilities? What is the Partner Manager?
Which other groups are integrated into the Partner Manager? What is the purpose and goals of the Channel E Commerce 4? What are the two business scenarios for the E commerce? How does the Business Partner integrate? What is the MDF? What is the goal of the Marketing Channel Fund?
What is the closed loop Cycle? Which processes it follows? What are its attributes 3? What are the main uses of the Key Account or contact Management 4? What is the purpose of the activity Management? What are the different kinds of Activities on the System?
What are the processes that the activity management can offer a user 7? What is the process of communicating with other systems? What is the purpose of the opportunity Management? What are the options that the opportunity Management offers a sales man 6? What is the sales Methodology? What are the key elements of the sales Methodology 4? What are the initials PPM? What is the purpose of the tool? Who uses it and how 2? Which parameters are managing the Quotations 7?
Which parameters are managing the Orders 4? What is the business purpose of the contract? What is it good for a business to maintain contracts? What are the business goals of a contract 4? What is the relation between the contract and the order?
What is the main difference between the contract and the order? What are the key elements of the contract 6 not SOs? What is the ICM? What is his use? What are its business goals 3? What are the attributes 3?
Process, data and results What are the main roles in an IC? What is the scratch pad? What is the Account info? What is the Alert? What is the Communication Information? For which application the tool bar is used? Ready not ready? Type of timers? Which system is required in order to integrate the telephony system? Which communication channels can be processed through the IC 5? What is the use of a survey a scripts and call lists in the IC?
How can they be integrated? How are the processes listed on question 59 are integrated into the IC?
What is the purpose of knowledge search? How goes the process of the knowledge search? What are the results? What is the role of the IC Manager 4? What is an Interactive scripting? What is ERMS? What is the IDI? With which transactions can the interactive scripting be integrated and how 3?
What are the possible outputs of the Interactive scripting 2? What is the purpose of the IDI? With which system elements is the IDI planned? What is the relation between the IDI and the Interactive scripting? What other IDI tools are there? To Which SO is it assigned? What is the process of creating a call list?
What is the purpose of the dashboard 3? Which parameters can be shown on the dashboard 4? What is the suggested service process of the CRM? What is the installation Management? What are the options for modeling a product by the customer 2?
What are the installed base purposes 4? Are the installed Base is called on the ERP system? Why is the downloading between the two system is important? What are the attributes of an installed Base 4?
What is a service contract? What are the characters of the service contract? What is required to be on the service confirmation? What is the relation between the service contract and the service agreement? What is the service Management cycle 8? What is the meaning of each phase? What kind of service Management are there 3? What are the service contract's attributes 8 not SO? What determines the profile of a service contract? What is determined under parts 3? Which is the preceding document of a service contract?
What is the service planner?
Which three parameters its processes? What triggers each 3? At least one row should be displayed. Double-click this line and choose Continue. Search for and open your account Stockmann. Choose the Addresses assignment block and choose New. Choose Back. Choose the Contacts assignment block. Customizing of Address Types You want to set up another address type to use in the account application.
Choose New Entries. Business Transaction: ZZ Description: Payer Choose Save. Address Type: ZZ Short name Payer Name: Payer address Several uses: Leave blank Choose Save. ZZ Address Type: ZZ Choose Save.
Templates for Sales Areas You want to create and use a template for the sales area data. Application Object: Choose Text. Template Description: Sales Attributes Choose Continue. Choose Insert Line. Customer Group 3. K Incompleteness Group: HTX1 Choose Save. Stay in template maintenance. Choose Create Template. Sales, Sales Area Choose Continue. Choose Insert Line again. Choose Continue. Shipping Attributes Choose Continue.
Incoterms UN Shipping Condition: Normal Choose Save. Choose No in the "Transport Mini-Template" dialog box. Shipping, Sales Area Choose Continue. Billing Attributes Choose Continue. Customer Pricing Procedure 1 Currency: EUR Terms of Payment: Billing, Sales Area Choose Continue.
Select the new entry Template. Confirm the next dialog box. Sales, Sales Area Choose Save. Choose Back twice. Shipping, Sales Area Choose Save. Billing, Sales Area Choose Save.
Create a new corporate account according to the previous solution. You set up automatic organizational determination to automate your sales and service processes as much as possible. Organizational Management: Organizational Management allows you to: Using this flexible tool you can maintain the company structure, including the positions and employees in an application, and assign specific attributes to the organizational units.
Organizational management allows the automatic specification of organizational data using the organizational structure in a business transaction. It can also be used to determine business partners; for example, you can find the employee responsible for a certain business transaction partner determination.
The system uses the postal code of the client's address for example to determine the sales office and the sales person responsible for the client automatically.
For example: Relevant organizational units are determined automatically when a transaction is created In this example, a prospect calls an insurance company and asks, "Can you insure my new house? The system uses the postal code to find the sales office responsible for this customer.
An agent in this office can get in contact with the customer, create a quotation and so on. There are no restrictions on the levels that can be used in the structure of the CRM system.
You cannot map a matrix structure with the CRM organizational model. Validity periods can be specified when creating organizational objects and object attributes, and when assigning organizational objects and object characteristics. Organizational units can be created as business partners. The system automatically creates an account for an organizational unit with the role "Organizational unit. For example, a new sales office will open on the first of January next year.
You can define this sales office and assign it an organizational model today. Organizational Objects Organizational unit: Functional unit of a company Linwood?
Functional task distribution of individual items Group 1 Position Holder Organizational objects are used for modeling an organizational plan.
They can be linked to hierarchies to form functional relationships in the organizational plan for your company. There are two types of organizational objects: Organizational units form the basis of an organizational plan. Organizational units are functional units of a company. Depending on how a company is organized, the organizational units may be departments, groups or project teams. Positions show the functional task distribution of individual items and their report structures in the organizational plan.
Positions are concrete items in a company, which can be occupied by holders employees or users , for example, the sales manager for Europe. Used to define the responsibilities of an organizational unit. Used to define the type of organizational unit. Country Division Distribution channel Postal code Transaction type Several general attributes can be assigned to an organizational unit If you specify a function for an organizational unit, this information is inherited by the lower-level organizational units.
You can assign certain general attributes to organizational units when creating your organizational structure. General attributes are always related to a specific function, which means you can maintain different attributes for each function. General attributes define the responsibilities of an organizational unit. You can assign several attributes to an organizational unit.
It is responsible for the success of a sales area. This location is responsible for sales of products and services in a particular area.
Group of sales employees who are responsible for specific products or services. A sales group has different areas of responsibility in a sales office. The sales organization is the leading organizational unit for sales. You must always define at least one organizational unit as a sales organization in order to map standard processes for sales and service in the CRM system.
Sales offices and sales groups are used to map the internal organization. The service organization is responsible for the success of a service area. This is the organizational unit to which service employees are assigned according to tasks and other criteria.
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It performs service tasks at customer sites for example, service technician group. The service team is a service group, which executes the service tasks. It is relevant for resource planning. You can use it to define how your enterprise structures the responsibilities for the marketing activities.
You can use the marketing organization characteristic as follows: For authorization checks: You can use the marketing organization in authorization checks, for example, to determine whether a user is authorized to change a particular campaign. For automatically entering and checking marketing attributes: The system can use the marketing organization to make standard entries for particular fields in the available marketing planner.
For partner determination: For example, you can use the marketing organization to determine the suitable marketing manager for the assigned marketing organization and then to assign this to the campaign on the partner tab page. Workflow routing: You can assign a marketing organization to a campaign and then start a workflow based on the attributes of the campaign. For example, you set the status of a campaign with a particular product category to "For Approval". The system forwards a workflow item to all users that are assigned to a marketing organization with this particular product category.
Cost planning: You can use the cost planning to distribute key figures over multiple levels. For example, you can use the marketing organization to distribute the costs of a campaign over multiple marketing organizational units.
You can use the marketing organization for reporting. For example, you can measure the success of a particular organizational unit. Example Scenario: Sales Function: Sales office General Attributes: Distribution channel: FR Region: Service Function: Service organization General Attributes: Marketing Function: Marketing organization General Attributes: FR Product Category: Monitors The Paris office is responsible for several areas: In the Sales scenario, the Paris office is a sales office that is responsible for the following: Distribution channel 10 final customer sales Country: France Region: In the marketing scenario, the Paris office is a marketing organization that is responsible for the country France and products in the Monitors category.
Overview Sales Org.
Define the organizational structure: Customizing; change: Customizing or master data Create organizational units and positions Assign organizational and general attributes Step 2: Make the customizing settings for automatic determination of organizational units in transaction documents Step 3: Automatic determination in the transaction performed by the system Defining organizational management: Define your organizational structure.
You must create your organizational units, assign the attributes and positions, and determine the holders. You must create a new organizational structure in Customizing.
You can change existing organizational structures within the master data. Use the wizards to help you make the Customizing settings for automatic organizational data determination. When you create a transaction, the system determines the organizational data according to your Customizing settings.
You can change or enhance the organizational units manually. You can define rules in Customizing for automatic organizational data determination.
There are two different rule types which will be described in the following slides: Container Elements Country, region Organizational Model Potential organizational units are searched for in the organizational model Search criteria Transaction TypeSales Order Organizational data profileBusiness partners for example, M.
Leconte from Paris, Determination?
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A determination rule is derived from this organizational data profile. These are described in the following slides. The method used to determine the organizational data depends on the scenario because an organizational unit in the sales scenario has different attributes from an organizational unit in the service scenario.
The organizational data of the transaction header may be copied at item level. There is no separate organizational data determination at item level. Example Transaction Business partner: Bardot Organizational data Responsible OU: Team 1 Sales organization: Sales FR Distribution channel: L — Z Team 2 Container: Sales organization: FR Distribution channel: FR Distribution Channel: A transaction with business partner Bardot is entered. In the above example, the Responsibility determination rule that is assigned to the organizational data profile which is in turn assigned to the current transaction type , results in responsible organizational unit Team 1.
This is because this team is responsible for business partners with the names A to K.
Team 1 is transferred to the transaction as the responsible organizational unit. Team 1 is mapped in the organizational model with the inherited characteristics sales organization FR and distribution channel This information is also transferred to the corresponding fields of the transaction.
Name Organizational model 1. Search module 2. A — K Team 2 Sales organization: Team 2 Sales organization: A transaction with Business Partner Bardot is entered. The organizational model determination rule is assigned to an organizational data profile, which in turn is assigned to the current transaction type.
This determination rule then searches the entire organizational model for organizational units that have matching attributes. Team 1 is found as the responsible organizational unit. Overview Application Customizing Determination Rule Organizational Data Profile Transaction Type Determination according to the attributes of the organizational units Organizational model must be defined with attributes Responsibilities can be assigned directly Only organizational units, no attributes required Rule Type: Organizational ModelRule Type: Responsibilities Organizational data determination always at header level includes the following steps: The system reads the transaction type, for example, standard order TA.
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The system reads the organizational data profile that is assigned to transaction type TA, for example, Sales. You may need to aware of many other subjects.. Here, We come with a solution by affiliating other service Provider. They are Providing Membership access through us. We give best prices. Additionally, You will have good service from our side..
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To get that option, Please contact us. Thus, the companies require a suitable software solution to cater to its customers which is user-friendly, easily customizable, fully integrated, and can be implemented flexibly. Customer Relationship Management is a business strategy for optimizing customer interactions. It helps in understanding your customers, their needs and requirements.
SAP Business Suite is a suite of business applications that enable your company to handle total value chain across the business and its partners.Sales, Sales Area Choose Continue. Validity periods can be specified when creating organizational objects and object attributes, and when assigning organizational objects and object characteristics. You will use this new address type later on in the course to determine a specific address in your business transactions.
What are the sub elements of a campaign? Find by: SAP assumes no responsibility for errors or omissions in this publication.
This determination rule then searches the entire organizational model for organizational units that have matching attributes. It helps in understanding your customers, their needs and requirements. Enter the following information in the appropriate fields: