Service with sap crm pdf download




















You can refer Sub components , Tcodes and SAP CRM Activity Management tutorial , configuration pdf and tcodes Being an integral part of customer relationship management CRM , activity management helps administer all the activities undertaken by employees in It is a standard SAP document format. IDocs in SAP enable the connection of different It is also designed Full form of BW is Business Warehouse.

What is ERP? What is SAP? What is Tables in SAP? Interview Questions. SAP Companies. What is the full form of CRM? Download Free PDF. Ashwini Sharma. A short summary of this paper. Download Download PDF. Translate PDF. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient.

Thank you for respecting the hard work of this author.. 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.

This way organization can achieve customer expectations with the types of services and products that he or she actually needs. NetWeaver provides the development and runtime environment for SAP applications and is used for the custom development and integration with other applications and systems. Thus, SAP CRM Sales have a lot of features like dedicated interactions, seamless integration, insightful information, always accessible, and is user-friendly.

For all the different channels supported, SAP CRM provides your employee with an intuitive and user-friendly interface to carry out their daily work. SAP CRM enables customers to implement different customer-specific requirements and industry-specific processes. For each relevant task in the service, sales and marketing it represents the single point of entry. All relevant systems are assigned to a Business Role which is assigned to employees.

Thus, an employee can get all the relevant systems into a single UI. These applications are developed for handheld devices. Also, it includes various features with which the employee can use while in communication with the customer for making note or working on the transaction itself.

These platforms are to provide personalized, reliable and convenient service to the target customers 24x7x The data exchange between these connected systems can be configured and implemented with the help of CRM Middleware.

For example: o For a Sales Order entered through any of the implemented UIs, check on delivery needs to be performed. These are provided as a ready-to-run solution with the shipped, standard template. Also, these applications can be further adjusted in order to meet customer-specific requirements. Also, it is business role based UI; therefore, the content which will be visible to the user logged-in depends upon the business roles assigned to the user.

This results in a simpler UI for the user, who will be able to access and process only those tasks which are relevant for him or her. With this, the Sales representative who is not concerned with the marketing process will only be able to access and work the Sales related process as per the authorizations assigned. The Header area contains predefined system link like Log Off hyperlink. System Links 2. Saved Searches 3. Work Area Title 4. History The position of the Header Area is fixed and cannot be changed.

Navigation Bar contains links to various applications that are assigned to the logged-in user. The content of the Work Area gets updated with user action on the links available in Header area, Navigation bar or within the work area itself. SAP CRM sales also offers Sales Assistant which could be used by the sales representative to plan sales activities within sales cycle processes, and sales methodologies elements such as buying centre, competitor analysis, project goals, etc.

It is not mandatory to use Lead to create the Opportunity. These activities can be configured for different stages of the Opportunity. Thus it provides an option for analysis and optimization of customer-specific business process.

Above 2 images display Assignment Blocks in Create page for an Opportunity Mainly an opportunity document in SAP CRM contains data related to the Sales cycle, forecast data, classification of opportunity, product data maintained in Items Assignment Block , and information related to activities, competitor products, sale team, attachments, etc.

An opportunity can be classified based upon the Opportunity Group such as existing customer or new customer , its origin such as trade fair , and its priority. In product data maintained within Items assignment block , expected product quantity and product value can be maintained at each item level.

This is useful in the cases where product information is not clear at the early stage of sales cycle. CRM also provides functionality to search and maintain the competitor product in the Opportunity document.

This relationship between products needs to be maintained in CRM product master data. Quotation Management Quotation is a legally binding agreement of your company with your customer to deliver specific product in a specified timeframe at a pre-defined price. With this you can propose products that your customer may be interested in, while entering the Quotation.

General data entered at the header level of the sales order includes transaction types, requested delivery date, employee responsible, contact person, sold-to party and ship-to party. Some of these are product determination, listing and exclusion, free goods and availability check. Product Determination During the sales document processing, system can automatically determine and substitute the products. Listing and Exclusion Listing and Exclusion for a particular account represents which products are permissible or not permissible for that account in a specific timeframe for a particular business transaction.

The necessary settings for the PPR are done in the customizing. In the newer approach Listing determines a product valid or invalid. This Listing consists of header and item. Header contains the condition technique and item contains PPR information. With free goods you can implement quantity discount. That is, you can offer a product for free to your customer when a certain quantity of product has been ordered.

This feature is also implemented using the condition technique. Contract is an agreement with your customer based upon agreed conditions related to price, target value, or target quantity.

It allows your company to release products or services based upon these conditions. It could be created based upon an opportunity which is won by the sales employee responsible. Further to this opportunity sales employee responsible and the customer agrees to favourable conditions, based upon which the sales order is then created. Customer needs to accept this contract and then the sales manager releases this contract.

Customer can then order products against this released contract. Around completion date of the contract, Sales representative can contact the customer to renew the contract. The sales orders created are linked to the contract as follow-up documents and thus it keeps record of the entire required information from all the sales orders created.

It could be set automatically or manually. Once an item in contract is in this status it will not be possible to release products against it. In order to create an order against a contract, you can open the contract and create the order as a follow-up document. Also, you can create the order and use the contract determination to fetch the possible contracts and then select the appropriate one. The order maintains release order list and keeps the check against the agreed maximum quantity and value.

These applications run on offline mode and can be synchronized with the CRM servers. In service contract it represents the objects for which your company has agreed to provide service. IBase is maintained in a tree structure with a header node which represents IBase and components as different sub nodes. One object can only be assigned to one IBase, i.



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