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SAP CRM 7.0 EHP 2 (FUNCTIONAL)

Demo @ .............................
Faculty : Mr. Experience : 10+ Yrs in SAP R !" Ti#

C'%rs C'n& n&: ERP. SAP CRM 7.0 EHP 2(F) SAP CRM (F):
SAP History and Evolution CRM .! EHP" #vervie$ SAP CRM % &'e Complete Solution CRM arc'itecture ( Component )nte*ration Careers @ SAP CRM ASAP Met'odolo*y SAP CRM Applications )ntroduction to )DES SAP Easy Access and )M+ CRM Functional Roles ( Responsi,ilities

Base Customization:
Organization Management Elements o- #r*ani.ation Model Creatin* position/ employee ( user #r*ani.ational attri,utes #r*ani.ational Data determination Sales Structure in ECC

Account Management 0P type ( roles/ +roupin* 0P Relations'ips Partner Functions Con-i*urin* -ield attri,utes 1um,er Ran*e Settin*s 0P Fact S'eets Account Classi-ication ( Hierarc'y Customer ( 2endor Master in ECC Employee Master Data

Product Master Product type ( +roupin* Hierarc'ies/ Cate*ory dissent type and attri,utes 1um,er assi*nments 2ie$ id 0asic settin*s Relations'ip o- Products

Transaction Processing 3eadin* &ransaction Cate*ories 4Mar5etin*/ Sales/ Service6 +eneral Structure o- 0usiness &ransaction &ypes )tem Cate*ory Determination ( 7sa*es Copyin* Control -or 0usiness &ransactions 0asic Functions in 0usiness &ransactions Activity Management De-ine activities and activity mana*ement Con-i*ure a transaction type -or activities Descri,e t'e survey inte*ration Descri,e *roup$are inte*ration Partner Processing Partner Function Cate*ories ( Partner -unction: Access se8uences/ Partner Determination Procedure

Organizational Data determination Te t Determination Procedure Date Management !tatus Management "hange #istory

Actions #ptions -or processin* actions Con-i*ure actions pro-iles ( Condition &ypes Action monitor to launc' actions

Pricing Descri,e t'e )nternet Pricin* and Con-i*urator 4)PC6 Essential -eatures o- t'e condition tec'ni8ue Descri,e t'e pricin* -unctions Ma5e certain settin*s in pricin* Customi.in* Carry out condition maintenance in SAP CRM

"$M %illing Creatin* 0illin* 7nits 0illin* Document &ypes 0illin* Document Procedure

CRM Marketing:
!olution Overvie& O' "$M Mar(eting Mar(eting )lanning and "am)aign management Create ( Maintain Campai*ns Personali.ed Mails Multi%C'annel Execution Status Mana*ement Aut'ori.ation +roup Campai*n Automation !egmentation Create mar5etin* attri,utes and assi*n t'em to ,usiness partners. Create data source and prepare attri,ute lists. Per-orm tar*et *roup creation usin* se*ment ,uilder

E ternal *ist Management

*ead Management 3ead +eneration 3ead 9uali-ication 3ead Distri,ution 3ead 9uestionnaire

Product Pro)osals Do$n%/ 7p%/ Cross Sellin* Product Association Rules &op 1 3ist

*oyalty Management Trade Promotion Management "ou)on Management

CRM Sales:
Overvie& O' "$M !ales !tructure O' !ales Transactions

!igni'icance o' #eader and +tem "ategory "ontrol Data O))ortunity Management !ales Methodology Sales Cycle Sales Assistant 0uyin* Center 0ud*et Forecast Competitor Analysis !ales "ontract Management +eneral Functions 9uantity Contracts 2alue Contracts Releasin* Contracts

,uotation Management Order Management Pi)eline Management $e-ate Management !)ecial .unctions Product Determination Free +oods 3istin* and Exclusion Availa,ility c'ec5 Credit C'ec5

Document .lo& /$P !ales Order

CRM Service:
!olution Overvie& O' "$M !ervice +nstalled %ase Management And O-0ects Structure #- )%0ase )%0ase Components #,:ects #,:ect Family

!ervice Agreements and !ervice "ontracts Management Structure #- Service Contract ( A*reements Price A*reements 0illin* #- Service Contract

Determination Cancellation Procedure Actions -or reminders Condition +roup !ervice Plans !ervice ,uotation Management !ervice Order Management Service Con-ormations Amount Allocation Service 0illin* "om)laints 1 $eturn Management +n2#ouse $e)air Order 3arranty "laim Management +nvestigative "ase Management +T !ervice Management )ncident Mana*ement Pro,lem Mana*ement C'an*e Re8uest ;no$led*e Article. $esource Management

SAP CRM Middleware:

Architecture Overvie& %asic "once)ts o' "$M Middle&are Data / change &ith /"" %ac(end "$M Middle&are O)erations ,ueue Administration Administration "onsole !ettings $e)lication Data .rom /$P 224 "$M5 "$M 2224 /$P 0usiness Partners 4Customer/ 2endors6 Contact Persons Material E8uipment Records 4)0ASE6 $e)lication Data .rom #"M 224 "$M Employee Master Records HR #r*ani.ation Structure

CRM User Interface: (

!B UI"

Technical $ole De'inition De-ine 1avi*ation 0ar Pro-ile De-ine Function Pro-ile

De-ine 3ayout Pro-ile &ransaction 3aunc'er De-ine <or5 Centers De-ine 3o*ical 3in5s %usiness $oles /$M! $ule Policies /mail Tem)lates "ategorization !chema 6Modular7 3e- 8+ "om)onent "on'iguration 1 3e- 8+ enhancement

CRM Interaction Center we# Client (IC

3or( "enter settings5 8ser settings "on'iguring The .unctional Pro'ile +d9s +" 3e- "lient %usiness roles

e#":

"T+ +ntegration 'or #el) des( 6service des( /mail +ntegration Agent +n-o 7

!$Mail Res%onse Management S&stem

!ervice Manager Pro'iles $e)ository /$M! Policies $eci)ient Distri-ution

!$Commerce:
Product catalogue maintenance "atalogue Area and vie&s maintenance 3e- !ho) Administration %2% and %2" Personalized Product Pro)osals on 3e- !ho)s Transactions Maintenance in 3e- !ho)

CRM REAL TIME STRUCTURE

Overvie& on "$M All Modules /:D to /:D %usiness Process .unctional !)eci'ications "$M !ystem *andsca)e Testing *i'e "ycle in "$M

!olution Manager !u))ort Tic(ets

ASAP Met'odolog&:
A!AP Over vie& Pro:ect Preparation 0usiness 0lue Print Reali.ation Final Preparation +o%3ive ( Support Development Server 9uality Server Production Server A!AP $oadma) !tructure Pro0ect Management in A!AP

Pro(ect Management )verview:

)mplementation Pro:ect Support Pro:ect 7p*rade Pro:ect Roll%out Pro:ect Project Preparation Resume Preparation FAQ's Interview Tips