Online SAP CRM Training | Detailed View on Different Types of CRM

CRM is software that helps businesses automate repetitive processes for efficiency, track customer data, and boost customer satisfaction. In the past, global marketers have shifted from sellers to customers. Today, customers are more powerful than sellers, if we consider the driving factors of market. We have different types of CRM according to the changes in customer portfolios, speed of business operations, requirement of handling large data, and the need of sharing information, resources, and efforts jointly.

CRM systems are divided based on their prominent characteristics. There are four basic types of CRM systems: (Learn more from SAP CRM training by experts).

• Strategic CRM
• Operational CRM
• Analytical CRM
• Collaborative CRM

Strategic CRM

Strategic CRM is a type of CRM in which the business puts the customers first. It collects, segregates, and applies information about customers and market trends to come up with better value proposition for the customer.

The business considers the customers’ voice important for its survival. In contrast to Product-Centric CRM (where the business assumes customer requirements and focuses on developing the product that may sometimes lead to over-engineering), here the business constantly keeps learning about the customer requirements and adapting to them.

These businesses know the buying behavior of the customer that happy customers buy more frequently than rest of the customers. If any business is not considering this type of CRM, then it risks losing the market share to those businesses, which excel at strategic CRM.

Operational CRM

Operational CRM centralizes the business process, includes Sales, Marketing and Service automation. The main objective of this kind of CRM is to generate leads, change them into contacts, hold all required details and offer service throughout the life cycle.

Salesforce is the best suitable CRM for large established businesses and Zoho is the best CRM for growing or small-scale businesses.

Collaborative CRM

Collaborative CRM is otherwise called as Strategic CRM, which enables an organization to distribute customer data among various business units like the sales team, finance team, marketing team, service team and support team. The purpose of collaboration is to uplift the quality of service and customer satisfaction.

Collaborative CRM benefits are as follows:

• Recognizes customer service payment reduction opportunities.
• Combines data to create an improved customer service overview
• Promotes customer channel communication

Collaborative CRM enables smooth communication and transactions among businesses. Though traditional ways such as air mail, telephone, and fax are used in communication, collaborative CRM employs new communication systems such as chat rooms, web forums, Voice over Internet Protocol (VoIP), and Electronic Data Interchange (EDI).

There are collaborative CRMs with in-built Partner Relationship Management (PRM) software application which helps in managing partner promotions. SugarCRM is a popular collaborative CRM. It enables expert collaboration and provides state-of-the-art social capabilities.

Analytical CRM

Analytical CRM helps management, marketing, sales and support organization to determine the desirable way to serve their customers. Data analysis is the major function of this type of SAP CRM applications. It examines customer information, coming from various touch points, to get valid insights about the current status of an organization. It helps management to take the honorable decision, marketing executives to know the campaign effectiveness, sales administrators to increase sales and support organization to improve quality of support and build the strong customer relationship.

Analytical CRM can set different selling approaches to different customer segments. In addition, different content and styling can be offered to different customer segments. For the customers, analytical CRM gives customized and timely solutions to the problems. For the business, it gives more prospects for sales, and customer acquisition and retention.

Learn SAP CRM

SAP Trainings Online provides best SAP training with our training learners can become expert in CRM concepts like Organization Management, Account Management, Territory Management, Product Master data, Transaction processing, Lead Management, Opportunity Management, Quotation Management, Order Management, Contract Management, Activity Management and Visit Planning.etc.

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SAP CRM training (Customer Relationship Management) | SAP Trainings Online

SAP CRM is important module in organization or in any entity which deals with handling customers more effectively. In present day’s competitive market it is essential for companies to make changes in a dynamic environment to take care of all activities related to customer service.

SAP CRM training is dealt with SAP business suite. Its main purpose is to provide in detail knowledge about customers by integrating required data from sections like marketing, sales, billing etc. Customer interaction is also becoming easy and efficient by using CRM application. SAP CRM is used for understanding customers better.

SAP CRM Overview

SAP CRM is one of the major solutions that are provided in SAP suite. SAP CRM is based on SAP NetWeaver (Learn SAP Netweaver from SAP Trainings Online by experts) that can be used for custom development and integration with various systems and applications.

SAP CRM features

It is deployed to hold all customer focused business fields like service, marketing, sales, etc.

This SAP CRM is implemented for different customer interaction channels, such as Interaction Centre, Internet, and mobile for E-Commerce.

The important component of SAP CRM is CRM Analytics. It has great significance which is used to gather necessary information about customers and analyze this knowledge base to gain insights into various strategic decision-making and operational processes.

SAP CRM includes the following sub modules:-

• Sales 
• Marketing
• Service 
• Analytics
• Interaction Center
• Web channel SAP Hybris

SAP CRM consists of many components that allow integrating the CRM module with other SAP and non SAP modules, internet, mobile devices like smart phones, tablets, and enterprise portal.

SAP CRM server has components like,

• CRM Enterprise functions
• CRM Middleware

There are adapters to communicate with hand held devices and internet. The SAP ECC/R3 system is used for backend, SAP BI system is used for analytical reporting and SAP SCM is used to enhance the capabilities of SAP CRM module.

By combining SAP CRM with back-end ERP systems equip connection to supply chain management systems , business intelligence system, interaction centers, field applications etc.,

Take the advantage of SAP CRM training by registering with us enroll today to enter into the world of SAP and make your career worth with our certification training and get the chances of getting hired by standing unique among many.

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SAP CRM Training Academy | SAP CRM Quotation and Order Management

In SAP CRM, you can create and process inquiries related to sales, create quotations and sales order. The sales quotations are used to map business transactions in the sales area of the company.

The sales quotation is generated to ensure that a specific quantity of product will be delivered at a specific time period and at a specific price. A sales order is also considered as same that allows the customer to request a certain amount of product, or services at a certain time. A complete sales order process from fundamentals can be learnt online from SAP SD training.

The quotation processing and order management involves the following steps in a SAP CRM and ECC system:

Create Quotation − A quotation is created in the system to provide the customer. Items are added for this quotation (Performed in SAP CRM training).

Enter Product and Configure − The next step is to enter the products requested by the customer. Products can be configured for every item of the quotation (Performed in SAP CRM).

Checking Availability − Next is to check the availability of products for every item of the quotation (Performed in SAP CRM and ECC).

Pricing and Value − The next step is to add the price of each product and the value of each item (Performed in SAP CRM).

Send a Quotation − Next is to send the quotation to the customer (Performed in SAP CRM).

Features of Sales Quotation and Order Management

Creation of sales transactions and post processing: You can use the Interaction Centre, the SAP CRM Web Channel, or the CRM WebClient UI for creating sales transactions. You can also have all of these processed in the CRM WebClient UI as well. Even those transactions that have errors in them can be tracked down and saved for processing further.

Trigger for further processing: Whenever a sales order containing errors is saved, the same gets referred to SAP ERP. All the logistic processes are carried out thereafter. For example, sales order delivery will take place there.

Getting used to your business processes: When you have the transaction processes customized then it will offer you numerous settings to have the sales transaction adapted according to the business processes of your company. For example, you can enter in the details for a special transaction type while you are entering the details of the sales order in the Interaction Centre and so on.

Sales-specific functions: A number of different functions can be used in sales transactions. Some of these include product determination, the credit check, and the availability check. Besides this, you’ll have access to the special functions when you are dealing with sales orders and quotations.

Activity Management for Quotation

You can monitor the status of quotation by creating an activity. You can enter an activity for a specific time period (Performed in SAP CRM).

The following actions can be linked with the quotation in the system:

Create Appointment

Before the validity expires of the quotation, a system can be configured to raise an action for creating an appointment.

Another action is that after the quotation has been issued to the customer, an action is created to take the first feedback from the customer.

After the end of this validity period of the quotation, you can set an action to change the status to complete automatically.

Monitoring

You can also monitor the quotations that are relevant for you according to their validity

You can consider a sales order as transaction type and can be configured in to the CRM system by going through the following path.

Go to SPRO → IMG → Customer Relationship Management → Transactions → Basic Settings Define Transaction types

Want to Learn SAP CRM?

SAP Trainings Online designed SAP functional training and technical courses program based on present day industry requirements which makes the learners future ready and strengthens you to go challenging with industrial demands. This online program is not only job oriented but also for professionals who wanted to update their technological skills and to excel in their careers. We offer online education not only limited to region or an area, we offer trainings globally.

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SAP CRM Online Training Classes | SAP CRM Opportunity Management

An Opportunity is defined as a sales prospect, requested service or product, sales volume and a sales probability. Opportunity can be a possibility of sales of service or product and can result from a bid invitation, sales deal or from a trade fair. Opportunity management is one of the integral parts of SAP CRM module and this allows you to control the sales process.

SAP CRM brings to the table a set of advanced capabilities on top of core sales force automation that offer far beyond what traditional CRM features can provide. With SAP CRM, you are able to uncover insights that will give your sales teams the edge they need to sell smarter and improve their performance. SAP CRM makes it easy for businesses to simplify their sales processes with better customer engagement, accurate forecasting, and real-time pipeline management. Learn SAP CRM training by experts from SAP Trainings Online with experienced faculty.

Opportunity management in Sales should be used in the following scenarios

• When sales cycle in an organization spans for a longer time period.
• When there are many sales representatives working in an organization.
• When there are large sales order values and they are distributed

Classification in opportunity management

You can classify opportunities and related entities in the following categories

Sources of Opportunity − This allows you to define the source of opportunities in a sales cycle. You can mention expected sales volume from different sources like trade fair, bid invitation, etc.

Opportunity Group − This allows you to perform grouping of opportunities. You can define a group for new customers or existing customers.

Priority − You can also define priority of opportunity if it has a probability to convert to a lead.

You can set the opportunity group, classification and priority in CRM by going to SPRO → IMG → Customer Relationship Management → Transactions → setting for Opportunities → Define Opportunity Group, Priority and Origin.

Opportunity Hierarchy

When your sales project is split into multiple subprojects and you want to keep a track of all the subprojects and to link them to a sales project, you can use complex hierarchies. You can connect different opportunities to each other and this allows you to connect sales projects and subprojects with each other.

Opportunities Hierarchy can be used in the following scenarios:

• To link an opportunity to a sales project.
• To link a sub opportunity to a product.
• Combine several sales project connected with each other.
• Structure those sales projects which consists of several sub projects

What is a lead in SAP CRM?

CRM creates a unique consumer experience and enables to address various business processes in order to improve wide range of sales, services and marketing situations. SAP SD is the module which is into complete sales process. Learn SAP SD training by unique training platform with 12+ years of experienced faculty. It is a great way to retain loyal customers and attract potential customers as well.

A lead can be defined as the first stage of sales process. It represents a person who has shown interest in buying a service or a product.

In a sales cycle, the following order is followed − Lead → Opportunity → Quote → Order.

A Lead can be generated from various marketing lead generation processes like trade fairs, advertisement, direct marketing or can be from other personal sales activities like tele-calling or an email.

Leads can be classified into categories − Cold, Warm and Hot by the marketing department. If a lead looks promising, then sales department can create an opportunity from this lead.

A Lead is different from an opportunity in a manner that it is a predecessor of an opportunity. Opportunities are used for more complex and longer sales project cycles. The sales representatives use opportunities to control the sales project and maximize the chance of winning customers and minimizing the sales time.

SAP Trainings Online designed SAP functional training and technical courses program based on present day industry requirements which makes the learners future ready and strengthens you to go challenging with industrial demands. This online program is not only job oriented but also for professionals who wanted to update their technological skills and to excel in their careers. We offer online education not only limited to region or an area, we offer trainings globally.

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SAP CRM Education | Boost Career Path With SAP CRM Certification

Customer relationship management is always buzzword in corporate business organizations. It is the most important enterprise solutions on offer today.SAP CRM endeavors solutions to organizations to manage CRM activities so candidates familiar with CRM have definite advantage when it comes to positions in marketing as well as customer management.

Most of the business firms are looking for the individuals who are fluent in SAP and can handle the system in an effective manner. SAP Trainings Online SAP CRM training is a key differentiator between who is average at a workplace and who excel in their role. You can learn SAP through virtual media from top world class trainers who are in industrial world themselves. Here the exposure is practical in nature, shaping you to face the challenges of corporate work place once you finish with training.

How SAP CRM used?

SAP CRM is the CRM tool provided by SAP and is used for many a business process

SAP CRM is a part of SAP business suite. It can implement customized business processes, integrate to other SAP and non-SAP systems, and help achieve CRM strategies.

SAP CRM can help an organization to stay connected to customers. This way organization can achieve customer expectations with the types of services and products that he or she actually needs.

We provide online SAP CRM functional training with real time concepts based on industry requirements. Sole maxim to introduce online SAP training program is to make candidates industry ready and to excel in their careers. Improve your career prospects and earnings potential. Whatever your background, situation or requirements, we can train you to become proficient in chosen platform and achieve your personal and professional goals

We administer the following

• Industrial projects are provided to the students
• Trainers prepare candidates according to interview cracking level with all required practices 
• Committed professionals on pace
• Cost effective solutions
• Value based services combined with quality

Our trainings are global. We offer functional and SAP Technical courses in countries like India, Canada, Australia, USA, and UK by Real Time Industry Experts who has huge subject knowledge, skills and enhances the skills of students in the best way.

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SAP CRM Online Tutorial | User Interface Versions of SAP CRM

CRM software allows a business to manage all the organizations interactions with customers and potential customers. The CRM typically involves a marketing automation platform, sales tracking software and contact management for customer service/technical support. A CRM is a very useful and powerful tool that should be utilized to improve business in almost all levels. Learn more about CRM and its offerings from SAP CRM training by SAP Trainings Online.

SAP CRM WebClient UI is user interface provided by SAP for the SAP CRM business suite. It is a web based application for all the business processes covered as part of SAP CRM modules. It is based upon a framework that has evolved over the period of time. And thus it is having various predecessors that have been used as user interface for the SAP CRM business processes. SAP CRM Web Client UI is result of the growth of user interface for SAP CRM from SAP GUI. CRM Web Client user interface is an enhanced version of the IC Web Client UI. Within SAP CRM, users are assigned business roles. And these business roles control the content which user access in the Web UI screens. Following are the SAP CRM versions released (here, we are starting from CRM 5.0):

SAP CRM 5.0

From SAP CRM 5.0 version, the Supplier Relationship Management is removed from CRM and was being dealt as separate application. Following are few features introduced with SAP CRM 5.0:

Central search: Regardless of which application in PCUI you are working into, using central search which is centrally located in PCUI, business objects can be searched at any point of time. Search criteria for central search can be defined in – SPRO -> IMG -> CRM -> People-centric CRM -> General Functions

Action profile determination: To use condition technique while processing sales order, billing by defining parameters that influence action profile determination.

Quick create: Introduced in CRM 5.0 to create new business objects in PCUI centrally by using quick create procedure

Employee BSP: To search and maintain employee data, Employee application is introduced. This comprises of the employee data (HR data, employee company data, employee relationship with organization, etc.)

Account Planner: From version SAP CRM 5.0, account planner can be used to plan regular sales in terms of volumes, revenues considering discounts. To make sales forecasts work in more efficient way, account planning is integrated with BI where it’s easy to track the entire business history of an account including promoted and non-promoted sales. Customizing settings for account planner can be carried out in SPRO -> IMG -> CRM -> Account Planning.

SAP CRM 6.0

From version CRM 6.0, GUI is supported by SAP only for administrative tasks and PCUI is not supported. Some of the new features introduced in SAP CRM 2007 are:

Uniform UI: Web based user interface is remodelled and released with more user friendly features (personalization, easy navigation, page layout, advanced search concept).

Help centre: Contains application help content. Guide for user interface, application overview of the CRM business processes, which can be modified as per project custom requirement.

Account life cycle: Introduced to record different stages of an account. Life cycle stages of account resemble the roles. Path to define the life cycle stages (BP exclusion roles have to be defined to use in account life cycle stages) – SPRO -> IMG -> Cross application components -> business partner -> basic settings -> business partner roles -> define BP role exclusion groups.

SAP CRM 7.0

Some of the new features added and enhanced features in SAP CRM 7.0 version are shown below.

Search result list: Result List title is enhanced to include number of items found and the name of the Business Objects – Ex: Result List: 6 Opportunities Found. If results obtained are more than the limit, the message will be – Result List: More than 6 Opportunities Found. When there is no result, the message will be – Result List: 0 Opportunities Found.

Time dependent contact relationships: Validity period related fields are introduced for the relationship between accounts and contacts so that the contact will have a time frame in all business transactions where it is linked to. For ex: contact linked to opportunity, sales order, and sales order quotation. This Valid From & Valid To are present in Contact assignment block of account overview page, in search result page of contact, contact search help, on contact overview page.

Dispatching of business transactions: We can dispatch a business transaction in order to send it to appropriate partners or groups who can work on that activity with some change in priority if required in order to get quick response from them. For this dispatching rule profile have to be assigned to the transaction type in customizing. Path is SPRO -> IMG -> CRM -> Transactions -> Additional Settings -> Assign dispatching rule profile to transaction types.

Simple search: From SAP CRM 7.0 we can use the simple search to search for business objects which is a free text kind of search. This is complex function which uses full indexing or incremental indexing and this is located in central search and can be accessed at any point of time.

SAP CRM 7.01 (EHP1)

Some of the new features added and enhanced features in SAP CRM 7.01 (EhP1) are:

Copy and paste in tables: Text can be copied from Microsoft excel and pasted in WebClient UI.

Favourites: Favorites can be used on home page of WebClient UI. Business objects (see SAP BO training by experts for more details) can be added to favorites so that it gets displayed on home page of business role. From any overview page, that business object can be added to favorites folder and also if favorites to be shared with other users of same business role, it can also be done.

Personalization and configuration of icons: From SAP CRM 7.01 (EhP1), one can personalize and configure icons and change SAP logo in WebClient UI. Icons can be personalized in content blocks in home pages, work centre pages, report pages. Logo can be changed which will be effective in WebClient UI in all pages like header, business role selection, but since logos are skin dependent you should ensure it’s available and changed in all skins.

SAP CRM 7.02 (EHP2)

Some of the new features added and enhanced features in SAP CRM 7.02 (EhP2) are:

Application enhancement tool: From SAP CRM 7.02 (EhP2), new functions that got introduced in AET tool are calculated fields and new field type Long Text.

Fixed label analysis: This is used to determine the layers in which this field label exists and also to determine the field label text shown in different layers. Also field label text can be deleted in different layers and can be customized in design layer.

Attachments assignment blocks: To display attachment assignment block in overview page of activities, customizing – Display Attachments Assignment Block have to be done.

SAP CRM Training by SAP Trainings Online

SAP Trainings Online gives you the SAP training in all modules and offers more than just going through of the curriculum. Our content covers all the major areas that are necessary for understanding SAP CRM and also focus on practical oriented real time based implementation. In this course one will come to have idea of how to handle large volumes of data when it comes to customer management and leads to an understanding of how to manage customer relations from a back end point of view.

Want a demo on SAP CRM enrol with us for free live demo at:www.saptrainingsonline.com/student-registration

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SAP CRM Online Training Module | SAP CRM Activity Management

Activity Management

Activities can be divided into interactions (with reference to a business partner) and tasks.

Key Activity Management functions of SAP CRM include:

Ability to schedule and manage simple and complex tasks Ability to define and access customer activities, including all communication transactions, such as appointments, dates, telephone calls, e-mails, letters, and meetings Seamless integration into all business transactions allowing basic functions to be used in each phase of the CRM process and sales cycleAn activity journal to record, update, and track critical customer information gathered from each customer interaction, including feedback on requirements, products, and services discussed. Ability to integrate many different areas of data and create surveys. For example, pharmaceutical companies could use such surveys to track the batch and product numbers of free samples offered during customer visits. Retailers, on the other hand, could record the costs of campaigns and other details. Two-way synchronization of SAP CRM activities and calendars with Microsoft Outlook or Lotus Notes, ensuring that sales employees can view their CRM calendars in third-party solutions as well. Tour planning and activity scheduling can be used to select business partners and create activity proposals for them, which are immediately shown in the calendar. Expertised SAP CRM training from SAP Trainings Online.

SAP CRM Activity Management

Activity management in CRM is used to administer the activities assigned to employees in an organization. The data in an activity is a very important source of information for all the employees that are relevant for that information.

Activities in CRM are used to record sales activities. Some other common activities also include emailing or a telephone call or a customer visit or a follow up call, request to set the status to complete etc. in the CRM lifecycle. Appointments, interactions logs can be marked as private. You can also create activities as subsequent documents for a wide variety of other business transactions, such as opportunities, leads, sales orders, or contracts.

Activity management can be performed at any time during CRM lifecycle. When a customer contract is about to expire, you can make a telephone call to the customer (activity) as a follow up document to remind the employee responsible to make the follow up call to the customer and to check if they are willing to renew the contract.

You can easily integrate activity management with CRM Mobile and also with emails i.e. Microsoft Outlook or IBM Lotus Notes. This allows employees to connect to the sales cycle and to keep a track of the appointments and activities.

To attach fact sheets with activities, this can be done by going to SPRO → IMG → CRM → Transactions → Settings for Activities → Attach Fact Sheet to Activities

Groupware Integration in SAP CRM

You can integrate SAP CRM Activity Management with groupware applications to synchronize contacts and tasks in your SAP CRM calendar with your own groupware calendar. Data is exchanged in both directions, enabling you to call up activities and data (such as date, time, location and business partners involved) in your own office management system that you originally entered in the SAP CRM system (and vice versa). This allows you to work more quickly and effectively because you do not have to constantly refer to your CRM calendar or groupware calendar to check appointments and tasks.

SAP CRM Activity Management can be integrated with the Microsoft Exchange Server 2002 (Outlook) and Lotus Domino (Lotus notes), Release 5.0.3+. There are different versions in CRM see SAP CRM training for details. When you create or change an activity (contact or task) in SAP CRM Activity Management, it is saved in the database as a Messaging Business Document (Bdoc) and sent to Middleware. Middleware calls adapters and sends the activity to the map box. It is then converted to iCalendar format so that it is compatible with the groupware applications.

Groupware integration with CRM Enterprise is server-based, meaning the data is exchanged automatically in the background without having to be triggered by the user.

Want to learn SAP CRM to build a career with SAP, join SAP CRM training by SAP Trainings Online which is largest resource of SAP training in all modules and offers more than just going through of the curriculum. Our content covers all the major areas that are necessary for understanding SAP CRM and also focus on practical oriented real time based implementation. In this course one will come to have idea of how to handle large volumes of data when it comes to customer management and leads to an understanding of how to manage customer relations from a back end point of view.

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SAP CRM Online Course | SAP CRM Powered by HANA – CRM Migrating to HANA

SAP HANA is an in-memory data platform that is deployable as an on-premise appliance, or in the cloud. It is a revolutionary platform that’s best suited for performing real-time analytics, and developing and deploying real-time applications. At the core of this real-time data platform is the SAP HANA database which is fundamentally different than any other database engine in the market today. Learn more database concepts from SAP HANA training by SAP Trainings Online.

The number of process steps required for CRM order processing (due to many custom CRM actions) and service delivery, together with being able to get real time operational reporting at item level.  Hence, the customer chose the complete migration to a SAP HANA system. This means that all the data previously stored on a classic underlying RDBMS are going to be moved into a SAP HANA system, allowing a performance boost at each business process steps.  SAP application (see SAP CRM training for details), UI used by user (SAP CRM WebUI/IC) and already running business processes do not change and are up after the migration execution. The only migration consisted of a database switch combined with the SAP CRM application upgrade to 7.12 in order to provide new tools and insights for the business operations, while the entire project scope consisted of the settlement of new ways to handle business processes and enable real-time operational reporting.

Migration to SAP HANA

If you have SAP CRM running on a disk-based Database you can do a migration to HANA. The process of migrating your current SAP CRM database server to SAP HANA is the same process you have already experienced if you have done a data migration before (Heterogene, Homogene or Unicode-Migration). This process has a very low learning curve and is well documented in the cookbook. It is proven by SAP HANA customers who have already swapped their disk based database servers over to the in-memory solution of SAP.

This is mainly basis operations which consist of a hardware/OS/DB switch from the current underlying SAP CRM database to SAP HANA, combined with the CRM application upgrade. Take care that only Unicode SAP systems can run on HANA.

Basically, development system can be copied, migrated and adjusted in order to keep your (source) development system up for productive system correction. Corrections and business processes improvement (plus optional productive system correction during elapsed time) will have to be reported following the landscape migration routes.

Quality system can be used to optimize your productive system downtime by knowing which smart split will have to be done during data export, especially if your QA system reflects well your productive data. (FYI, SAP can provide specific service to totally avoid productive system downtime if needed).

Want to learn SAP CRM to build a career with SAP, join SAP CRM training by SAP Trainings Online which is largest resource of SAP training in all modules. We provide best SAP CRM training with our training learners can become expert in concepts like Organization Management, Account Management, Territory Management, Product Master data, Transaction processing, Lead Management, Opportunity Management, Quotation Management, Order Management, Contract Management, Activity Management and Visit Planning.etc.

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SAP CRM Training Academy | SAP CRM – Account Planning

Customer Relationship Management (CRM) is a strategy for managing all your company's relationships and interactions with your customers and potential customers. It helps you improve your profitability. Expertised SAP CRM training from SAP Trainings Online.

More commonly, when people talk about CRM they are usually referring to a CRM system, a tool which helps with contact management, sales management, workflow processes, productivity and more.

Customer Relationship Management enables you to focus on your organisation’s relationships with individual people – whether those are customers, service users, colleagues or suppliers. CRM is not just for sales. Some of the biggest gains in productivity can come from moving beyond CRM as a sales and marketing tool and embedding it in your business – from HR to customer services and supply-chain management.

Benefits of CRM

Introducing a CRM module has many benefits which have been shown to produce real results – including direct improvements to the bottom line. CRM applications have a proven track record of increasing:

• Sales by up to 37%
• Sales productivity by up to 44%
• Forecast accuracy by 48%

SAP CRM Account Planning

Account planning function in CRM allows organizations to manage planned revenues, costs and contribution margin. Organizations can take strong decisions during planning and control of the costs for spends and discounts.

These planning functions are integrated in the account management functions and can be integrated with SAP ECC and BI as well. This reduces the effort to maintain data and increases the data accuracy.

Key features of account planning

The key features of Account Planning are as follows:

• To enter non-promoted sales figures for an account.
• You can include planned promotion volumes and costs.
• To plan regular sales as well as regular discounts.
• To plan the account-related costs.
• To check the total volume forecast plus corresponding promotional and non-promotional costs.
• To understand the contribution margins.
• To adjust planned revenues wherever they are necessary.

General data in account planning

You can define account planning period by going to SPRO → IMG → Customer Relationship Management → Account Planning → General Setting → Define Planning Periods.

To create a new planning period, click on New Entries and enter the following details in it

• Planning period
• Start date and end date
• Planning period description

The next step is to define action profiles and actions in CRM. This can be done by going to SPRO → IMG → CRM → Basic Functions → Actions → Actions in Account Planning → Change Actions and Conditions → Define Action Profiles and Actions.

The general data for account plans include the following details:

• Territory ID
• Planning period
• Employee responsible
• Valid from and valid to
• Planning profile group
• Action plan
• Product planning basis
• Organizational data
• Currency 
• Authorization group

Conclusion

Interested to learn more about SAP CRM and its business process and to establish a career in CRM join SAP Trainings Online for a rewarding SAP career through SAP training modules. We provide best SAP CRM training with our training learners can become expert in concepts like Organization Management, Account Management, Territory Management, Product Master data, Transaction processing, Lead Management, Opportunity Management, Quotation Management, Order Management, Contract Management, Activity Management and Visit Planning.etc.

Want a free demo on SAP CRM CLICK HERE to register for live demo class

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Online SAP CRM Training | Integrating the Revenue Cycle into CRM Processes

CRM stands for “Customer Relationship Management” and is a set of methodologies and tools that helps to manage customer relationship in an organized way.

In today's highly competitive business environment, the focus of top companies is increasing on its most valuable assets – customers. 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. Want to learn SAP CRM training join with SAP Trainings Online for beginner to advanced level training.

When a product or service piques a buyer’s interest, the buyer buys into it. However, without using some level of persuasion or influence to attract buyers, buyers tend to look elsewhere.

Acceleration via customer experience

Consumers expect, and deserve, the best a business has to offer. So, when it comes to customer relationship management (SAP CRM),personalizing the customer experience is what accelerates revenues.

The perfect CRM opportunity is found when businesses add together two old sayings: “time is based on events” and “time is money.” Any activity the business can use to hold the attention of the consumer—that the consumer finds interesting—can create demand for the company’s product.

The transactions comprising sales and revenue collections equate to the processes in the revenue cycle. As various sales personnel, marketers, and other business stakeholders communicate with prospective buyers, a new sale slowly forms. That is the customer experience. To accelerate the customer experience in the past, businesses would simply increase the number of sales and reduce the turnaround time required to generate revenues.

The CRM process was built to accommodate the integration of the revenue cycle processes. Sales and marketing professionals can use the revenue cycle and CRM cycle as frameworks for consistency in producing prospective and existing customer sales and repeat sales. The only requirement in this process is the availability of up-to-date, accurate customer data. Businesses can feed customer data directly into sales lead generation efforts; brand awareness, brand reputation, and marketing strategies; and customer incentives and loyalty campaigns. Customer management is directly followed by order management in the revenue cycle. Which is directly associated with the CRM cycles interact and deliver process and acquire and retain process? To accelerate the CRM cycle is to accelerate the revenue cycle. SAP CRM Order to Cash process can be completed with integration to the SAP ECC system and specifically to the SAP SD module. Know in detail concepts from SAP SD training

Revenue Cycle Benefits from CRM Processes

The revenue cycle is totally dependent upon the factors that feed income into the business. To earn a profit, there must first be revenues. Ultimately, therefore, the customer comes first. Integrating requirements from the revenue cycle into the CRM processes speeds a business to its profitability.

Strong CRM Data Improves the Potential for Revenue Generation

CRM marketing and advertising are customer interaction activities that result in conversions to sales, which equate to revenue. The stronger the CRM customer and lead generation data is, the greater the potential for revenue generation.

Maximizing revenues during website conversions

CRM customer data and lead generation data are the perfect basis for upselling and cross-selling. Approximately 30% of all e-commerce website visitors will purchase a product; the remainder will browse, but not purchase. Utilizing the CRM processes to offer additional sales or similar products at a better value maximizes revenues for the 30% who are buyers.

Adding predictability for more accurate results

Developing a sales strategy based on CRM key performance indicators, demographics, and metrics will improve the predictability of revenue forecasts so that the more predictable the revenue forecast is,the more accurate the results will be.

Faster Transaction Processing Allows for More Revenues

Extensive delays in order fulfilment can result in a lost sale. Automated invoicing, cash receipts, analysis, and reporting are serviced by CRM processes to automate order fulfilment by prepopulating data and ensuring that each customer receives the same opportunities, offers, rewards, and service.

Want to learn SAP CRM to build a career with SAP, join SAP CRM training by SAP Trainings Online which is largest resource of SAP training in all modules and offers more than just going through of the curriculum. Our content covers all the major areas that are necessary for understanding SAP CRM and also focus on practical oriented real time based implementation. In this course one will come to have idea of how to handle large volumes of data when it comes to customer management and leads to an understanding of how to manage customer relations from a back end point of view.

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SAP CRM Online Training Websites | Knowledge Management in SAP CRM

What is knowledge management?

Knowledge Management comprises of a range of practices used by organizations to identify, create, represent, and distribute knowledge. Today, many large companies have resources dedicated to Knowledge Management, often as a part of ‘Information Technology’ or ‘Human Resource Management’ departments. Content Management and e-business are inseparable. E-business infrastructures and applications must be content centric to compete.  

What is knowledge article in SAP CRM?

Knowledge Article provides the means for the computerized collection, organization, and retrieval of knowledge. It can store a wide variety of information such as:

Due to its multiple usages Knowledge Article component in SAP CRM can be used with sales, marketing, and service processes in the interaction center (IC) and CRM service management such as Service Order, Complaints, Incident Management, Problem Management and Request for Change. Learn more from SAP CRM training.

Some of its features include:

• Faster access to specific information via categorization and full text search.
• Easy integration to other CRM objects e.g. customers, products, installed bases, campaigns, opportunities, incidents and… more.
• Multilingual and multiple text authoring.
• Attachment capability and special authorization scopes.
• Open interfaces for import and export from and to existing knowledge bases.
• Automatic update/creation of knowledge base index when a knowledge article is saved.
• Creation of  knowledge articles in multiple languages
• Ability of IC Agents to search for knowledge articles so as to email them as attachments to the customers.
• Provision of knowledge article templates with prefilled details to create knowledge articles from it, without wasting time.

How knowledge article in SAP CRM is is implemented?

A knowledge base is a special kind of database for knowledge management. It provides the means for the computerized collection, organization, and retrieval of knowledge. With CRM 7.0, SAP has implemented knowledge base that would allow representatives to look for knowledge articles in the knowledge base. It would allow representatives to search for articles either by defining specific attribute search or by free text search using an information retrieval system (search engine).

As the size of the knowledge base increases due to the addition of new knowledge articles, the time taken to retrieve a desired article also increases. This is where indexes are used to reduce the retrieval time. An index is a data structure that improves the speed of operations. Indices can be created using one or more key attributes such as status, priority, customer, keywords etc. thereby, providing the basis for efficient ordering of access to records. For knowledge articles to be returned in searches, they must be compiled. The knowledge base index should therefore be updated regularly when new records are created, or existing records are changed. This enables TREX to find the relevant documents in a search. 

The Power User/ Administrator would have the access to compile the Knowledge Base Index for faster retrieval of records. The compilation of knowledge base which is currently offered is divided into the following options:

• Full Compilation: Compiles all documents. This option is recommended initially and if the index is corrupted
• Delta Compilation: Compiles all new and changed documents since the last compilation and removes deleted documents from the index. It is also provided as a batch job.
• Deletion: Delete an Index from the search engine
• Start Background Job: Schedule Delta compilations as background jobs at regular intervals
• Stop Background Job: Any queued or in-process compilation tasks can be cancelled.

In addition, the administrator would be able to view the log for the particular Index of the Knowledge Base by clicking on the corresponding Knowledge Base Index link. Compilation log is useful for an administrator because it would provide the user with different details such as errors, number of documents, inform as it would provide information regarding full compilation, delta compilation, current schedule, Index details etc.

This solution forms an important part of Customer Service and Support segment in our service management portfolio.

Where can it be implemented?

A common belief is that the Knowledge Management is primarily used for Service sector to help find a potential solution of a perspective problem, for instance: Reason for a Blue Screen error. However it can be extended for marketing and sales too. Marketing activities focuses on managing strategic partnerships and positioning the organization in a competitive market and with the aim of delivering superior values to its customers. Information regarding Market environmental factors such as market size, market share, brand loyalty, competitors, competitors, concentration of the industry, barriers to entry, market trends etc could also be maintained. With the rapid growth of sales automation (learn about sales order process from SAP SD training), many corporations have rushed to deploy systems for distributing information and documents of all kinds to their sales people. As markets and products change with accelerating pace, sales people must assimilate and apply vast amounts of current information about their markets, their competition, and the solutions they can offer to customers.

• Reduces cost per interaction by empowering the customer to help themselves
• Provides consistent and accurate information for the customer.
• Improves operational efficiency by removing agents from interactions that can be resolved using self service
• Reduces the total cost of ownership
• Greater transparency of information
• Maximize the usage of intellectual assets

About SAP CRM Course

SAP Trainings Online provides best SAP training with our training learners can become expert in CRM concepts like Organization Management, Account Management, Territory Management, Product Master data, Transaction processing, Lead Management, Opportunity Management, Quotation Management, Order Management, Contract Management, Activity Management and Visit Planning.etc.

Interested to take SAP CRM demo CLICK HERE for free live demo

For more training options visit: www.saptrainingsonline.com

Email: contact@saptrainingsonline.com

Contact: India +91 9052775398 USA +13152825809