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
For
more details visit: www.saptrainingsonline.com
Email:
contact@saptrainingsonline.com
Contact:
INDIA+91 9052775398 USA +13152825809
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