SAP CRM Online | What is the Benefits of SAP CRM by SAP Trainings Online

SAP CRM is a customer relationship and engagement platform built to greatly enhance your engagement capabilities and enable you to provide smooth and personalized customer experiences at every opportunity and across multiple channels.

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.

Why is it important to have SAP CRM?

Customer Relationship Management is an essential application in maintaining, connecting the vendors and the customers. The connections are developed, it is very easy for any organization to recognize the actual needs of the customer and help them in a genuine way. The implementation of the CRM can give the fruitful result to your business.

Following are the key points to have CRM:

• A CRM system consists of history and analysis of all the existing customers. This eases up searching and connecting customers and to predict customer needs efficiently and increase business.
• CRM contains all the details of a customer such as a name, address, contact details, order history, email-id and so on. So it is very easy to track a customer and can be used to define which customer can be beneficial or not.
• In CRM, customers are classified according to various aspects based on the business they perform or according to the location and allotted to different customer managers. This helps in converging and focusing on each and every customer independently.
• A CRM is not dealing with the existing customers but is also useful in obtaining new customers. The method begins with knowing a customer and managing all the similar details into the CRM system. The Sales agent try to get business out of these customers by following up with them and changing them into a leading deal. Which is very easily and efficiently achieved by an integrated CRM system.
• The Customer Relationship Management features are affordable. All the data in CRM system are saved centralized which is accessible anytime on fingertips. This lessens the process time and enhances productivity.
• Effective dealing with all the clients and implementing them what they actually need improvements the customer satisfaction. This improves the chance of getting more contracts which eventually enhance income and profit.
• If the customer is happy they will always trust and will continue in business always resulting in expanding customer support and eventually improving the growth of the business.

Benefits of SAP CRM

Customer relationship management (SAP CRM) offers deep analysis and insight to anticipate consumer needs and requirements and create profitable, lasting customer relationship. SAP CRM plays an essential role in determining the success of business.

Flexibility: 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.

Improves customer interaction: Implementing SAP CRM software also improves consistency and allows relevant interaction between you and consumers. It enables companies to improve their interaction with consumers and ensure each interaction remains relevant and consistent, with up to date data about the context, history, profitability, and value of each client.

Loyalty and profitability: If you wish to build a profitable and loyal relationship with consumers, it is important to understand their needs. Implementing SAP CRM software is a sure way of interacting with every customer in a personal level. While there is an influx of consumer related software, none can help you improve customer loyalty, profitability, and value like SAP CRM.

Easy to use: Another benefit to implementing this software in your company is its ease of use. You can use it right away since it has interactive web features. With the features provided, improving sales effectiveness and efficiency is only a matter of time, not to mention that you will enjoy superior service and consumer loyalty.

Implementing SAP CRM software in your business is costly since you have to train your staff how to use the tools to improve sale efficiency.

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 enroll  here:- www.saptrainingsonline.com/student-registration

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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.

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

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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

For more details visit: www.saptrainingsonline.com

Email: contact@saptrainingsonline.com

Contact: INDIA+91 9052775398 USA +13152825809

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.

Want a free demo on SAP CRM register at: www.saptrainingsonline.com/student-registration

For more details visit: www.saptrainingsonline.com

Email: contact@saptrainingsonline.com

Contact: INDIA +91 9052775398,USA +13152825809

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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SAP CRM Online Training Software | SAP Cloud for Customer (C4C), Useful for SAP CRM Consultants

SAP’s cloud for customer (C4C) is making its presence felt in the CRM market with its inbuilt integration to SAP CRM, ECC and several other Third party applications. Let us start by looking into the history of SAP and its CRM efforts in the past. SAP has been looking to get into the CRM space since 1995 and the real push came with the acquisition of a German Sales force Automation company with its development centre in Bangalore. This became a precursor to what we know as SAP CRM On premise solution today. This Customer OnDemand (CoD) which comprised of Sales OnDemand, Service OnDemand and later Social OnDemand evolved into what we now know as SAP Cloud for Customer.

SAP Cloud for customer is much more complete, robust and mature solution than its predecessors. It comes with prepackaged integrations to SAP ERP and SAP CRM, Mobile interfaces, strong social features. The entire product can be seen as a combination of a browser based Silverlight UI, Integrated social features of JAM, Set of rich Mobile apps for iOS & Android, SAP HANA for Integration scenarios (Learn more about SAP HANA from SAP HANA training by SAP Trainings Online). SAP PI can also be a choice for Integration which we will discuss later.

The overall architecture of SAP C4C is that of a multi-tenant architecture which means that the SAP C4C and the Integration component itself is shared with other customers. There is also a single-tenant model for customers which are a private edition for additional cost. The multi-tenant model means that whenever SAP upgrades or releases a patch it might overwrite some of the custom solutions built on top of the SAP C4C solution. This is the most common concern of customers going on a multi-tenant model. While the cloud solutions push for standardization customers will still need their industry specific and company specific modifications in place. 

• SAP PI/PO – Recommended if you already have SAP PI/PO and prefer to have Integration On-Premise.
• SAP HANA Cloud Integration – Recommended if you are not using SAP PI and have more Cloud to Cloud Integration

On-Premise only: Some of the choices the CRM customers today look for are modern & easy to use UI for Sales people; Browser based access, Mobile access Online & Offline scenarios. SAP CRM already provides a Browser based UI however the Mobile access is something that the customer will need to choose from a limited choice of apps and take the burden of device choice as well as deployment. Customers who have heavily customized their SAP CRM to suit the processes or use deep Marketing and Service functionalities and do not have an End user case for going to cloud would prefer to keep their solution On-Premise only.

SAP Trainings Online provides 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.

Cloud Only: SAP C4C alone would suffice if the customer is looking for a light weight solution with standard CRM processes like Activities and opportunities. The integration choices need to be considered for which system would be the leading system and which ERP integrations are most needed for the field force.

SAP C4C could also be an excellent candidate for replacing non SAP CRM solutions in SAP ERP customers for better integration and more unified architecture.

Private Cloud: If customers have high needs for customization within the cloud solutions and would not want SAP C4C upgrades and patches to be impacted then would prefer this solution. This solution is as good as having an On Premise solution albeit on SAP C4C and not SAP CRM.

Hybrid: This solution will have both SAP CRM and SAP C4C co-existing in the CRM landscape. This is of the most interest to SAP CRM consultants.

A simplified and representative architecture diagram with all the CRM and Related components is shown below. The most common system components of a Hybrid CRM solution are given below along with representative integrations. From a CRM consultant point of view there are decisions to be made on Integrations, leading systems for Master data and Transaction data, On the run Reporting and historical reporting, volume of transactions that need to be flow between separate systems.

The C4C integration to CRM On premise could be on the basis of level of customization required, whether the functionality is required to be on the cloud/on the field, what are the master data governance rules within the company, Sales organization structure.

The C4C integration to ERP could be on the basis of types of transactions needed to be displayed to the front end sales like Orders, Quotations or contracts. Based on the role of the Sales person whether they need pricing information, availability checks or even customer credit information. The principle here could be that of only deploying“Must Have” Integration with the ERP transactions.

Reporting: The C4C Sales analytics provides standard set of reports and dashboards for the day to day use of a Sales representative. These analytics is realtime and can be integrated with the BW Data warehouse. The standard architecture should suffice for most needs although there might be some BW reporting (want to learn BW concepts by experts see SAP BW training for details) key figures needed on the Sales Analytics dashboards based on the business needs.

Want to learn more about SAP CRM join SAP Trainings Online, which 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