Learn SAP CRM Online | Why SAP CRM is Needed?

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 many companies is increasing on most valuable asset 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.

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.

SAP CRM training course by SAP Trainings Online gives you a basic idea of Customer Relationship Management to those pursuing it. It gives understudies an understanding of how the application works and provide a platform on the basis of which a more practical oriented training might be undertaken. For those experiencing or hoping to continue marketing or customer management as a potential career.

Need of SAP CRM

All inclusive, and also locally, organizations are guaranteeing that client interest is given prime significance. They are working towards taking full advantage of their customers through customer acquisition and additionally customer retention. They are additionally looking at data analysis as a method for ensuring that they can connect with clients and one of the best ways to do this is through an effective CRM application that SAP provides. Along these lines, it turns into all the more imperative to have a strong fundamental understanding of SAP training with the goal that it can be implemented effectively in the workplace.

Channel Management: There are numerous approaches to which these services can achieve the client. In SAP CRM module these "ways" are called CHANNELS. What's more, dealing with these channels is called Channel Management. Cases of channels incorporate the Internet, e-Commerce, email, CIC Field Applications and so on.

Field Applications: Examples of field applications incorporates applications particularly designed for devices like PDA, mobiles and different devices that can be directly utilized as a part of the field. For instance, a major soda company utilizes a field application on a unique mobile based requesting device that scans stock and orders straight from the device and communicates with the in-house CRM server. Also, Seven-11 utilizes a field application that scans the stock at the webpage and depending upon certain presets, places orders specifically whenever the device is hooked on the internet.

E-commerce: Depending on the circumstance, there could be B2B or B2C sort of e-Commerce (Now Called the Web Channel) applications providing sales to the clients.

Customer Interaction Centre: It has an extremely advanced call-centre management framework called the Customer Interaction Centre or essentially IC. In prior versions, there used to be a different SAP customer utilized for this called the Win Client. The most recent versions (including 2006, 2007) use IC WebClient - A totally web-based software that is utilized for Call Centre Management. This software associate with SAP CTI (Computer Telephony Integration) module for overseeing inbound and outbound calls.

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 Online Learning | SAP CRM Outline Agreements

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.

With SAP CRM, you can choose to have the software deployed on the cloud or on-premise based on the implementation your business requires. Both options extend their functionality to smartphones and tablets.

The software improves your sales and marketing as you discover new insights that are covered deep under tons of customer and social information. You are able to boost customer engagement, drive sales, and streamline order-to-cash processes among others. Learn more about CRM from SAP CRM training.

SAP CRM Outline Agreements

An outline agreement is defined as an agreement that allows a customer to release the products or services at previously agreed conditions. You can define conditions like price, terms of delivery, etc. and these conditions are true for all sales orders that customer creates with reference to sales agreement (See SAP SD training for more details). These outline agreements are used for customer retention.

Contracts and agreements are based on business transactions. These business transactions are structured as:

Header − The header contains the information relevant to complete transaction like BP number, Dates, status of transactions etc.

Items − This defines the product to which business transaction relates. Items and sub-items and their status.

The following functions can be used in an outline agreement in sales:

Releasable Product Details − Here you can define the products that a customer can release against the contract.

Target Quantity − This determines the quantity of a product the customer can release.

Price Agreements − This is used to determine special price agreements by entering conditions in an outline agreement.

Cancellation Procedure − Here you determine the cancelation procedure – who is authorized to cancel the contract, terms of cancellation and notice period.

Date Rules − You can enter the contract start date and end date and duration of contract. Dates can be entered manually or you can create date rules for determining start and end date of contract.

Completion Rules − Here you define the completion rule like how the system will act on contract when customer release the full quantity of the product.

Card Payment − Payment via card information can be added to contract but validation and authorization doesn’t take place in the system. When the customer releases products as per the agreement, system moves the card information to release order and authorization is done at that time.

Activities and Actions − You can define the actions to be performed and follow up activities for a contract when it is about to expire.

Availability Check

The availability check is used to validate if a product is available to be added in a Sales order. This allows you to perform a check if enough stock is available or can be produced or purchased for the sales order to be placed.

Availability check can be performed in different systems and information is transferred to production or purchasing.

Availability check can be performed in the following systems:

SAP Advanced Planning and Optimization (SAP APO) − You can find more information under Availability Check Using SAP APO training by SAP Trainings Online.

SAP ERP Central Component (SAP ECC) − You can find more information under Availability Check Using SAP ECC.

External (non-SAP) systems − You can also use your own ATP system to carry out the availability check or obtain availability information.

SAP Trainings Online is a unique SAP training platform which provides learners with real time project and case studies included in course content. SAP Trainings Online designed SAP training program based on present day industry requirements which makes the learners future ready and strengthens you to go challenging with industrial demands. We provide training in many countries India, USA, UK, Canada, Australia, and New Zealand.

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Learn SAP CRM Online | SAP CRM Business Transaction Process

What is business transaction?

SAP CRM - Business Transactions. By using business transactions in CRM, the basic functions can be easily processed. The transaction type defines the attribute of business transactions, whether it is a service order, sales order, service ticket, etc. or how the transaction is processed. Learn more from SAP CRM training by SAP Trainings Online.

• For various processes of a company, business transaction provides business structure and the functions that can be used. Thus a business transaction in SAP CRM represents business interaction of your organization with various business partners.
• It enables to use the same interface and processing concepts across the business processes
• It is possible to use various components of the business transactions repeatedly
• Within one transaction items can be entered from different business contexts
• Independent of the Business transaction type, the look and feel of different business transactions in SAP CRM is always similar

Structure of transactions

Any company specific business processes can be flexibly controlled and managed with the Business Transactions in SAP CRM.

SPRO path -> Customer Relationship Management -> Transactions -> Basic Settings

SPRO path for Business Transaction configuration

A business transaction in SAP CRM consists of a leading business transaction category.

Structure of CRM business transaction depends up on leading business transaction category.

Header (General) and Item Data representation in a Business Transaction

Types of Transaction item categories

By definition, Transaction types define the characteristics and attributes of a business transaction. Whether it is a sales order transaction, service order or sales call, it determines how the transaction will be processed. Transaction types can be explained by following picture

In SAP CRM, all the business transaction processing is controlled by the transaction types. Some basic function of the transaction types are shown in the figure above. Some important Transaction types used in SAP CRM are:

Lead

• Appointment
• Quotation
• Sales order
• Service order

Prerequisites for transaction types:

If you want to define a transaction type, you must first have some prerequisites profile that is to be used in the transaction types. Some of them are

• Tax determination
• Partner determination procedure
• Date profile
• Organizational data profile
• Status profile

A transaction type defines:

• Attributes
• Characteristics
• Controlling attributes

In SAP CRM business transaction processing is controlled by a transaction type

The leading business transaction category in an transaction type controls:

• Specific settings that can be applied on a lower level
• Other business transactions categories to which it could be assigned
• Detailed control of the transaction
• The properties and attributes of a business transaction item are specified by an item category.
• Item category controls how the item is processed.First an item category needs to be assigned to an item object type that defines the business context in which an item category is used.
• Similar to transaction types, an item category can be assigned to one or more business transaction categories.
• Specific settings applied to item categories on a lower level depend upon the leading item category (object type).
• In SAP CRM, for processing business transactions, default item categories need to be defined per business transaction category, and item category group
• Also, it is possible to define alternative item categories which can be entered manually for system default.

Item Category determination depends upon:-

• Transaction type
• Item category group: Item category group is a field in the product master.
• Item category usage: Item category usage comes from the programming language.
• Main item category

Copy Transaction or Follow-up Transaction:

• A follow-up transaction represents the next business transaction in the current business process, For example, from a released Sales Contract, Sales Orders can be created. Learn from SAP SD training by experts.
• Thus in this case, Sales Order is viewed as a follow-up document for the Sales Contract
• Also, a business transaction can be copied to create another transaction of same business transaction type, For example, a sales order can be copied to create another sales order.
• From an existing business transaction it is possible to create a copy or to create a follow up transaction.

In case, a business transaction is copied:

• Transaction type is same
• Header and item data is copied
• Transaction history is not updated
• No relation to the source transaction is maintained

Basis Functions in Business Transactions:

Basic functions in business transactions:

• Text determination
• Date management
• Status management
• Incompleteness check
• Partner processing
• Action processing
• Pricing

Activity Management

• Activity management is an example of the business transactions in the SAP CRM.
• An activity represents an activity performed by an employee in the organization
• It also covers the scenario where there is an interaction of the employee with a particular business partner involved in the business transaction.
• Activities can be linked as follow-up documents to various business transactions like Sales Order, Service Order, etc., provided as part of difference CRM modules like Sales, Marketing and Services.

Technically:

• Information about interaction with the business partner on a particular date is contained by a Business Activity.
• Information about activities that one or more employee has to complete by a particular date is contained by a Task.
• SAP CRM provides different type of activities to cover different channels of communication with the business partners involved in the business transactions

Learn more about CRM and get expertise skills in CRM module. SAP Trainings Online, is a unique SAP training resource. This course is a very specifically designed to provide a training of SAP CRM Certification. The course curriculum meets all the demands and need for this certification. This course covers an Overview of SAP CRM Ecosystem, Business Partners and Account Management, Organization Management, Product Master, Transaction Processing, Activity Management, Partner Processing, CRM Actions and Middleware. The course further includes Demonstration of Web User Interface (SAP WEB UI).

Interested candidates register for free live demo through: www.saptrainingsonline.com/student-registration

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SAP CRM Tutorials: What is Customer relationship Management | Learn SAP CRM What is SAP CRM?

What is SAP CRM?

SAP CRM stands for customer relationship management. SAP CRM module is one of the best tool provided by SAP and supports customer related processes end to end. The main concept of SAP CRM is managing and maintaining relationship with customers by firms. It deals with acquisition of customers and to its final termination. Learn CRM from SAP CRM training by SAP Trainings Online

SAP CRM enable firm to obtain 360 degree over their customers and various functions such as accounts receivable, invoicing, fulfillment, delivery, decision making, and various functions.

SAP CRM module is integrated with other SAP modules such as SCM (supply chain management,), PLM (Product Lifecycle Management, learn from SAP PLM training), and SRM (Supplier Relationship Management) and with various modules.

Why CRM

• To have good relationship with customers and attract new customers
• Effective communication with customers
• To increase the sales and maximize the profits
• Analyzing customers, vendors and partners

Goals of CRM:

• Providing better and best customer service
• Selling products effectively
• Discovering new customers and maintaining relation with existing customers

Versions of SAP CRM

• SAP CRM7.0
• SAP CRM6.0
• SAP CRM5.0

ERP With SAP CRM

SAP CRM is one of the important tool in SAP ERP functionality. CRM enables the firms to know about their customers and maximize profits and expand the revenue. It enables trade promotional management to improve visibility and control in to the trade promotion process.

SAP CRM solution:

SAP CRM solution contains various modules with various functions areas,

• SAP CRM marketing
• Sales and services
• Mobility solutions
• Web client
• Trade management
• Analytics
• E-commerce
• SAP IPC, SAP mobile client and server.

SAP CRM key features:

Advantages of SAP CRM:

The advantages of customer relationship management system extend beyond running a business and its closely related relationships. Ideally, a CRM system should help your business improve the relationship with existing customers, find new customers and win back former customers. This system is integrated into a software system that facilitates collection, organization and management of the customer’s information. A CRM system can be beneficial to both small and large scale businesses as long as it is implemented appropriately. This guide outlines the major advantages of customer relationship management to expect upon installation of the software.

• Increases customer satisfaction and attract new customers
• Growth in number of customers in a high competition business world
• It reduces cost and maximizes profits.
• Boosts employee productivity and moral

Learn more from CRM by getting trained at SAP Trainings Online, which is a unique SAP training resource. This course is a very specifically designed to provide a training of SAP CRM Certification. The course curriculum meets all the demands and need for this certification. This course covers an Overview of SAP CRM Ecosystem, Business Partners and Account Management, Organization Management, Product Master, Transaction Processing, Activity Management, Partner Processing, CRM Actions and Middleware. The course further includes Demonstration of Web User Interface (SAP WEB UI).

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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 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).

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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

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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.

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Contact: India +91 9052775398 USA +13152825809