Learn SAP CRM Online | Key Benefits of Integrating SAP CRM Software with ERP

What makes integrating CRM with ERP system

ERP system (Enterprise Planning Resource) has established itself as indispensable backend software system for business. But with the rapid flow of information on the internet and the prevalence of e-commerce corporate that failed to acknowledge changing customer habits or analyze market data effectively and put it their use will eventually forced out of the game. While ERP can help monitor workflow and streamline production and sales, it lacks the ability to maintain and cultivate existing customers relationship and develop new customers. Contrarily, customer relationship management (CRM) can consolidate customer information and perform detailed analysis, allowing businesses to shift from a production centric approach to a customer centric model and, ultimately into a comprehensive management platform. Learn what CRM does from SAP CRM training by SAP Trainings Online, which is best resource of SAP online training.

Benefits of integrating ERP and CRM

A 360degree view of customer:

How well do you know your customers? One of the biggest advantages of CRM and ERP integration is that it gives you a complete view of your customer. From prospect, to sales and support, to finance and accounting, together these systems provide complete visibility into your customers’ needs, buying habits, order history, preferences, account standing, etc. Not only does this knowledge give you better insight into your customer base, it can help you build lasting relationships with customers and determine where there is potential for future growth. It can even help you anticipate your customer’s needs before your customer does.

Better visibility into sales cycle and improved sales forecasting

ERP and CRM integration creates a single point access for invoice-order-product information. This renders sales rep with improved visibility of order status, purchase history and other order details. Most importantly, a full-blown integration offers sales reps and marketing professionals with real-time customer and sales data that can be leveraged for improved forecasting.

Better access to critical information

SAP CRM and ERP solution that is fully integrated gives your employees the ability to access important information in real-time. Without it, your employees are less efficient and your customers will pay the price. For example, when a customer contacts your call center with a simple question about the status of an order, your call center representative should not have to go into different systems to access that information or inquire with other employees. A fully integrated ERP and CRM solution empowers your employees with access to the information they need exactly when they need it. With the touch of a button, they can retrieve inventory levels, shipments, customer financials, order history, returns, payments, pricing, etc.

Reduce data and work duplication: By proving employees the means of updating a single, centralized database.

Improve interdepartmental communication: By enabling disparate departments to collaborate more easily.

Make more informed business decisions: By giving managers and business owners an enhanced visibility over their products and customers. For example, when you want use CRM to find out most income generated product, ERP’s costing module can help companies analyze by plugging in cost and profit data. On other hand, ERP provides accurate data for studying a customer in CRM’s database.

Spruce up customer service

A well-integrated system allows employees in your company to have a 360-degree view of customer interactions. This speeds up the query resolving time, and enables businesses to approach customers in a more personalized manner. For instance, if a prospect reaches your support team enquiring about inventory/stock, your CRM rep won’t have to browse through multiple systems, since all the information is served on a unified platform. Swift customer service at your disposal!

Better mobility

This is a boon for all those sales reps, which are always on the run! Nothing can be more beneficial for a sales rep to have all the customer, inventory, product and pricing information at his fingertips when on the go during a sales meeting. This helps greatly to close more deals efficiently.

With a robust CRM and ERP integration, employees from various departments will find it easier to collaborate. Further, streamlined information keeps everyone in your business on the same page. Managers and CXOs can keep a track of all the critical business operations in real time, which will aid them to make more informed business decisions.

SAP CRM training

Customer Relationship Management is a business strategy for optimizing customer interactions. It helps in understanding your customers, their needs and requirements. Learn SAP CRM from world’s biggest unique SAP training resource SAP Trainings Online by 12+ years of experienced faculty.

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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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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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.

SAP Trainings Online is delighted to be one of the best leading SAP training with best experienced professionals and skilled resources We have been offering courses to beginners, consultants and companies so that they can meet all the challenges in their respective technologies.

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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?

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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 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 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

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