Duration:
2 Hours/day – 1 Hour Theory, 1 Hour Practical
4 Hours/day – 2 Hours Theory, 2 hours Practical
Course Content:
Customer Relationship Management (CRM)
- SAP history and evolution
- Introduction to SAP-CRM
- CRM architecture
- ASAP methodology
Base Customization
Business Partners
- BP type & roles, grouping
- BP relationships
- Partner functions
- Configuring field attributes
- Number range settings
Organizational Management
- Elements of organizational model
- Creating position, employee & user
- Organizational data determination
Product Master
- Product type & grouping
- Hierarchies, category dissent type and attributes
- Number assignments
- View id Basic settings Relationships of products
Territory Management
Transaction Processing
- Copy
- Copy Control
- Follow up transaction
Partner Processing
- Partner functions
- Partner determination procedure
- Access sequence
Actions
- Action profile
- Action definition
- Processing form
- Action monitor
Status Profile
- User status
- Status in transactions
Pricing
- Pricing procedure determination
- Creating condition record
Text Determination
- Text determination procedure
- Text object
- Text ID
Credit Management
Incompleteness
Billing
SALES
Introduction to basic sales cycle
Significance of header and item category control data
Structure of sales transactions
Activity management
- Activity monitor
- Header and item category control data
- Activity journal
- Follow up transactions
Lead management
- Lead document structure
- Creating lead from activity
- Header and item category control data
- Lead priorities
- Group and origin
Opportunity management
- Opportunity document structure
- Create opportunity from lead
- Header and item category control data
- Sales life cycle and phases
- Opportunities priorities
- Group and origin
Quotation/Order in CRM
Document flow
MARKETING & CAMPAIGN MANAGEMENT
Customer Interaction Center Win Client
- Architecture landscape,Agent functions and processes in the IC
- Define CIC Profile and Customer-Specific Workspaces, Define Front-office framework
- Component Configuration, Action Box Configuration, CTI Configuration
Service
- Overview of CRM Service,Service Organization
- Service Products Installed Base Individual Object
- Complaints and Returns Case Management