sap crm course content

SAP CRM Course Content Modules Training

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Customer Relationship Management

SAP CRM Course Content

  1. SAP history and evolution
  2. Introduction to SAP-CRM
  3. CRM architecture
  4. ASAP methodology

Base Customization

1), Business partners

  • BP type & roles, grouping
  • BP relationships
  • Partner functions
  • Configuring field attributes
  • Number range settings

2), Organizational Management

  • Elements of organizational model
  • Creating position, employee & user
  • Organizational data determination
  • Product master

3), Product type & grouping

  • Hierarchies, category dissent type and attributes
  • Number assignments
  • View id Basic settings Relationships of products

4), Territory management

5),Transaction processing

  • Copy
  • Copy control
  • Follow up transaction
  • Partner processing

6), Partner functions

  • Partner determination procedure
  • Access sequence

7), Actions

  • Action profile
  • Action definition
  • Processing form
  • Action monitor

7),Status profile

  • User status
  • Status in transactions

8),Pricing

  • Pricing procedure determination
  • Creating condition record

9),Text determination

  • Text determination procedure
  • Text object
  • Text ID

10),Credit management

11),Incompleteness

12),Billing

Sales

1), Introduction to basic sales cycle

2), Significance of header and item category control data

3), Structure of sales transactions

4), Activity management

  • Activity monitor
  • Header and item category control data
  • Activity journal
  • Follow up transactions

5), Lead management

  • Lead document structure
  • Creating lead from activity
  • Header and item category control data
  • Lead priorities
  • group and origin

6), 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

7),Quotation/Order in CRM

8), 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