Sap crm training course
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The document provides an overview of SAP CRM customization and configuration topics including: 1) Master data such as business partners, organizations, territories, and products 2) Marketing topics like campaigns, segmentation, and leads management 3) Sales processes including opportunities, quotations, orders, and contracts 4) Service management areas like service agreements, orders, complaints and returns 5) Middleware configurations for integration, data migration, and error handling
Sap crm training course
- 1. SAP CRM CR100 - Base Customization 1. SAP CRM Functional and Technical Overview 2. SAP CRM Middleware Over View 3. Master Data a. SAP Business Partners - (Account & Contact Management) i. BP Categories ii. BP Business Roles iii. BP Relationships iv. BP Number Ranges v. BP Marketing Attributes vi. BP Mandatory Fields per BP Role vii. BP Data Sets per BP Role (General, Relationship and Sales Area) viii. BP Enhancements ix. BP Partner Determination x. BP Hierarchies xi. Data Migration – SAP & non-SAP Systems b. SAP Organization Management i. Organizational Model 1. Types of Organization Model 2. Org. Unit creation specific to each business scenario (Marketing, Sales, Services)
- 2. 3. Org. Unit attributes 4. Mapping with SAP R/3 (ECC) Sales Org ii. Positions 1. Position creation 2. Teams creation and linking the sub-ordinates (eg: Sales team creation with Sales Manager and Sales Reps) 3. Assignment of the BP (Employee – User) 4. Enhancement of the Position with Business Role iii. Organization data determination (Responsibilities and Attributes) c. SAP Territory Management - i. Territory Model 1. Territory Hierarchy levels 2. Territory creation 3. Assignment of the Employees or BPs ii. Territory determination based on the territory area attributes d. Products (Product Master) i. Product Categories ii. Attributes, Set Types, Categories, Hierarchies iii. Product creation iv. Ibase and Items v. SAP CRM Limitation vi. Data Migration – SAP & non-SAP Systems
- 3. e. Pricing i. Condition Records ii. Condition Table iii. Access Sequence iv. Condition Type v. Pricing Procedures f. Transactions i. Overview ii. Transaction Types iii. Copy Control g. Activity Management i. Overview ii. Transaction Types h. Actions i. Overview i. WEB UI i. Overview ii. Personalization, Hide and unhide assignment blocks, fields and pages iii. Navigation Bar Profile – Work Centers, Logical Links, 1 st & 2nd Level Navigations, Hide and unhide logical links, Business Roles etc., iv. AET – Custom Fields
- 4. SAP CRM CR600 – Marketing 1. External List Management a. File Format b. Activate Workflow c. BADI Activation d. Define Origin and List Type e. Mapping Format f. Externalist Creation 2. Marketing Planning & Campaign Management a. Market Plans & Campaigns b. Campaign Management i. Campaign Automation ii. Manual Campaigns 3. Working with Campaigns a. Marketing Calendar b. Maintain Campaigns c. Campaign Channels & Campaign Execution
- 5. d. Personalized Email e. ERMS - Bounce Management 4. Segmentation a. Marketing Attributes – Data Sources & Attribute Lists b. Segmentation using Segment Builder c. Table Joining’s for Segmentation 5. Leads Management a. Leads Management b. Leads Qualification c. Status Management SAP CRM CR700 – Sales Overview with Examples: 1. Opportunity Management
- 6. 2. Quotation Management 3. Sales Order Management 4. Sales Contracts SAP CRM CR800 – Services – Overview with Examples 1. Services Overview a. Services Architecture 2. Installed Base Management and Object a. Installed Base Management b. Objects 3. Service Agreements and Service Contracts a. Service Agreements b. Service Contracts 4. Service Order a. Service Order b. Resource Planning c. Service Confirmation
- 7. 5. Complaints & Returns a. Complaints and Returns Processing b. Complaints and Returns Customizing 6. Warranty Claims a. Warranty Claims Processing SAP CRM CR500 – Middleware – Overview with Examples: 1. Architecture & System Land Scape a. Technical Architecture b. System Land Scape 2. SAP CRM Middleware a. BAPI MATS b. BDOCs c. Monitoring d. Error Handling e. R/3 – ECC mappings 3. Data Migration
- 8. a. ETL (Extra, Transform and Load) b. Data De-duplication c. Data Harmonization d. Data Auditing e. SAP Systems & Non-SAP Systems SAP CRM WEB UI and IC Web Client Set Up 1. Business Roles a. Business Role b. Navigation Bar Profile c. Work Centers d. Logical Links 2. Transaction Launcher a. External URL Links b. Internal SAP Transaction Codes 3. Interaction Centre Administration a. Call List Administration b. Call List Scripting 4. Alerts Management a. Rule Modeler b. Rule Policies
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