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Master Data

    Business Partners

  • BP Roles
  • Number Ranges
  • Classification
  • BP hierarchies, BP types
  • Relationships
  • Standard SAP CRM Queries for Requirement gathering
  • Download-ECC->CRM->Initial Load Settings->Delta  load

Organization Model

  • Introduction of CRM Org Model.
  • Differences between CRM and ECC Org model
  • Mapping of ECC Org model with CRM
  • Functionality->Sales, Service, Marketing.
  • Attributes->Sales, Service, Marketing.
  • Division->Dummy Division/3 Division Mapping.
  • Distribution Channel->R/3 Distribution Channel Mapping
  • Rule Type and Responsibility type.
  • Organization Data determination.
  • Mapping of ECC-Sales Org to CRM Root Org
  • Middleware Settings to download ECC Sales Org

Product

  • Product Customization on Stand alone
  • Define Hierarchies & Categories
  • Assign Application to different functionalities
  • Product Relationships
  • condition Procedures
  • Product Customization with ECC as backend
  • Download Hierarchies and Categories
  • Download Materials & Products
  • Download Attributes & Set types
  • create Material, Service & Warranty Product

Base Customization

  • Transaction Types
  • Item Category
  • Item Category Determination
  • Copying Control
  • Status Profile
  • Text determination Procedure
  • Data Profile
  • Partner Determination Procedure
  • Action Determination Procedure
  • CRM Pricing
  • Download Pricing Conditions, Procedures from ECC
  • Subject Profile
  • More Covered at Process Level

Marketing

  • Introduction
  • Marketing Planning and Campaign Management
  • Marketing Calendar
  • Personalized Mail Form
  • Segmentation
  • Target Groups
  • Product Proposal
  • Lead Management

Trade Promotion Management (TPM)

  • Overview of CRM TPM
  • Integration with CRM, R/3, APO & BI

CRM TPM Configuration

  • Master data set up for TPM scenario
  • Basic Settings
  • Trade Promotion Detail Settings
  • Trade Spend Maintenance
  • Standard Condition Generation
  • Condition Technique
  • Condition Maintenance Group

ERP TPM Configuration

  • Condition Technique
  • Pricing for Discounts
  • Campaign Determination

CRM & BI TPM Integration

  • Planning Profile group integration with BPS Layouts
  • Key Figure Planning – Baseline / Uplift
  • TPM Reports integration with BI system

WEBUI

  • Business Role
  • PFCG Authorizations & Roles for different Vertical Business Roles
  • Navigation Bar Profile
  • Technical Profile
  • Assign Business Roles To Org Model

CRM Middleware

  • CRM Middleware Overview
  • Administration Console
  • Adapter objects
  • Bdoc Monitoring
  • Data Exchange between R/3 and CRM
  • Monitoring and Error Handling

SALES

  • The Sales Cycle
  • Opportunity Management
  • Coping Controls
  • Processes in Quotation and Order Management
  • Quotation Management
  • Order Management
  • Special Functions in Quotation and Order Management
  • Territory Management
  • Contract Management

SERVICE

  • I base
  • Service Agreements and Service Contracts
  • Service Plans
  • Service Order Management
  • Complaints and Returns management
  • In-House Repair
  • Warranty Claims

IC

  • Account Identification
  • case Management
  • Fact Sheet
  • Agent Inbox
  • Call List
  • Alerts
  • Interactive Scripts
  • Broad Cast Messaging
  • ERMS Configuration  & Routing Rules

Blue Print

AS.IS Process

JD.BE Process

DFD diagrams MS vision