CRM TECHNICAL

SAP CRM Technical Training 

Course Description:

Solution Overview (Introduction)

• Overview of SAP ERP and SAP CRM
• Introduction to SAP CRM
• Overview of CRM 2007 Architecture
• Channel of CRM
• CRM Application
• Role in my SAP CRM

SAP CRM Web User Interface (WEB UI)

• Architecture of WEB UI
• UI Concept & UI Component Concept
• Navigation Bar & Business Roles
• UI Configuration
• Personalization
• Additional Features in Web UI

Page 1 ( CR100)– Base Customization/Master Data (SAP CRM7.0 & SAP ECC 6.0)

CRM Business Partner (BP)

-> Creation of BP on Category
-> Basic setting on Field grouping & No ranges
-> BP Relationships
-> BP Roles
-> Mapping BP Classification & Account Group from R3 -> CRM

Organizational Management

-> Fundamentals of SAP CRM Org Structure
-> Organizational Data determination
-> Mapping Org Model & Enterprise Structure from R3 -> CRM

Territory Management

-> Hierarchy Levels, Hierarchy ID
-> Assign employee to Hierarchy

Product Master

-> CRM Product Types
-> Creation of Hierarchies & Categories
-> Creation of Attributes & Set Types
-> Mapping Product Master & Material Master from R3 -> CRM

Transaction Processing

-> Transaction Processing for Enquiry, Quotation & Order
-> Customization of Transaction Types
-> Assignment of Item Category Determination
-> Mapping Transaction Types & Sales doc Processing from R3 -> CRM

Activity Management

-> Business Activity / Task
-> Activity Monitor

Partner Processing

-> Partner determination Procedure

Action Profile

Page

Pricing Fundamental (SAP CRM)

-> Configuration setting for Pricing Procedure
-> Pricing fundamentals (ECC 6.0)
-> Condition technique and pricing procedure determination (ECC 6.0)

CRM Billing

-> CRM Billing Fundamental (ECC 6.0)

CR300 — CRM SALES

• The Sales cycle
• Opportunity Management
• Copying control
• Process in Quotation and Order Management
• Quotation Management
• Order Management
• Special Functions in Quotation and Order Management
• Visit Planning
• Contract Management
• Status Management
• Transactions processing
• Partner processing
• Mapping Sales Transaction between SAP ERP -> SAP CRM

CR600 — CRM MARKETING

• Overview on SAP CRM Sales
• Marketing planning & Campaign management
• Marketing Calendar
• Marketing Analytics
• Segmentation of business partners
• Segment builder tool
• Personalized mail forms
• External list management
• Product Proposal
• Lead Management

Page3 CR700 — CRM SERVICES

• Overview of CRM Service
• Installed Base Management and Individual Objects
• Service Agreements and Service Contracts
• Service Plans
• Service Order Management
• Product Service Letters
• Complaints and Returns Management
• Warranty Claim Services
• Case Management
• Mapping Transaction from R3 -> CRM

CR500 — CRM MIDDLEWARE

• CRM Middleware Overview
• Concepts of Middleware
• Administration Console
• Adapter Objects
• Initial Load, Delta Load
• BDocs and types of BDocs
• BDoc Modeler
• Data exchange between R/3 backend
• Monitoring and Error handling

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