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SAP CRM - Overview

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Agenda
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Introduction

CRM Architecture

CRM Master Data

Transactions

SAP CRM - Evolution

Demo
iServiceGlobe Confidential 2

Agenda
1 2 3 4 5 6
28-04-2012

Introduction
Practice Update What is CRM? Business Scenarios Functionality Overview

CRM Architecture

CRM Master Data

Transactions

SAP CRM - Evolution

Demo
iServiceGlobe Confidential 3

Introduction What is CRM?


What is CRM?
CRM is.... A basic approach which makes the Customer the focal point of all the Business Processes. A carefully thought out startegy and company philosophy combined with supportive tools to: Identify Possible Customers (Prospecting) Acquire Customers (Acquiring) Retain Customers (Retaining)

Customer Relationship Management (CRM)


is a business strategy aimed at optimizing customer-facing activities for the greatest impact on business success

SAP AG 2004

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Introduction What is CRM?


Departments of an Enterprise Driving Customer Interactions

Which departments of an enterprise are involved in customer-facing activities?

SAP AG 2004

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CRM Overview Diagram

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SAP CRM Solutions

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Focus on Customer Interaction

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Traditional Direct Sales

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Direct Sales Today with CRM

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Contact via the Interaction Center

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Traditional Interaction Center

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The Interaction Center in CRM

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Interaction via the Internet

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Introduction Business Scenarios

Internet Sales Field Service

Call Center ICSS

Business Scenarios Sales Loyalty Management

Customer Relationship Management

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Functionality Overview: Marketing

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Functionality Overview: Sales

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Functionality Overview: Service

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Agenda
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Introduction

CRM Architecture
Backend System Channels

CRM Master Data

Transactions

SAP CRM - Evolution

Demo
iServiceGlobe Confidential 19

SAP CRM Architecture

Interaction Center

Components in Landscape: The SAP CRM System as a central CRM server. SAP R/3 as a back-end system with ERP functions. SAP BW System as data warehouse solution with comprehensive statistical and analysis possibilities.

Internet

Mobile Client

SAP APO System as a global available-to-promise (ATP) check and demand planning solution. Multiple SAP R/3 back-end systems and non-SAP systems can be connected to CRM system.

Handheld Devices

Enterprise Portal

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SAP CRM and Other Systems

Data is exchanged between the CRM system and the connected OLTP R/3 system primarily via the middleware.

SAP APO (Advanced Planner and Optimizer) performs the ATP check (Available to Promise).
SAP Business Information Warehouse (SAP BW) is used as a data source for part of the CRM solution but also contains data for consolidation and analysis.

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SAP CRM - Channels


Interaction Center

Various Channels through which the CRM server can be accessed: Interaction Center: The IC enables customers to use phone, fax, or e-mail to contact CSE. Web: Internet users may configure and order products or services using the Internet components of SAP CRM.
Mobile Client

Internet

Mobile Clients: Mobile devices such as laptop computers or Palmtops can be used to connect to the CRM server. SAP EP (Enterprise Portal) : EP act as a tool that provides integrated access to all systems.

Handheld Devices

Enterprise Portal

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Customer Interaction Channels

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SAP CRM and Internet Users


Internet Sales and Internet Customer Self Service (ICSS) application components offer access to the CRM component for Internet users connecting to configure and purchase products from a published catalog or request for a particular service. The Internet application components are available via a Web server and are made possible by J2EE technology. Product catalogs are exported from the CRM server to an external Index server for faster access to product data. The Internet and Pricing Configurator component provides configuration and pricing data for web applications. .

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Interaction Center

The Interaction Center supports various communication channels like fax, email, telephone, VOIP etc. Telephone and E-mail connections can be made using the SAP standard interfaces (APIs), SAP Phone and SAP Connect. SAP, together with various external partners , offers the possibility to integrate different contact channels.

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Mobile Client

SAP mobile sales and service applications support a companys field sales and service employees. Users have complete access to all the relevant information on their laptops. However, each user has access to data only in his area of responsibility. The data is updated by regular data exchanges between laptop and the central server.

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Agenda
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Introduction

CRM Architecture

CRM Master Data


Business Partners Products Organizational Data Pricing

Transactions

SAP CRM - Evolution

Demo
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Business Partners

Business Partners are the center of the Business Transactions and hence center of the Business Interest. A Business Partner can be created only once regardless of the transactions in which it is supposed to be used. Although a Business Partner is created only once it can take multiple roles. A Business Partner can have relationships with other Business Partners in the system.

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Product Master
Material

Service

Product Master gives the information about all the products a business buys and sells. Product Master is the central source of all the product specific data. This data is stored in specific Product Master records. In order to control product specific data Product Master is split in to the groups shown.

Intellectual Property

Financing/ Finance Services


.

Warranty

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Organization Management
Organizational Management can be used to set up a companys organizational structure. This can be used to maintain the company structure, including the positions and employees in an application, and assign specific attributes to the organizational units.

Organizational Management allows to specify organizational data automatically in a business transaction using the organizational structure.
It can also be used to determine business partners; for example, you can find the employee responsible for a business transaction

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Pricing
The system uses this function to determine pricing information when creating a business transaction For example, the system automatically determines the gross price and the discounts and surcharges that are relevant for a specific customer or for a particular date, in accordance with the valid conditions. The system carries out pricing in SAP CRM using the IPC (Internet Pricing and Configurator). The IPC ensures integrated price calculation, regardless of whether prices are calculated for a business transaction in CRM Enterprise, in Telesales, or in SAP E-Commerce.

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Agenda
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Introduction

CRM Architecture

CRM Master Data

Transactions
Business Transactions

SAP CRM - Evolution

Demo
iServiceGlobe Confidential 32

Business Transactions

A Business Transaction in CRM portrays a Business event such as a Sales Order, Service Order, Opportunity, Activity etc. Transaction Type determines the qualities and characteristics of a Business Transaction.

The transaction processing interface allows the user to view, change and create a Business Transaction.
A Business Transaction can be copied to create new one or a new Business Transaction can be created as a follow up of an existing one (eg. Order as follow up of opportunity).

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Business Transactions

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Agenda
1 2 3 4 5 6
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Introduction

CRM Architecture

CRM Master Data

Transactions

SAP CRM - Evolution

Demo
iServiceGlobe Confidential 35

SAP CRM Product - Evolution

SAP 4.0 SAP 5.0 SAP 6.0, SAP 7.0


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Agenda
1 2 3 4 5 6
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Introduction

CRM Architecture

CRM Master Data

Transactions

SAP CRM - Evolution

Demo
iServiceGlobe Confidential 37

Thank Q
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