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SAP CRM Online Training

SAP CRM Course Content


Core - SAP CRM Fundamentals

  • Account Management
  • Organizational model
  • Product master
  • Customizing settings for each object
  • CRM business transactions
  • Overview of generic functions in business transactions
  • Activity management
  • Customizing for these objects
  • Process control and determination
  • Partner determination
  • Actions
  • Overview of pricing in CRM
  • CRM billing
 
Basics concepts of CRM middleware

  • Introduction to the CRM WebClient User Interface 
  • Core - SAP Implementation Fundamentals
 
Workshop Preparation

  • Functional Design and Blueprint Preparation
  • Functional Specification Documentation
  • Change Management
  • Testing
  • Support Activities
  • Core - SAP CRM Interaction Center
 

 SAP CRM User Interface Overview

  • UI Concept
  • Business Roles
  • Navigation Bar Customizing and Transaction Launcher
  • Architecture
  • UI Configuration
  • Easy Enhancement Workbench and Application Enhancement Tool
  • Component Enhancement Concept
  • Skin Configuration
  • IC Agent functions
  • IC Marketing and Sales
  • IC Service
  • IC Web Client Functions and Profiles
  • Communication Architecture
  • Agent Inbox
  • Rule Modeler
  • Category Modeler
  • IC manager functions 
 Optional - SAP CRM Marketing
  • Overview of marketing management in SAP CRM
  • Marketing Plans and campaign management
  • Working with marketing projects
  • Preparation and Execution of campaigns
  • Segmenting business partners
  • Marketing attributes
  • Graphical Modeler
  • Creating profiles and target groups
  • Personalized mail forms
  • Creating personalized e-mails
  • Marketing Product Proposals
  • Lead Management and Surveys
  • Campaign automation
  • External List Management
  • Special Functions and Features in campaign management
  • Couponing 
 
Optional - SAP CRM Sales
 
  •  Opportunity management and Pipeline Performance Management
  •  Copying control
  •  Quotation management
  •  Order management
  •  Special functions in quotation and order management
  •  Pricing in SAP CRM Sales
  •  Contract management
  •  Rebate processing
  •  Activity management in SAP CRM Sales
  •  Visit planning
  •  Territory management
  •  Case study
 
 
Optional - SAP CRM Service
 
  •  Maintenance of technical objects
  •  Installed base management
  •  Individual objects
  •  Service contract processing
  •  Service agreements
  •  Service contracts
  •  Service plans
  •  Service order processing
  •  Resource planning
  •  Service confirmation
  •  Service billing
  •  ERP Integration
  •  Complaints and returns processing
  •  Complaints and returns
  •  In-house repair processing
  •   IT Service Management

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