1. CRM Master Data
Organization Management
• Organizational Unit
• R/3 SD Org Structure & CRM Org. Mgt
• Organizational Unit Hierarchy
Business Partner
• Roles, Groups, Relationships
• Partner Functions
• Number Ranges
• Business Partner Attributes
Product Master
• Product Attributes
• Product Hierarchies
• Product Relationship
• Pricing Overview
2. Basic functions – Configuration
CRM Transactions
• Transaction Types - Configuration
• Status Profiles - Configuration
• Easy Enhancement Workbench - Overview
• Text Management
• Incompleteness Procedure
• Partner Determination Procedure
3. CRM Marketing
External List Management
• Mapping format
• Loading External Lists
Target Group/Segmentation
• Marketing Attributes
• Data Sources and Attribute Sets
• Segment Builder
Campaign Management
• Marketing Calendar
• Campaign Planning
• Campaign Execution
• Personalized forms
• Email Campaigns
Lead Management
• Lead Management - Overview
• Lead Transactions - Configuration
• Web Survey - Overview
4. Activity Management
Activity Management Configuration
• Activity Types
• Activity Categories
• Activity Reporting
5. CRM Sales
Opportunity Management
• Opportunity Management - Overview
• Opportunity Management - Configuration
• Opportunity Pipeline Analysis
Quotation/Sales Order Management
• Sales Document Types
• Copy Control
6. Others
• CRM Best Practices - Overview
• SAP CRM Analytics - Overview |
