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Solution Map SAP Best Practices for CRM SAP Best Practices

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Page 1: BP CRM Solution Map (1)

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Solution Map

SAP Best Practices for CRM

SAP Best Practices

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Scope Definition of SAP Best Practices for 

CRM V2.70

This presentation describes the business scenario scope of SAP Best Practices for CRM

V2.70 based upon the business map of SAP CRM 7.0.

Process categories (e.g. Partner Channel Management) and main processes (e.g. Case

Management) not covered by SAP Best Practices for CRM V2.70 are „greyed out“.

Processes not covered by SAP Best Practices for CRM V2.70 are not listed.

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1. SAP CRM Enterprise

1.1. Marketing

1.2. Sales

1.3 Service

2. SAP CRM Interaction Center 

2.1. Telemarketing

2.2. Telesales

2.3 Customer Service

2.4 IC Management3. SAP CRM Web Channel

3.1. E-Service

Agenda

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SAP Best Practices for CRM

Solution Scope

W e b  C h  ann el  

I  n t   er  a c  t  i   on C  en t   er 

P  ar  t  n er  C h  ann el  M an a g em en t  

T r  a d  eP r  om o t  i   onM an a g em en t  

B  u s i  n e s  s  C  omm uni   c  a t  i   on

M an a g em en t  

Marketing

SalesSales Planning

& Forecasting

Sales

Performance

Management

Territory

Manage-

ment

 Accounts &

Contacts

Opportunity

Manage-

ment

Quotation &

Order 

Management

Pricing &

Contracts

Time &

Travel

Service

Incentive &

Commission

Management

E-Commerce functionality

covered by solution

SAP BP for ERP 

E-Commerce

Marketing

Resource

Management

Segmentation &

List Management

Campaign

Management

Real-Time Offer 

Management

Lead

Management

Loyalty

Management

Service

Logistics &

Finance

Service

Sales &

Marketing

Service

Contracts &

 Agreements

Installations

& Mainte-

nance

FieldService

Manage-

ment

Warranty &Claims

Manage-

ment

ServiceCollaboration,

 Analytics,

Optimization

Returns &

Depot

Repair 

Customer 

Service &

Support

Included in CRM Functionality in SAP Business All-in-One*

Part of SAP CRM standard [can be added]

Not included in CRM functionality in SAP Business All-in-One, separate Best Practices available

* To get details on the functionality covered within these scenarios please refer to the following slides

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SAP CRM Rapid Deployment Edition

Solution Scope

W e b  C h  ann el  

I  n t   er  a c  t  i   on C  en t   er 

P  ar  t  n er  C h  ann el  M an a g em en t  

T r  a d  eP r  om o t  i   onM an a g em en t  

B  u s i  n e s  s  C  omm uni   c  a t  i   on

M an a g em en t  

Marketing

SalesSales Planning

& Forecasting

Sales

Performance

Management

Territory

Manage-

ment

 Accounts &

Contacts

Opportunity

Manage-

ment

Quotation &

Order 

Management

Pricing &

Contracts

Time &

Travel

Service

Incentive &

Commission

Management

Marketing

Resource

Management

Segmentation &

List Management

Campaign

Management

Real-Time Offer 

Management

Lead

Management

Loyalty

Management

Service

Logistics &

Finance

Service

Sales &

Marketing

Service

Contracts &

 Agreements

Installations

& Mainte-

nance

FieldService

Manage-

ment

Warranty &Claims

Manage-

ment

ServiceCollaboration,

 Analytics,

Optimization

Returns &

Depot

Repair 

Customer 

Service &

Support

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SAP Customer Relationship Management

Marketing

Marketing Resource

Management

Segmentation & List

Management

Multiple Data Source Access 

(S5, S4, S2)

High Speed Data Search (S5,

S4, S2)

Preview Lists (S5, S4, S2)

Pre-Filtered/Personalized

 Attribute Lists (S5, S4, S2)

Sampling and Splitting (S5,

S4, S2)

Embedded Predictive

Modeling (S5, S4, S2, S3)

Personalized Filters (S4, S5, S2)

Quick Counts (S5, S4, S2)

Segment Deduplication (S5,

S4, S2)

Suppression Filters (S5, S4, S2)

Target Group Optimization (S5, S4, S2, S3)

Clustering (S5, S4, S2, S3)

Data Mining (S5, S4, S2, S3)

Decision Trees (S5, S4, S2,

S3)

List Management - List Format

Mapping (S5, S4, S2)

Campaign Management

Marketing Calendar (S5, S4,

S2)

Multichannel Campaign

Execution (S5, S4, S2)

Personalized (E)Mails (S5, S4,

S2)

Real-Time Offer Management Lead Management

Multiple Interaction Channels 

(S5, S4, S2)

 Automated Qualification (S5,

S4, S2)

Mass Generation (S5, S4, S2) 

Lead Surveys (S5, S4, S2)

Lead Analysis (S5, S4, S2,

S3)

Campaign Analysis (S5, S4,

S2, S3)

Call Lists (S5, S4, S2) Automatic Generation of 

Follow-Up Activities (S5, S4,

S2)

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Rule-based Distribution (S5,

S4, S2)

Campaign Planning (S5,

S4, S2, S3)

I,S,R I,S,R I,S,R

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SAP Customer Relationship Management

Sales

Sales Planning &

Forecasting

Sales

Performance

Management

Pipeline

Performance

Management

(S2, S4, S5)

Territory

Management

Market

Segmentation

(S5, S4, S2) 

Territory

 Assignment &

Scheduling

(S5, S4, S2)

Territory/

Organizational

Mapping(S4, S5, S2)

Sales Analysis

by Territory

(S5, S4, S2,

S3)

Accounts &

Contacts

Visit Planning

(S5, S4, S2)

Fact Sheet

(S5, S4, S2,

S3)

Interaction

History (S5,

S4, S2)

 Activity

Management(S5, S5, S2,

S3)

Email

Integration

(S5, S4, S2)

Relationship

Management

(S5, S4, S2)

Marketing

 Attributes (S5,

S4, S2)Customer 

 Analysis

(S5, S4, S2,

S3)

 Account

Classification

(S2, S4, S5)

Opportunity

Management

Team Selling

(S5, S4, S2)

Competitive

Information

(S5, S4, S2)

 Account-

specific Sales

Processes

(S5, S4, S2)

 AutomaticBusiness

Partner 

 Assignment 

(S5, S4, S2)

Pricing (S5,

S4, S2)

 Activities (S5,

S4, S2)

Follow-Up

Transactions

(S5, S4, S2) Anticipated

Revenue

(S5, S4, S2)

Quotation &

Order Mgmt.

(ERP)

Pricing &

Contracts

Incentive &

Commission

Management

Time & Travel

SAP Product AvailableSAP Product Available with Future Releases

Future Focus

Partner Product AvailablePartner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Buying Center 

(S5, S4, S2)

Sales Process &

Selling Methodologies

(S5, S4, S2)

Opportunity Analysis (S5, S4, S2, S3)

Basic Pricing

for Opportunity 

(S5, S4, S2)

Complete

Pricing for 

ERP

documents

(S5, S4, S2)

Quotations

 (S5, S4, S2)

Order Capture

 (S5, S4, S2)

 Automatic

Business

Partner 

 Assignment

(S5, S4, S2)

Order StatusTracking

(S5, S4, S2)

Pricing (S5,

S4, S2)

Order 

Validation

Check

(S5, S4, S2)

 Availability

Check

(S5, S4, S2)Quotation and

Order Analysis

(S5, S4, S2)

Cross-/

Upselling

(S5, S4, S2)

I,S,R I,S I,S,R I,S,R I,R

I,S,R

I,R

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SAP Customer Relationship Management

Service

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Service

Sales &

Marketing

Service Contracts

& Agreements

Service

 Agreement 

Management

(S5, S4, S2)

Service Contract

Management

Installations &

Maintenance

Installed Base &

Objects

Management

(S5, S4, S2)

Installation &

Configuration

(S5)

Customer 

Service &

Support

Field Service

Management

Returns &

Depot Repair 

Warranty

Management

(S5, S4, S2)

Warranty &

Claims

Management

Service

Logistics &

Finance

Service Collaboration,

Analytics, Optimization

Service Requests

Processing (S5)

Knowledge

Management

(S5, S4, S2)

Complaints

Processing (S1,

S5, S4, S2)

Multichannel

Integration (S5)

Service

Forecasting,

Planning,

 Analysis (S5)Service Level

Management

(S5, S4, S2)

- Service Order Quotation 

- Service Order Processes

- Service Employee Resource Planning

- Service Confirmation Processing

- Logistics Integration Processes

- Service Order Analytics 

- Returns Processing

- Follow-Up Processes

- Logistics Integration

- Complaints and Returns Analytics

- Service Resource Planning

- Resource Master Data

- Assignment Management

- Absences/Attendances Maintenance

I,S I,S I,S I,SI,S I,S

Billing

(S1, S5)

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1. SAP CRM Enterprise

1.1. Marketing

1.2. Sales

1.3 Service

2. SAP CRM Interaction Center 

2.1. Telemarketing

2.2. Telesales

2.3 Customer Service

2.4 IC Management3. SAP CRM Web Channel

3.1. E-Service

Agenda

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Interaction Center 

Telemarketing Campaign Execution Lead Management Personalization

Telesales Quotation & Order Management

Customer Service Help Desk Customer Service & Support Complaint Management

Shared Service Center  IT Service Desk Employee Interaction Center Accounting Interaction Center  

Accounts & Contacts Activity Management

IC Management Knowledge Management Process Modeling Communication Channels

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Interaction Center 

Telemarketing

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Campaign Execution

Call List Assignment (I,S,R)

Soft Phone (P1, S5, S4, S2)

Interactive Scripts (S5, S4, S2)

Lead Management

Lead Generation (S5, S4, S2)

Lead Qualification (S5, S4, S2)

Personalization

Scripting (S5, S4, S2)

 Alert Modeler (S5, S4, S2)

Questionnaire (S5, S4, S2)

I,S I,S I,S

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Interaction Center 

Telesales

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Accounts & Contacts

Fact Sheet (S5, S4, S2)

Interaction History (S5, S4, S2)

 Alerts (S5, S4, S2)

Interactive Scripting (S5, S4, S2)

Multi Channel Interactions (P1, S5, S4,

S2)

Activity Management Quotation & Order Management

Order Capture (S5, S4, S2)

 Automatic Business Partner 

 Assignment (S5, S4, S2)

Pricing (S5, S4, S2)

Order Validation Check (S5, S4, S2)

Fulfillment Synchronization (S5, S4,

S2)Call List Processing (S5, S4, S2)

Multi Channel Interactions (S5, S4, S2)

Quotations (S5, S4, S2) Automatic Business Partner 

 Assignment (S4)

Status and Result Tracking (S4)

 Agent Inbox (S4)

Order Status Tracking (S5, S4, S2)

I I I

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Interaction Center 

Customer Service

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Help Desk

Information Help Desk (S5, S4, S2)

Service Request (S5, S4, S2)

Interaction Record (S5, S4, S2)

Interaction History (S5, S4, S2)

Multi-level Categorization (S5, S4, S2)

Knowledge Search (S5, S4, S2)

Solution Database (S5, S4, S2)

E-Mail and Chat Integration (S5, S4, S2)

Escalation Management (S5, S4, S2)

Service Level Management (S5, S4, S2)

Customer Service & Support

 Account Identification & Maintenance (S5, S4, S2)

Registered Product Identification (S5, S4, S2)

Interaction History (S5, S4, S2)

Scratch Pad Notes (S5, S4, S2)

Service Order & Request Management (S5, S4, S2)

Multi-level Categorization (S5, S4, S2)

Content Management Integration (S5, S4, S2)

Spare Parts and Services (S5, S4, S2)

Service Quotations (S5, S4, S2)

Contract & Entitlement Management (S5, S4, S2)

Service Level Management (S5, S4, S2)

Warranty Management (S5, S4, S2)

Installed Base Management (S5, S4, S2)

Service Product Proposal (S5, S4, S2)

Complaint Management

Escalation Management (S5, S4, S2)

 Auto Suggest (S5, S4, S2)

I,S,R I,S,R

only I,S

only I,S

only I,S

only I,S

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Interaction Center 

IC Management

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Knowledge Management

Solution Search (S5, S4, S2)

Multiple Knowledge Databases (S5, S4, S2)

Interactive Auto Suggest of Solutions (S5, S4, S2)

Multilevel Categorization (S5, S4, S2)

Fact Sheet (S5, S4, S2)

Interaction History (S5, S4, S2)

Process Modeling

 Alert Management (S5, S4, S2)

Scripting (S5, S4, S2)

 Alert Modeler (S5, S4, S2)

Rule Modeler (S5, S4, S2)

Communication Channels

 Automatic Number Identification (ANI) (S5, S4, S2)

Interaction History (S5, S4, S2)

Interaction Analysis (S5, S4. S2)

Mail Forms (S5, S4, S2)

I,S,R I,S,R

only I,S

only I,S

I,S,R

only R

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1. SAP CRM Enterprise

1.1. Marketing

1.2. Sales

1.3 Service2. SAP CRM Interaction Center 

2.1. Telemarketing

2.2. Telesales

2.3 Customer Service

2.4 IC Management2. SAP CRM Web Channel

3.1. E-Service

Agenda

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Web Channel

E-MarketingCatalog

Management

Content

ManagementPersonalization

Email & Web

CampaignsStore Locator 

E-CommerceQuotation & Order 

Management

Shopping Basket

ManagementPricing & Contracts

Interactive Selling &

ConfigurationWeb Auctions Selling via Partners

E-ServiceKnowledge

Management

Service Order 

ManagementLive Support Installed Base

Complaints &

Returns

Billing &

Payment

Account Self 

Service

Loyalty Management

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Web Channel

E-Service

SAP Product Available

SAP Product Available with Future Releases

Future Focus

Partner Product Available

Partner Product Available with Future Releases

Collaborative Business Map Available

Sxx, Vxx, Bxx SAP Product & Service

Pxx Partner Product

For more information see: http://www.sap.com

Knowledge

Management

Solution Search

(S6)Knowledge Base

Management (S6)

Frequently Asked

Questions (S6)

Service Order 

Management

Service Requests

(S6)

Entitlement

Validation (S6)

Status and Tracking

(S1, S6)

Live Support Installed Base

Installation

Management (S6)

Warranty

Management (S4,

S6)

Product Registration

(S6)

Complaints &

Returns

Complaints

Management (S6)

Returns

Management (S6)

Billing & PaymentAccount

Self Service

Resource Planning

(S6)

I,S I,S

I,SI

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Solution Map Product Table

Product Key Product Description

S1 SAP ERP

S2 SAP Marketing (SAP CRM)

S3 SAP NetWeaver  

S4 SAP Sales Management (SAP CRM)

S5 SAP Service Management (SAP CRM)

Solution Scope Key Solution Scope Description

I SAP Best Practices for CRM V2.700 (with ERP integration)

S SAP Best Practices for CRM V2.700 (CRM Standalone)

R SAP CRM Rapid Deployment Edition (with ERP integration)

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