Crm methodex
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Crm methodex Document Transcript

  • 1. Methodex Course contentCRM Overview Accounting management (business partner) Organization management Territory management Product master Transactional processing Item category Activity management Partner processing Status profile Actions Pricing fundamental Crm billingCRM 2007 web UI Configuration : Interface overview Business role Navigation bar profile Logical links Layout profile Technical profile Component workbench Application enhancement tool a. Modify/configure the existing screens b. Add new fieldsMarketing : Introduction Marketing planning and campaign management Surveys Campaign automation fundamentals Marketing calendar Marketing analysis Personalized mail form Create data storage and attributes Segmentation using graphical modeler Product proposal External list management
  • 2. Lead managementTrade promotion management overview : Integration with other modules Functionality of trade promotionsSales : The sale cycle Opportunity management Coping controls Process in quotation and order management Quotation management Order management Special functions in quotation and order management Visit planning Contract managementServices : Overview of CRM services Install base management and individual objects Service agreements and service contracts Service plan Service order management Product service letters Complaints and returns management Warranty Case managementIC Web client : Interaction center overview IC webclient function Communication architecture Creating IC business role Configuring profiles of IC business role Account identification profile Agent inbox setting Alert modeling Scripting Category modelerCRM middleware:
  • 3. CRM middleware overviewConcepts of middlewareAdministration consoleAdapter objectsBdocsData exchange between R/3 back endsMonitoring and error handling