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SAP 
CUSTOMER 
RELATIONSHIP 
MANAGEMENT 
TRAINING
SAP CRM Functional Course Content 
Introduction to SAP CRM 
Marketing 
Sales 
Service 
CRM User Interface ( Web UI) 
SAP CRM
SAP CRM Technical Course Content 
SAP CRM Fundamentals 
Base Customization of SAP CRM 
Experience on SAP CRM User Interface 
Customizing SAP CRM 
CRM User Interface ( Web UI) 
SAP CRM
Introduction to SAP CRM 
• CRM Customizing Fundamentals 
• Over view of CRM Architecture 
• Business Partner 
• Business categories 
• BP Roles & Grouping, BP Relationships 
• Business partner Hierarchy 
• Organizational Management 
• Organizational Model, Org 
Determination 
• Territory Management 
• Territory Hierarchy Levels
Introduction to SAP CRM 
• Product Master 
• Attributes & Set Type, Hierarchies & 
Categories, 
• Product types, Maintain Products 
• Transactional Processing 
• Business Transactions 
• Item Category 
• Activity Management 
• Business Activities 
• Partner Processing
Marketing 
• Marketing Planner & Campaign 
Management 
• Marketing Calendar 
• Personalized Mail Forms 
• Segment Builder 
• Customer Segmentation, Attribute List , 
Info sets 
• Product Proposals 
• Campaign Automation 
• External List Management 
• Lead Management 
• Lead Questionnaire
Sales 
• Opportunity Management 
• Sales Cycles in Opportunity 
management. 
• Surveys and Questionnaire in 
Opportunity management 
• Order Management 
• Contract management 
• Copying Controls 
• Sales Cycle, Tools–Buying Centre & 
Sales Agent 
• Special functions in order management
Service 
• Service order management 
• Complaints and Returns 
• In-House Repair Management 
• Installed Base management 
• Installed Categories IB 
• Components 
• Objects, Object Family 
• Assign Object Family to IB Category 
• Service agreements and service 
contracts 
• Warranty claims
CRM User Interface ( Web UI) 
• UI concepts and UI V’s SAP GUI 
• Business roles 
• Authorization roles 
• Navigation bar profile 
• Work center link group 
• Direct links and logical links 
• Enhancing the existing business roles 
• Linking business role to org model. 
• Transaction launcher
SAP CRM Fundamentals 
• Introduction to SAP CRM 
• Basics and Architecture 
• SAP CRM Marketing 
• SAPCRM Sales 
• SAP CRM Services 
• SAP CRM Web Channel 
• SAP CRM Partner Channel 
Management 
• SAP CRM Interaction Center 
• SAP CRM Field Applications 
• SAP CRM Analytics
Base Customization of SAP CRM 
• SAP CRM Overview 
• Business Partners 
• Organizational Management 
• Product Master 
• Transaction Processing 
• Activity Management 
• Partner Processing 
• Actions 
• People Centric CRM
Experience on SAP CRM User 
Interface 
• Describe the different UI elements and 
know how to personalize them 
• Explain the concept of Business Roles 
and know how to maintain them 
• Understand the Navigation Bar 
• Customizing and how to integrate other 
web 
• Get a basic understanding of the 
architecture of the User Interface 
• Understand the UI Configuration Tool 
and perform layout changes 
• Explain the Design Layer Concept
Experience on SAP CRM User 
Interface 
• Perform customer specific 
enhancements with the Easy 
Enhancement Workbench 
• Explain the Component Enhancement 
Concept 
• Explain how to create skins to adapt the 
UI to your corporate identity 
• Understand Web Services and the Web 
Service Tool
Customizing SAP CRM 
• Business Layer 
• Generic Interaction Layer: Basics 
• Business Object Layer: Transactional 
Services 
• Enhancement of Data Model with the 
Application Enhancement Tool 
• Enhancement of Generic Interaction 
Layer Components 
• Simple Objects 
• Presentation Layer 
• UI Component Development and 
Enhancement Concepts 
• Views, View Sets, Custom 
Controller,Window, Navigation
Customizing SAP CRM 
• Component Interface and Usage of 
Components 
• Cross component Navigation 
• Implementation of Value helps 
• Editable Overview Pages 
• Tables in views 
• Transaction context 
• Component Enhancement Examples 
• UI Types 
• Global Data Context 
• UI Configuration, Transaction Launcher
sap crm online training

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sap crm online training

  • 1. SAP CUSTOMER RELATIONSHIP MANAGEMENT TRAINING
  • 2. SAP CRM Functional Course Content Introduction to SAP CRM Marketing Sales Service CRM User Interface ( Web UI) SAP CRM
  • 3. SAP CRM Technical Course Content SAP CRM Fundamentals Base Customization of SAP CRM Experience on SAP CRM User Interface Customizing SAP CRM CRM User Interface ( Web UI) SAP CRM
  • 4. Introduction to SAP CRM • CRM Customizing Fundamentals • Over view of CRM Architecture • Business Partner • Business categories • BP Roles & Grouping, BP Relationships • Business partner Hierarchy • Organizational Management • Organizational Model, Org Determination • Territory Management • Territory Hierarchy Levels
  • 5. Introduction to SAP CRM • Product Master • Attributes & Set Type, Hierarchies & Categories, • Product types, Maintain Products • Transactional Processing • Business Transactions • Item Category • Activity Management • Business Activities • Partner Processing
  • 6. Marketing • Marketing Planner & Campaign Management • Marketing Calendar • Personalized Mail Forms • Segment Builder • Customer Segmentation, Attribute List , Info sets • Product Proposals • Campaign Automation • External List Management • Lead Management • Lead Questionnaire
  • 7. Sales • Opportunity Management • Sales Cycles in Opportunity management. • Surveys and Questionnaire in Opportunity management • Order Management • Contract management • Copying Controls • Sales Cycle, Tools–Buying Centre & Sales Agent • Special functions in order management
  • 8. Service • Service order management • Complaints and Returns • In-House Repair Management • Installed Base management • Installed Categories IB • Components • Objects, Object Family • Assign Object Family to IB Category • Service agreements and service contracts • Warranty claims
  • 9. CRM User Interface ( Web UI) • UI concepts and UI V’s SAP GUI • Business roles • Authorization roles • Navigation bar profile • Work center link group • Direct links and logical links • Enhancing the existing business roles • Linking business role to org model. • Transaction launcher
  • 10. SAP CRM Fundamentals • Introduction to SAP CRM • Basics and Architecture • SAP CRM Marketing • SAPCRM Sales • SAP CRM Services • SAP CRM Web Channel • SAP CRM Partner Channel Management • SAP CRM Interaction Center • SAP CRM Field Applications • SAP CRM Analytics
  • 11. Base Customization of SAP CRM • SAP CRM Overview • Business Partners • Organizational Management • Product Master • Transaction Processing • Activity Management • Partner Processing • Actions • People Centric CRM
  • 12. Experience on SAP CRM User Interface • Describe the different UI elements and know how to personalize them • Explain the concept of Business Roles and know how to maintain them • Understand the Navigation Bar • Customizing and how to integrate other web • Get a basic understanding of the architecture of the User Interface • Understand the UI Configuration Tool and perform layout changes • Explain the Design Layer Concept
  • 13. Experience on SAP CRM User Interface • Perform customer specific enhancements with the Easy Enhancement Workbench • Explain the Component Enhancement Concept • Explain how to create skins to adapt the UI to your corporate identity • Understand Web Services and the Web Service Tool
  • 14. Customizing SAP CRM • Business Layer • Generic Interaction Layer: Basics • Business Object Layer: Transactional Services • Enhancement of Data Model with the Application Enhancement Tool • Enhancement of Generic Interaction Layer Components • Simple Objects • Presentation Layer • UI Component Development and Enhancement Concepts • Views, View Sets, Custom Controller,Window, Navigation
  • 15. Customizing SAP CRM • Component Interface and Usage of Components • Cross component Navigation • Implementation of Value helps • Editable Overview Pages • Tables in views • Transaction context • Component Enhancement Examples • UI Types • Global Data Context • UI Configuration, Transaction Launcher