| CRM – functionality |  |
| You can use CRM to do the following: Carry out opportunities Opportunities Define activities Activities Create letters Letters Create selection expressions Selection expressions Create reports Reports Use the CRM dashboard session CRM dashboard Opportunities Opportunities are used by a sales person to record and monitor sales information related to a business partner to perform marketing tasks sequentially over time. You can create opportunities in the Opportunity (tdsmi1610m000) session. Note You can use the data in this session to: Assign and reassign an opportunity to a sales representative. Maintain the progress on an opportunity by updating the phase of the sales process, which is linked to the opportunity. Update the opportunity status. Enter, maintain, or delete activities linked to an opportunity. Assign contacts to an opportunity in the Contacts by Opportunity (tdsmi1122m000) session, which displays who to contact at the business partner for this opportunity. Add items to an opportunity in the Items by Opportunity (tdsmi1113m000) session, which you can offer as sales quotation lines to a business partner. Add reference information to an opportunity in the References by Opportunity (tdsmi1115m000) session. Globally add attributes to an opportunity in the Attributes by Opportunity (tdsmi1111m000) session. Generate a sales quotation from an opportunity Because a sales quotation can be generated from an opportunity, an opportunity can be the basis for product offers to a business partner. If items are added to an opportunity, quotation lines can be generated for the items when generating a sales quotation from an opportunity. Note In the Opportunity (tdsmi1610m000) session, you can: Add items to an opportunity on the Items tab, which refers to the Items by Opportunity (tdsmi1113m000) session. Generate a sales quotation and quotation lines from the opportunity by clicking Generate Quote on the appropriate menu. The following apply to the generation process: Only items whose Select check box is selected on the Items tab of the Opportunity (tdsmi1610m000) session, are inserted as quotation lines on the sales quotation. When the sales quotation is generated, the opportunity number is filled as a reference number in the Opportunity field of the Sales Quotation - Lines (tdsls1600m000) session. When the sales quotation is generated, the sales quotation number is filled as a reference number on the Reference tab of the Opportunity (tdsmi1610m000) session, which refers to the References by Opportunity (tdsmi1115m000) session. The number series that is used for generating sales quotations, is defaulted. The following defaulting logic is used: Sales Offices (tdsls0512m000) Sales User Profiles (tdsls0139m000) Sales Order Types (tdsls0594m000) Sales Quotation Parameters (tdsls0100s100) The origin of the generated sales quotation is set to Opportunity. The Price Origin of the generated sales quotation lines is Manual, so prices and discounts are not automatically recalculated. If no items are linked to an opportunity, you can choose to only generate a sales quotation header and no quotation lines. Note You cannot generate a sales quotation from an opportunity if its Status is Dead, Won, Lost, or Canceled Activities An essential part of the customer relations management functionality is the ability to create activities to schedule for business objects (business partners, contacts, opportunities, or other activities), and to track the progress of these activities. An activity is an appointment, call, task, mailing, or e-mail that must be created or executed by a user and that is registered in ERP LN. Activities include, for example, phone calls, mailings, visits, surveys, and so on. Optionally, tasks, appointments, and calls can be synchronized with Microsoft Exchange. In the Activities (tccom6100m000) session, activities can be created and linked to business objects. Activities can be manually created or automatically generated. Manual creation of activities In the Activities (tccom6100m000) session, you can manually create these activities: Appointments Click New Appointment to enter an appointment in the Appointment (tccom6600m100) session. Calls Click New Call to enter a call in the Call (tccom6600m200) session. Tasks Click New Task to enter a task in the Task (tccom6600m300) session. E-mails Click New Email to enter an e-mail in the Email (tccom6600m500) session. Note The Activities (tccom6100m000) session can be started stand-alone, but also appears as a tab in these sessions: Business Partner (tccom4100s000) Opportunity (tdsmi1610m000) Contact (tccom1640m000) Activities (tccom6100m000) Follow-up activities An activity can also result in another activity. Therefore, from an appointment, call, task, mailing, or e-mail, follow-up activities can be created of the types Call, Task, Appointment, and Email. In one of the activities sessions, you can manually create these follow-up activities: Follow-up appointment Click Follow Up Appointment to enter a follow-up appointment in the Appointment (tccom6600m100) session. Follow-up call Click Follow Up Call to enter a follow-up call in the Call (tccom6600m200) session. Follow-up task Click Follow Up Task to enter a follow-up task in the Task (tccom6600m300) session. Follow-up e-mail Click Follow Up Email to enter a follow-up e-mail in the Email (tccom6600m500) session. Note If an activity is generated from another activity: The Contact, Business Partner, and Opportunity references are copied to the new activity. A reference to the original activity is specified in the new activity. You can update all references in the follow-up activity, except for the reference to the original activity. The attendees or recipients of the original activity are copied to the new activity. Automatic generation of activities In the Global Addition of Activities (tdsmi2210m100) session, you can globally add activities to multiple business partners, opportunities, and so on, at one time. Based on an activity template, which you can define in the Activity Templates (tdsmi0155m000) session, you can automatically generate these activities: Tasks from the Global Addition of Activities (tdsmi2210m100) session. Mailings from the Mail Merge by Standard Letter (tdsmi2410m000) session. You can view the generated mailing in the Mailing (tccom6600m400) session. Link to activities The following can be linked to an activity: Attributes You can link attributes to an activity in the Attributes by Activity (tdsmi2101m000) session, which appears as a tab in most activity sessions. For example, the activity is a survey, and the questions to be asked to the business partner are created as attributes and linked to the activity. When employees perform this activity, they open the attributes fields and enter the answers to the survey in the attributes fields as they obtain the information over the phone. Notes You can link notes to an activity in the Notes (tcstl1550m000) session, which appears as a tab in all activity sessions. Attendees You can invite attendees to a call or an appointment in the Attendee (tccom6105m000) session, which appears as a tab in the Call (tccom6600m200) and Appointment (tccom6600m100) sessions. If the Synchronize check box is selected in these sessions, calls and appointments are synchronized with an attendee's calendar events in Microsoft Exchange. Recipients You can select recipients for an e-mail in the Recipients (tccom6600m900) session, which can be started from the Email (tccom6600m500) session. Letters Letters to business partners and mass mailings are common marketing activities. In CRM, you can create, save, and modify letters. The mail merge functionality enables you to print a generic letter with specific business partner information merged in. You can export letters to other word processing programs to use functionality such as spelling checks. The procedure to create and print letters includes the following steps: Step 1. To create letters In the Letters (tdsmi1150m000) session, you can create letters to send to business partners. You can create the letters in a generic format, which you can merge later with specific business partner information. You can use a text editor to define the actual body of the letter. For more information, refer to CRM – Text Editor. Step 2. To use mail merge In the Mail Merge by Standard Letter (tdsmi2410m000) session, you can print or process letters for business partners (prospects or customers), opportunities, contacts, or activities. You can specify a range of data that must be printed in the mail merge. Selection expressions A selection expression enables a user to define search criteria to create a target group. This target group can be used to define the relations who are included in a particular action. Selection expressions are used to create targeted ranges for opportunities, global additions of attributes and activities, mail merge (letters), and reports. Selection expressions are similar to targeting criteria used in spreadsheet and database programs, such as Lotus 1-2-3 and Microsoft Excel. Selection expressions are created in the Selections (tdsmi0170m000) session after which they are used for letters, reports, and so on. They can be simple or complex, which depends on the criteria used. You can use a text editor to define the expressions. For more information, refer to CRM – Text Editor. Example A company has created an attribute to attach to their business partners that lists the date on which the business partners became a business partner. A selection expression can be created to find the business partners who became a business partner during the last 45 days. The selection expression can use the attribute to come up with that target group. The company also uses phases to track the progress they made with their business partners. One phase indicates that the business partner requires extra information. The selection expression can use that phase to target the business partners that the company must call or send information. The Selections (tdsmi0170m000) session lists the codes and descriptions of the selections defined by the users. Check boxes indicate if text is present for a selection or if an expression is defined for a selection. Both text and expressions are created by means of the text functionality on the Edit menu. On the appropriate menu, you can select Compile Expression to check the syntax of the selection expression. This is not mandatory, but you can use this option as a precaution. Reports You can define reports to view user-defined data. The information included in a report is determined by various criteria. In CRM, you can create reports to view data based on your requirements. The procedure to define reports includes the following steps: Step 1. To define a report To create a report, you must first define a code, a description, and some general header and footer information in the Reports (tdsmi0180s000) session. Step 2. To create report layouts The column definitions, which indicate the information that must be included in the report columns, are defined in the Report Layouts (tdsmi0181s000) session. This information can include table fields or attributes. Step 3. To print reports In the Flexible Printing (tdsmi2410m100) session, you can print and process the reports defined in CRM. CRM dashboard In a company, account managers are responsible for maintaining relations with sold-to business partners, also referred to as accounts, or trade relations. They spend a lot of time on handling business partner requests and proposals. As a result, they must have a good insight in the status of the sold-to business partners they are responsible for. The CRM Dashboard (tdsmi1500m000) session provides an overview of sold-to business partner information and enables an account manager to easily perform multiple business partner-related tasks.With this session, account managers are supported in their daily tasks of handling business partner requests and proposals in a flexible and correct way. Note If you select the Only show the Business Partners for Account Manager check box, only the business partners that are relevant for the specific account manager are displayed. Related topics CRM – overview CRM – master data CRM – Text Editor |