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Introduction................................................................................... 13
10
Index.............................................................................................. 375
11
1 Introduction to CRM
To help you understand the CRM approach, we will begin by explain- Key concepts and
ing the objectives behind CRM and a number of concepts that are fre- control
mechanisms in
quently discussed in relation to this concept. These include customer
CRM
focus, customer satisfaction, and customer retention. We will then provide
an overview of the customer lifecycle, which plays a particularly impor-
tant role in relation to a company’s service processes. In this section, we
also explain the basic mechanisms that a company can use to control
and improve customer relationship management within the individual
functional areas of the CRM approach, namely operational, strategic, and
analytical CRM.
19
The strategic level As part of strategic decision-making processes, the analytical function
of the company’s IT solutions are used to provide decision makers with
the information they need to make decisions based on the data stored
in the system. This data includes, in particular, information that is avail-
able in a data warehouse and can be evaluated using data mining analysis
techniques.
The operational The operational level of CRM encompasses both the supporting function
level of CRM information technology and the customer focus of the organiza-
tional processes and structural organization (Raab, Werner 2008). A com-
pany that places its customers center-stage must also strive to enhance
the expertise of its customer-facing employees so that these can fulfill
their tasks to the best of their abilities.
20
The benefits of customer retention are largely economic, and are par- Three key benefits
ticularly evident in long-term customer relationships. We can identify
three key benefits to a company of a high level of customer retention
(Homburg, Krohner 2003):
EE Sales-related benefits
These result from a potential increase in the volume of sales to a
customer. Companies who maintain long-term relationships with
21
Overcoming Throughout the customer lifecycle, the relationship with the customer
periods of risk progresses through various phases in terms of the intensity of the cus-
tomer’s loyalty. Each of these risk phases involves a threat to the company
of losing the customer.
22
Intensity of Relationship
(e.g. Customer Value)
Degeneration
Phase
Revitali-
zation-
Phase
Initiation Sociali- Risk Growth Risk Maturity Risk Cancell- Abstinence Time
Phase zation Phase Phase Phase Phase Phase ation Phase
Phase Phase
Develop
Customer Utilize Customer Potentials
Potentials
Regaining Customers,
Customer Customer Retention: Termination of
Acquisition Retention and Penetration Customer Relationships
Figure 1.1 Customer Lifecycle Management (from Stadelmann et al. 2003, S. 35)
It also provides a basis for the efforts of a company to retain customer Extending the
loyalty at a late stage in a relationship with a customer. This is particu- customer
relationship
larly useful because, when we weigh up the costs and benefits, maintain-
ing an ongoing relationship with the customer is much more efficient
than trying to win the customer back at a later stage or trying to acquire
new customers to maintain business volumes. An extension of the cus-
tomer relationship, which is often very beneficial for companies, is only
possible if the effective benefits of a continued business relationship can
be clearly demonstrated to the customer even at a late stage in the rela-
tionship. The services a company can offer its customers therefore take
on a special significance.
Service is a key factor that enables companies to effectively extend the Service as a key
customer lifecycle and to increase the profitability of their customer rela- factor
23
process, it is of key importance to the service area that the CRM IT solu-
tions allow the company to achieve the desired level of service quality.
1. Analytical CRM
2. Strategic CRM
3. Operational CRM
The complex relationships between these functional areas and their con-
trol mechanisms in customer relationship management are shown in
Figure 1.2.
Knowledge
ge
ed
wl
Actions
o
Kn
24
25
Stake- Compe-
holders Vision/Mission tition
Strategic
Goals
Strategic Planning
Structural Organization
Process Organization
Technology
Target criteria for At this point, it should be pointed out once again that a service does not
the “service” area represent an end in itself. Rather, it must help the company achieve the
following goals:
EE Quantitative goals
EE Revenue target
EE Profitability target
EE Qualitative goals
EE Increased customer satisfaction
EE Increased customer loyalty
These generally applicable goal criteria overlap with some of the goal cri-
teria for customer relationship management as a whole. In many phases
of a customer relationship where sales transactions are placed center-
stage, the term service can be applied to additional services relating to the
26
product itself. Here, however, the focus is on the services that become
relevant after the product is sold, that is, at the after-sales stage, even if
services that go above and beyond the mere provision of a product may
also be offered at the pre-sales and sales stages (see Figure 1.4).
Focus on Service
Examples of the services that a company may offer its customers before Services before,
or during the sale of a product include sending information material during, and after
the sale of a
and flyers, product samples, and a hotline to handle customer inquiries.
product
Services offered after the sale of a product relate in particular to the fol-
lowing areas:
EE Complaint handling
EE Maintenance and installation
EE Provision of product add-ons
EE User helpdesks
EE Service centers
EE Field service employees
27
in this regard since then. For example, Samuel J. Palmisano, CEO of IBM,
described the service area as the most important area in his company in
2003.
The service portfolio can be divided into three areas, namely, Must have,
Need to have, and Nice to have (see Figure 1.5). It is impossible to make
generalizations about which specific services will fall into which of these
areas at any given time because this depends on various developments:
EE Technological developments
EE Standardization developments
EE Consolidation of services in the market due to the adaptation of all
competitors
EE Consumer habits
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Service Offerings
The Must have area includes service offerings that customers expect at Must have
all events and therefore must be offered. These include legally binding
warranties or the availability of replacement parts for repair.
The Need to have area includes all services that are offered by competitors Need to have
and can therefore be regarded as a necessity. Customers often assume
that the same services will be offered by direct competitors, and the
only factor that impacts on their satisfaction in many cases is the non-
existence of these expected services.
The Nice to have area is of particular significance in relation to differentia- Nice to have
tion. Companies can exercise a positive effect on customer satisfaction
by offering services in this area. If they succeed, they will create a unique
selling point that will set them apart from the competition.
29
Challenges derived
- Identify new differentiation features
- Optimize existing differentiation features
(quality, responsiveness)
- Instruments:
a) Technology
b) Process Optimization
Service Offerings c) …
Interplay between However, none of these can be examined in isolation. To establish a cer-
the three tain level of quality in terms of service processes and to improve this on
instruments
an ongoing basis, you first require technologies and systems that enable
a very high level of process quality. In addition, service employees not
only require adequate education, training, and motivation to carry out
30
their duties, but also rely on process quality and on optimized technolo-
gies and system design.
In this context, the choice of supporting technology and systems is criti- Critical role of
cal to the company because it has a direct effect on the other instruments technology and
systems
of processes and employees. One thing a company must be able to do to
withstand the competition for customers in the service area is to select
the right technology and systems that can create the conditions neces-
sary for establishing an excellent quality of services compared with the
competition and retaining this leading edge. In the following sections,
we demonstrate how CRM systems and their service functions can help
a company to do just that.
In the market for systems that support business processes, the develop- Dynamic
ment of CRM solutions has become very dynamic only recently, com- development
pared with generic enterprise resource planning (ERP) or supply chain man-
agement (SCM). Systems referred to as sales force automation (SFA) systems
or, in Europe, as computer aided selling (CAS) systems, became established
in the early days as a primary support for sales. These were primarily
intended to help sales employees complete the following key tasks:
31
360-degree view of Customer data provides a starting point for any CRM activity. If a signifi-
the customer cant improvement is to be made in customer relationship management,
32
Increasing customer loyalty is another goal for CRM. Customer loyalty is Increasing
another important factor in the overall profitability of the lifecycle of a customer loyalty
33
Additional This type of system support for processes also allows companies to lever-
potential for age additional potential to increase sales or reduce costs:
increased sales
EE Faster, more streamlined customer-facing processes thanks to
greater efficiency, for example, by establishing customer self-service
processes
EE Performance differentiation (prices, discounts, advertising mate-
rial, and so on) or a cost-efficient enhancement of customer care (for
example, call centers)
EE Increased sales through cross- or up-selling
EE Reduced costs through the use of new contact channels
EE Reduced costs through the transfer of functions from the company
itself to customers, partners, or vendors
EE Reduced costs in outbound campaigns thanks to suitable target
groups
EE Reduced costs in the supply chain due to a clearer focus of investment
in the most profitable customers
EE Strategic analysis and development of potential by linking customer
and market data (lead management and opportunity management)
EE Increased customer lifetime values thanks to greater customer loyalty
EE Integration of partners into the process chain, for example, as part of
sales promotions campaigns (channel integration)
In addition to the benefits for the company itself, account must also be
taken of the fact that customers should benefit from the company’s use
of a CRM solution. This is essential to the establishment of sustainable,
stable, and mutually beneficial business relationships.
34
The SAP CRM 2005 system was released in 2005. SAP CRM 2005,
together with its predecessor, SAP CRM 4.0, currently represents by far
the greatest number of SAP CRM live installations.
SAP CRM
2005
UNRESTRICTED
RAMP-UP
SHIPMENT
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Since the middle of 2008, customers have been able to use this release
without any restrictions, and the introduction of release 7.0 is planned
for 2008/2009.
Developmental Overall, the development from Release 2005 to Release 2007 can be
leap regarded as the greatest progress made in the recent history of SAP CRM
systems. The most obvious change is undoubtedly the new user interface
(UI), which is based on web standards and is easily personalized by the
user and more user-friendly than any previous SAP CRM system. With
this new UI, it is very easy to integrate external Web services, such as
news feeds, and so on. Many functions are integrated into the interface
as web client popups.
With the new-look interface (see Figure 1.8) and the high level of usability,
SAP has made a decisive leap forward in the area of CRM systems. Back in
the days of Release 2005, the main argument in favor of using SAP CRM
was its high level of integration with the SAP ERP system. With Release
2007, however, the SAP CRM system can now also hold its own in the
market in terms of both usability and functional scope. Meanwhile, this
integration has also been enhanced. (For more details, refer to Section 1.7
Architecture of SAP CRM Systems.) As a result, the need for users from
the marketing and sales areas to weigh integration against usability will
soon be a thing of the past because the new CRM release offers both.
36
Customer relationship management can be roughly divided into the fol- Phases of CRM
lowing phases:
1. Engagement
This phase involves identifying possible customers and acquiring
them for an initial sale.
2. Transaction
This phase involves establishing business agreements and processing
sales.
3. Fulfillment
This phase involves delivering the promised services to customers
and billing for services rendered.
4. Service
This phase involves offering and delivering additional, product-based
after-sales services.
Various functions are also available across all four phases, which allow
the phases to be planned (analysis and planning) and help the business
departments and management make decisions affecting customer rela-
tionship management.
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Engagement
The engagement area largely covers the following functions: marketing,
lead management, customer segmentation, quantity assignment, product
proposals, and communication.
Marketing The Marketing Planner is a particularly useful tool for marketing. This
maps and hierarchically structures a company’s marketing activities in
the form of corresponding plans, organized, for example, by customer
categories, countries, or products. It supports the exchange of data both
within the CRM system and between the CRM system and external appli-
cations such as Microsoft Outlook or Project. Marketing campaigns can
also be planned in SAP NetWeaver Business Intelligence (BI), if it is used,
which means that corresponding key figures are generated there also.
Lead management Lead management allows you to identify and classify sales opportunities
with a view to tracking down market opportunities and sales oppor-
tunities. The SAP CRM system allows you to manage all relevant data,
manage the development of the sales opportunity into a customer, and
transform a lead into a customer in the system directly, together with all
of the assigned information.
Segment Builder Another key function in this area is the Segment Builder, which supports
customer segmentation. This allows activities and campaigns to be aimed
directly at customers that are likely to respond positively to these, based
on specific characteristics, such as product preferences in the past. As a
result, campaigns can be designed in a more strategic and cost-effective
manner.
Quantity Quantity assignment allows for the distribution of a possibly limited prod-
assignment uct capacity among various customers. For example, a company can
allocate the largest available quantities of a product that is to be newly
launched in the market to the customer that generated the greatest rev-
enue in the past because this customer is also more likely than others to
want to buy large quantities of this product.
Product proposals An extensive product proposals function is also provided, which uses
product association rules to generate product proposals from the data
stored about a customer’s past transaction behavior. These proposals are
particularly likely to lead to a sale to the customer in question. This sup-
38
ports the conventional tools used to boost revenue with customer cross-
selling and up- and down-selling.
Finally, the functions provided for communication are also worthy of a Communication
mention. In the past, a major shift took place in marketing from generic
mass communication to increasingly individual and personalized com-
munication with customers. This personalization or individualization
of customer communication would be impossible without a CRM sys-
tem that can offer the relevant capabilities, because these processes fre-
quently require a high degree of automation, a large data volume, and a
correspondingly high level of data quality if the time and effort involved
are to be kept within reasonable limits. SAP CRM provides the user with
support in relation to all relevant communication channels.
Transaction
In this area of customer relationship management, tools are provided
to support the organization of sales, for example, tools to manage sales
territories or sales activities. In addition, this CRM phase maps the sales
activity cycle, which includes the planning and management of business
partners and sales opportunities, order acquisition, and the analysis of
sales key figures.
The organizational elements of this functionality (territory management and Territory and
activity management) support the modeling of organizational structures activity
management
and corresponding functions, such as reporting, and the management
of specific sales activities, such as the scheduling of sales negotiations
and the allocation of sales resources. For example, all customer-specific
activities, such as on-site sales negotiations and telephone inquiries, are
recorded. As a result, the latest status of interaction in a customer rela-
tionship is transparent to all sales employees. This makes it easier for a
sales employee to work temporarily on a customer account that is nor-
mally the responsibility of another sales employee, for example.
39
optimize its sales activities over time and to develop greater efficiency
of sales.
Business partner Business Partner and Opportunity Management enables the management
and opportunity of information about business partners and about sales opportunities.
management
Whereas the business partner cockpit provides a comprehensive view of
business partners and all data relating to them, Opportunity Management
records sales opportunities and helps sales employees convert these
opportunities into real sales. For example, it allows sales opportunities
to be compared on the basis of their expected likelihood of success or
their expected volume, which allows sales efforts to be focused on the
most promising and profitable sales opportunities.
Order acquisition Order Acquisition represents the next phase, in which a sales opportunity
has been turned into an actual sale, and sales documents such as requests
for quotation, quotations, and orders are created, which can be managed
as part the order acquisition process. Functions that may be familiar to
you from the Sales and Distribution (SD) SAP ERP model are also inte-
grated into order acquisition to enable efficient order processing. These
include the preparation of organizational data, partner determination in
the relevant partner roles, product determination and selection, pricing,
availability check, and date management.
In the order document flow, the individual sales documents can be con-
verted into other sales documents in accordance with the predefined
sequence (for example, a quotation is converted into an order) to reduce
unnecessary additional effort, such as duplicate entry of document data.
Extensive copy functions are available for this purpose if similar sales
transactions are to be initiated.
Fulfillment
Once the sales transaction is confirmed and the order created, this order
must be fulfilled by the provision of the corresponding service. SAP CRM
helps companies do this with functions for checking availability, billing
40
First, an Availability Check (also known as the Available-to-Promise [ATP] Availability check
check) allows you to schedule the order quantity based on the defined
dates and planned capacities. This function can also be used as a simu-
lation, for example, to agree on delivery dates with the customer in
advance. If the desired delivery date cannot be met with backward
scheduling, forward scheduling is used to give alternative target dates.
The aspects of shipping and transportation can be integrated into the
date calculation, and can take account of other customer preferences,
such as partial or full deliveries.
For Billing and Payment Management, SAP CRM supports a very wide Billing and
range of payment methods, from conventional billing to billing based payment
management
on agreed payment terms, and electronic payment forms, which are pri-
marily used in business-to-customer (B2C) scenarios involving a large
number of mostly unknown business partners. Payment processing also
includes credit management, which allows customers to be granted cer-
tain lines of credit or customer classification to be used to influence the
sales transaction so that, if customers exceed defined credit lines, warn-
ings are displayed (depending on the customer classification) or sales
documents (such as orders or deliveries) are locked and can only be
released by employees with sufficient authorization.
All processes through which a product passes from finishing to goods Shipping
issue are mapped in shipping. These include the creation of deliveries
with the corresponding delivery documents (delivery notes and so on)
and, where relevant, the necessary foreign trade documents, as well as
picking, packing, and goods issue. If an SAP CRM system is also used,
these functions are enhanced with an extensively automated shipping
process, which also enables deadline monitoring and the integration of
storage capacities, for example. When the goods issue is posted at the
end of the shipping process, the product leaves the company. At this
point, the necessary stock postings, including all value changes, are made
in the company’s accounting system.
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select the best transportation service provider and routes, and create the
necessary shipment documents. Also included are functions to calculate
the transportation and shipment costs, taking account of the product
and packing information in the delivery documents (for example, weight
and size).
Global functions: The next phase of customer relationship management, namely, service,
analysis and is discussed in Section 1.5 Service Management with SAP CRM, in more
planning
detail than the previous phases described here. First, however, we take
a look at the global aspects of customer relationship management, that
is, Analysis and Planning.
As illustrated in the SAP CRM Roadmap in Section 1.4.1 SAP CRM Road-
map, the enhanced functions in SAP CRM Release 2007 make it perfectly
equipped to cover the service area. We examine these functions in detail
with specific reference to the system in Chapter 2, Service with SAP CRM
– Overview of Functions, before explaining the options these provide in
terms of process design in Chapter 3, Service with SAP CRM – Processes
and Customizing. In the next section, we start by providing an initial
overview of the service areas in a company that are supported in terms
of the structuring and fulfillment of tasks in SAP CRM Release 2007.
Putting service Figure 1.9 provides an overview of how the topic of service fits into the
into an overall overall context of customer relationship management. Here, service is
CRM context
shown on the same level as the other two major process categories in CRM.
Like sales and marketing, service is connected to the customer through
various communication channels, such as the Internet or call centers.
42
EE Collaborate
EE Analyze
EE Optimize
Customer
Partner
Mobile
Channel
Internet Call Center
MARKETING SERVICE
Sales
ANALYTICS
End-to-end,
Industry-specific
Processes
Powered by
SAP NetWeaver ®
Figure 1.9 Service as Part of the Portfolio of the SAP CRM Solution
43
Collaborate
Service Service
Parts Sales &
Management Marketing
Warranty Service
& Claim Contract
Management Management
CUSTOMER
Depot Installed
Repair Base
Management
e
Field Customer
yz
O
al
pt
Management Support
An
im
iz
e
The following aspects are mapped as part of the sales and marketing of
a company’s services:
44
Reactive services represent the company’s reactions to customer expec- Reactive service
tations, for example, the provision of information about a product in
response to a customer inquiry. The objectives of reactive services are to
maintain and enhance customer satisfaction (see Section 1.1.2 Customer
Satisfaction). SAP CRM provides relevant tools in the form of account
and contact management, a customer database, and the integration of
customer-related service processes.
Active services address the quality of the customer relationship, and serve Active service
to sustain this relationship, improve customer loyalty, and enhance the
customer relationship in terms of profitability and lifecycle (see Section
1.1.4 Customer Lifecycle). As part of these proactive services, the cus-
tomer is offered additional services, such as maintenance offers, dis-
counts on additional products, and so on. These requirements are cov-
ered by SAP CRM with relationship marketing, campaign management,
and process integration.
Selective services seek to enhance the profitability of a customer. Relevant Selective service
analyses are used to determine the customer segment for which it can
be assumed that the company can increase its profits by implementing
selective services. SAP CRM supports selective services with customer
value analysis, advanced analysis tools, and optimization of the service
portfolio.
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Benefits for The advantages of these kinds of service agreements for companies
companies incude:
Benefits for Benefits to the customer can also be identified, in particular, in the case
customers of products that require a high level of maintenance:
SAP CRM SAP CRM 2007 supports service contract management with the follow-
functionality ing functions:
46
Quotation &
Configuration Order Management
Procurement or
Production On-Site
Installation
Installed Base
Scrapping/
Re-Sell
Contract
Inhouse On-Site Management
Repair Repair
47
Provision can be made for on-site repairs or repairs in the service depart-
ment as part of the repair cycle. In both cases, the system provides the
relevant configuration data for the customer product.
SAP CRM SAP CRM 2007 supports all of the following business requirements:
functionality
EE Precise and up-to-date installed base and product configuration data
EE Management of product status information (for example, counter
readings)
EE Tracking of the product configuration across the entire maintenance
lifecycle (for example, the use of replacement parts)
EE Management of changed or updated safety regulations and instruc-
tions for use
EE Identification of up-sell sales opportunities in the customer context
EE Management of the entire lifecycle and product history (for example,
in relation to the serial numbers of components)
EE Support for remote monitoring of product statuses and service cases
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SAP CRM offers both operational and analytical functions to help com- SAP CRM
panies meet these requirements in the customer service area: functionality
EE Operational functions
EE Tools for customer self-service (online help, product information)
EE Service request management
EE Complaints management
EE Management of service activities
EE Complaints and returns management
EE Service quotation and order management
EE Escalation management
EE Solution database
EE Analytical functions
EE Measurement of interaction times
EE Analysis of the proportion of problems solved at each support
level
EE Monitoring of missed deadlines
EE Identification of problematic customer situations or accounts
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SAP CRM SAP CRM supports these requirements with the following functions:
functionality
EE Management of preventative and corrective maintenance measures
EE Service order management
EE Resource planning for field service employees
EE Management of service order confirmations
EE Management and re-ordering of service parts
EE Mobile access to relevant system information
EE Utilization planning
Transparency of the repairs to be expected, requirements forecast for
service parts, and monitoring of service commitments
EE Management of the repairs cycle
Checking of the service case against the contractually guaranteed ser-
vices, escalation management, emergency release of service parts,
50
These processes are implemented in the following functions in the SAP SAP CRM
CRM system: functionality
EE Returns management
EE Repair quotation and order management
EE Monitoring of the repairs process
EE Management of repair confirmations
EE Integration of services from other providers
EE Management of payment conditions such as discounts or credit
51
nies from competitors in recent years. It is also becoming clear that the
general legal requirements in most markets tend to demand that compa-
nies provide increasingly comprehensive warranties.
SAP CRM These developments are acknowledged in SAP CRM 2007, which pro-
functionality vides the following functions to support the service area of companies:
52
EE The demand for service parts is very fluid, and the quality of forecasts
is poor due to unforeseen service and repair requirements.
EE Demand must be controlled at the component level because there is
no fixed relationship between the components to be provided, as is
the case in production (using bills of material [BOMs], for example).
EE Many vendors are involved, and all of these experience the same dif-
ficulties with the forecasting of demand in the service parts market.
EE Service parts may be interchangeable; various specifications of a ser-
vice part may be suitable replacements for the original part.
SAP CRM 2007 includes extensive service part management functions to SAP CRM
meet the challenges, in particular, when used in conjunction with SAP functionality
53
Maintenance Planning
Maintenance planning means the fulfillment of contractually agreed obli-
gations to carry out preventive maintenance measures. This includes effi-
cient scheduling of service activities to avoid interruptions to customer
processes. The timely availability of the necessary resources (personnel,
material) is essential here. The objective is to achieve a high level of
customer satisfaction through contract fulfillment and a low error rate.
In addition, the effectiveness of the preventive maintenance measures
is increased through the optimization of resource planning and time
scheduling.
Both SAP ERP CS and SAP CRM Service offer maintenance plans with
and without a contract reference for this purpose. However, these are
not automatically generated from service items in the case of SAP ERP
CS. In the SAP CRM system, all required data is defined in the con-
tract (object, product, release list, and service plan data). Both variants
offer flexible control options and planning delivery schedules that can
be automated.
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With SAP ERP CS, message-based and order-based entry options are
available, whereas SAP CRM Service supports order-based only. Both
alternatives allow for fast identification of customers, objects, contracts,
and warranties. With SAP ERP CS, however, restrictions apply in the
areas of ticket routing, lead generation, and text entry. SAP CRM Service
provides enhanced maintenance functions such as a knowledge database
and escalation.
Whereas SAP ERP CS only provides restricted options in this area based
on assisted help resources, SAP CRM Services offers advanced functions
based on the use of question catalogs and guides. In addition, the docu-
mentation area includes extensive options (such as error classification
based on service catalogs). Direct lead generation for sales is only pos-
sible with SAP CRM Service.
55
Service does not support this function directly, although it can be imple-
mented using customer enhancements.
Service Planning
The goal of service planning is to create the groundwork for an efficient
and effective implementation of services. This requires the assignment of
suitable personnel and the necessary materials and tools. This can signifi-
cantly improve the efficiency of planning in terms of both personnel and
material resources. In addition, an awareness of priorities and of open
issues and work already begun helps increase customer satisfaction. This
optimizes the response to new service requests. Tracking of transactions
can also be improved, and confirmations made more effective.
Service Billing
Service billing checks and posts the service report. Sales leads and oppor-
tunities entered in the report are recorded and forwarded. This results in
correct updating and cost assignment based on the service agreement or
56
Evaluations
Completed service activities, product performance, and root cause analy-
ses are evaluated. Cause analyses are forwarded to product development,
and can help improve products and enhance maintainability. The analy-
sis of service activities can be drawn upon when providing customers
with quotations for similar services. Bottlenecks are also identified and
kept to a minimum. Both SAP ERP CS and SAP CRM Service offer only
limited evaluations as standard. These can only be enhanced by using
SAP NetWeaver BI.
57
SAP ERP and SAP CRM use different structures to represent the objects.
Both systems also use specific information content. If the two systems are
connected, it is therefore usually necessary to store the technical assets in
both applications. This necessitates the use of bidirectional replication.
In the SAP CRM system, these are represented as installations. The struc-
tural elements in this case are products, individual objects, texts, and
installations. Product BOMs can also be used. Customer-specific charac-
teristics can be implemented using set definitions. If an SAP ERP system
is connected, it is important to ensure consistency between the object
data in the two systems. As of SAP CRM Release 5.0, a bidirectional
equipment download function is provided as standard to do just that.
Service Contracts
Service contracts represent fixed agreements with the customer. In
addition to conditions and validity periods, these contain details of
the services that are to be provided, service level agreements (SLAs),
and warranties. Part of service processing involves checking whether
a contractual relationship is in place and which requirements are to be
met. Long-term agreements ensure that the service business has plan-
nable results.
58
Both SAP ERP CS and SAP CRM Service offer a wide range of options
relating to service contracts. However, SAP CRM Service offers enhanced
functions when it comes to setting the parameters of SLAs and contract
changes, as well as the option of creating usage-dependent contracts.
Whereas SAP ERP CS includes some basic options for mapping SLAs, its
weaknesses become evident in relation to the assignment of SLA condi-
tions to process steps, the handling of parallel conditions, and escalation
mechanisms. SAP CRM Service, meanwhile, scores high points with the
functions it offers in this area.
E-Service
Web access allows customers and employees to use a range of func-
tions, such as service requests, transaction tracking, checking of warranty
59
Complaints Processing
The correct processing of complaints is of key importance to a customer
relationship. The individual process steps consist of the recording, analy-
sis, processing, and evaluations of complaints. The benefits are a struc-
tured complaints process, improved customer satisfaction through return
material authorization (RMA) processes and precise feedback. Automated
process flows also have the potential to save costs.
Case Management
Case management enables the processing, management, and consolida-
tion of information relating to a specific problem. Various objects (prod-
ucts, transactions, business partners) are incorporated into the case for
this purpose. Service orders can then be assigned to a case or generated
from a case. This produces a global exchange of information, which,
above all, simplifies the decision-making process in complex cases.
Moreover, case management provides a business-oriented overview of
each case. An efficient allocation of processing resources can also help
reduce costs.
Case management is not available in the SAP ERP system. SAP CRM
Service, on the other hand, offers a large functional scope. A range of
60
1.6.4 Conclusion
In the comparison drawn here, the SAP CRM Service functions offer
clear benefits over those provided in the SAP ERP CS component. SAP
ERP CS offers most standard processes and functions are provided. How-
ever, SAP CRM offers many additional options and is the more complete
alternative overall. This system enables a 360-degree view of the cus-
tomer, and optimizes the link between sales and service. SAP CRM 2007
offers additional functions and an intuitive, user-friendly interface.
When deciding whether to use SAP CRM Service or SAP ERP CS, the
two most important factors to consider are, first, the company’s service
orientation and, second, the question of whether SAP ERP CS is already
in use or whether the company is venturing into the service business
area for the first time.
It generally only makes sense to change over to SAP CRM Service if ser-
vice already is or is to become a strategic business area for the company
or if the non-service functions in marketing and sales are also to be used.
In this case, the costs of a changeover would be justified by the strengths
of SAP CRM described above. If the company is entering this area for the
first time, on the other hand, there is barely any justification to choose
SAP ERP CS over SAP CRM Service.
As already mention in Section 1.4.1 SAP CRM Roadmap the market for
SAP CRM solutions has experienced many innovations in recent times,
and these are reflected in the architecture of the SAP CRM systems. To
begin, Figure 1.12 shows the familiar architecture from Release 2005.
61
The CRM Core has a 1:1 connection with the SAP ERP system, and is
integrated with SAP NetWeaver technology. Functions such as on-demand
and on-promise are already integrated at this point. A choice of interface
is available, namely, the PCUI interface or the conventional SAP GUI
from SAP R/3. Several changes have been made in the current release,
Release 2007, as shown in Figure 1.13.
62
Now, for the first time, an SAP CRM system can be integrated with more
than one SAP ERP system. The CRM Core is largely preserved in the
familiar functions such as the Business Objects but has also been enhanced
with new design options. Customer-specific business logic can now also
be implemented as part of the Enhanced Workbook. In addition, a number
of SAP core components have been enhanced. The most obvious change,
however, is the new interface. The new UI is based on web technology
63
and can also be personalized to a high degree with the new UI Configura-
tion Tool. External content such as web applets and RSS feeds can also be
integrated. Finally, the whole look and feel of the user interface can be
customized to tie in with the company’s corporate design.
1.8 Summary
This chapter has explained the basic business aspects of working with
CRM, and provided an initial insight into the functions of SAP CRM
2007. You are now familiar with the central concepts and control mecha-
nisms of customer relationship management and understand the role of
service management within CRM. In addition, a detailed comparison
of SAP CRM Service functions and the Customer Service component in
SAP ERP (CS) has also illustrated the range of options provided by these
SAP solutions. To close, we provided a brief introduction to the system
architecture of SAP CRM.
64
1. Create a quotation.
5. Create an invoice.
The sections below explain other service processes that use SAP CRM
2007. Here, service order management is used repeatedly as an integral
part of advanced processes.
147
1. Customer requests Once the customer Service order Service is conducted Invoice creation is
quotation has accepted the is confirmed and confirmed initiated
2. Quotation is quotation, the quotation
created is converted into
3. Quotation is sent a service order.
to customer
Step 1: Creating a A service quotation is frequently created before a service order, even if
quotation this is unnecessary. The service quotation is generally created in response
to a customer inquiry (see Figure 3.33). However, it can also be used as
a proactive marketing technique. A service quotation already contains
all of the information that a customer requires, for example, the product
that will be affected by the service, the price for providing the service,
and a possible schedule for conducting the service. Once the service
employee creates the quotation, the customer is informed.
148
Once the customer has accepted a service quotation, the service employee Step 2: Creating a
creates a service order that references the relevant service quotation (see service order
Figure 3.34). Consequently, the system copies all of the important infor-
mation contained in the quotation to the service order. Here, users also
have the option to categorize the service order using a predefined cat-
egory catalog, which can also be supplemented and customized.
When you enter items in a service order, you can use several item catego-
ries such as service items, service parts items, sales items, or costs asso-
ciated with expenses. In the case of service parts or sales items, an ATP
check (available to promise, ATP) is performed if SAP ERP has been inte-
grated accordingly. Similar to the sales order, a credit limit check can also
be activated for a service order. Furthermore, when you create a service
order, the system determines whether service contracts or warranty agree-
ments exist for this customer and the corresponding product. If so, the
conditions attached to the order automatically take them into account.
Depending on the required process characteristics, the role of service Step 3: Confirming
manager can also be used as a supervisory role for service employees. the service order
If implemented in this way, this control instance must first confirm the
service orders before the actual order content can be processed and the
necessary resources made available.
149
Step 4: Conducting If the service order is released, the service technician can conduct the
the service services contained in the order for the customer. This may mean that the
service employee repairs a product that the customer has returned to the
company, or he repairs the product on-site at the customer location. The
sections devoted to service and repairs processing describe in greater
detail the differences between a service conducted within the service
department of a company and a service conducted on-site at the cus-
tomer location (see Section 3.3 Service and Repairs Processing (In-House)
and Section 3.4 Service and Repairs Processing (Field Service)).
Once the service technician has conducted the service, he confirms the
service order and documents the fact that the service has been conducted
by creating a service confirmation in the system (see Figure 3.35) and
completing a questionnaire (see Figure 3.36).
Step 5: Creating an Once the service order has been confirmed, the service employee initi-
invoice ates the process of issuing an invoice to the customer. Here, the system
also takes account of the possible diverseness of services, depending on
the item in the service order (for example, services covered by warranty
agreements are conducted at no extra cost to the customer).
150
Customer-Specific Customizing
All of the functions and entries below whose names begin with Z are al-
ways copies of SAP standard functions that have been adjusted to include
customer-specific changes. Here, the underlying SAP standard functions are
described as an introduction.
The abbreviation IMC within the Customizing names denotes specific Cus-
tomizing for a fictitious company called IMC, for which we are implementing
the CRM system.
Transaction Types
When you follow the IMG path Customer Relationship Management •
Transactions • Basic Settings • Define Transaction Types, you access
the maintenance screen for transaction types (see Figure 3.37).
151
152
The transaction type settings are configured in five steps (see Figure Configuring the
3.37): transaction types
You can then create a new transaction type or copy a transaction type
that has already been defined. However, when you copy a transac-
tion type, you must ensure that you adjust the transaction type
accordingly.
As the first step, you must define details such as a description of the Step 1: Defining
transaction type and the relevance of contract determination for the transaction types
transaction type ZSAA (see Figure 3.38). The leading business transac-
tion category must be defined as a service process.
153
Figure 3.38 Creating and Configuring Transaction Type ZSAA – Service Order
Quotation IMC
Step 2: Assigning Now that you have defined the transaction type ZSAA, you must assign
business the associated business transaction categories. These are influenced by
transaction
the business context in which a transaction type or item category can
categories
be used (for example, Service, Sales, or Activity). Figure 3.39 shows the
business transaction categories defined for the transaction type ZSAA.
154
You must now define Customizing header data for every business trans- Step 3:
action category that you have defined. This header data includes, for Customizing at
header level
example, the Sales business transaction category, in which a link to the
relevant pricing is established, among other things (see Figure 3.40).
In the Customizing header for the service area (see Figure 3.41), you
can maintain the relevant subject profile for the service and possibly the
existing transaction type for the confirmation.
155
Figure 3.42 Transaction Type ZSAA (Business Activity – Customizing at Header Level)
Defining categories On the Details screen, you can define various categories, among other
things. These categories define the functions available for each activity
type.
In terms of Customizing, the transaction types ZSVO and ZSAA (from the
previous section) differ only in terms of the entries shown in Table 3.3.
Field Value
Status profile ZSRV_ST1
Date profile SRV_HEADER
Action profile ZIMC_SERVICEORDER_HEADER
156
izing at the header level for the Service and Activity areas (see Tables 3.4
and Table 3.5, respectively).
Field Value
Transaction Type ZSVC
Confirmation
Table 3.4 Differences Between Transaction Types ZSAA and ZSVO in the ”Service”
Area – Customizing at Header Level
Field Value
Category 202 Telephone call
Priority 1 Very high
Subject Profile Act000001 Activity reason
Table 3.5 Differences Between Transaction Types ZSAA and ZSVO in the “Activity”
Area – Customizing at Header Level
Table 3.6 highlights the differences between transaction types ZSVC and
ZSAA.
Field Value
Leading Transaction Category BUS2000117 – Service Confirmation
Status Object Type COH
Contract Determination No entry
Agreement Determination No entry
Partner Determination 00000024 – SAP Confirmation Header
Procedure
Organizational Data Profile 000000000021 – SAP Org. Data Profile for
Confirmations
Date Profile SRV_RM_ITEM1
Action Profile SERVICE_CONFIRMATION
157
tion Procedure, you access the maintenance screen for partner deter-
mination procedures (see Figure 3.43).
158
Once you have created a new procedure (either using the wizard or
manually), check it for errors. To do this, select Check Partner Determi-
nation Procedure.
Once you have defined the partner determination procedure, you must
maintain the following areas:
159
You then add or change the partner functions contained in this pro-
cedure. Some settings need to be made for each partner function, for
example, minimum and maximum number of partners for each transac-
tion, the type of new partner determination, which access sequence the
system uses for the partner determination, and whether manual entries
are permitted (see Figure 3.45).
160
In contrast to the procedure users listed in Figure 3.44 for the partner
determination procedure ZIMC006, the procedure users listed in Table
3.7 are defined in the partner determination procedure ZIMC007.
Procedure Users
BUS2000117 Service Confirmation
BUS2000140 ServiceProductItemCRM
BUS2000142 ServMatConfirmItem
BUS2000146 ServMaterialItemCRM
161
Date Profile
When you follow the IMG path Customer Relationship Management •
Basic Functions • Date Management • Define Date Profile, you access
the area in which you define and maintain dates (see Figure 3.47).
In this work step, you define durations (duration types), date types, and
date rules. The system uses all of the above, which are grouped into a
specific date profile, to display and automatically determine dates in a
transaction. Using the date profile, the system controls the date types,
durations, reference objects, and date rules that can be used in a specific
transaction type or item category.
Depending on the date profile, you also define (in this activity) the prop-
erties of the date types and durations (for example, the time unit, refer-
ence object, duration, and date rule).
162
In the first step of this example, you assign one or more reference objects Step 1: Assigning
to the date profile (see Figure 3.48). You use the reference object to con- reference objects
trol the relevant time zone for the transaction dates. The reference objects
determine, among other things, the factory calendar, which is important
for determining dates (for example, taking account of public holidays).
You then configure one or more date rules for this date profile (see Figure Step 2: Configuring
3.49). Date rules have version management to ensure that date rules used date rules
in unfinished transactions can remain unchanged. You can use these date
rules to create a new version that is valid as of its creation date and time.
Only the current version is used in new transactions. The word Standard
always identifies the current version in the list of date rule versions.
163
Step 3: In the third step, you create one or more date types for the date profile
Determining (see Figure 3.50). Date types refer to specific times such as First Response
date types
By, Notification Receipt, or Billing Document Created On.
Step 4: Specifying To complete the date profile definition, you can specify the required
the required duration, if necessary. This can be, for example, a contract term, a pro-
duration
cessing time, or a warranty term.
Action Profiles
You define action profiles by following the IMG path Customer
Relationship Management • Basic Functions • Actions • Actions in
164
165
Action profiles are configured in the same way as date profiles, using
several steps as follows:
Step 1: Defining In the first step, you must describe and define the action profile (see Fig-
the action profile ure 3.53). At the same time, you must link the action profile to the date
profile described above.
166
After that, specify one or more associated action definitions for each
action profile (see Figure 3.54).
Here, you can specify additional details (see Figure 3.55). Below are some Step 2: Describing
sample options that can be defined on the Details screen. For Processing the action
definitions
Time, you can determine, for example, whether immediate processing
is necessary. The action is then started as soon as the start condition is
fulfilled. Another option is to start the action immediately after you save
the transaction.
167
If you select the Changeable in Dialog checkbox, the user can change the
action’s condition and processing parameters in the document.
If you select the Executable in Dialog checkbox, the user can manually
trigger the action in the transaction. Finally, if you select the Display in
168
Under Action Merging, select Max. 1 Action for Each Action Definition
if you want to execute the action once only. Select Max. 1 Unprocessed
Action for Each Action Definition if you want to be able to execute the
action several times.
To complete the action profile definition, you describe one or more Step 3: Processing
processing types for each action definition (see Figure 3.56). Here, you types for the
action definitions
can choose from the method call, workflow, or Smart Form processing
types.
Figure 3.56 Overview and Details for the Processing Types for the Action Definition
Z_COMPLETE_PSL_ITEM
169
because they are created in the same way as the action definition Z_
COMPLETE_PSL_ITEM and differ only in terms of the time of process-
ing (1 Processing using Selection Report instead of 4 Processing When
Saving Document) and the partner function (New: ZIMC002 – Person
Responsible).
Unlike the processing type Method Call for the action definition Z_COM-
PLETE_PSL_ITEM, the processing types for the action definitions Z_SER-
VICE_ORDER_ITEM_SLA_START and Z_SERVICE_ORDER_ITEM_SLA_
END are both Smart Forms Mails (see Figure 3.57).
Figure 3.57 Overview and Details for the Processing Types for the Action Definition
Z_SERVICE_ORDER_ITEM_SLA_START
170
Tables 3.9 to 3.11 highlight the differences in relation to the action pro-
file Z_SERVICE_ORDER_ITEM_SLA_IMC (described above).
Table 3.10 Details for the Action Definitions for the Action Profile
ZIMC_SERVICORDER_HEADER
Table 3.11 Details for the Processing Type for the Action Definition
ZIMC_ADHOC_REMINDER1
Conditions
When you follow the IMG path Customer Relationship Management •
Basic Functions • Actions • Actions in Transaction • Change Actions
171
and Conditions • Define Conditions, you access the area in which you
define and maintain conditions (see Figure 3.58).
Figure 3.58 List of All Actions and Details for the Conditions
Here, conditions include (a) the exact definition of the schedule condition
and (b) the start condition for each action definition (using transportable
conditions). You can also specify whether the action is automatically
scheduled when the schedule conditions take effect. One example of a
possible start condition is “four weeks before the contract end date.”
172
Figure 3.59 Detailed Overview of the Action Definitions for the Action Z_SERVICE_
ORDER_ITEM_SLA_IMC
The Start Condition tab page on this detailed overview screen contains an
overview of the start conditions for each action definition selected (see
Figure 3.60). Here, you can create conditions for each action definition.
You can select Edit Condition to access the screen for editing parameters.
Here, you must assign the relevant date profile for the condition.
173
Figure 3.60 Summary of the Start Condition for the Action Definition
Z_COMPLETE_PSL_ITEM
If you double-click the Condition Definition field, the system opens the
wizard for creating each condition (see Figure 3.61). You can select the
values in the Expression 1 column from the complete list shown. You can
also choose from other operators shown. You can also select Expression 2
from the list provided, or you can enter Expression 2 as a constant. You
can then link the conditions in a logical manner.
174
The following applies to the start conditions for the action defi-
nition Z_SERVICE_ORDER_ITEM_SLA_START for the action
Z_SERVICE_ORDER_ITEM_SLA_IMC:
&CRM Service Product Item.System Status& I1005
and
&To Do By& < &Current Date&
Item Category
When you follow the IMG path Customer Relationship Management
• Transactions • Basic Settings • Define Item Categories, you access
the area in which you define and maintain item categories (see Figure
3.62).
175
Step 1: Defining In the first step, you must describe and define the item category (see
the item categories Figure 3.63). In addition to assigning a name to the item category, this
is where you also define important control attributes such as the item
object type, the text determination procedure, the partner determina-
tion procedure, the status profile, the organizational data profile, and the
number range assignment. Depending on its status, the status profile can
be used, for example, to transfer the transactions to the ERP system.
Step 2: Describing The business transaction categories belonging to the item category ZVSP
business are defined in the next step (see Figure 3.64).
transaction
categories
176
Figure 3.64 Overview of the Business Transaction Categories Assigned to the Item
ZSVP
To complete the item category definition, you must adjust the business Step 3:
transaction categories (see Figure 3.65). Customizing the
item
In the Service business transaction category, you can use the Resource
Plng Relevance checkbox to determine whether the item is relevant to
resource planning. If an item is relevant to resource planning, a resource
requirement will be generated for the item. Furthermore, you can use
the Relevance to Costs checkbox to control whether confirmed infor-
mation such as times and material are to be distributed to backend
systems.
177
In the Sales business transaction category, you can use the Pricing-rel.
checkbox (see Figure 3.66) to determine the extent to which an item is
pricing-relevant (Pricing Data section) and the extent to which the item
is transferred to follow-up documents (Quotation Data section, Subsequ.
processing checkbox).
178
In this work step, you can determine the item categories that the system
proposes during transaction processing for each transaction type and
item category group. At the same time, you can determine which item
categories you can manually enter as alternatives to the system propos-
als. A maximum of three alternative item categories is possible.
179
Figure 3.68 Example of Item Category Determination for Transaction Type ZSAA
180
Copying Control
When you follow the IMG path Customer Relationship Management •
Transactions • Basic Settings • Copying Control for Transactions •
Copying Control for Transaction Types, you access the area in which
you define and maintain the copying control (see Figure 3.69).
Figure 3.69 List of Previously Configured Copying Control Definitions for Transaction
Types
In this area, you determine the copying control for transaction types
and item categories. For this purpose, you create a source transaction
and item type and a target transaction and item type and determine the
corresponding conditions for these combinations. In each case, you then
create a source item category and a target item category and determine
the corresponding conditions.
Similar to the copying control settings for the SAP standard item cat-
egory determination SRVQ, the source and target transaction type com-
bination changes from the SAP standard SRVQ – SRVO to the customer-
specific pair ZSAA – ZSVO.
181
Table 3.12 Overview of the Copying Control Setting for Transaction Type ZSVO
Table 3.13 Overview of the Copying Control Setting for Transaction Type ZSVC
182
A
B
Abstract prototype, 283
Acceptance procedure, 327 Basic data, 135
Acceptance test, 323 Basis configuration, 121
Account Billing, 69, 188
create, 136 Billing and payment management, 41
detail maintenance, 137 Billing error, 87
search, 138 Bill of material, 139, 143
Account overview, 68 Business address services, 305, 313
Action definition Business object, 63
describe, 167 Business partner
processing types, 169 create, 124, 126
Action profile, 164, 189, 194, 206, 268 Business partner and opportunity
define, 166 management, 40
wizard, 166 Business partner data, 301, 302
Active service, 45 Business transaction categories
Activity describe, 210
planned, 84 Business transaction category, 152
Address format standardization, 307 assign, 154
Address list, 351 describe, 176, 273
Address management software, 302, sales, 178
305, 306, 310 service, 177
After-sales, 27 Business transactions, 324
After-sales activity, 329 Business transaction type
After-sales service, 27, 28 complaint, 211
Analysis and planning, 42 Buyers’ market, 20
Application Management, 283, 363
Approval process, 85
Assembly, 139 C
ATP check, 149
Attribute Call center, 34
customer-specific, 142 Campaign
Attribute assignment, 123 concluded, 355
Authorization, 244 trigger, 353
Authorization object Campaign management, 349
CRM_CONFIG, 66 Case attribute, 230
SCMG_LVL, 233 Case closing profile, 234
S_SCMG_CAS, 233 Case management, 60
Authorization profile, 244, 245 Case/Task, 334
375
376
Customer support, 48 E
Customizing, 151, 188, 194, 199, 223,
228, 238, 250, 261 Enhanced Workbook, 63
header level, 155 Escalation model, 340
E-service, 59
External list management (ELM), 313
D
Data F
classifying, 300
cleanse, 305, 313 Field service, 49, 183
Data errors, 300 Field Service, 190
Data mining, 20 Follow-up phase, 297
Data quality, 279, 299, 300, 313 Forwarded, 335
project phase, 314 Framework enhancement, 66
standard, 318 Fuzzy search, 307, 310, 311
Data warehouse, 20
Date profile, 162, 189, 194, 204, 267
Date rules
G
configure, 163
Date type, 240 Goal criteria
determine, 164 qualitative, 26
Debit memo quantitative, 26
send, 261 Goodwill, 346
Delivery of a different product, 87 Goodwill costs, 342
Depot repair, 50 Gradual implementation, 279
Design, 316
Detailed data, 137
Development and implementation
phase, 296
H
Development test, 322 Heuristic rules, 308
Differentiation factor, 28 Hierarchy creation, 68
competition, 29
Differentiation range, 29
Direct link, 133
Dropdown list, 135
I
Duplicate pairs, 303 ID, 137
Duplicate record, 304 Implementation
Duplicates gradual, 279
check, 312 methodical, 281
identification of, 311 Incident management, 364, 365
potential, 302, 309 Infotype
Duration Business Role, 129
specify, 164 In-house, 183
Initial priority, 340
Input help, 135
377
Installation, 58 M
Installed base, 47, 67, 139
Installed base management, 47 Maintenance planning, 54
Integration of measuring devices, 76 Marketing, 38
Integration test, 322 Market stagnation, 330
Intelligent Solution Database, 218 Mass manufacturer, 330
Interaction Web Client, 87 Mass processing, 115
Internet-based Customer Self-Service Master data, 67
Center, 88 Material flow, 81
Invoice Mentoring strategy, 291
create, 150, 188, 194, 250 Methodical implementation, 281
send, 261 Microsoft Outlook, 105
Invoice correction, 85 Mobile service, 104
Item Mobile service order management
Customizing, 177, 211, 273 process flow, 106
Item category, 175, 176, 189, 195, 209, Mobile service processing, 59
272 Mobilization phase, 295
define, 176, 210, 272 Must have, 28, 29
Item category determination, 178, 189, My Group, 335
195, 211, 256, 274 My Tickets, 335
Item level, 67
ITIL, 363
IT Infrastructure Management, 363
N
Namespace, 128
K Navigation bar profile, 132
Need to have, 28, 29
Key performance indicator (KPI), 78 Nice to have, 28, 29
Notes, 69
Number range, 137
L
Lead management, 38 O
Lemon Law, 222
Letter campaign, 351 Object description
Level enhanced, 129
operational, 20 Object list, 95
strategic, 20 Objects, 241
Link Online integration interface (OII), 110
for work center, 133 Operational level, 20
group of direct, 133 Order acquisition, 40
logical, 133 Ordering of an incorrect product, 87
Location, 242 Order management, 47
Logical link, 133 Organizational model, 121
Logistical integration, 75 Organizational model maintenance, 129
Lotus Notes, 106 Organizational node, 126
378
379
380
381
T Up-selling, 34
User
Technical objects, 58 create, 124, 125
Technical support, 327 User assignment, 245
Templates, 68 User role, 121, 127
Territory and activity management, 39
Test cases, 325
Test concept, 323 V
Test environment, 323, 324
Test implementation, 324, 325 Validation
Test management, 324 postal, 307, 311, 312
Test model, 321 Vehicle, 334
Test phase, 323 Views
Test preparation, 324 adjust, 130
Test scripts, 325 VIN, 350
Test strategy, 279, 320 V-Model, 322
Text determination procedures, 216
Training aids, 296
Training materials, 296 W
Transaction
BP, 125 Warranty
BSP_WD_CMPWB, 66, 130, 135 confirm, 261
COMM_ATTRSET, 142 create, 260
COMM_HIERARCHY, 139 register, 248
CRMM_UIU_PROD_CONFIG, 142 send, 261
EEWB, 135 Warranty agreement, 149, 188
PFCG, 128 Warranty and claim management, 51
PPOCA_CRM, 122 Warranty case, 342
PPOMA_CRM, 122, 126, 129 Warranty processing, 78
PPOMA_CRM or PPOCA_CRM, 122 process flow, 79
SU01, 125, 128 Warranty product, 144
Transaction type, 151, 152, 188, 194, Warranty service, 74
200, 250, 261 Web applet, 64
define, 153 WebClient, 332
Transportation, 41 Web GUI, 135, 246
Wildcard search, 303
WinClient, 332
U Wizard, 159
Work center, 133
UI, 36, 63, 65 Worklist, 335, 343
UI configuration, 142
UI Configuration Tool, 64, 65
Under-delivery, 86 X
Unique selling point, 331
Unplanned service XIF interface, 76
explanation, 55
ticket, 54
382