Building Blocks -Sap CRM

2012

SAP CRM Building Blocks Ravi Dutt

[SAP CRM BUILDING BLOCKS] [Type the abstract of the document here. The abstract is typically a short summary of the contents of the document. Type the abstract of the document here. The abstract is typically a short summary of the contents of the document.]

P a g e | 2

Pag

e2

Key Capability

Building Blocks Marketing Sales Service Analytics

B01: CRM Generation x x x x

C71: CRM Connectivity x x x x

C72: CRM Connectivity (Standalone) x x x x

C04: CRM Web Client User Interface x x x

B09: CRM Customizing Replication x x x x

C01: CRM Organizational Model x x x x

C02: CRM Organizational Model (Standalone) x x x x

C05: CRM Organizational Model with HR Integration x x x x

C03: CRM Master and Transaction Data Replication x x x x

C10: CRM Central Master Data x x x x

C09: CRM Central Master Data (Standalone) x x x x

B08: CRM Cross-Topic Functions x x x x

P a g e | 3

Pag

e3

B01: CRM Generation (all necessary runtime objects for SAP CRM)

CRM Generation

The building block CRM Generation describes the activities to

generate all necessary runtime objects for SAP CRM. This building

block is a prerequisite for the installation of all CRM scenarios

delivered by SAP Best Practices for CRM.

Function List

The following functions are provided to support this building

block:

Total generation of all objects

Generation of industry-specific objects

B01_BB_ConfigGuide_EN_DE.doc

P a g e | 4

Pag

e4

C71: CRM Connectivity: activities those are necessary to connect

the various components of an SAP CRM system landscape.

CRM Connectivity

Connectivity refers to the interface, transfer of data, and

configuration settings between the different components of SAP

Business Suite. This building block describes the activities that are

necessary to connect the various components of an SAP CRM

system landscape.

This building block is the prerequisite for the installation of all

business scenarios delivered by SAP Best Practices for CRM.

Function List

The following functions are provided to support this building block:

Local Settings

This section describes all local settings that are necessary for SAP

CRM and SAP ERP.

Cross-Connectivity

This section describes all settings that are necessary to connect SAP

CRM and SAP ERP with each other.

C71_BB_ConfigGuide_EN_DE.doc

P a g e | 5

Pag

e5

C72: CRM Connectivity (Standalone)

CRM Connectivity Standalone

Connectivity refers to the interface, transfer of data, and

configuration settings between the different components of SAP

Business Suite. This building block describes the activities that

are necessary to connect the various components of a standalone

SAP CRM system landscape.

This building block is the prerequisite for the installation of all

business scenarios delivered by SAP Best Practices for CRM.

Function List

The following functions are provided to support this building

block:

Local Settings

This section describes all local settings that are necessary

for the SAP CRM component.


P a g e | 6

Pag

e6

C04: CRM Web Client User Interface

CRM Web Client User Interface

The building block CRM Web Client User Interface describes all necessary

configuration activities for setting up this new Web-based, easy-to-use, and

easy-to-configure UI for all SAP CRM online users.

Function List


Roles for employees in the areas of

1. Marketing

2. Sales

3. Service

4. Administration

UI tailored to Best Practices scope for

1. Business roles

2. Work centers

3. Work center links

4. Integration of ERP transactions


C04_CRM_WebClient_Business_Roles.xls

C04_CRM_WebClient_Navigation_Bar_Profile.xls

P a g e | 7

Pag

e7

B09: CRM Customizing Replication

The building block CRM Customizing Replication contains

the configuration steps that are essential to perform the

necessary activities to replicate data from the ERP system to

the CRM system and vice versa.

This building block is a prerequisite for the installation of all

CRM scenarios delivered by SAP Best Practices for CRM.

Function List

The following functions are provided to support this

building block:

Configuration replication ERP → CRM:

This section describes all activities that are necessary to

replicate the customizing data from the ERP to the

CRM system in order to ensure the synchronization of

customizing settings (for example, pricing) and to

reduce the effort for parallel maintenance.

Tax replication ERP → CRM:

This section describes the setup and synchronization of

tax customizing between the ERP system and the CRM

system.

B09_BB_ConfigGuide_EN_DE.doc

B09_DeltaGuide_EN_DE.doc

P a g e | 8

Pag

e8

C01: CRM Organizational Model

Organizational Management in CRM offers you a flexible tool for handling

your company’s task-related, functional organizational structure as a current

organizational model.

You can maintain the company structure including the positions and

employees in an application and assign specific data (attributes) to the

organizational units.

The organization model will be especially used for organizational data

determination within the CRM scenarios for marketing and sales.

Compared to ERP, the use of the organizational model in CRM is more

comprehensive, flexible and dynamic.

A synchronization of the organizational structure for sales in ERP and CRM is

possible via mapping of organizational units. This is a prerequisite for

integration of master data and transactional data between ERP and CRM.

The building block CRM Organizational Model describes the setup of a

sample organizational structure which is the basis for all SAP Best Practices

scenarios.

Function List


* Organizational model synchronization with ERP

* Definition of organizational units

* Definition of positions for organizational units

* Definition of holders of positions


C01_DeltaGuide_EN_DE.doc

P a g e | 9

Pag

e9

C02: CRM Organizational Model (Standalone)

Organizational Management in CRM offers you a flexible tool for handling your company’s task-related, functional organizational structure as a current organizational model.

You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.

The organization model will be especially used for organizational data determination within the CRM scenarios for marketing, sales and service.

The building block CRM Organizational Model describes the setup of a sample organizational structure which is the basis for all SAP Best Practices scenarios.

Function List


Organizational master data Definition of organizational units Definition of positions for organizational units Definition of holders of positions


P a g e | 10

Pag

e10

C05: CRM Organizational Model with HR Integration

Organizational Management in CRM offers you a flexible tool for handling your company’s task-related, functional organizational structure as a current organizational model.

You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.

The organization model will be especially used for organizational data determination within the CRM scenarios for marketing and sales.

Compared to ERP, the use of the organizational model in CRM is more comprehensive, flexible and dynamic.

The building block CRM Organizational Model with HR Integration describes how to integrate your data maintained in the HR area of the ERP system into your CRM system. This means you do not need to maintain the data of organizational units, jobs, positions and employees twice in both systems but only in ERP, and therefore costs and possibility of errors will be reduced.

The integration consists of two phases:

Initial Cutover/Data Migration Phase

Employee Master Data and HR Organizational Structure is to be distributed to SAP CRM

Maintenance Phase

Once the initial Organizational Structure and Employee Master data has been transferred to SAP CRM, thereafter changes made to this data are only allowed in SAP ERP and have to be distributed to SAP CRM regularly.

Function List


Setup of connectivity between SAP ERP and SAP CRM Definition of a distribution model Setup of ALE between SAP ERP and SAP CRM Distribute HR data from SAP ERP to SAP CRM



C05_Master_Document.xls

P a g e | 11

Pag

e11

C03: CRM Master and Transaction Data Replication

The building block CRM Master and Transaction Data Replication contains

the configuration steps that are essential to perform the necessary activities to

replicate data from the ERP system to the CRM system and vice versa. This

building block is a prerequisite for the installation of all CRM scenarios

delivered by SAP Best Practices for CRM. This building block is not required

if you run CRM in a standalone mode, that is without an ERP back-end

system.

Function List


Business partner replication ERP → CRM

Contact person replication ERP → CRM

Product replication ERP → CRM

Condition replication ERP → CRM



P a g e | 12

Pag

e12

C10: CRM Central Master Data

The building block CRM Central Master Data contains the

configuration steps that are essential to set up the central master data for

the CRM scenarios. Most of the master data is not created directly in the

CRM system but replicated from the ERP system (see building block

CRM Master and Transaction Data Replication).

In addition to this building block, the scenario-specific building blocks

provide master data that is only relevant to the related scenario.

Function List

The following master data is provided with this building block:

Business Partner Relationships

Competitors

Conditions



P a g e | 13

Pag

e13

C09: CRM Central Master Data (Standalone)

The building block CRM Central Master Data Standalone contains the

configuration steps that are essential to set up the central master data for

the CRM scenarios. Master data that is normally replicated from the

ERP system has to be created directly in the CRM system in case of a

standalone use of CRM.

In addition to this building block the scenario-specific building blocks

provide master data that is only relevant to the related scenario.

Function List

The following master data is provided with this building block:

Customers

Contact persons

Competitors

Products

Conditions


P a g e | 14

Pag

e14

B08: CRM Cross-Topic Functions

The building block CRM Cross-Topic Functions describes the necessary steps for

the installation of additional functions used in different CRM scenarios within SAP

Best Practices for CRM.

Function List


Basic Data - Translation Check

SAP Business Workflow

Alerts

Account Fact Sheet

B08_CRM701_BB_ConfigGuide_EN_XX.doc

Building Blocks -Sap CRM

Documents

Transcript of Building Blocks -Sap CRM