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Activity Management

Activity Management. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose

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Activity Management

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  1. Activity Management SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • Activity Management supports the sales and service process across all phases and provides information about all activities carried out to serve the customer.This scenario supports a sales process with various types of activities and tasks. • Benefits • Complete interaction history for Customer • Complete integration with all CRM processes • Evaluation and management of activities and relationships • Effective tasks and time management • CRM calendar integration • Prioritization of dates and tasks • Team selling supported • Key Process Steps • Incoming call and follow-up visit • Preparing visit • Customer visit • Visit report • Activity monitor • Opportunity

  3. Required SAP Applications and Company Roles • Required SAP Applications • SAP CRM 7.0, EHP1 • Company Roles • Sales Employee

  4. Process Flow Diagram Activity Management Start Customer call Sales Employee Prepare visit Completea task Addvisit details Outgoing call Create opportunity Sales Manager Monitor activities* • Optional: Requires implementation of CRM Reporting; • see Business Process Documentation for Scenario CR2.

  5. Diagram Connection Legend <Function> Hardcopy / Document External to SAP Financial Actuals Business Activity / Event Budget Planning Unit Process Manual Process Process Reference Existing Version / Data Sub-Process Reference Process Decision System Pass/Fail Decision

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