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Account and Contact Management

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

thomas-heath
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Account and Contact Management

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  1. Account and Contact Management SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • The Account and Contact Management scenario supports the sales process and shows you how to create and change accounts and contacts. It also displays the available options as well as the different functions that can be used. • Benefits • Clearly arranged overview pages with all relevant information at a glance • Easy to use • Functions and features tailored to a specific user role • Allows immediate action based upon comprehensive and up-to-date information • 360-degree view of customers and prospects with Account Fact Sheet • Key Process Steps • Account planning • Account and contact creation • Activity processing • Changing accounts • Account Buying Center • Merging accounts • Assign account to hierarchy • Account Fact Sheet

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

  4. Process Flow Diagram Account and Contact Management Sales Manager Merge accounts Createa task Sales Employee Check task Create new account and contact Create task for account Change account Monitor accounts Sales Employee Account Fact Sheet Assign account to hierarchy

  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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