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Methodex Course content
CRM Overview

       Accounting management (business partner)
       Organization management
       Territory management
       Product master
       Transactional processing
       Item category
       Activity management
       Partner processing
       Status profile
       Actions
       Pricing fundamental
       Crm billing

CRM 2007 web UI Configuration :

       Interface overview
       Business role
       Navigation bar profile
       Logical links
       Layout profile
       Technical profile
       Component workbench
       Application enhancement tool
           a. Modify/configure the existing screens
           b. Add new fields

Marketing :

       Introduction
       Marketing planning and campaign management
       Surveys
       Campaign automation fundamentals
       Marketing calendar
       Marketing analysis
       Personalized mail form
       Create data storage and attributes
       Segmentation using graphical modeler
       Product proposal
       External list management
Lead management

Trade promotion management overview :

          Integration with other modules
          Functionality of trade promotions

Sales :

          The sale cycle
          Opportunity management
          Coping controls
          Process in quotation and order management
          Quotation management
          Order management
          Special functions in quotation and order management
          Visit planning
          Contract management

Services :

          Overview of CRM services
          Install base management and individual objects
          Service agreements and service contracts
          Service plan
          Service order management
          Product service letters
          Complaints and returns management
          Warranty
          Case management

IC Web client :

          Interaction center overview
          IC webclient function
          Communication architecture
          Creating IC business role
          Configuring profiles of IC business role
          Account identification profile
          Agent inbox setting
          Alert modeling
          Scripting
          Category modeler

CRM middleware:
CRM middleware overview
Concepts of middleware
Administration console
Adapter objects
Bdocs
Data exchange between R/3 back ends
Monitoring and error handling

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Crm methodex

  • 1. Methodex Course content CRM Overview Accounting management (business partner) Organization management Territory management Product master Transactional processing Item category Activity management Partner processing Status profile Actions Pricing fundamental Crm billing CRM 2007 web UI Configuration : Interface overview Business role Navigation bar profile Logical links Layout profile Technical profile Component workbench Application enhancement tool a. Modify/configure the existing screens b. Add new fields Marketing : Introduction Marketing planning and campaign management Surveys Campaign automation fundamentals Marketing calendar Marketing analysis Personalized mail form Create data storage and attributes Segmentation using graphical modeler Product proposal External list management
  • 2. Lead management Trade promotion management overview : Integration with other modules Functionality of trade promotions Sales : The sale cycle Opportunity management Coping controls Process in quotation and order management Quotation management Order management Special functions in quotation and order management Visit planning Contract management Services : Overview of CRM services Install base management and individual objects Service agreements and service contracts Service plan Service order management Product service letters Complaints and returns management Warranty Case management IC Web client : Interaction center overview IC webclient function Communication architecture Creating IC business role Configuring profiles of IC business role Account identification profile Agent inbox setting Alert modeling Scripting Category modeler CRM middleware:
  • 3. CRM middleware overview Concepts of middleware Administration console Adapter objects Bdocs Data exchange between R/3 back ends Monitoring and error handling