Learn Configuration in SAP CRM Sales: A Comprehensive Guide

Learn Configuration in SAP CRM Sales: A Comprehensive Guide

Table of Contents

1 Introduction
1.1. Overview of SAP CRM Sales
1.2. Importance of configuration in SAP CRM Sales
1.3. Target audience and prerequisites

2 Overview of SAP CRM Sales Processes
2.1. Sales cycle in SAP CRM
2.2. Key components of SAP CRM Sales
2.3. Integration with other SAP modules

3 SAP CRM Sales Master Data Configuration
3.1. Business Partner configuration
3.2. Product Master configuration
3.3. Sales Area configuration
3.4. Sales Organization, Distribution Channel, and Division configuration

4 Sales Transactions Configuration
4.1. Sales document types
4.2. Item categories and determination
4.3. Schedule line categories and determination
4.4. Partner determination procedure
4.5. Pricing configuration

5 Sales Activity Management Configuration
5.1. Activity types
5.2. Status profiles
5.3. Activity partners and roles
5.4. Territory management

6 Sales Contract Management Configuration
6.1. Contract types
6.2. Contract release process
6.3. Contract determination
6.4. Billing plan configuration

7 Sales Quotation and Order Management Configuration
7.1. Quotation types and configuration
7.2. Order types and configuration
7.3. Sales document flow and copy control

8 Sales Pipeline and Opportunity Management Configuration
8.1. Opportunity types and stages
8.2. Sales methodology configuration
8.3. Sales planning and forecasting

9 Integration with SAP CRM Service and Marketing
9.1. Service order integration
9.2. Warranty and claims management
9.3. Campaign management and lead generation

10 Reporting and Analytics Configuration
10.1. Interactive reports
10.2. Dashboards and key performance indicators
10.3. Data extraction and integration with SAP BW

11 Tips, Tricks, and Best Practices
11.1. System optimization
11.2. Troubleshooting common configuration issues
11.3. Enhancements and customizations