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Lead Creation in offline in SAP CRM

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Our field sales/ marketing team normally collect lead information and enter in their mobile devices and laptops in the offline in the field as part of their routine activity .

After connecting to company’s network through VPN , CRM system should pull saved lead information from users’ laptop or mobile device and create lead without users intervention.

However, we are not using any CRM mobile application module to sync data to CRM at this time. We should able fulfill this requirement without CRM mobile application module.

Can I request you to mention your thought on this ? is it possible to achieve it ?. Thanks in advance.

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3 Answers

  • Best Answer
    Posted on Jun 10, 2016 at 01:07 PM

    Hello,

    frankly said, I'm not aware of any offline approach like that. What I can think of is to map the collected data in a format that can later be uploaded using External List Management. You need to provide the data in CSV format, following the rules of a certain mapping format. Then you can upload the same.

    For further information about External List Management please refer to the SCN Wiki:

    External List Management - CRM - SCN Wiki

    best regards,

    Johannes

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  • author's profile photo Former Member
    Former Member
    Posted on Jul 01, 2016 at 05:31 AM

    HI,

    We had a similar requirement to create prospects in the CRM system. Here we have created a custom program which picks the customer details from a csv file placed on the CRM server automatically in a batch mode and creates them in the CRM system.

    Integration has been done with the 3rd party which places the file on CRM server.

    In your case if there is a backend user like admin who monitors CRM activities, then the files can be mailed by the FE users to admin who can then execute these files.

    Thanks,

    Apoorv Dhawan

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  • author's profile photo Former Member
    Former Member
    Posted on Jun 16, 2016 at 09:39 AM

    Hi Rusheek,

    how is the field agent collecting the Lead information and entering the data right now?

    As he/she has to be connected to the Internet or the local Server in order to connect to the SAP Software the agent has to use some sort of third party tool?

    Regards,

    Markus

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    • Former Member Rusheek S

      Hello,

      from my experience it is possible to program third party tools which hold a local database on the device. Once the device is connected to the internet, those tables get extracted onto the online database tables.

      I don't think there is any SAP solution available for this, but roughly said, it would be possible to identify the affected tables during the Lead creation and program a small Web Application which gets installed on every Sales employee's device and perform this operations.

      Regards,

      Markus

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