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author's profile photo Former Member
Former Member

Need info on implimentation steps

Hi

I have already set up connectivity from ECC6 to CRM 5.0 and replicated materials,Customers,and Sales areas.

Now iam suppose to start other configuring and customization activities for Marketing,Sales and Service scenarios with telesales(webclient).

Please guied/inform me step by step what are all configuration and customization activities(pre requisites) i have to set up to run the above scenarios.for example setup transction types,etc..

early response would be rewarded

Regards

Vikram

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  • Best Answer
    author's profile photo Former Member
    Former Member
    Posted on Sep 12, 2007 at 11:47 AM

    Hi Vikram,

    Please refer the Best Practices documents for your requirements.

    http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/html/BBlibrary.htm

    Best Regards,

    Johnny.

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  • author's profile photo Former Member
    Former Member
    Posted on Sep 12, 2007 at 11:29 AM

    Hi Vikram,

    1)Make settings for Lead creation, Qualification by questionanaire,

    workflows for automatic opportunity creation,Pre-defined evaluation reports for leads.

    2)Make the necessary settings for Customer segmentation,Marketing Calender,Campaign Execution,Personalized Mails,ELM, Campaign Analysis.

    3)Setting for Tasks and Business Activities,Pat determination,Org Determination,

    Followup documents,Calender Maintenence, Groupware integration ect.

    4)In oppty Mgt setting for Sales Cycle,Sales Assistant,Buying center Lead to oppty workflow etc..

    reward with points.

    regards,

    Muralidhar Prasad.C

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