I work in the Information Technology department for a company in the financial service arena. My personal professional background is more of a SQL, IIS, and application support angle. My coworker that spearheaded the purchasing SAP CRM just left the company, now I'm being asked to take over, and I know next to nothing about SAP.
Our company does Estate planning, asset management, home/auto insurance, tax returns, financial planning, etc. We have lawyers, salespeople, cold callers/telemarketers (that call prospective clients) in our company. Our database holds valuable client information (obviously).
I'm being asked to figure out how to optimize our usage of SAP CRM to make the business more efficient and effective by the big wigs of the company, and I have a meeting with them on Monday (3 days from now) where I'm to share some thoughts on how to get this accomplished.
I have a technical background, so I'll figure out how to implement the strategy, however, I was wondering if you could recommend some best practices (other than me getting trained or philosophies using SAP CRM that I can mention in my meeting on Monday.
Once again, I'm not asked to be an expert, just to talk about some reporting and other concepts and features we can leverage to increase the efficiency and productivity of our business.
I've been reading through the CRM documentation on the SAP website, so I've been starting there.
Any useful insights you can provide are greatly appreciated. Thanks in advance!
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