Preconfigured scenarios are like business scenarios templates for key areas of CRM – Marketing, Sales, Service and Analytics. These scenarios illustrate the typical business process in each area. Some of the Preconfigured scenarios are:
For details and downloads goto – http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm. Choose the Preconfigured scenarios under Business Information on the left menu
Sales
The Activity Management scenario supports the sales and service process in all phases and provides information about all activities carried out to serve the customer. The purpose of this document is to describe an activity management scenario that supports a sales process with various types of activities and tasks.
C66 – Account & Contact Management
The Account and Contact Management scenario supports the sales process and shows how to create and change accounts and contacts, what options are available and which functions can be used.
The Opportunity Management scenario creates a framework for pursuing sales projects from the start, and as they progress, and provides the basis for a target-oriented analysis and optimization of your sales processes.
C67 – Pipeline Performance Management
The Pipeline Performance Management scenario helps sales managers and sales representatives to analyze their sales pipeline, to identify gaps and critical opportunities. It also helps to identify and monitor opportunity changes in the pipeline. In addition, the sales managers and sales representatives can simulate what-if scenarios and immediately trigger the right actions to resolve issues and meet their targets.
The Territory Management scenario enables you to structure and organize your territories according to criteria of your choice. You do this using the territory hierarchy.
C82 – Interaction Center Sales
The scenario shows how the agent processes a call list as a basis for outbound phone calls to selected customers in order to offer them certain products. During the conversation the agent is guided by an interactive script.
The whole scenario takes place in the Web-based environment for the Interaction Center.
C39 – Lean Campaign Management
The Lean Campaign Management scenario describes the planning, execution and analysis of a marketing campaign, for example in connection with a product presentation event.
C69 – Service Order Management
The process starts with the creation and printout of a service quotation and goes on with the appropriate service request related steps like creation, planning and dispatching, confirmation, completion, billing (via ERP backend system), invoice printout, and service evaluation.
C38 – Complaints and Returns Management
The SAP Best Practices scenario Complaints and Returns Management illustrates the entire process flow from creation of a customer’s complaint in the system, inbound delivery of a defective product to the creation of a credit memo for the customer.