Understand SAP CRM 7.2 in SAP Netweaver for Businesses

Log into the SAP CRM 7.2 system by entering user credentials and selecting language. Explore role-based business rules by navigating tabs for service agent, marketing pro, salesperson, and service professional.

Master navigation and personalization of the SAP CRM 7.2 web client UI, adjusting skins, layouts, shortcuts, and favorite and web links to tailor the sales professional workflow.

Learn to search and display client accounts in SAP CRM 7.2 on SAP NetWeaver, customize megastore views, assign responsible employees, manage communications, add notes, and save searches.

Create and launch a product promotion campaign as a marketing professional, defining target groups and email forms, releasing, starting, and approving the campaign with business intelligence and ERP integration.

Create and route leads through the channel manager to partners, managing partner relationships and configuring leads with products and quantities in SAP CRM 7.2.

Forward a created lead to channel partner by choosing the distribute option, selecting channel partner and employee responsible, and dispatching the lead within the SAP CRM channel manager role.

Learn how a sales professional creates opportunities, develops proposals, generates quotations, and converts them into sales orders within SAP CRM 7.2 in SAP NetWeaver, including lead and partner manager roles.

Process customer calls with the interaction center web client to generate service requests linked to conversations, using the knowledge search to find solutions and log interactions for future reference.

Create a new customer segment for a marketing campaign in SAP CRM 7.2 on SAP NetWeaver, define its target group, and launch the campaign as a marketing professional.

Create and configure a product promotion campaign for a specific customer segment in SAP CRM 7.2, assigning responsibility, language, and priority, then release, start, and approve the campaign workflow.

Create a new employee in the SAP CRM system, assign a user login and organizational unit, and generate reports via interactive reports linked to the unit.

Assign an employee to a partner and define the partner function in SAP CRM 7.2; connect the employee to the US sales west organizational unit as a sales representative.

Learn to generate interactive reports in SAP CRM 7.2 on SAP NetWeaver, focusing on opportunities—open and closed—using charts, criteria, saving views, and exporting to Excel.