1. How does SAP CRM support the sales process?
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SAP CRM supports sales activities such as lead management, opportunity tracking, quotation processing, order handling, partner determination, and customer interaction tracking throughout the sales cycle.
2. What is a lead in SAP CRM?
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A lead represents a potential business opportunity or prospective customer. It can be captured, qualified, assigned, and converted into a subsequent sales activity or opportunity based on business requirements.
3. How is an opportunity different from a lead?
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A lead generally represents an initial prospect or business interest, while an opportunity represents a more qualified potential sales deal that can be tracked through different stages of the sales process.
4. What is Account Management in SAP CRM?
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Account Management provides a centralized view of customer or business-partner information, interactions, relationships, activities, and relevant transactions to support customer-facing business processes.
5. How does SAP CRM handle customer interactions?
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Customer interactions can be recorded through activities such as calls, emails, meetings, tasks, and service-related communications. These records help users maintain a history of customer engagement.
6. What is an interaction record in SAP CRM?
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An interaction record captures communication or contact between a customer and an organisation. It can contain details about the customer, communication channel, subject, outcome, and follow-up requirements.
7. What is the role of partner functions in CRM transactions?
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Partner functions identify the business parties participating in a transaction. Depending on the process, they can represent roles such as customer, contact person, employee responsible, or other relevant business partners.
8. How do you configure a CRM transaction type?
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Transaction-type configuration defines how a CRM business document behaves, including relevant item categories, partner determination, status management, action profiles, and other process-specific settings.
9. What is status management in SAP CRM?
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Status management controls the different stages through which a CRM transaction can progress. It helps determine which business activities are allowed at particular stages of a document's lifecycle.
10. How would you troubleshoot an SAP CRM sales transaction issue?
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Review the transaction type, partner data, organisational assignments, product information, pricing configuration, status, actions, and relevant application messages. The exact investigation depends on where the transaction processing fails.