Account and contact management
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Account and Contact Management. SAP Best Practices. Purpose, Benefits, and Key Process Steps. Purpose

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Account and Contact Management

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Account and contact management

Account and Contact Management

SAP Best Practices


Purpose benefits and key process steps

Purpose, Benefits, and Key Process Steps

  • Purpose

    • The Account and Contact Management scenario supports the sales process and shows you how to create and change accounts and contacts. It also displays the available options as well as the different functions that can be used.

  • Benefits

    • Clearly arranged overview pages with all relevant information at a glance

    • Easy to use

    • Functions and features tailored to a specific user role

    • Allows immediate action based upon comprehensive and up-to-date information

    • 360-degree view of customers and prospects with Account Fact Sheet

  • Key Process Steps

    • Account planning

    • Account and contact creation

    • Activity processing

    • Changing accounts

    • Account Buying Center

    • Merging accounts

    • Assign account to hierarchy

    • Account Fact Sheet


  • Required sap applications and company roles

    Required SAP Applications and Company Roles

    • Required SAP Applications

      • SAP CRM 7.0, EHP1

  • Company Roles

    • Sales Manager

    • Sales Employee


  • Process flow diagram

    Process Flow Diagram

    Account and Contact Management

    Sales Manager

    Merge accounts

    Createa task

    Sales Employee

    Check task

    Create new account and contact

    Create task for account

    Change account

    Monitor accounts

    Sales Employee

    Account Fact Sheet

    Assign account to hierarchy


    Legend

    Diagram Connection

    Legend

    <Function>

    Hardcopy / Document

    External to SAP

    Financial Actuals

    Business Activity / Event

    Budget Planning

    Unit Process

    Manual Process

    Process Reference

    Existing Version / Data

    Sub-Process Reference

    Process Decision

    System Pass/Fail Decision


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