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

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Presentation Transcript
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


Diagram Connection



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