Activity Management 

Use

Activity Management is an integral part of Customer Relationship Management (CRM) and administers all activities undertaken by your company's employees. Any data saved in an activity is an important source of information that needs to be accessed by all relevant employees.

It answers day-to-day questions, such as what appointments do I have next week? When can I arrange a visit to Ms. Smith? Who can cover for a sick colleague in external sales? A sales representative can view the outcome of a telephone call made after an initial customer visit, and the sales manager quickly and easily gains an overview of all the activities that have taken place in the department during a certain period of time.

You can use Activity Management in CRM Enterprise, CRM Mobile and Channel Management.

 

Integration

You can use Activity Management at any time during the CRM life cycle. The business activities keep a record of any interaction that has taken place between your company and its customers. On the other hand, the tasks provide a way for your employees to manage their own workload as well as record any private appointments or reminders they may have. Thus, everything undertaken by employees within a department or company can be managed quickly and easily in one transaction.

Activities can be created as subsequent documents for a wide variety of other business transactions, such as opportunities, leads, sales orders, or contracts.

 

If a contract is approaching its expiry date, you can create a telephone call (activity) as a follow-up document to remind the employee responsible to phone the customer and find out whether they would like to renew the contract. The employee responsible receives the activity automatically in their work list and therefore knows that one of his tasks that day is to ring the customer. Before phoning, the employee calls up the business partner cockpit to discover if there is anything particular he needs to know about the customer, such as how many sales orders have been made for the customer, or whether there are any problems, for instance, credit blocks or delivery delays.

Activity Management is integrated with CRM Mobile Sales as well as Microsoft Outlook so that no matter where your employees are, they can always keep track of their appointments and activities.

 

Specifics of SAP Graphical User Interface

The activity also contains a quick link to the business partner cockpit, so that you can access information about customer data and a history of the interaction between you and the customer.

Features

Within Activity Management, your employees can:

·        Create business activities to document any interaction they have with customers

·        Create tasks to manage their own workload (CRM Enterprise and CRM Mobile only)

·        View appointments and activities in the appointment calendar

·        Access the fact sheet for valuable information about business partners (CRM Enterprise only)

·        Access the Business Workplace for using workflow item (SAP Graphical User Interface only)