Field Campaign Management with Mobile Sales 
Purpose
This business scenario outlines activities that support an office-based campaign manager and a field sales representative in marketing activities, such as product launches and marketing campaigns.
The campaign manager creates a campaign and assigns the appropriate attributes to it, such as its products, objectives, and validity dates. The campaign manager also creates or assigns a target group with target customers, using sophisticated segmentation methods. Once this basic information has been assigned to the campaign, the manager begins planning for the costs and budget of the campaign, as well as how the campaign’s success will be measured. The campaign manager plans and generates the activities that define how the campaign is carried out. For example, he or she can generate a mail-merge file from the target group. This mail merge can be used to send invitations by e-mail or in printed form.
After the activities of the campaign have been generated, these activities are automatically sent to the field sales team representatives who interact with the customers. The field sales representatives then carry out the activities of the campaign, for example, contacting all customers who have received invitations. An outcome analysis measures the results of the campaign.
Prerequisites
Business Partners |
SAP Application Component |
Configuration |
Provider |
SAP CRM Mobile Sales as of Release 4.0 with Support Package 06 SAP CRM as of Release 4.0 with Support Package 06 SAP BW as of Release 3.5.2 |
Use SAP Solution Manager.
|
As of SAP BW 3.5.2, it is no longer necessary to install SAP SEM with SAP BW. SAP BW 3.5.2 includes the functions found in SAP SEM 3.5. This means that you can now perform configuration activities in BW-BPS that were done in SEM-BPS in previous releases. If you are using a version of BW prior to Release 3.5.2, then you will also need to use SAP SEM as of Release 3.5.
Process Flow
There are two variants described in this scenario. Each is an example of the way in which you can use campaign management.
Field Campaign Management with Campaign Creation in Mobile Sales
This variant describes how campaigns are created by field sales representatives working offline and are carried out in the field. In this variant, the business processes run as follows:
...
1. Campaign Preparation with Mobile Sales
2. Campaign Planning with Mobile Sales
3. Campaign Execution with Mobile Sales
4. Campaign Monitoring and Success Analysis
5. Replicating SAP BW Analysis to Mobile Client
6. Analyzing Local Data with Mobile Client
Field Campaign Management with Campaign Execution in Mobile Sales
This variant describes how campaigns are created and carried out in CRM Enterprise. In this variant, the business processes run as follows:
...
4. Campaign Execution with Mobile Sales
5. Campaign Monitoring and Success Analysis