Campaign Planning with Mobile Sales 

Purpose

You can use this business process to analyze your historic sales data in relation to your annual sales targets and plan for the campaign’s possible outcome. In Mobile Sales, you can work with campaign and planning data offline, while you are in the field. This gives you flexibility and control over your planning activities. You can also advance the campaign towards its execution by planning and generating the activities that define how the campaign is to be carried out in the field. 

Prerequisites

You need to make all the customizing settings for offline key figure planning. For detailed instructions on how to configure these Mobile-specific customizing settings, see the documentation available in the Solution Manager for the business scenario Field Campaign Management with Mobile Sales.

Process Flow

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       1.      System creates snapshot of plan data (SAP BW)

Annual sales targets are set by the company headquarters of the provider. 

       2.      System replicates data (CRM Server)

The planned sales targets and historic data are replicated to SAP CRM Enterprise, where you can work with them online. For more information on key figure planning in SAP CRM Enterprise, see Key Figure Planning in the Marketing Planner.

       3.      Synchronize data (SAP CRM Mobile Sales)

By synchronizing your laptop with the server, you load campaign-related data, including sales targets and planning figures, from SAP CRM Enterprise so that you can perform sales planning offline. For information on synchronizing your data, see Options for Server Synchronization.

       4.      Plan allocations (CRM Mobile)

You allocate promotional goods to the members of the campaign’s target group. For more information, see Allocation Planning.

       5.      Generate allocations (CRM Mobile)

You generate allocations. For more information, see Allocation Maintenance.

       6.      Plan costs and budget (CRM Mobile)

In offline planning, you plan for the costs and budget of the campaign. For more information, see Planning in Mobile Sales for Campaigns and Trade Promotions and Cost Planning in Mobile Sales.

       7.      Plan key success figures (CRM Mobile)

You plan the key performance indicators by which the campaign’s success will be measured. For more information, see Success Key Measure Planning in Mobile Sales.

       8.      Create activity templates (CRM Mobile)

Additionally, you plan the activities of the campaign by creating activity templates so that activities can be mass generated for the campaign’s target group members. For more information, see Activity Template for Mass Generation.

       9.      Define activity generation rules (CRM Mobile)

Define activity generation rules, including how the system will assign the person responsible for the performing the activity. For more information, see Determination of Persons Responsible.

   10.      Generate activities (CRM Mobile)

You mass generate the activities for the members of the target group. For more information, see Processing Mass Generated Activities.

   11.      Synchronize data (CRM Mobile)

To load your planning data to SAP CRM Enterprise, synchronize the mobile client with the server. This also makes information available to sales team members regarding the campaign’s allocations and mass-generated activities. For information on synchronizing your data, see Options for Server Synchronization.

   12.      System replicates data (CRM Server)

   13.      System receives plan data (SAP BW)

 

See also:

For information on additional steps for campaign planning after you have synchronized your data, see the CRM Enterprise business process Campaign Planning.