Sales Activities 

Purpose

You can record every contact you have with a customer as a sales activity. The data you store and accumulate in the system becomes a valuable source of sales information and can be shared and accessed by other authorized sales personnel.

A sales office wants to make follow-up telephone calls to a list of customers who recently received a direct mailing. Each salesperson in the office can create an individual work list of the customers to be called. He or she can branch directly from the work list to the screen where he or she records information about the telephone call.

In addition, the screen can display sales support information, such as a telephone script. If the customer wants to place an order immediately, the salesperson can branch directly to the order entry screens.

If the salesperson requires background information on the customer, such as payment terms, he or she can display the sales summary directly in the sales activity to review this information. He or she can also branch to the optical archive to gain more specific information from scanned documents, such as customer inquiries and requests which relate to the activity.

Features

You can set up a personal working environment for any sales employee in the sales activity transaction. This includes lists of documents, customers and appointments for each user.

There is one, transparent, screen for entering or reviewing the three activity types (sales calls, telephone calls, and sales letters):

When you call up the sales activity transaction, the system assembles a personal worklist which includes:

·         All sales activities that are referenced with your name

·         All customers who have been assigned your personnel number in the customer master

·         All appointments in your SAP System calendar

In the header, you enter or view details on the activity, contact persons, and follow-up actions. The overview contains general data such as the description, information on partners, texts, and a sales summary.