Selecting Target Groups (SAP Library - Analytical Applications)

Selecting Target Groups

Use

You can export prospects, prospects and customers or just customers to an external 3^rd party CRM system, as well as to a SAP CRM system, to start a campaign with this target group.

Prerequisites

You have saved one or more query views that represent the target group, see Analyzing Sales Data and D&B Data.

Procedure

To start target group selection, you can use two different procedures.

Alternative 1: You have already saved one or more query views beforehand, or you want to use more than one query view to create a target group.

In the Administrator Workbench, select transaction rsmonitor_db.
Click on the Selection Target Group button.
Choose the query view you want to use.

Alternative 2: You are currently working with the BEx Analyzer and you have saved the query view. In this case, you can start the target group selection directly from the BEx Analyzer.

Use the context menu (right mouse click) to access the report report interface.
Choose Goto and then Target Group Selection (technical name RSCRMBW_TG_GENERATE_DB).
In the dialog box, select the query view that you saved previously.

In the following screen, assign 0DBDUNS_NUM to the field InfoObject External Key.

Depending on the scenario you have chosen (with SAP CRM or without SAP CRM, see Customizing BW for the Usage of the D&B Marketing Universe), you have to fill different fields.

If you are not using a SAP CRM system:

Assign 0CUSTOMER to the field InfoObject Customer.
Give an appropriate name to the target group file.

If you are using a SAP CRM system:

Assign 0BPARTNER to the field InfoObject Customer.
In the Target Group Parameters tab determine your CRM system.
To create a new target group, give an appropriate name to the target group (don't use blanks or special signs). Click on the New button. To save the target group in the CRM system, click on the Save button.
To select an existing target group from the SAP CRM system, press <F4>. You can enhance the existing target group by choosing the appropriate option in the Target group tab, or you can overwrite the existing target group by choosing initial.
Mark Create business partner to create a business partner for a D-U-N-S number in your SAP CRM system if no business partner exists for this D-U-N-S number.

Schedule the target group selection using the Scheduling Options button.
Click on the Generate Target Group Icon.
Using the Monitor button you can check the target group selection process.

Result

Using a 3^rd party CRM System

A flat file is created and saved on the application server in your home directory DIR_HOME. The file name corresponds to the name you specified in step 3. This flat file contains the list of D-U-N-S numbers and, if available, the customer number. This information could be used to create a target group in a 3^rd party CRM system.

Recommendation

Since the address information for some of the prospects is still missing, we recommend that you do not use this flat file, but use the file created with step Selecting Target Groups and Starting the Campaign.

Using a SAP CRM System

The target group with the name specified in step 3 is downloaded to your SAP CRM system. Also, for those prospects where no business partner exists in your SAP CRM, a business partner is created with the available contact details for the D-U-N-S number. For this purpose the D-U-N-S numbers are transmitted to SAP CRM, and SAP CRM checks, whether a business partner already exists for a D-U-N-S number or not. If no business partner exists in SAP CRM, one is created with the D-U-N-S number and the contact details already provided by D&B if

You marked Create business partner in step 3
Address information for this D-U-N-S number is available in your BW system - that is the tactical data flag is set for the D-U-N-S number.

The duplicate check functionality from SAP CRM identifies duplicates and eliminates them. After all necessary business partners have been created, a target group is created with all the business partners according to the given D-U-N-S numbers.

The specified target groups are now available for further processing. However, you should not use the target group for a campaign right now, because only known customers and prospects with address information are included. Prospects for which no address information is available are not included. Therefore you should now proceed with step Requesting Contact Details for Selected Prospects, Importing Requested Contact Details for Prospects, and Selecting Target Groups and Starting the Campaign before you use the target group for further processing.