Account Processing in CRM 

Purpose

Accounts in the context of Account and Contact Management can be understood as firms or organizations, but also persons and groups that have a business relationship with your firm as customers or prospects. The terms account and business partner are used synonymously below.

The process provides you with a solution for managing and processing business partners and contact persons. In addition, the integration of business transactions, contacts, marketing attributes and so on provides you with quick access to and easy maintenance of all the information on your business partners or contact persons.

Process Flow

The process consists of several process steps that form a sequence. However it is not absolutely necessary to adhere to this sequence.

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       1.      You (a sales employee) search for an account using certain search criteria. One or more accounts are displayed in the hit list according to the search criteria.

        2.      If the required business partner does not yet exist in the system, you create the master record and maintain the data for the account, for example address, communication data, and data for the contact persons of the account. In the same way, data for existing business partners can be added or changed.

        3.      You require more detailed information on the account in order to prepare for a sales call, for example, and display the detailed data for the account, such as the interaction history, fact sheet, marketing attributes, attachments, business appointments, and so on.

        4.      You phone or fax the account or the contact person at the account.

        5.      In order to conclude your preparations for the sales call, you can use the print function of the Web browser to print information about the account.