Campaign Development in CRM 

Purpose

You use this business process to create a campaign in the Marketing Planner and adapt this campaign to meet your needs.

Prerequisites

You have made the following Customizing settings for Marketing Planning and Campaign Management:

●     System Landscape

●     General Settings

●     User Interface Settings

●     Basic Data

●     Key Figure Planning

●     Marketing Calendar

●     Campaign Automation

You have defined business partners

You have defined target groups.

You have installed the JAVA runtime environment on the frontend so that you can use campaign automation. The actual version of the JAVA runtime environment can be downloaded from www.sun.com.

 

 

Process Flow

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       1.      Create campaign collaterals according to execution channel (SAP CRM)
You decide which method you are going to use to carry out a campaign, for example, an e-mail campaign or a telephone campaign. Once this decision has been made, you need to define this method, for example, you can set up a script. This script is then used in the Interaction Center when contacting potential customers.

       2.      Create and maintain campaigns and campaign elements (SAP CRM)
Campaigns and campaign elements are created or copied in the Marketing Planner which can either be accessed directly or via the Marketing Calendar. The Marketing Planner allows you to carry out all of the necessary steps for planning a campaign, right up to the point where you execute the campaign. For example, this is the place where you assign all of the necessary attributes such as target groups, products and so on. This is also the place where you can carry out in-place analysis of your campaign data. You can analyze the budget available for a campaign or the success of your campaign once it has been executed.

       3.      System receives marketing hierarchy and attributes (SAP BI)
All of this information is updated in SAP BI for reporting purposes.

       4.      Model campaign process (SAP CRM)
You can model the campaign process in the Campaign Automation screen.

       5.      Simulate campaign optimization (SAP CRM)
You can simulate campaign optimization by creating decision nodes.

       6.      System provides optimization data (SAP BI)
The simulated data is transferred to SAP BI.

       7.      View marketing activities in Marketing Calendar (SAP CRM)
You can use the Marketing Calendar to get an overview of all your campaigns so that you can see where/if they overlap and from here, you can link your campaign to related promotions. You can also create new campaigns or promotions directly from this screen.