Field Campaign Management with CRM Mobile
Sales
Purpose
This business scenario outlines activities that support an office-based campaign manager and a field sales representative in marketing activities, such as product launches and marketing campaigns.
The campaign manager creates a campaign and assigns the appropriate attributes to it, such as its products, objectives, and validity dates. The campaign manager also creates or assigns a target group with target customers, using sophisticated segmentation methods. Once this basic information is assigned to the campaign, the manager begins planning for the costs and budget of the campaign, as well as how the campaign’s success must be measured. The campaign manager plans and generates the activities that define how the campaign is carried out. For example, he or she can generate a mail-merge file from the target group. This mail merge can be used to send invitations by e-mail or in printed form.
After the activities of the campaign have been generated, these activities are automatically sent to the field sales representatives who interact with the customers. The field sales representatives then carry out the activities of the campaign, for example, contacting all customers who have received invitations. An outcome analysis measures the results of the campaign.
Prerequisites
You can implement this business scenario with different releases of the relevant application components. However, only certain combinations are valid. For more information, see:
· SAP CRM Master Guide on SAP Service Marketplace at service.sap.com/instguides
· Scenario & Process Component List on SAP Service Marketplace at service.sap.com/scl
Process Flow
The business processes run as follows:
Campaign Planning in CRM...
2. Campaign Planning with CRM Mobile Sales
3. Campaign Execution with CRM Mobile Sales
5. SAP BI Analysis in CRM Mobile Client