To ensure that you retain an existing customer and maintain an excellent customer relationship, you can define certain actions in the system that need to take place during the contract term. To help the sales representative keep track of the contract, these actions are automatically triggered by the system after certain conditions have been met.
Examples of actions that can take place during different stages of the contract term include:
Periodic follow-up calls to check whether the customer is satisfied with the product or service
Follow-on quotation to be sent to a customer in time before the contract ends
Customer satisfaction survey if the contract expires without renewal, or is cancelled
Actions can either be scheduled to be triggered automatically at certain points, or you can start planned actions manually from the contract.
You can create a set of actions that are valid for a specific contract type or a particular item category.
The system triggers the actions depending on certain conditions, such as:
When a condition has been met (less than 80% of target quantity has been released by 30 days before expiry)
To start on a particular date (call customer every 60 days)
You define actions and action profiles and assign them to the item category or business transaction in Customizing for Customer Relationship Management, by choosing
The system displays the relevant actions in the Scheduled Actions assignment block.
When the condition in the action has been met, the system triggers the action, for example, it creates an appointment for the relevant sales employee. The transactions appear automatically in the sales employee’s list of open documents.
You can also trigger planned actions manually from the Scheduled Actions assignment block.