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 Funds Management for Marketing

 

Technical Data

Technical Name of Business Function

CRM_MKT_FM

Type of Business Function

Industry Business Function

Enterprise Business Function

Available As Of

SAP CRM 7.0

Technical Usage

CRM core

Application Component

Funds Management (CRM-FM), Marketing (CRM-MKT)

Directly Dependent Business Function Requiring Activation in Addition

Not relevant

You can use this business function to integrate the campaign management and funds management features in the SAP Customer Relationship Management (SAP CRM) application. This gives you the ability to easily establish and manage your budgets and monitor expenses.

Integration

Prerequisites

You have installed the following components as of the version mentioned:

Type of Component

Component

Is Needed Only for the Following Features

Software Component

BBPCRM 701

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Technical component or business content, e.g. Portal Content

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Features

Centralized Marketing Funds Management

This feature allows you to search for and create funds-related objects.

There is a new funds management work center available in Marketing Professional role. This allows you to search for and create funds related objects.

It is a central point for easy access to all funds-related information.

Expense commitments and settlements tracking

This feature allows you to track the marketing dollar commitments and actual expenses coming from campaign activities.

The following functions are now available:

  • New value category for commitments in fund OVP

  • New mapping of ERP cost elements to CRM expense types

You can now easily monitor commitments and actuals through the funds checkbook.

Integration of Campaigns with Funds Management

This feature allows you to integrate campaigns with the funds management application.

The following functions are now available:

  • New field for selecting a funds plan and new assignment blocks for displaying funds and fund usages on campaign OVP

  • New fields in planning area for adding funds and their respective percentage cost allocation

  • New button to run fund availability check

  • New search criteria in fund-related searches

  • New marketing fund attributes available in fund and fund determination

  • Option to select multiple spends in planning area