Did you know that in SAP CRM 7.0, a front-office user like a sales rep can create ERP quotes, ERP sales orders and ERP quantity contracts directly in the CRM WebClient UI – monitoring the full sales cycle from lead to cash from CRM?
The CRM WebClient UI for ERP Sales Transactions is designed for customer facing, front-office users rather than back-office power users.
The primary steps of these key transactional business processes are available in the CRM WebClient User Interface where the screens are simplified and follow terminology aligned with the SAP CRM solution. The ERP transactions can be rolled out to thousands of front office users to handle standard cases, such as: self service, order status check, order entry.
Note: Sophisticated, non-standard cases will continue to require use of SAP GUI ERP. And ERP 6.0 EhP4 is required to take advantage of these new capabilities.
Business processes can be configured across CRM and ERP systems in a flexible way from an opportunity, you can configure which follow-up transactions in ERP can take place and which type shall be used. The document flow links the two documents across CRM and ERP in this scenario.
You can track ERP Quotation and Sales Order information from the CRM Opportunity and, inversely, you can track CRM Opportunity information from ERP Quotations and Sales Orders.
To ensure order accuracy while improving average deal sizes, value add CRM Sales Tools are integrated in the ERP quote and sales order business flow:
· product proposals
· campaign-based product suggestions
CRM listings and ERP historical orders are all available as product selection mechanisms to increase deal sizes. Additionally, the CRM Catalog allows sales reps to search and browse for products and select them in the ERP Quotation and ERP Sales Order.
Configured products are supported and require IPC installation.
Extensibility is supported with customer fields in ERP sales transactions (header and item level) and BADIs (without pop-ups).
Last but not least, you can configure the new ERP transaction screens in CRM Web UI with the CRM UI configuration tool.
The SAP CRM 7.0 release, provides a new set of capabilities that enable SAP CRM and ERP customers to better leverage value add CRM capabilities with existing investments for optimized end-end processes.