Skip to Content

How to search always for the right accounts as an account manager or sales manager?

As an account manager you are usually interested only in the accounts you are responsible for, and the ones that are active accounts.

As a sales manager you deal with the accounts your team is responsible for.

Anyway most users have very typical ways how they search in SAP CRM for what they are responsible for, for example their activities, their leads or their opportunities. Usually they create several “saved searches” and use them. Only in exceptional cases they search differently or more specifically.

With CRM 7.0 EHP3 you can create better “saved searches” to search for the right accounts as an account manager or sales manager.

As an account manager create a saved search as follows:

  • Define “employee responsible ID” as your ID
  • Select “Account Status”, which is a new search criterion with EHP3, as “Active”, and use it for your saved search
  • If needed use some more search criteria for your saved search

Using this saved search will provide you with the active accounts you are responsible for, not more.

The advantage of this new search criterion “Account Status” is that all criteria that define an account as active can be defined in Customizing. Example: If an account is “to be archived” or “blocked” it is not an active account.

You don’t need to use several search criteria anymore but only one.

Note: The same kind of Customizing is also available to simplify the search for active contacts.

As a sales manager create a saved search as follows:

  • Select “Account Status” as “Active”, and use it for your saved search
  • Select “Sales Organization”, and if needed also “Distribution Channel” and “Division”, and use it for your saved search with the right values; for example the sales organization you are responsible for

With EHP3 these three search criteria “Sales Organization”, “Distribution Channel” and “Divsion” are available.

  • If needed use some more search criteria for your saved search

Using these kind of saved searches results in getting always search results that are NOT spread with irrelevant data.

Instead you always get the accounts you need to take care of.

This can help you to scan the data more easily and to focus immediately on the business task that you want to accomplish.

Be the first to leave a comment
You must be Logged on to comment or reply to a post.