CRM Enterprise

Enterprise Sales
_ Sales Planning and Forecasting
Enterprise Service and Analytics
Enterprise Marketing
_ Product Proposals
_ External List Management
Field Applications
Mobile Sales
Mobile Service
Mobile Client Synchronization
Mobile Sales and Service for Handheld Using CRM 4.0
E-Commerce
E-Service
SAP Internet Sales
Selling Via eBay
Interaction Center
Interaction Center WinClient
Interaction Center WebClient
E-Mail Response Management System
Interaction Center Manager
Interaction Center: Workforce Management Services
Channel Management
Channel Sales Management for High Tech
Contracts and Chargeback for Pharmaceutical

Authorization
Object
Field Value Description
CRM_ACT ACTVT Business Object Activity
CRM_CO_PU ACTVT Business Object Purchase contract
CRM_CO_SC ACTVT Business Object Sales contract
CRM_OPP ACTVT Business Object Opportunity
CRM_LEAD ACTVT Business Object Lead
CRM_CMP ACTVT Business Object Complaint
CRM_CO_SA ACTVT Business Object Financing contract
CRM_ORD_LP CHECK_LEV (scope of processed objects)
PR_TYPE
(transaction type)
ACTVT
Visibility in
organization model
CRM_ORD_OE SALES_ORG (sales organization)
SERVICE_OR
(service organization)
DIS_CHANNE
(distribution channel)
SALES_ORG (sales
office)
SALES_GROU
(sales group)
ACTVT
Allowed
organizational units
CRM_ORD_PC ACTVT
PR_TYPE
Credit Card
Processing
CRM_ORD_OP PARTN_FCT (partner
function)
PARTN_FCTT
(partner function
category)
ACTVT
Own Documents
CRM_ORD_PR PR_TYPE
(transaction type)
ACTVT
Business transaction
type
CRM_SAO ACTVT Business Object
Sales Order

Enterprise Service and Analytics
Introduction
This key capability enables you to manage the service cycle efficiently and intelligently. It
supports you in the following areas:
Service Planning and Forecasting including prediction and proactive planning of
services and resources, and strategic service planning
Customer Service and Support including contract-, warranty-, and installed base
management, efficient processing of service processes and case management
Resource Planning and Optimization including planning, assignment, and monitoring
of tasks, and resource planning based on availability and qualifications
Service Operations Management supporting the smooth execution of core service
processes with integrated controlling and logistics functionality
Professional Services supporting projects with processes such as opportunity
management, project management, resource planning, and controlling
In each of these areas, Service Analytics functions support you in analyzing the success of
your operations from diverse perspectives.

Enterprise Marketing
Enterprise marketing provides an array of tools and functions to perform marketing related
activities, such as:
Planning campaigns and trade promotions
Creation of target groups
Personalized product recommendations
Complex market analysis
This area explains the security aspects associated with:
External List Management
Product Proposals

Authorizations
The authorization object CRM_PAR manages the authorization requirements for the
maintenance of product association rules (cross-/up-/down-selling). It manages authorization
concerns related to:
Creating new rules
Changing existing rules
Deleting existing rules
Activating existing rules

Segment Builder
Introduction
Business Partner Segmentation provides a range of functions that help you divide up your
customer base according to the marketing activity at hand.
The user of Segment Builder needs extensive authorizations. Please assign only the least.

Authorizations
Authorization Objects
Authorization Object Fields Description
CRM_SEGTYP ACTVT
TYPE_ID
Segment Type
CRM_MGRREP ACTVT
MGR_REPORT
Master Group Generation
Report

Standard Roles
Role Description
SAP_PCC_CAMPAIGN_MANAGER Campaign Manager in the Portal
SAP_PCC_MARKETING_ASSISTANT CRM 5.0 Marketing Assistant

Campaign Management
Campaign Management including Campaign Automation integrates several functionalities like
key figure planning, email, surveys, multiple link-tracking etc. to support marketing modeling
and execution.
They use the SAP Web Application Server and the Business Information Warehouse.
Furthermore, the people-centric UI uses the Enterprise Portal.

CRMD_UI_ROLE_PREPARE for creating Business role for PFCG role.
One PFCG role for Business role. Business role provides access to the required
components of CRM.

UIU_COMP is the required auth object

Direct assignment of the role in SU01 of PFCG roles and Business roles also needs to be
mapped in the Parameters Tab.

Indirect assignment of the roles also can be done in CRM thru OM and report
CRM_UI_PROFILE. Where roles are assigned to the position of the person instead of person.
BP should be mapped to the position PP01

OM in CRM can be done thru PPOMA_CRM

Navigational Bar Profile. Configuration for the Navigational Bar Profile is carried out through
the crmc_ui_nblinks tcode.

A navigational bar profile is assigned to a user via a business role. Customizing for
business roles are carried out through transaction CRMC_UI_PROFILE