Sales activity

[Former Member]

Hi,

Can any body tell whether Sales activity comes under SD or CRM. If under SD , where it is useful

Thanks & Regards

Siva Narayana.B

[Former Member · Accepted solution]

refer link below it may helps

<a href="http://help.sap.com/saphelp_47x200/helpdata/en/93/743661546011d1a7020000e829fd11/frameset.htm">SALES ACTIVITY</a>

Sales Activities Locate the document in its SAP Library structure

Purpose

You can record every contact you have with a customer as a sales activity. The data you store and accumulate in the system becomes a valuable source of sales information and can be shared and accessed by other authorized sales personnel.

Example

A sales office wants to make follow-up telephone calls to a list of customers who recently received a direct mailing. Each salesperson in the office can create an individual work list of the customers to be called. He or she can branch directly from the work list to the screen where he or she records information about the telephone call.

In addition, the screen can display sales support information, such as a telephone script. If the customer wants to place an order immediately, the salesperson can branch directly to the order entry screens.

If the salesperson requires background information on the customer, such as payment terms, he or she can display the sales summary directly in the sales activity to review this information. He or she can also branch to the Structure link optical archive to gain more specific information from scanned documents, such as customer inquiries and requests which relate to the activity.

Features

You can set up a personal working environment for any sales employee in the sales activity transaction. This includes lists of documents, customers and appointments for each user.

There is one, transparent, screen for entering or reviewing the three activity types (sales calls, telephone calls, and sales letters):

This graphic is explained in the accompanying text

When you call up the sales activity transaction, the system assembles a personal worklist which includes:

• All sales activities that are referenced with your name

• All customers who have been assigned your personnel number in the customer master

• All appointments in your R/3 System calendar

In the header, you enter or view details on the activity, contact persons, and follow-up actions. The overview contains general data such as the description, information on partners, texts, and a sales summary.

Leaving content frame

[Former Member]

Hi,

It comes under R/3 SD. The sales activity is used for capturing more details and interests about a particular customer. This kind of an activity is done in a business which requires lot of customer attention ( SAP IS retail), SAP Automobile and many other sectors which work on retail mode.

The details captured as part of the sales activities ( telecalling, tradeshows, cold calling etc) are used in CRM for understanding the customer better. The R/3 SD is interfaced with CRM to get more details about a customer and do a better reporting on any of the customer details. CRM it would be used for reporting purpose by getting the data from R/3 SD.

Hope it helps.

[Former Member]

Dear Siva,

Sales Activity comes in CRM, before getting Inquiry from the customer there will be lot of visits, phone calls, fax and e-mails to the customers, with Activities you can maintain all the details during your visit or communication and evaluate how much time you spent with the customer, apart from this there are lot more functonalities in Activities, please follow the link to get insight about activities...

<a href="http://help.sap.com/saphelp_crm50/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm">http://help.sap.com/saphelp_crm50/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm</a>

Regards

Milan

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