Partner Channel Management > Channel Sales > Accounts & Contact Management

Accounts & Contact Management

Main Process

 

 

 

See also

 

Incorporates end-customer account information and interaction history into channel sales processes. Lets both partners and brand owners see customer account information and business activities. Provides a key capability.

 


The following business goals and objectives can be achieved through the implementation of these processes:


Business Processes

Search & ListSAP Component or Feature Available

Allows partners to access end customer accounts they have a relationship with, search it by using quick or advanced search capabilities, print it, and access all related information for a specific account.

This process is supported by the following SAP and/or partner offerings

  • SAP Sales Management (SAP CRM)

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    Account ManagementSAP Component or Feature Available
    Allows partners to view, create and manage their end customer accounts. Both channel partners and the brand owner’s internal sales can access and maintain online the same account information such as address data, communication data and marketing attributes.

    This process is supported by the following SAP and/or partner offerings

  • SAP Sales Management (SAP CRM)

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    Contract ProcessingSAP Component or Feature Available

    Allows partners to view, create and manage end-customer account contacts. Partners can maintain details of a contact person, communication data, marketing attributes, attachments and notes, and contact person relationships for their end customer accounts.

     

     

    This process is supported by the following SAP and/or partner offerings

  • SAP Sales Management (SAP CRM)

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    Follow-up ProcessingSAP Component or Feature Available
    Enables partners to easily create follow-up transactions without the need to re-enter contact information. To streamline the handling of accounts and follow-up processes, partners can e.g. create orders, leads, activities and opportunities directly from their end customer accounts.

    This process is supported by the following SAP and/or partner offerings

  • SAP Marketing (SAP CRM)
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Interaction HistorySAP Component or Feature Available

    Gives partners visibility to all interactions they undertake with an account (e.g., activities, leads, quotations, and sales orders, etc.) helping them to understand the status and specific situation with that account.

    This process is supported by the following SAP and/or partner offerings

  • SAP Marketing (SAP CRM)
  • SAP Sales Management (SAP CRM)
  • SAP Service Management (SAP CRM)

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    Customer AnalysisSAP Component or Feature Available

    Allows monitoring of overall number of accounts, as well as accounts per channel partner. Channel Partners are able to monitor their companies' accounts. Supports display of accounts per region.

    This process is supported by the following SAP and/or partner offerings

  • SAP Marketing (SAP CRM)
  • SAP Sales Management (SAP CRM)

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    SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus
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