Pros: SAP CRM is a very robust product and SAP has done well over the past decade to cater to the CRM needs of customers across industries. The best part of SAP CRM is that it not only integrates seamlessly with other SAP softwares but also with various non-SAP softwares providing options to enterprises to keep using certain legacy systems at the same time. CRM solutions in general are very customer centric and SAP has done exceptionally well over the past few releases to come up with advanced features like Social Media Integration to capture market vibe in a more structured and organized fashion. While some of the core CRM modules keep getting better with frequent bug fixes, focus has been on adding new features to cater to industry specific needs. Another important aspect of this software is its ever improving UI. Since CRM 7.0 there has been considerable change in the UI which I should say is extremely friendly now. For customer who want to deploy SAP CRM solution faster, SAP provides them with Rapid Deployment Solution which reduces the implementation time and cost drastically. SAP CRM Best Practices are now successfully used across industries as a proven tool to successfully run business. SAP CRM on HANA platform has made data retrieval a very quick and hassle free affair. SAP also has a great community of developers and professionals who help to share ideas and answer questions when it comes to configuring and customizing their solutions. Another important thing is that for customers who do not want to invest in huge IT infrastructure , SAP CRM comes as an on demand (cloud) solution with most of the features from its on premise version.
Cons: SAP CRM releases newer version at a relatively slower rate than most of its competitors. Configurations in SAP CRM backend still remains pretty complex and require highly skilled and experienced professionals to do so. Though SAP CRM can be used as a standalone product but the usability is drastically reduced when SAP ERP is not implemented. Standalone SAP CRM analytics is very basic in its present form and cannot cater to customer need without complex customization.Lastly, lets face it, SAP solutions are still heavily priced compared to other vendors and quite understandably SAP CRM consultants are pretty expensive to hire.
Recommendations to other buyers: Understanding the enterprise's requirement is a the key for evaluating any ERP based software. Various web based journals are available , most common one being SAP SCN (SAP's official community network),to understand what SAP CRM can and cannot deliver. Always compare it with other vendors in the same field. Enhancements and customization are costly in SAP CRM so understanding what a SAP CRM out of the box solution can deliver is very important. SAP Best Practices are industry proven but that does not mean that it would best suite your business needs in long term. So , it is very important to evaluate how much business process change is your organization willing to do to bring in SAP CRM in your environment.
Skip to end of metadataGo to start of metadataYou can use the SAP Customer Relationship Management (SAP CRM) application to support business processes in the area of loyalty management. These processes include the planning of loyalty programs, management of memberships and loyalty points, processing of member activities, and customer self-service in Web shops.
You can use the objects and functions described here to track customer behavior, to identify which customers are most valuable and take steps to retain them, and to encourage specific customer behavior.
Before starting to use all the Loyalty Management features, the customizing needs to be maintained accordingly.
The path for Loyalty Management can be found under:
SPRO --> CRM --> Marketing --> Loyalty Management
Delonghi pinguino c21 manual woodworkers. A Loyalty Program is an object type which is used for the whole Loyalty Management Business Process. It can be interpreted as a container which includes all Loyalty relevant tasks and objects, such as member activities and point redemption.
The Reward Rule Group consists of all Reward Rules which are executed together during a member activity. Each reward rule group has a purpose, for example, tier change or bonus points.
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Reward Rules are set up rules which are being executed during a certain member activity. If the member activity fulfills the rule condition, the Loyalty Engine executes the maintained action. These actions can be for example:
First a Program Type needs to be defined, which contains all the Loyalty Business Process relevant information.
If the Loyalty Program should contain Tier Levels and Tier Management, first a Tier Profile needs to be created which contains the different Tier Groups.
A Tier profile can contain multiple Tier Groups which finally contains different Tier Levels. A member can be assigned to one Tier Group and change Tier Level inside this particular group, independent of Tiers inside other Tier Groups.
Tier Groups can be set to PUBLIC or PRIVATE. If it is set to public, the Group is visible for all members, if set to private, the group is only available and used for internal purposes.
For the Tier itself, the Date Calculation Procedures has to be defined, whch sets a rule when the Tier expires and the next lower Tier is set.
As for the Tier Profile, Loyalty Points also need a Profile which contains all the needed information. Loyalty Points are used to reward and influence members of the designed Loyalty Program.
For each Point Type a Date Calculation Procedure needs to be defined which handles the expiration date of this specific type. The conversion factor needs to be set up as how this Point Type is beeing converted to other Point Types inside the Loyalty Program.
Further can different Card Types be defined for a Loyalty Program. This card can be set to Default which signifies that this card is already assigned to a certain member inside the Program. Otherwise it can be set to Anonymous, where it be handed out to a anonymous member who collects points and needs to activate the card later. Afterwards the card is assigned to a member account.
You use dynamic attributes to track member behavior in the context of reward rules or your loyalty program, and to trigger actions, for example, to change a member's tier. You can define dynamic attributes for use as counters, or for recording dates or text. Dynamic attributes are a key function in the execution and evaluation of your loyalty program.
For example it is possible to track how many purchases a member has done and reward this member with a certain amount of Points for each or after a particular number of transactions.
Different created Attributes can be assigned to the previous created Loyalty Program. These attributes can later also be set with pre definded possible values for easier selection.
Point Accounts hold all the transaction history for a specific memership. These points can be of different qualification types:
Member Activity functionality tracks all member activities inside a Loyalty Management System. These activities are evaluated against the Reward Rules which execute a certain task, such as gaining points. Furthermore they are also used to analyze and change a possible Tier Level for this member.
For each Activity Category, one or many Activity Types can be added. These Types define what transaction is added to the member's account. For example does the Activity Type 'Points' directly add or consume Points from the member's account.
To start creating a new Loyalty Program, the WebUI can be accessed via SAP Standard Business Role: 'LOY_PRO - Loyalty Professional' which provides all the needed functionality. Inside the Loyalty Management Tab, a new Loyalty Program must be created.
The Reward Rule itself is the same setup as the Reward Rule Group, an ID, the Type and a Sequence has to be chosen. Afterwards, a new Version needs to be created and via the Actions Button, a new Rule can be inserted.
Inside the Rule Builder, a Rule Parameter can be set which defines under which condition this particular rule is applicable and checked. With the underlying New Button, a new Action can be defined which is then beeing executed.
In this scenario the member is receiving 100 Points of Type Super Points if he/she already has 100 Points in his/her Point Account.
To subscribe an Individul Account or Corporate Account to a Loyalty Program, a Membership needs to be created. Inside the Membership all Loyalty relevant Data is beeing stored and 'attached' to the Account. One Account can be part of many Memberships and therefore participate in multiple Loyalty Programs.
Each Membership gets automatically a Point Account assigned where all Transaction are displayed. Points can be added manually or with the previous defined Rules inside the Loyalty Program. Points can be added via a Member Activity. A membery Activity can be created manually from the 'New' Button or with any other integrated transaction software/hardware combination. For this example 50 Points are added two times, which should automatically convert to 200 Points after the Point Account reaches 100 Points due to the former set up Rule.