CRM to Go for the facility & building supply industry

Transcription

1 CRM to Go for the facility & building supply industry Customer Relationship Management processes for the facility & building supply industry based on SAP CRM and SAP NetWeaver BW

2 Agenda CRM to Go an overview Process scope in marketing, sales and service an overview Additional CRM to Go services an overview CRM to Go examples of packages Project approach & further proceedings Summary

3 CRM to Go overview Benefits of a pre-configured solution CRM to Go for the facility & building supply industry a best-practice process model for the Facility and Supply Industry. Optimisation of integrated marketing and sales processes thanks to a common data base and potential for cross selling as well as development of prospects into new customers 360 view upon customers Installation / machinery Optimisation of the sales team idea composed of sales administration, key account management and technical / commercial field organisation Integrated solution for the tender business - project and craft administration CRM best-practice for the tender business Lower implementation costs thanks to time-saving implementation of pre-configures processes More efficiency of customer-centric sales and marketing processes Faster amortisation of your CRM projects thanks to a proto-type based best-practice approach Faster replacement of your existing CRM systems Modular enhancements and speedy implementation of additional CRM functionality and processes Limited risks thanks to a manageable step-by-step CRM implementation Cost reduction and amortisation Flexible procurement, implementation and upgrade Added options for implementation and migration of your CRM system Risk minimisation of your CRM project and therefore also minimised investment risks Flexibility of the CRM solution , # 3

4 CRM to Go overview Added value for your company With our industry-specific consulting and implementation package CRM to Go for the facility & building supply industry, we aim to provide your enterprise within a short period of time - with a live system containing specific CRM scenarios. The package comprises a project preparation part, an implementation part as well as a training and support part. All these components can be combined individually. The industry-specific consulting and implementation package is technological based on SAP CRM and SAP NetWeaver BW. It concerns industry-specific predefined maihiro best-practice processes in the standard system without adaption. The package can optionally be complemented, i.e. based on your individual needs, with additional services like a customer value analysis, the development of a CRM mission statement, training, integration, data migration and international rollout support. No release difficulty , # 4

5 CRM to Go overview What means CRM to Go? CRM to Go is based on SAP CRM. This packaged solution efficiently supports customer focused sales and marketing processes of the manufacturing industry.... is based on industry focused best practise process models. can be enhanced by additional services. supports enterprises that productively use SAP ERP respectively R/3 SD, MM. supports roles like internal and field sales and marketing. is based on SAP CRM and SAP NetWeaver BW. comprises automatic data synchronisation and allocation , # 5

6 CRM to Go - Accelerated Implementation Approach

7 Accelerated implementation approach Evaluation Introduction Assessment Workshop & Scoping Project Preparation Gap-Analysis Implementation Test Phase Go-live Preparation Go-live and Support Deliverables Requirements analysis with industry-specific best-practices Evaluating sytsem landscape Project kick-off Prototype based CRM implementation Tests, documentation and train-the-trainer trainings Go-live and handover to the customer Support of system administration Outcome Successful implementation in time & budget 6 months project run time Budget saving & industry-specific Great user acceptance , # 7

8 CRM to Go overview Marketing processes Best-practice processes for your marketing Marketing Planning Campaign Planning Campaign Processing Campaign Analysis Support Processes Property Management Master Data Management , # 8

9 CRM to Go overview Sales processes Best-practice processes for your sales Lead Management Project / Craft Management Quotation Management Order Management Contract Management Sales Planning Sales Control Support Processes Property Management Master Data Management , # 9

10 CRM to Go overview Service processes Best-practice processes for your service Service Contract Management Service Processing Service Maintenance Service Invoicing Knowledge Base Management Support Processes Property Management Master Data Management , # 10

11 Additional CRM to Go services - overview

12 CRM to Go overview Additional services Characteristic and complexity of the described additional services included in our basic package CRM to Go will be defined within our analysis meeting. Customer value analysis Customer care based on value (A,B,C) classification, etc. Permanent interface to non-sap ERP systems Analysis and realisation of permanent interfaces to non-sap ERP systems Data migration Initial migration of data from the legacy system or an existing CRM System into the SAP CRM system additional services Multi-Site-Rollout Planning and implementation of a multi-site-rollout CRM Workshops Workshops in order to define a CRM mission statement, a project marketing concept CRM Trainings Trainings for key users or IT department staff (Customizing, Middleware) , # 12

13 CRM to Go Examples of packages

14 CRM to Go Examples of packages Marketing, Sales Service-Integration Process groups* Packages Master Data Management Property Management Support Processes Marketing Planning Campaign Planning Campaign Processing Campaign Analysis Lead management Project and Craft Management Quotation & Order Management Contract Management Sales Planning Sales Control Service Contract Management Service Processing Service Maintenance Service Invoicing Knowledge Base Maintenance Time scale (months) * Functions can be combined individually; offer following a scoping workshop , # 14

15 Project approach & further proceedings

16 Project approach and further proceeding If the outlined CRM to Go solution based on SAP CRM and SAP NetWeaver BW is an interesting implementation approach and of interest for your company, we suggest the following further proceeding: Scoping workshop Tender preparation Agreement & project One-Day Workshop in order to define the following on a detailed level (extract): Requirement regarding CRM to Go Customer master data Products Installations Competitors Contact persons Campaigns etc. Technical requirements System landscape Architecture etc. Binding Offer for the Implementation of CRM to Go based on SAP CRM: Scope functional technical Limitations Methodology & mile stones Team Pricing etc. Agreement and Kick-off of the CRM to Go Project: Negotiations Agreement Project planning Project preparation and kick-off, etc , # 16

17 Summary

18 Summary Your benefits CRM to Go for the facility & building supply industry contains industry-specific, predefined best practice processes for your project business supports solution oriented, lean implementation scenarios guarantees the protection of investments in the manufacturer SAP and the utilisation of internal SAP know-how is a modular approach and therefore extendable by further business processes and CRM components builds the basis for your CRM initiatives and supports the step-by-step approach towards a customer focused enterprise is based on a planned implementation time and a transparent, reliable pricing model following the scoping workshop , # 18

19 Thank you for your attention! People Processes Technologies maihiro Centering on CRM , # 19

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21 Germany maihiro GmbH maihiro business analytics GmbH Osterfeldstr Ismaning near Munich T F Our office in Hamburg Ruhrstr Hamburg T F welcome@maihiro.com Austria maihiro GmbH maihiro business analytics GmbH Tech Gate Vienna Donau-City-Str Vienna T F welcome@maihiro.com maihiro GmbH, maihiro business analytics GmbH. All rights reserved. All the content of this document is the intellectual property of maihiro GmbH or maihiro business analytics GmbH. This content may only be used and the intellectual property rights to the content may only be transferred with the written permission of maihiro GmbH or maihiro business analytics GmbH. The content of this publication is made available by maihiro GmbH or maihiro business analytics GmbH. It is nonbinding, is intended for information purposes only and may be altered without prior notice. maihiro GmbH and maihiro business analytics GmbH accept no liability and offer no guarantee in relation to errors or omissions in this document. There shall be no further liability arising from the information contained in this publication , # 21