Customer Satifaction survey through CRM

In R17,Can we conduct after sale Customer satisfaction survey & do the analysis & reporting of the responses from customer collectively?

Checkout "ClickTools" a CRM On Demand partner that has integrated their solution with CRM On Demand for this purpose.

Similar Messages

Help required on Execution of Surveys through E-mail Campaigns

Dear all,
Our Client wants to execute the Customer Satisfaction Survey through an E-mail Campaign and wants to receive the customer feedback to evaluate the customer response.
I have the following concerns to map this requirement in SAP CRM
1. as per some SAP documentation we have to create an URL link for our Survey, here how can we insert this link in to an E-mail? Should we need to create a personalized E-mail form to insert this link?
2. Upon customer clicks on this URL link, and enters the feedback form, how the responses are getting back to CRM server and where the Questions and answers are storing in SAP?
3. What configuration do we need to do in SAP CRM to achieve this requirement?
4. How can we evaluate the Customer answers and responses without integrating BIW system?
5. What standard reports available in SAP CRM to evaluate the customer response based on ratings given to the each answer?
6. How to track whether customer review the mail or not, in case if customer doesn't want to give the feedback?
I believe that, in SAP CRM a standard solution and reports will be available to address this requirement. I request you to help me in resolving the problem.
it would be helpful if you can refere andy step by step configuration manual for this requirement.
Your suggestions and help will be highly appreciated.
Thank you
Raghu ram

There are quite a few threads with these questions answered in this forum:
SAP CRM: Marketing

Is there a way in PeopleSoft CRM 9.1 to send customers a customer satisfaction survey after their HR Helpdesk case has been resolved (other than Workforce Communications)?

Is there a way in PeopleSoft CRM 9.1 to send customers a customer satisfaction survey after their HR Helpdesk case has been resolved(other than Workforce Communications)?

Hello,
Could you please let me know if there is any way in PeopleSoft CRM 9.1 to send customers a customer satisfaction survey after their HR helpdesk case has been resolved(we do not have the 'Marketing' and 'Workforce Communications' menu options) ?

PR created through CRM service should have receipient field as blank

Hello All,
We are doing enh for receipient field blank when PR creates through CRM service but when the PR creates by CRM badi we are able to generate this receipient field as blank but it overwrites by STD Bapi in R3
Can anyone tell me how i can make this field blank by any R3 badi/user exit or nay other wayout
Regards
Pratap

>
Paul Clarence wrote:
> Hi all,
>
> Would be grateful for any advice as to what are the steps that should happen with this type of revenue recognition. I have read through the SAP Help documentation but this really describes just the customizing and not the process.
>
> THanks
> Paul
Hi, Paul!
In CR700 materials there is the next explanation: "Service-based revenue recognition (value/quantity contracts with a target quantity) means that the revenue is realized based on an event. Events are releases that are reflected as service orders or service confirmations. Once again, the billing document is posted to an accruals account first and the revenues are transferred to the revenue accounts in a second step."
Hope it helps
wbr
Vladimir

Assign biz role through CRM -SU01 and display page at portal

HI, SDN Fellows.
I am creating some custom portal roles at portal and mapped it to the custom business roles for some PCUI screens at crmc_blueprint_c --> "Assign Portal Role to Single Role" ("Assignment of CRM Role to Portal Role").
Currently, our portal UME data source is mapped to CRM system.
Right now, I have to assign both the CRM Role through SU01(to have access the CRM Object Method at CRM-PCUI application) and Portal Role through User Admin of WAS/portal (to access/display the PCUI iView in the portal).
My goal is to just assign role through CRM-SU01 and achieve the same output as I described above. Meaning can I just do the role assignment for the CRM role (through SU01) and able to access to the CRM-PCUI application through portal (able to see the pcui screen)?
Thanks,
Kent

What I want is when I assign a role (Sales Manager) said user A in CRM system, userA should able to see the related workset/page/iviews in the portal (without the need to assign the same: Sales Manager role in portal).
Now, what I have to do is assign the related objects into a single/composite roles in CRM (for backend data access), then I have to assign a portal role (through User Admin of Portal, so that they can see the portal content),
is that a way we can do it in one step?
Thanks,
Kent

Displaying Adobe Form through CRM WEB UI

Hi Experts,
Currently I am working on CRM Technical which is very new to me. I've got a requirement to display the Adobe form through CRM WEB UI. The requirement is like this.
In a screen of WEB UI there is a option of OUTPUT preview. When i select the specific billing document and when i click on OUTPUT Preview tab it should display the Adobe Form which was developed in SAP GUI using txn SFP. I have done some R&D on it and i found that an ACTION Profile need to be created for this kind of requirements. But in my research i found only Smartforms can be displayed using the ACTION point.. Could anyone help me out how to display the Adobe Form using the Action......
Regards,
Aarthi.
Moderator message: please have a look in the dedicated forum for "Adobe Interactive Forms".
Edited by: Thomas Zloch on Jan 11, 2011 1:51 PM

Hi Robert,
I came across this post after implementing the same solution. It works fine for me in SAPgui, i.e. it creates an entry in the spool which I can priview or print, but when I use the webUI it just opens a new window with a white background and the message 'Error in smartform'.
Nitin, did you manage to come up with any solution? Or did this work for you?
Regards,
Simon

Displaying custom BI queries on CRM 2007 WEB UI

Hi,
I would like to know the process involved in displaying a custom BI query in CRM 2007 WEB UI. Can someone please advise ?
Regards

Hello,
there is SAP documentation available for this on service.sap.com/crm-inst
It is in the CRM 2007 -> Webclient UI folder.
cheers Carsten

Storage Location Level ATP check through CRM

Hi:
I am on an implemenation where the integration is between CRM, EWM and GATP. So, consider the situation where the sales order check is done through CRM and a call to GATP is made.
Some background on supply
EWM would like to receive the goods into storage location ROD (Received On Dock) and then do a movement type to move it to storage location AFS (Available For Sale). The sales orders should consider only the supply from storage location AFS and not ROD.
First question is, is it possible to do a storage location level determination in CRM? I don't think so but wanted to confirm. The reason is because even a plant determination is not possible in CRM when you integrate with GATP (the plant is determined through Rules).
Now, suppose that we have determined the storage location called AFS (in gATP through enhancement) and will do an ATP only at that level in GATP. Suppose that the first plant that will be checked is Plant A and then based on the location determination procedure, the next plant that will be checked is Plant B. When the system checks supply at Plant B, then the question is this: will it still check only at storage location AFS in Plant B or will it check at the plant level? The requirement will be to check at the same storage location level (which means that whatever process we used to determine the storage location at Plant A has to be followed for Plant B also).
One option that can be considered is to check at the Storage Location MRP Area level (there seems to be better support for RBA and Storage Location MRP Area than just storage location). See SAP Note 412314. But this is also complicated.
Another option is to not check at the storage location level but represent the various stocks with stock types (stock type ROD and stock type AFS) and only the stock type AFS will be used in the list of ATP categories.
Please share any experience that you may have in this.
Thanks,
Satish

Hi Satish,
In my project also we had this requirement to determine the correct Storage location after plant has been determined by using rules.
What we did is as follows:
- We created a Z table which had entries for all plants and preferred storage locations for those plant (only one entry per plant) in your case it will be like:
Plant A - AFC
Plant B - AFC
Plant C - AFC
- We used a ATP user exit in APO to get the storage location of source plant ( which was determined in APO via rules) from the Z table.
I hope this helps.
Please let me know if you have any questions.
Thanks,
Anupam
Edited by: Anupam Sengar on Dec 20, 2011 12:03 AM

What is the difference of customer master data between CRM and ECC

Dear all,
We are helping customer to evaluate using CRM or ECC to manage there customer master data, focusing on the benefit of using CRM system.
Can any one help to compare the difference between these two system?
some tips in my mind are:
1. CRM has a friendly user interface for user to adjust the layout, hide/display favourite information according to actuall req.
2. In CRM, user can change the field/assignment block description easilly
3. in CRM7.0, user can add new customzing field easilly via AET
4. CRM has a good any analysis platform to provide pie chart analytic
5. CRM store more customer infor. than ECC, such as Marketing attribute, account classfication...anything else?
any other benefit to use CRM for customer master data? Pls help!!!
Thanks very much!!
BR,
Hedy

I would agree with most of the topics you mentioned. Just one remark to topic number 5. Business partner doesn't have more data than erp. It has some more marketing oriented data, but on other hand doesn't have all finincial and credit data that are relevant for erp financial transactions.
In our company we have the following scenario: all business partners are created in crm (because there the sales activities are started and because we don' clasify at the begining all partners as customers but as prospects. and of course it has nicer user interface). but when we are closing the deals (ordreds are transfered to erp), we fill some additional (financial) data of that partner on erp side and clasify partners as customers.
Regards.

Editing and sharing custom metadata/keywords through Adobe Drive in Adobe Bridge

I am part of a four-person video production unit operating within a local governmental entity. We are currently using four licenses of Adobe Master Collection CS5, and are about to get access to dedicated SAN storage.
We would like each user to have the ability to assign specific keywords to any given video clip (or remove keywords from clips) within Adobe Bridge, and have the three other users see the same results. I've noticed that Bridge alone will allow for keywords to be added or removed, but this list is specific to each user. Importing one list into other users' profiles is a start, but would no longer work, once keywords are added or taken away.
The overview page for Adobe Drive 3 says that it, "allows users to edit and view custom metadata/properties through Adobe Drive in Adobe Bridge," but I haven't found any explanation in either the website, forums, or user's guides that delves any farther into this area. If we incorporate Adobe Drive/Bridge into our workflow, will we be able to share/sync keywords between users? Is there some other (affordable) solution that would let us do this?
Thanks for any insight you might be able to offer.
Chuck

Hi,
Thanks for sharing your case.
The keywords you mentioned is XMP metadata, if all your digital assets are managed by ADEP CQ DAM service, you can use AD3 with built-in ADEP connector to communicate with the DAM server, then, I think it can meet your requirement, it means, the keywords can be set by one user through metadata panel in Bridge, and can be viewed by other users.
for custom properites, it's different from XMP metadata, it refers to the properties of one asset which is managed by a Content Management service. users have to use another UI to edit/view them in Br after AD3 is installed.
here are some requirements to use it.
1) CMIS 1.0 compiliant server should be used to manage all your digital assets
2) use the built-in CMIS with AD3 to connect to the server.
if other kind of servers are used, you should develope a custom connector through AD SDK to enable custom properties feature as well as some other handler required by AD SDK
thanks

Setting the custom master page through powershell is NOT working

Hi,
I am writing the below code to set the custom master page through powershell.
But its not working .when i went to site settings-->master page --> in the drodown , the maste page set is seattle.master ONLY, though my current master page is available in the dropdown.
Can anyone pls help, whether i am missing in the below :
      Add-PSSnapin Microsoft.SharePoint.Powershell
       $SiteURL = "http://srvr1:22307/sites/SPW5"
    $weburl= $SiteURL
    $Site= Get-SPSite $SiteURL
    $web = $Site.OpenWeb()
$web.CustomMasterUrl = "/_catalogs/masterpage/myMasterpage.master"
$web.MasterUrl = "/_catalogs/masterpage/myMasterpage.master"
$web.Update()
Das

Hi,
Is it a publishing page? If yes can you try the PowerShell scripts corresponding to the following code snippet?
var publishingWeb = PublishingWeb.GetPublishingWeb(web);
publishingWeb.CustomMasterUrl.SetInherit(inheritFromParent, false);
publishingWeb.CustomMasterUrl.SetValue(masterPageUrl, false);
publishingWeb.MasterUrl.SetInherit(inheritFromParent, false);
publishingWeb.MasterUrl.SetValue(masterPageUrl, false);
I've noticed sometime (not sure though) that Master page doesn't get updated if the inherit property is not updated first.
Thanks,
Sohel Rana
http://ranaictiu-technicalblog.blogspot.com

List of Customer Line Items through F.21

Hi,
I am trying to generate a list of customer line items through F.21 and I am using ECC6. I noticed that other tick boxes (line items required, subtotal, total by currency, total per business area, etc) for output control that we used to have in 4.7 are missing. We are need these tick boxes. Is there any way that we can bring back those options in the selection screen? Please advice.
Thank you!

Hi,
The tick boxes (line items required, subtotal, total by currency, total per business area, etc) are taken away in F.21 selection screen of ECC. These functions/details are provided in report output of ECC. In ECC, there are several new Icons viz. sort by ascending/descending order, Filter, Layout create/change, etc. are provided. These Icons were not there in 4.7.
You can create a required layout (total per business area, total by currency, etc.) through "Filter", etc. in ECC. This layout you can enter in selection screen of F.21 so the report output will be displayed for this layout.
So you do not require those check boxes in selection screen of ECC.
Rg,
ADI

How to do Customer Partial payment through APP

Dear Experts
How to Customer partial Payment Through APP
Regards
Ajeesh.s

Dear Expert
My query was about Part payment process about customer , In AP there is a process for doing part payment in Vendor Same kind of a process am looking for Customer too
PARTIAL PAYMENT FOR APP PROCESS
Some time we face the issue in which client want to pay partial invoice only that to via automatic
Payment program, so in order to make it feasible what all steps will be required from configuration point of view has been explained below.
Configuration steps:
1) Maintain Account Configuration TCODE: FBKP Select the Sp.G/L-P
2) Maintain Payment Program: TCODE: FBZP
Path: SPRO - Financial Accounting - Accounts Receivable and Accounts Payable - Business Transactions - Outgoing Payments - Automatic Outgoing Payments - Payment Method/Bank Selection for Payment Program - Set Up All Company Codes for Payment Transactions
Go to “ALL COMPANY CODES” screen maintain the Sp. G/L – P in the field Sp. G/L transactions to be paid.
3) Post Vendor Invoice and Block for Payment TCODE: FB60 / F-43
Path: Easy Access – Accounting - Financial Accounting - Accounts Payable - Document entry - FB60 – Invoice / F-43 - Invoice – general
Example you made invoice for 25000
4) F-59 - Payment request: TCODE: F-59
Path: Easy Access – Accounting - Financial Accounting - Accounts Payable - Document entry - F-59 - Payment request
Here you would like to pay only 20000 out of 25000 so change the amount to 20k and save it
5) Payment Run TCODE: F110
Path: Easy Access – Accounting - Financial Accounting - Accounts Payable - Periodic Processing - F110 – Payments
6) Vendor balances after F110 TCODE: FBL1N (After processing you can check the clear amount here)

ECC quotation creation through CRM 2007

Hi Gurus,
I am trying to created ECC quotation in CRM 2007. The RFC integration between ECC and CRM has been done.
Once the opportunity is created, then follow up document is created (ECC quotation).At the time of creation of ECC quotation through CRM, i am not able to fill the GROSS WEIGHT and NET WEIGHT in shipping tab of quotation. I am getting getting incompletion log for the same.
Please let me the approve for the above query.
Thanks,
Bhushan

Hi Jeevan,
Can you please let me know if you found a standard web service to create a quotation with refrence to a Opportunity. If so can you please share the info.
If not can you please let me know what FM or BAPI did you use to create the web service to meet the requirement.
Thanks

How to add .js link in custom list form through sharepoint designer 2013

hi friends
so far i was adding jquery code to script editor webpart in custom list form.
but i need to know how to add .js link in custom list form through sharepoint designer 2013
please help me.

Hi,
We can add the "JS Link Property" in the “WebPart” node in the custom list form page through SharePoint designer 2013.
Here is an example for your reference:
<JSLink xmlns="http://schemas.microsoft.com/WebPart/v2/ListForm">~site/Style Library/js/custom.js</JSLink>
Noticed that, we should not lose the 'xmlns="http://schemas.microsoft.com/WebPart/v2/ListForm' attribute.
Best Regards
Dennis Guo
TechNet Community Support

Customer Satifaction survey through CRM

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