Lead managment

What is lead managment in CRM?

Hi Friend,
Lead Management
Leads facilitate your companys chance to make business. With the help of leads, you can provide a streamlined link between marketing and sales, so as to accelerate the process between first interest and sales. Leads do not provide you with complete details of potential business opportunities, but they can help you to find out more about a potential business.
Lead Management is designed to help automate the initial pre-sales process, freeing up your sales department to focus on the most valuable prospects and opportunities. By deploying lead management processes, you can:
        Improve both your response rates to customer requests and your understanding of customer needs
        Create high-quality leads and increase your revenues
        Streamline the capture, distribution, and qualification of leads across a multitude of channels through systematic and efficient tracking of the progress of those leads. This is achieved through a process of closed-loop monitoring, thereby allowing your sales organization to improve close rates with reduced sales time and cost.
        Use strategic reporting functions to measure the success of leads with Lead Management, and to support medium to long-term decision-making. Strategic reporting is performed in the Business Information Warehouse (SAP BW).
        Facilitate various roles such as Lead Manager, Lead Qualifier, Channel Manager, Partner Manager, and Partner Employee. Your interaction center agents or sales representatives can also use this feature.

Similar Messages

IC WebClient (lead managment)

Hello expertise I'm working on CRM 5.0 IC WebClient, I'm facing a problem in the Webclient that
When I'm trying to create a lead I got an Error Message that the <b>Business transaction dose not supports lead</b>.
Thanks
<b>Khaled Fahim</b>

Hi Friend,
Lead Management
Leads facilitate your companys chance to make business. With the help of leads, you can provide a streamlined link between marketing and sales, so as to accelerate the process between first interest and sales. Leads do not provide you with complete details of potential business opportunities, but they can help you to find out more about a potential business.
Lead Management is designed to help automate the initial pre-sales process, freeing up your sales department to focus on the most valuable prospects and opportunities. By deploying lead management processes, you can:
        Improve both your response rates to customer requests and your understanding of customer needs
        Create high-quality leads and increase your revenues
        Streamline the capture, distribution, and qualification of leads across a multitude of channels through systematic and efficient tracking of the progress of those leads. This is achieved through a process of closed-loop monitoring, thereby allowing your sales organization to improve close rates with reduced sales time and cost.
        Use strategic reporting functions to measure the success of leads with Lead Management, and to support medium to long-term decision-making. Strategic reporting is performed in the Business Information Warehouse (SAP BW).
        Facilitate various roles such as Lead Manager, Lead Qualifier, Channel Manager, Partner Manager, and Partner Employee. Your interaction center agents or sales representatives can also use this feature.

LEAD MANAGEMENT- how to make fields mandatory

Is there a provision in lead management to make the fields mandatory so that lead number is not generated without filling the mandatory fields/ as it is in business partnerm using field groupings in customizing (eg. without submitting address proof BP number is not generated)

Hi
I dont know Kai's solution but it could be good.
If you want to deal with badi you can use its method CHECK_BEFORE_SAVE, and in it
if some fields are not filled you can write: RAISE do_not_save.
Document won't be saved then.
I checked in my system, and guid is generated (perhaps it is just generated by special FM, but you can not find it
in any of tables like crmd_orderadm_h or crmd_order_index).
So in my opinion just guid is generated but not saved in database, until this BADI allows to save.
Regards
Radek

Requirements for lead management system in sap sd

hii
can we maintain lead management system in sap sd module..what are the requirements for lead management system.

no

Lead management business process

Hi gurus,
Can any one please send me the Lead management business process with related to activity management.fro example when lead is col what will be the next step, when warm what will be the next process, when hot what will be the next preocess,
points will be rewarded,
regards,
prabhu

Hi Prabhu,
Sounds to like you should have a look at the standard SAP best practices scenario and config guides at http://help.sap.com/content/bestpractices/crossindustry/bestp_crossindustry_crm.htm
For lead management (and follow-ups) configuration please specifically check the marketing processes:
http://help.sap.com/bp_crmv250/CRM_DE/html/C30_EN_DE.htm
http://help.sap.com/bp_crmv250/CRM_DE/html/C60_EN_DE.htm
Hope this helps you further.
Kind regards,
KZ

Lead Management Validations - PCUI

Hi, I am creating new fields for Lead Management and I did this using the easy enhancement workbench, now I need to make some validations on the data from those fields based on data on other fields from the lead.
Is there a BADI I could use for this? Or is there a better way to do this than using a BADI?
Thanks a lot for your cooperation.

Hi Felipe, regarding your question, when would you like these validations to take place and how would you like the results of these validations be presented? When you want these validation being performed at runtime, e.g. after pressing enter and the results to be displayed in the message subscreen at the top of the screen you should have a look at the following IMG path: CRM -> Basic Functions -> Incompleteness. For 'simple' validations you can define custom procedures and for more complex validations you can use the second option in that path. In the case these validation should occur upon save, have a look at BAPI 'CRM_LEAD_H_BADI ', method 'CRM_LEAD_H_CHECK'. Hope this answers your question, Tiest.

BP requirements for Lead Management ?????

Hello everyone,
We need to understand the BP requirements for Lead Management.
We need to determine if a separate Java stack is required on CRM side for this to work.
Please guide.
In case anyone can send me the supporting documents please.
Its urgent.
Thanks in advance,
Samta

Hello Kaushal,
I have configured the CRM business package on my portal.
However quite many of the iViews under Lead management are giving errors like "Page cannot be Found", Some of them are giving "Error occured.. No data found"
Any idea,
Why these errors are appearing. I feel my system properties may be incorrect.
Please help.
Thanks in advance,
Samta

Authorization - Sales Manager: Lead Management / Opportunity Management

Hi Portal Gurus,
As per our requirement, in the 'Sales Manager' role, under 'Sales Cycle', we need to provide only 'Lead Management' for one set of users and 'Opportunity Management' for another set of users and both for other set of users.
What would be the best way to do that. Thanks in advance for your help!
- Jas

Hello Jasendu,
The best way to implement this is to maintain a single Sales Role with all the sub catagories ('Lead Management' , 'Opportunity Management' ) and apply role filtering concept according to the users. That way you need to maintain a single Sales role. Check out the below blog for more details abour role filtering.
Filtering Role Content by User Attributes
Or else, you can create three different roles, one for each 'Lead Management' , 'Opportunity Management' and other containing both of them and assign to users accoedingly.
Regards
Deb
[Reward Points for helpful answers]
Message was edited by:
Debasish Sarkar

Lead Management authorization issue

Dear Exports,
We have configured CRM 2007 web-ui lead management for our client,while creating lead we have given some menditory fields after entering these field if my user want to enter some notes it is not allowing.
Could pls suggest me if any authorization require for this issue
Regards
Subbaraju

To see only your transactions use auth. object CRM_ORD_OP.

Siebel Lead Management

I wanted some basic info on Siebel Lead Management. Please let me know the links i can refer to.

Mark,
Please check if document below is helpful:
http://download.oracle.com/docs/cd/E14004_01/books/AutoDlrSIS/AutoDlrSISWarranty.html#wp1004801
Thanks,
Wilson

Integration of Flex with Aprimo Lead Management

Has anybody worked on integrating Adobe Flex with Aprimo Lead Management? If so,how can it be done?

"jonpor" <[email protected]> wrote in
message
news:gbj914$ct$[email protected]..
> If you do any asp.net you've probably seen and used an
updatepanel. You
> are
> right, it is AJAX. An "updatepanel" is an asp.net
control that
> encapsulates the
> AJAX functionality to do partial page postbacks in
Asp.net. With an
> updatepanel, you can trigger ajax postbacks on parts of
a page (whatever
> is in
> the updatepanel). Problem I'm having is when I trigger
an update on the
> client
> side, it is triggering 'the whole page' to update,
rather than only
> posting
> back what is in the panel. This is probably a better
question for an
> asp.net
> site, but figured someone in the flex/flash camp might
have figured out
> how to
> do it.
>
> Since I'm putting Flex in Asp.net, figured I'd try to
look for an answer
> here
> rather then getting flamed on a Microsoft board for
using Flex.
I'd look at using ExternalInterface to fire of the js methods
that run the
AJAX.
HTH;
Amy

Parent / Child lead management

Does anyone have experience using parent/child relationships with leads in SalesForce? I am currently looking into setting this up for our organization to answer the need for multiple business units to be able to work/manage their leads while maintaining a unified view of all the interactions with the lead.

Shane, not sure if you've solved this yet, but I see this use case quite often. The most scalable solution, while not the simplest, is to leverage apex triggers in SFDC to control the creation of children leads based on whatever your child-lead-creation criteria are. Visualforce can be used to then display and share activity across all related ( connected ) Leads as a related list, and child Leads can be worked independently by sales reps.
Here's the general scenario:
1. Prospect A submits a form indicating interest in product A.
2. Eloqua creates a PARENT LEAD in SFDC because this person does not already exist. The Lead ID is stored in the Eloqua contact field called Parent Lead ID.
3. Your Apex Trigger creates a CHILD LEAD, associated to the Parent Lead via Reference, based on product A.
4. Prospect A submits a form next week indicating interest in B
5. Eloqua updates the PARENT LEAD with product B (almost like it would with Lead Source - Most Recent).
6. The trigger evaluates that a CHILD LEAD does not exist with product B and creates one, associated to the Parent Lead via Reference, based on product B.
Your PARENT LEAD now has two children, one for product A and one for product B, which can be worked independently by sales reps, with the PARENT always remaining in place.
There's additional logic that needs to be incorporated into the trigger so that updates to the parent can be propagated to the correct child, as well as the need for a custom object in Eloqua to maintain the relationship between the Parent Lead and its Children.
Tom

Lead management to oppt --

Hi crm guru's,
i have a scenario, where when a lead has status of "hot",automatically oopt should be cretaed....we have a workflow to send the lead to emp responsible....but how can we create a oppt automatically...is that by using action profile.......
can any one telll me the procedure for this.....
regards,
chandu

Hi chandu,
To create oppourtunity from lead automatically...it is done through work flow...first go -
Customer Relationship Management -
Basic Functions -
SAP Business Workflow -
Perform Task-Specific Customizing-select-crm--TS10008153 and TS10008154 and Activate event linking.....Assign agents......then create a lead and save it......go to bussiness work place....in the inbox....you find the workflow generated...... their you can decline lead or create a opp.
Thanks and regards
Chandra mohan
Reward points if it helps

Lead Management

Hi,
I have an issue with Lead transaction, there are 4 qualification levels and at each qualification level an activity is triggered
My requirement is that until and unless the 1st activity triggered from Qualification level 1 is closed the lead document should not allow the next qualification level to be set.
Is there any way this can be done through configuration or I need to do it programatically.
Regards,
Amit

hi AS
have u tried using the schedule condition in which u may have tested the qualification level of the l;ead according to which u might have call ur lead activity by executing the action.
for ex:
&BUSINESS OBJECT.QL& = hot or cold(status level)
and then call lead after this .
i guess this may help
because i have done the same for the activity transaction .
regards
ashish

Lead Management - CRM 5.0

HI gurus,
I have 4 questions:
1. What is the lead user exit (if it exists)?
2. What is the correct mapping for CRMXIF_ORDER_SAVE associated to "status" field?
3. What is the table which contains texts (description or note)?
4. How can I valorize new custom fields added on the table CRM_JCDS?
Thank you in advance.
Best regards.
Nicola.

Here are the answers:
1. use badi CRM_LEAD_H_BADI
2. code sniples for status...
              lt_data_item-status-datax = 'X'.
              lt_status_data-status = it_item-status.
              lt_status_data-user_stat_proc = 'ZNA_ZTEP'.
              lt_status_data-active = 'X'.
              lt_status_data-input_fields-status = 'X'.
              lt_status_data-input_fields-user_stat_proc = 'X'.
              lt_status_data-input_fields-active = 'X'.
              INSERT lt_status_data INTO TABLE lt_data_item-status-data.
3. You can use READ_TEXT function module to read long text. Every text in SAP has its own ID and NAME, by passing these parameters into the READ_TEXT function, you can get all the text in the SAP long text object. If you need table, then look in STXH.
4. What would you like o do?

Lead managment

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