Marketing Plan - Questions
Dear friends,
I have created a marketing plan using crm_mktpl, and assigned a marketing org to it.
What happens to the market plan after its created.. how does the marketing manager know that a plan is created and he needs to approve it. where is the link.
My question is, I want to find out like this how many marketing plans are created for a given marketing org / all marketing org.
And how do I link a prospect generated because of a particular marketing campaign when a business runs many to understand the effectiveness of say a TV advt or Newspaper Ad.
Regards
Dear Sadhu,
Not sure whether your question was answered.
You can use actions to trigger workflow using actions to send an email to inform the approver. if you can use BAdi and trigger a workflow as soon as a status of the pan is changed.
If you want to see the all the plans for a specific marketing organization or marketing organization, you can use standard search feature. if that doesn't satisfy your requirement, you can write a report by using the tables CGPL_PROJECT, CGPL_TASK, CRM_MKTPL_ATTR.
Thanks & Regards
Raja Pamireddy
CRM Marketing Forum Moderator
Similar Messages
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Urgent need Marketing Planning and Budjet
Hi Marketing Gurus
we have a workshop session on Marketing planning and bUdjet planning
client using CRM4.0,BI/BW 7.0 (Is BPS integrated/built in in BI or have to upgrade it) <b>and no Project System in back-end</b>
1)what is the process flow for marketing planning and budjet if BI-BPS is backend and if no BPS in backend
2)can u please explain the process flow -how cost planning done for planned and actaul
3)which elements should i gather requirements in workshop
4)what exactly crm role in marketing planning and budjet planning and how BW/ECC integrated
I will reward good points urgent need as i have session on monday
ThanksHI Rajaram,
For your workshop especially on marketing planning you have to have alot of questions to ask them.
basically CRM marketing plan and BI BPS are closely integrated functionalities in campaign management.
Functioanlly find out waht is that they are looking at to gain from budgeting.
basically the lcient would like to fix a budget for the campaign / marketing plan for the financial year and then will break it down for further campaigns / marketing elements. at the end he would like to eveluate what is the budget he planned and what he actually spent. There is no nned of project systems even key figure planning can do plan vs actual cost analysis.
based on this the marketing manager can plan the campaign success and there are standard analytics available for this.
It is not easy to mention all those in this forum and i suggest you can go through these best practices and help in SAP.
check them
http://help.sap.com/saphelp_crm50/helpdata/en/14/98e24044b80b06e10000000a155106/frameset.htm
also check this out
http://help.sap.com/bp_crmv250/CRM_DE/index.htm
and select marketing and check lean management best practices.
No body can guide as better as that
Srini -
I am a BW developer and have a project to work with CRM to build the Marketing Plans & Campaigns. I have some experience with BPS, so I think I can work with this piece of it also. However, the first problem I am having is when I go thru the following in CRM:
SPRO->Marketing Planning and Campaign Management->Key Figure Planning
The problem I have from this point is when trying to go into Planning Workbench or Define Key Figures.
When I try Planning Workbench, I get an error "Access via NULL object reference not possible."
When I try Define Key Figures, I get "You are not authorized to use Transaction UMK_MB"
When I do an SU53 for both of these, it shows all authorization checks were successful. So I am thinking there may be a problem with the BW to CRM connection. However, we have another CRM project that I am not having any problem with.
My next question is how does BPS play into the Marketing Campaigns? I thought all the planning happens in CRM, so why can't I just pull the results into the BW InfoCube, instead of going thru BPS.
Any info about anything to do with this, would be greatly appreciated.Hi Keith,
Please check the below link which will explain how BPS is integrated with CRM Marketing planning & Campaign Management.
http://help.sap.com/saphelp_crm50/helpdata/en/8e/6480ac5efb49f795efe5a50a1d3e07/frameset.htm
Also please check if you have made the below customizing in CRM for BI :
BI Update flag: Marketing --> Marketing Planning and Campaign Management --> System Landscape --> Activate BI Update.
RFC Connection to BI: RFC connection to the BI system in Customizing by choosing Marketing
-> Marketing Planning and Campaign Management --> System Landscape --> Define RFC Connection
Also please make sure that user assigned to the system is a dialog user and the user has the required planning authorizations.
For BPS planning Authorization please see the below link:
http://help.sap.com/saphelp_crm50/helpdata/en/c8/ad8438619a7c51e10000009b38f842/frameset.htm
Hope these help !
Regards,
Naveen -
Tab Budget Allocation in Marketing Plan and Campaign
Hi All,
I have problem with tab budget allocation in marketing plan and campaign (t-code: CRM_MKTPL).
Tab budget allocation is missing.
my question is where we define tab budget allocation in SPRO?
My system is CRM 5.0
Thanks and Regards,
FarizHi Fariz,
On assigning one of the Plannig Profile group from the available drop down either in Marketing Plan or Campaign you should be getting additional tabs like Cost tab, Key Fig tab etc. In cost tab you can allocate the budget for Advertise, Promotion etc. As Gaurav had rightly pointed out this requires BPS integration. For any other cost planning requirement apart from the given standard key figures you would require to define them as key figures in BPS and put them in planning profiles.
Following is the path where we can define Key Figures in spro
IMG-->CRM > Marketing> Marketing Planning and Campaign management --> Key Figures Planning
Hope this might help to start with Key Figure planning
Regards
Mallikarjun -
Marketing plan Budgeting and Capturing actual costs of Campaigns
Hi Experts,
Is it possible to do
- Budegeting for Marketing plans
- Capturing the actual costs of the campaigns
with SAP CRM Marketing which is not integrated with ECC.
Please advise.
With Regards
NadhHI Nadh,
You can create the structure of your Marketing plan & the Planning profile in CRM.The Budgeting & cost planning would be captured in BI.So the answer to your question is No, you cannot do it in CRM alone.
Please refer the below link from help.sap and check Marketing Planning and Budgeting
http://help.sap.com/saphelp_crm50/helpdata/en/b4/8a6a41d1527e47e10000000a1550b0/frameset.htm
Regards,
Naveen Parimi
Edited by: Naveen K. Parimi on Aug 26, 2009 5:38 PM -
Hi Guys.
I´m creating a webdynpro in CRM 7.0, to let the user execute mass data load of Marketing Plans or Campaings. To do this, I´m using the function 'MKT_ELEMENT_CREATE', but I´m having a problem. For example, if I want to upload the following tree:
M-001 --> Marketing Plan Existing
|___ M-002 --> Marketing Plan to create
|____ M-003 Marketing Plan to create
|____ M-004 Marketing Plan to create
where the marketing plan M-001 exists in the system, and I want to create his son called M-002 and after the M-002 the sons, M-003 and M-004. The problem is that the system is only creating the first one (M-002), but I´m not receiving any error message from the function 'MKT_ELEMENT_CREATE' or from the function 'BAPI_TRANSACTION_COMMIT' about the other two marketing plans (M-003 and M-004).
The code would be something similar to:
LOOP AT lt_data INTO ls_data.
CALL FUNCTION 'GUID_CREATE'
IMPORTING
EV_GUID_32 = lv_mktelement.
wd_this->fill_attributes(
EXPORTING
data = ls_data
CHANGING
is_attributes = is_attributes
im_below = im_below
lt_texts = lt_texts
CALL FUNCTION 'MKT_ELEMENT_CREATE'
EXPORTING
im_marketingelement = lv_mktelement.
im_attributes = im_attributes
im_below = im_below
TABLES
it_texts = lt_texts
return = return.
IF return IS INITIAL.
CALL FUNCTION 'BAPI_TRANSACTION_COMMIT'
EXPORTING
WAIT = 'X'
IMPORTING
RETURN = lt_return.
ENDIF.
ENDLOOP.
Please can you help me?
Thanks in advance.
Best Regards.
Edited by: Alberto Rubio on Jun 29, 2010 11:49 AMHi Guys... I´ll answer my own question....
The issue have been fixed with the SAP NOTE number 1367918. Right now, the BAPI is working properly, and the parameter called 'return' is giving us data with the execution results.
Thanks.
Edited by: Alberto Rubio on Jun 30, 2010 11:40 AM -
Enhanced Layout in CRM Marketing Planer
Hi,
we have a planing layout based an ALV-Grid in the CRM-Marketing-Planer (Campaign-Planing). Now we would migrate from ALV-Grid to Enhanced Layout because ALV-Grid will not more supported with CRM 5.0.
Could anybody told me which Customizing Steps must be run through or which ar the necessary adjustments? Is there any detail documentation?
I hope anybody could help me.
DirkDear Mikkel,
Please don't post the same question in different forums. Refer to the [rules of engagement|https://wiki.sdn.sap.com/wiki/display/HOME/RulesofEngagement].
A reply has been provided in the following thread within the CRM Marketing Forum:
Success Key Figure planning
Anik Roy
CRM Marketing - Product Manager
SAP Moderator -
Marketing Planning Planning and Actual Cost
Hi
We have a clinet requirement, where they want Marketing Planning functionality to be implemented. They want to use Budget Planning and Actual cost tracking functionality. Now as per my understanding we use SEM/BI for planning (Key Figure) and PS or COPA integration for Actual Cost Tracking.
Is my understanding correct and what are the steps required for the two. Client has currently implemented SEM/BI and ECC, but PS is not in scope. So we will have to capture Actual Cost using COPA.
Thanks & Regards
HitsHi Hitesh,
The below link could answer your questions
http://help.sap.com/saphelp_crm70/helpdata/EN/46/606830234f0db7e10000000a1553f6/frameset.htm
Hope this helps,
Regards,
Naveen -
ERROR IN SAVING MARKETING PLAN
HI forum
when i saving the marketing plan in 5.0 getting the error like can't get RFC for SEM. anybody suggest how to solve this.Hi Madhu,
If this error comes u have not definef the terget systen for ur mktg. Go to IMGCustomer Relationship ManagementMarketingMarketing Planning and Campaign ManagementSystem Landscape--Define Target Systems (ERP, BI, SEM, CPRO)
Hope it helps. Reward the points if it helps
Thanx
Chinmaya -
How to create/assigh Target Group while creating Marketing Plan in CRM 6.0
Hi all,
I am new to this field and would like to know that how can we assign the Target Group ( business Partners ) in the Campaign while creating a Marketing plan.
It will be really handy for me if I get the detail steps to execute.
Regards,
ZenHi,
perhaps this can help you:
http://help.sap.com/saphelp_crm60/helpdata/en/32/ad6f422f91c153e10000000a1550b0/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/0abec5abb314dce10000000a155369/frameset.htm
This describes step by step what you have to do to create a marketing plan / campaign.
Regards,
Claudia -
Execution error in Marketing planning
Hi all
I am getting following error "CL_CRM_MKTPL_APPLICATION====CP" while creating a new market plan. It an is execution error.
PLz help me out
Regards
Quantuscumque
Edited by: quantuscumque on Aug 16, 2010 9:58 AMHi Quants ,
Please be informed that as of release 5.1,SAP GUI is suppose to use
only for administrative tasks and for transactions,new WEB UI.
Please check the attached note 1118231 for more information.
Thanks & regards,
Krishnen -
Replication of Marketing plan from CRM to R/3 in Web UI
Hi,
I have created a marketing plan in CRM WEB UI.I want to replicate it to R/3.But I am not getting any way as to how do I replicate it.Please guide me through this.
PuneetHi Lina,
I have gone through the blog..It is the settings in SAP GUI Marketing.But I am creating a marketing plan in WEB UI and there is no option to replicate it.
When I am trying to open CRM_MKTPL in SAP GUI,It is saying it no longer configured in GUI.Check WEB UI.
How to go about it??
Puneet -
Transfer of Marketing plan hierarchy to WBS
Hi, we are trying to transfer a marketing plan and want to assign actual costs of the plan or even the campaign using the WBS element.
On status change the marketing plan is transferred to BI - data was received in BI as also tested, but no transfer to R/3 takes place. How do we assign which WBS element in R/3 should be used for the assignment ? or how can WBS elements be created in R/3 from CRM on status change of a marketing plan ?
I have gone through the help documentation and previous user posts but cannot find a helpful and specific pointers - [This|http://help.sap.com/saphelp_crm60/helpdata/en/46/03f345add73482e10000000a1553f6/frameset.htm] URL was helpful but not specific
Kindly help.
Regards.Hi,
If you want to transfer plan data from CO-PA to profit center accounting then you either have to compress/summarize the characteristic 'product number', or you have to maintain a representative material in profit center accounting (and assign it to the correct material).
In the PCA summary records (table GLPCT) we don't know the field material number ARTNR. PCA only has the representative material. So the representative material has to be derived from the ARTNR of CO-PA.
If you have not maintained a representative material for all materials you get summary records with representative material initial.
So you must maintain the representative materials or you must use summarization for the material.
regards
Waman -
Text determination procedure in Marketing Plan
HI All,
I am using text object CGPL_TEXT and Text determination procedure MPL assigned under it. Text determination procedure MPL has two text types "Description" and "Notes". System is allowing to select "Notes" in marketing plan and enter the text. Next time if I try to select same type "Note" then system is giving error "Make entry in the field Language". But I can select other type "Description" and enter the text.
Does it mean system allow to enter text for a text type only once? What if I want to use same text type for multiple time to enter information related to the same item.
Any pointer?
Regards,
NikhilDear Nikhil,
You are correct that in standard only one text type can be created per language... i.e. 'Note in English' or 'Description in English' can only be created once. But you can certainly add information to a previously created text type.
I'm not sure if there is a technical way to change this.
Regards,
Anik Roy
SAP CRM Moderator -
Unable to Extract Marketing Plan Elements in SAP BI
Hi All,
I am having an issue of Marketing Plan Elements not being pulled into BW. We are extracting CRM Marketing Elements using 0CRM_MKTELM5_ATTR & 0CRM_MKTELM_TEXT Data Source into BW. It is a full load that we are doing.
Few of the Marketing Plan Elements created are missing in the Data loads. When I pulled the Data on Oct 13th I got 40567 records when I pulled today I got 40572. But still 1 marketing plan element created yesterday is not pulled into BW. I even checked in PSA and not able to see the Mkt.Element.
I tried debugging to locate the source table. But could'nt find it. Any clues on source table for these datasource or any help in this regard is highly appreciated.
Thank you.Issue closed
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