CRM 7.0 Data Overview for IDES CRM 7.

0 Delivery
Purpose
The following document summarizes the most important data used in the IDES CRM 7.0 Delivery (Cross-Industry - Client 800). Master Data is based on United States (US) data. Language: English

Customers
The customers are grouped into B2C (Business to Consumer) and B2B (Business to Business) Customers: The following customers can be used to create Transactional data.

B2C Business Partners (Consumer)

Customer Number / Account Number 470 471 472 473 474 481 482 First Name Alex Steve Agnes Albert Edward Peter Douglas Last Name Lynch Martin Varda Brooks Burns King Barker

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B2B Business Partners

Cust.No/ Account 3270 3271 3272 3273 3274 3275 3276 3277 3278 3279 Name Park Lane Hotel And Spa Media Store Adcom Computer Alpha Center High Com Tidemann Electronics Global Computers Ketiv Technologies Pro Com Integrated Tech Store Target Group PC4BIZ: A- Class, High Tech PC4BIZ: B- Class, High Tech PC4BIZ: A- Class, High Tech PC4BIZ: A- Class, High Tech PC4BIZ: C- Class, High Tech PC4BIZ: C- Class, High Tech PC4BIZ: B- Class, High Tech PC4BIZ: A- Class, High Tech Contact Person 406820 461 462 463 464 465 466 467 468 508

Competitors
Cust.No./Account 3961 Name Computer & More Inc CompuDisc Inc Location Denver Denver

HT9999

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Products / Materials
These Products / Materials can be used: HT-1000 HT-1001 HT-1010 HT-1011 HT-1020 HT-1021 HT-1022 HT-1023 HT-1030 HT-1031 HT-1032 HT-1035 HT-1036 HT-1037 HT-1040 HT-1041 HT-1042 HT-1050 HT-1051 HT-1052 HT-1055 HT-1056 HT-1060 HT-1061 HT-1062 HT-1063 HT-1064 HT-1065 HT-1066 HT-1067 HT-1068 HT-1070 HT-1071 HT-1072 HT-1073 Notebook Basic 15 Notebook Basic 17 Notebook Professional 15 Notebook Professional 17 Easy Hand III Easy Hand V Easy Hand VII Easy Power. Ergo Screen Easy Pixel Beam Screen Flat Basic 15d. Flat Future Flat X-large Laser Professional Eco Laser Basic Laser Allround Deskjet Super Color Deskjet Mobile Deskjet Super Highspeed Multi Print Multi Color Cordless Mouse Speed Mouse Track Mouse Ergonomic Internet Keyboard Media Keyboard Mousepad Ergo Mousepad Designer Mousepad Proctra X Gladiator MX Hurricane GX Psimax

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Predefined Example Users with Assignment to Business Roles

User ID CAMPMAN SALESREP SALESMAN MARKETMAN ICMAN ICAGENT CRM 7.0 UI Role MARKETINGPRO SALESPRO SALESPRO MARKETINGPRO IC_MANAGER Z_IDES_AGENT CRM 7.0 Role Description Marketing Professional Sales Professional Sales Professional Marketing Professional Interaction Center Manager Interaction Center Agent Business Function Campaign Manager Sales Representative Sales Manager Marketing Manager Interaction Center Manager Interaction Center Agent

Password for all predefined Scenario Users is: welcome

Interaction Center Profiles / Business Roles for IC

IC Role Z_IDES_AGENT Used in Interaction Center with User ICAGENT

Marketing and Campaign Management

Marketing Plan and Campaigns
The following marketing plan with corresponding campaigns is available as a copy reference: Marketing Plan C/3002 Campaign C/3002-B2C-INT Description Marketing Plan with E-Mail Campaign Channel E-Mail Target Group PC4YOU_3:Advanced, Multimedia, E-Mail (BP: 473: Brooks) PC4YOU_5: Beginner, Multimedia, E-Mail (BP:481:King) PC4YOU_8: Advanced, Multimedia, E-Mail (BP:505:Jefferson) PC4YOU_7: Expert, Internet, E-Mail (BP:474: Burns) PC4YOU_4:Beginner Internet E-mail C/3002-B2B-CIC 108877324.doc B2B Customer Telephone PC4BIZ: A - Class, High

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Call Campaign

(IC)

Tech (Contains Business Partners: 3271, 3273, 3274) PC4YOU: 2nd Wave Call Campaign (BP: 470; 471; 472; 473)

C/3002-B2C-CIC

B2C Customer Call Campaign

Telephone (IC)

Target Groups for Marketing

B2B: PC4BIZ: A - Class, High Tech (Contains Business Partners: 3271, 3273, 3274) B2C: PC4YOU: 2nd Wave Call Campaign (BP: 470; 471; 472; 473)

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Communication Medium for Marketing

Communication Medium E-mail Telephone (with activity Creation) Assigned Transaction Type 0005 - Outgoing e-mails 0003 - Outgoing Phone Call Description Creates outgoing e-mails Creates Activities of type Outgoing Phone call for the Business Partners in the Target Group Creates Leads for the Business Partners in the Target Group

Telephone (with Lead Creation) The settings are done in:

Lead - Lead Transaction

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Transaction types
The following transaction types are mostly used in IDES CRM for Sales Area Lead/ Opportunities Transaction Type LEAD OPPT OPSM Sales TA Description Lead Opportunity Sales Methodology Telesales Opportunity Including Sales Methodology Default order with billing in ERP Default order via internet sales; billing in ERP Order type for billing in CRM Comment

ZIS

Internet Sales

ZSAL

Sales Process

ZAG2

Quotation (- Order)

Change from quotation to order via follow up document

QCTR VCTR

Quantity contract Value contract

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Organizational Data in Sales Transactions

When a Sales Order is created with a B2B / B2C Business Partner, the following Sales Data is determined:

The main Sales Org Is US Sales & Service Distribution Channel: Scenarios) ID: 50000609 30 Short Text: Sales US

Internet Sales (this distribution channel is used for many different Sales

The Organizational Data Determination is working automatically, when the Business Partner is located in Country US and has PO Box : 1030 (1030 determines the Distribution Channel 30) Example for Business Partner 3271

The Organizational determined profile is assigned to the transaction types in customizing (e.g. here for Transaction Type TA: Org Data Profile is ZIDES_01

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