Módulo CRM Customizing SAP CRM & SAP C4C

05/16/2017

SAP Hybris C4C vs SalesForce CRM

Filed under: SalesForce,SAP Cloud for Customer — Tags: , , , , — cjsgoulart @ 2:24 PM

Hi Guys,

From now on, the CRM Module Site will also talk about SalesForce, as well as some differences between SAP Hybrys C4C and the SalesForce CRM.

Regards

Cláudio Goulart

 

03/06/2017

SAP Hybris C4C – Integrating and replicating data from Cloud for Customer to Outlook

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 10:22 PM

Nowadays the integration of any CRM Environment and E-mail software it crucial. Specially for Sales Team, Sales Rep and son on.
Thinking about it, I created an article of SAP C4C integrated with Microsoft Outlook. Describing step by step, how to configure, and mention the most important functionality of this integration.

Content
1. Customization
1.1. Description
1.2. Downloading Microsoft Outlook Add-in
1.3. Editing C4C Project’s Scope
1.4. Accessing Microsoft Outlook
1.5. Synchronizing Contacts with Outlook
1.6. Checking Synchronized Data (Shelf)
1.7. Checking Synchronized Data (Accounts)
1.8. Creating an Activity in SAP C4C
1.9. Sending E-mails
1.10. Microsoft Outlook disconnect from SAP C4C

Article : SAP Hybris C4C – Integrating Microsoft Outlook

03/02/2017

SAP Hybris C4C – Easy Form Editor

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , , — cjsgoulart @ 1:02 AM

A Form is a representation pressed of a Business Object (Account, Sales Order, Sales Quote) and it can be change easily by SAP C4C. On those BOs, forms can be used to consolidate all pertinent data, for example Order Form, Quote Form and so on.

This article talk about Easy Form Editor. It´s a Feature of SAP C4C to take a standard form e change it as better fit to the customer´s process.

Content
1. Customization
1.1. Description
1.2. Standard Form demonstration
1.3. Changing the Account Form
1.4. Testing the Account Form

Article : SAP Hybris C4C – Easy Form Editor

02/24/2017

SAP Hybris C4C – Ipad Offline Sync

Filed under: Mobile,SAP Cloud for Customer — Tags: , , , , , — cjsgoulart @ 9:22 PM

On Field Service is very often Reps working in an offline mode. Adding new prospects, creating leads, service orders and so on. The SAP C4C can be accessed by mobile easily, and you can download it right now on Apple Store or Play Store.

Content
1. Customization
1.1. Description
1.2. Synchronization considering Business Role
1.3. Creating Data Customer
1.4. Customizing the SAP C4C – Mobile
1.5. Synchronizing C4C Data
1.6. Switch the mobile to offline mode

Article : SAP Hybris C4C – Ipad Offline Sync

02/14/2017

SAP Hybris C4C – Rule Editor

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 6:17 PM

With Rule Editor, is possible to let the functional consultant more free to create conditions and interact more with the C4C screen. In our example, we are going to make a field obligatory based of a selection of another field. That´s easy to do it in Rule Editor, however, I am sure that you will very satisfy with that feature launched on SAP C4C version 1702.

Content
1. Customization
1.1. Description
1.2. Creating a Rule
1.3. Testing

Article : SAP Hybris C4C – Rule Editor

02/13/2017

SAP Hybris C4C – Page Layout

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 9:52 PM

On this article let´s talk about SAP C4C – Page layout, it is used to defined different screens depending of conditions and roles.

Content
1. Customization
1.1. Description
1.2. Create a Page Layout
1.3. Defining Page Layout characteristics
1.4. Assigning Page Layout for Roles
1.5. Testing

Article: SAP Hybris C4C – Page Layout

02/09/2017

SAP Hybris C4C – Workflow Rules

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 2:16 PM

With Workflow Rules is possible to trigger events based in others events started by users or developments, Those events consist in Notifications, field updates, messaging and others. On this article, we are explaining everything about this SAP C4C functionality.

Content
1. Customization
1.1. Description
1.2. Business Objects (Lead)
1.3. Creating Workflow Rule
1.4. Test the Workflow Rule

Article : SAP Hybris C4C – Workflow Rules

02/08/2017

SAP Hybris C4C – Migration Tool

Filed under: Migration Data,SAP Cloud for Customer — Tags: , , , , — cjsgoulart @ 1:46 PM

The objective of this article is talk about the most boring activity in project, however, extremely necessary. I am talk about Migration of data into SAP C4C. Despite of my resistance of migration data, SAP C4C make easier than I expected.

Content
1. Customization
1.1. Description
1.2. Download Data Customer Template
1.3. Tour on Customers Template
1.4. Execute Migration Tool

Article : SAP Hybris C4C – Migration Tool

02/07/2017

SAP Hybris C4C – Target Groups and Marketing Attributes

Filed under: Marketing,SAP Cloud for Customer — Tags: , , , , , , — cjsgoulart @ 8:29 PM

The objective of this article is talk about a creation of target groups using marketing attributes, using it on CRM Individual or Corporative Customer.
It´s very easy to use and nice SAP C4C feature. I hope you enjoy!!

1. Customization
1.1. Description
1.2. Maintain Attributes
1.3. Create Maintain Attributes Sets
1.4. Using marketing attributes on Individual Customers
1.5. Creating a Target Group

SAP Hybris C4C – Target Groups and Marketing Attributes

 

02/06/2017

SAP Hybris C4C – Code List Restriction

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , , — cjsgoulart @ 5:30 PM

This article mention a very nice feature of SAP C4C, Code List restriction. It based of business objects and business roles define which values will be allowed to be selected by users.

It´s useful to refine the solution

1. Customization
1.1. Description
1.2. Creating a Code List Restriction

SAP Hybris C4C – Code List Restriction

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