Whats New in SAP CRM 7.0?

SAP CRM 7.0

Release Highlights
What s New i n SAP CRM 7.0?
Over vi ew
UI Fr amew or k
Enhanc ement s
Ar c hi t ec t ur e
I mpr ovement s
Ser vi c e
Ex c el l enc e
Consumer
Mar k et i ng
I mpr ovi ng Sal es
Per f or manc e
ERP Or der
embedded
i n CRM
I ndust r y
Hi ghl i ght s
Ent er pr i se
Ser vi c es
Suspects
Locations
Relations
Objects
Record
Documents &
For ms
Incident
Lead
Operations
Staff & Units Case
Lead-t o-Cash
Servi ce
Sales
E-Marketi ng
Ful fi llment
New Pr oduc t i vi t y Tool s:
Smart Value Help
Recent objects for faster navigation
User Gui dance by task based UI
Table Graphics:
visualizing table content in a pie or bar chart
Enhanc ed Per sonal i zat i on:
Web Links can be added to your CRM Home Page
Optional tile layout
Customer specific icons
Drag & Drop
in UI configurati on tool
in calendar (e.g. reschedul e meeting)
UI Fr amew or k Enhancement s
UI Fr amew or k & Ar chi t ec t ur e Hi ghl i ght s (1/2)
Ent er pr i se Sear c h
Simple Search User Interface for CRM
Cross-object searches within CRM (l ocal search scenario)
Cross-system searches across the business suite (central
search scenari o)
One common modern search technology for CRM and also
the suite (TCO)
Based on NetWeaver Enterpri se Search
High runti me performance resulti ng i n fast searches
I dent i t y Management
Integrati on of CRM wi th SAP NetWeaver Identi ty
Management (IDM)
Central management of user data, CRM acting as recei ver
Enabl ement of CRM to handle all necessary follow-up steps
(automated or workflow-based) so that users can start
worki ng in CRM without any disrupti ons
SAP 2007 / Page 4
UI Fr amew or k & Ar chi t ec t ur e Hi ghl i ght s (2/2)
Desi gn Layer
Reduction of the UI configuration tool field set
Central re-labeling
Easy creation of value help content for customer
specific fields
Ex t ensi bi l i t y Tool
Provide capability to extend CRM Business Objects
Seamlessl y integrated into the CRM Framework
Tools
Accessible via UI Configuration Tool and from the
Navigati on Bar
Transport extensions & Multi-l anguage support
St abl e Cor e
Consolidated stable core approach
Enhancement package1 readiness
Clear software component definition
SAP 2007 / Page 5
Realizing Business
Requirements in a
faster, simpler and
efficient way.
Realizing Business
Requirements in a
faster, simpler and
efficient way.
Ser vi c e Management (1/5)
Hi ghl i ght s Over vi ew
Customer
Service
Logistics
& Finance
Warranty
& Claim
Management
Returns &
Depot Repair
Field Service
Management
Customer
Service &
Support
Installations &
Maintenance
Service
Contracts &
Agreements
Service Sales
& Marketing
Contract templates
Contract renewal
Contract change
processes and mass
changes
Credit card payment
Packaged service quotations
Functional location download
Bill of material replication
Enhanced authorizations
Service request and
master requests
Knowledge articles
IT service management
Resource planning:
Geo-maps
Alternative technician
information
Technician self-service
Usability enhancements
Automated warranty
activation
Link to CATS time sheet
Displaying cost
information
Ser vi c e Management (2/5)
Cust omer -Dr i ven Enhanc ement s
Ser vi c e enhanc ement s & al i gnment s:
ERP integration of functional locations and bill
of materials
Credit card payment in CRM billing
Service transactions inherit reference objects
and categorizations to the item level
Controlling and cost information displayed in
transactions
Improved serial number integration
Enhanced authorizations for Installed Base
Ser vi c e Management (3/5)
Advanc ed Cont r ac t Management
Advanced Contract Management covers enhanced
functionality around service contracts and the
whole life-cycle of a contract with processes of
contract offering, contract execution and contract
maintenance.
Enhanc ed c ont r ac t l i f e-c yc l e:
Package quotations incl. enhanced package
pricing and follow-ups creation
Automation of contract activation processing
Master contract templates
Consolidated change processes for all contract
types
Marketing integration for contract renewal
process
Interfaces for 3rd Party remote service vendors
Display related ERP documents in transaction
anal yzer
Usabili ty enhancements
Ser vi c e Management (4/5)
Resour c e Opt i mi zat i on
In order to plan and steer internal and external
technicians, resource scheduling is an essential
part of service processing within companies.
Offering the necessary information in a smart way
enables resource planners to plan and react
accordingly.
Continuous and enhanced support for external
service providers follows the market requirements
and offers more end-to-end process possibilities.
Resour c e Opt i mi zat i on:
Al ternative technician information
Maintenance for service providers
Technici an Sel f Servi ce
Planning information enhancements
Strengthen back office possibilities
Ser vi c e Management (5/5)
Know l edge Ar t i c l es Management
The new Knowledge Article Base contains
business relevant FAQs, how-to documents,
special process information, solution
descriptions, etc.
Cr eat e, l i nk and di st r i but e k now l edge :
Quickly find information via full text search
Easy integration to other CRM objects like
customers, products, installed bases,
campaigns, opportunities, service requests
Multil ingual text authoring and attachment
capabi lity
Special authorization checks to restrict access
to special user groups
Actions and Workflow support
Interfaces for import and export from and to
existing knowledge bases
I TI L

Compl i ant I T Ser vi c e Management (1/2)

Compr ehensi ve End-t o-End Sol ut i on
New comprehensive and complete
ITIL-compliant end-to-end offering for
IT Service Management
ITIL-compliant incident, problem, and
change management
IT Service Desk for professional 1st
level support, optionall y with integration
into SAP Solution Manager Service Desk
IT Object Management and IT Service
Level Management as a basis for IT
support processes
IT Service Desk
2
nd
Level Support
Customer
Fl ex i bl e Usage Opt i ons
Internal scenarios IT department delivering IT support to other departments
Shared Service Center (SSC) scenarios SSCs offering IT- as well as further
internal services globally for one corporate group
External scenarios IT service providers offering services to their customers
I TI L

Compl i ant I T Ser vi c e Management (2/2)

Compr ehensi ve End-t o-End Sol ut i on
IT Service Desk
2
nd
Level Support
Customer
I T Suppor t Management
Pre-defined process types for incident, problem
and change management along the best practices
described in the IT Infrastructure Library (ITIL)
One Component concept for flexible usage of
these process types wi thin or outside of SAP CRM
Interaction Center
Integrated knowledge article search and
provisioning
Pre-defined interface to SAP Solution Manager
Service Desk for exchange of incidents
I T Obj ec t and I T Ser vi c e Level Management
New object famil y for IT items, optionally with integration to SAP ERP
Maintain and display dependencies between IT items via object relationships
Servi ce Levels like service and response profi les, as well as metri cs
Servi ce level adherence as well as other IT service-rel ated reporting via SAP BI
I nt er ac t i on Cent er (1/2)
Cor e Enhanc ement s / Hi gh Vol ume
Context Area and Multichannel Integration
Confi gurable Context Area: Use CRM configuration tool to confi gure and adjust the
Interaction center Context Area to your needs.
Multichannel Integration: Enhanced administration options to configure polli ng frequency
and Contact Center Software heartbeat checks
Interaction Center Client Switch in case of Multiple CRM and Backend cli ents e.g. for BPO
(Busi ness Process Outsourcing) scenarios
Account Identification and Lean Interaction Record
Enhancements for searchi ng and i dentifyi ng accounts
Runti me optimi zed configurati on for Interaction Record
One stop configuration
CRM WebCli ent business transacti ons can be used nati vel y with IC screen layout in the
IC WebClient
New ITIL compliant services processes common for customer servi ce and shared servi ce
center, including IT Service Desk - available in CRM WebCli ent and Interaction Center
WebCli ent
SAP sees increasing adoption of CRM Interaction
Center by high volume call centers. A set of
improvements optimize the current application
as well as the end user processing times. One
stop configuration allows to optimize TCO in
multi-scenario implementations.
SAP 2007 / Page 14 SAP 2007 / CRM70 Kick-off, Page 14, SAP internal and confidential
I nt er ac t i on Cent er (2/2)
Shar ed Ser vi c e Cent er Ac c ount i ng I nt er ac t i on Cent er
Business Partner Identification
Identi fication of customers, vendors and employees and their related
partners
Identifi cation of partner by company code and by reference documents
(e.g. ERP invoice) company code from ERP back end can be used
Interaction Center Client Switch in case of Multiple CRM and Backend
clients e.g. for BPO (Business Process Outsourcing) scenarios
Service and Interaction Record
Service request creation / tracking user interface for non Interaction
Center users (e.g. accounting or HR staff)
Track company code and reference document in service request
Service request search by company code in Agent Inbox
Launch Transaction Content
Sample content for most relevant launch transactions to access
Financial Accounting processes in the ERP backend
SAP CRM 7.0 integrates CRM Shared Service Center
functionality with the backend systems for financials.
With this Accounting Interaction Center, requests from
customers, vendors/ suppliers and employees can be
easily tracked and resolved.
SAP 2007 / Page 15

Communi c at i on-Enabl ed CRM Pr oc esses (1/4)

(CEBP) What i f
while reviewing a lead, your account managers could see
whether the colleague who qualified the lead is currently
available for a phone call?
all your customer facing personnel had access to
communication features previously available only to your call
center agents (screen pop, screen transfer)?
it only took a mouse click to communicate with your
customers and colleagues?
you could ensure real time execution on steps in a business
process in the same way you manage incoming phone calls?
Customer Service Network
People, Skills, Availability, .
CEBP
Communi c at i on-Enabl ed CRM Pr oc esses (2/4)
What ar e c ommuni c at i on enabl ed pr oc esses i n a CRM c ont ex t ?
CEBP
Apps
CEBP
Business Processes
Channels
Customer
Network of people and skil ls
In-house
Multiple locations
Outsourced
Home agents
Consistent, relevant
interactions across
channels
Seamless integration with
marketing, sales & service
processes
360 view of the customer,
process access and
collaboration
Connec t i ng Peopl e, Pr oc esses, and Communi c at i ons w i t hi n a
Cust omer Ser vi c e Net w or k
Communi c at i on-Enabl ed CRM Pr oc esses (3/4)
SAP CRM 7.0 integrates communications with
CRM processes allowing companies to leverage
organizational know-how independent of
location; enhance marketi ng, sales, and service
activities; and reduce total cost of ownership.
Communication enablement for all CRM business roles
Communication toolbar integrates phone functionality with al l CRM user interfaces and
busi ness roles and all ows customer facing personnel to col laborate in a busi ness context
Enabl es more effici ent and effecti ve interactions wi th customers, partners and empl oyees
throughout the organizati on
Empower collaboration wi th contextual presence
Presence i nformation available from communication systems is determined in the
appropriate busi ness context withi n CRM screens
Business context can be used duri ng collaborati on
Allows determinati on of available people with right skills at a glance and transfer of CRM
screens during call conferencing or with call transfers
Business process push
Routes and pushes CRM processes to CRM users leveraging the integrati on to a
communication management system
For example, CRM E-Mail Response Management System (ERMS) can util ize SAP BCM to
route and push an anal yzed email to a CRM Interacti on Center agent
Communi c at i on-Enabl ed CRM Pr oc esses (4/4)
Ex ampl e: Pr esenc e I nf or mat i on i n Par t ner Vi ew s
Caller
Identificati on
Call Status/
Timer
Softphone
controls
Availability
Indicator
Softphone
Link
Mar k et i ng (1/4)
Foc us on Consumer Mar k et i ng
Loyal t y Management @SAP
Loyalty Management applies across multiple industries where
customer loyalty programs are utilized to build customer
relationships and to promote specific customer behaviors.
Loyalty management enables marketers to plan and execute
closed loop loyalty programs, such as frequent flyer programs.
These programs can promote customers participation through
points/reward programs where certain amounts of points are
earned for a specific customer behavior. In turn, customers can
redeem these points for specified rewards.
End customers have access to self-service web sites to check
and manage their points/reward accounts and to redeem
points for rewards, or may choose to access these actions via
the companys call center.
Loyalty Management is customer centric
I nt egr at i on and c r oss-ent er pr i se pr oc esses ar e bec omi ng t he k ey t o suc c ess i n
CRM. Wi t h t he f r ont -of f i c e/bac k -of f i c e st or y, [ espec i al l y] SAP [ has] t he best vi si on,
bec ause i t i s c r eat i ng an ec osyst em of vendor s ar ound Net Weaver . . . .
Forrester: SAP isnt software; it is a religion
SAP 2008 / Page 19
!
Mar k et i ng (2/4)
Loyal t y Management a c ompl et e Sol ut i on ...
Beef or chicken ?
Why not take more ?
If you can get more
Loyalty Program Management enables set up and maintenance of loyalty programs.
Program maintenance includes information about program-related loyalty status levels,
tier groups and levels, set up and maintenance of point accounts, as well as program-
specific point accrual and redemption based on flights, nights of stay etc.
Loyalty Reward Rule Management includes set up and maintenance of loyalty rules and
conditions finally being processed by the loyalty engine. All points accrued and
redeemed by members are recorded wi thin the member s point account.
Loyalty Membership represents the participation of an individual person, or
organization to a specific frequent flyer program. Membership is opened by a
registration to the loyalty program, either paper-based, via web-self service, or call
center. It also includes member activities such as flight or sales activities - finally being
accrued or redeemed as points.
The Loyalty Management Processing Engine a highl y scalable Engine to process
member activities and tier transition evaluation. It is an integrated part of SAP CRM and
the heart of the CRM based Loyalty Management solution.
Loyalty Management additional features:
Collaboration
Integration
Analytics
SAP Loyalty Management is part of SAP CRM. It is full y integrated
into core CRM scenarios, such as marketing campai gn management,
service complai nts management, Web Channel and more.
Mar k et i ng (3/4)
Loyal t y Management Func t i onal Over vi ew
Loyalty API
Connectivity
Backend
Integration
IC
Integration
Web Channel
Integration
Simulation
Integrate / Anal yze / Collaborate
Program
Management
Reward Rules
Management
Membership
Handli ng
Processing
Engi ne
SAP 2008 / Page 21
SAP 2007 / Page 22
Mar k et i ng (4/4)
Hi gh Vol ume Mar k et i ng Enabl ement
Scalability Enhancements address the needs
of high-volume marketing environments
where marketers deal with large number of
end-consumers, segments, and campaigns
to reach their target audiences with relevant
marketing messages.
Segment at i on
Improved segmentation scalability for high
volumes of customer data
Clear visualization of all segmentation steps
Campai gn Ex ec ut i on
Lean high volume campaign execution for e-mail
and file export
Newsletters and special campaigns, e.g. in loyalty
programs, can be addressed to millions of
customers
Addr ess Li st Handl i ng
handling of temporary address data for e.g. high
volume one shot mailings wi th purchased/rented
addresses
Sal es (1/4)
I mpr ovi ng Sal es Per f or manc e
Sal es (2/4)
Ter r i t or y Management
Ter r i t or y Management enabl es
Optimal coverage of sales territories by dividing
sales markets into territori es
Assignment of territories to CRM accounts and
Opportunities and there by to the right sales
professional
Authorization management, there by ensuring that
the user gets the right information
Capabi l i t i es:
Authorizations based on terri tory assignment.
Search based on territory for vari ous CRM objects (accounts, products, bus. transacti ons etc.).
Possi bilit y to model & eval uate terri tory rul es, using a rule engine supporting inclusi ons and
excepti ons .
Supports basic territory alignment capabiliti es, with a possi bili ty to confi gure what-if scenarios.
Provides basic data validation reports, which could be used by territory admini strators to mai ntain
territory mgmt in the CRM system.
Provides mass update reports, which could be used to update terri tory/sales empl oyees in
territory management and the associ ated business documents after territory re-alignments.
Provides territory interface in accounts application, so as to maintain manual overri des for certain
accounts.
Sal es (3/4)
Pi pel i ne Per f or manc e Management
Pi pel i ne Per f or manc e Management hel ps
sal es manager s and r epr esent at i ves t o
Analyze their sales pipeline
Identify gaps and criti cal opportunities
Simulate what-if scenarios
Capabi l i t i es:
Abilit y to set overall revenue target, revenue target by product / product category, uni ts target by
product or product category .
Abilit y to choose the data content for pipel ine anal ysi s from total sales volume, sales volume by
product / product category, uni ts vol ume by product / product category.
Provides weighted / un-weighted Pipeline data wi th dynamic filters for pipeline data exploration.
Simulate opportunity changes and what-i f scenari os for closi ng pipeline gaps with the opti on to
save simul ated opportunity value changes.
View pipeline-relevant changes for a certai n time horizon, showi ng direction of change for key
fields.
Quickl y displ ay the relevant information about recent acti vities, contacts, products, related
competitors, etc.
Personalize chart views by making personal default setti ngs.
Maintain indi vi dual churn rates to cal culate the target line for Sales Pipeli ne View.
Sal es (4/4)
Or der Management Hi ghl i ght s
Cust omer Or der Management
Capture, adjust, track and bill a customers request for
products and services
Prevent errors and inconsistencies
Simplify ordering across channels
Enabl e consi stent pricing, up-/cross-selling and campaign
execution.
Compl et e Lead-t o-c ash pr oc ess w i t h ERP
Or der
CRM Opportunity to ERP Quote/Order
CRM Cross-/Upsell and Campaigns withi n ERP Quote/Order
CRM Catal og Search and Browse wi thin ERP Quote/Order
Guided Sales Configurati on
Tar get I ndust r i es
Industrial Machi nery & Components
High-Tech: Component Manufacturer
Mill Products
Consumer Products: Beverage
Lead-t o-Cash
Service
Sales
E-Marketing
Fulfillment
SAP 2007 / Page 26
Web Channel (1/2)
Loyal t y Management I nt egr at i on I nt o Web
Channel
Increase brand loyalt y and encourage specifi c customer
behaviors.
Reward specific customer behaviors with points. Poi nts can be
redeemed for speci fied rewards.
Customers can enroll in loyalty programs and manage their
accounts online
View and use eligible rewards withi n the shoppi ng basket.
Addi t i onal Depl oyment Fl ex i bi l i t y Wi t h ERP
Or der I nt egr at i on
Adds third option to existi ng deployment modes (SAP E-
Commerce connected to SAP CRM or directl y to SAP ERP).
Enabl es customers to run e-commerce capabiliti es with SAP
CRM but using the SAP ERP sales order.
Allows to use the ERP order but benefit from the e-marketing
features of CRM such as product recommendati ons, cross- and
up-selli ng, and marketing campai gns.
No need to replicate orders and to duplicate prici ng conditi ons
in CRM.
SAP 2007 / Page 27
Web Channel (2/2)
Si ngl e Pr oduc t Cat al og For Cust omer s, Sal es
Reps and Cal l Cent er Agent s
Same vi ew to product catal og information for empl oyees as
provided through SAP CRM Web Channel
Rollout and use consistent product i nformation in all
channel s and enable quick quote/order creation from onl ine
catal og
Ent er pr i se Ser vi c e Or i ent ed Ar c hi t ec t ur e
(ESOA)
Provide wel l defined interfaces to flexibly enhance and adapt
the solution
Leverage Web servi ces to manage the CRM product catalog
Integrate product information as well as real-time
price/avail ability i nto non-E-Commerce context li ke a
consumer Homepage using Web servi ces
SAP E-Commer c e f or SAP ERP (del i ver ed as
par t of SAP ECC 6.0 EHP4)
SAP E-Commerce for SAP ERP updated to match the latest
E-Commerce version for SAP CRM
SAP 2007 / Page 28
Par t ner Channel Management
End-t o-end Channel Ser vi c e Management
Partners manage and track their service
resources and availability
Vendors execute service resource planning &
service order distribution
Self-service for partners to receive and confirm
completion of service orders
Integration with billing & warranty claims
Ent er pr i se Ser vi c e Or i ent ed Ar c hi t ec t ur e
(ESOA)
Integrate your own Partner Registration
application with SAP CRM Partner Channel
Management using SOA services.
SAP 2007 / Page 29
I ndust r y-Spec i f i c Sc enar i os (1/3)
I nvest i gat i ve Case Management (Publ i c Sec t or )
Suppor t i ng Publ i c Sec ur i t y
The market for Public Security i s demanding for a
solution capable to handle the whole lifecycle of
criminal investigation, starting from the time of first
incident/lead down to case closing and maintaining a
court result.
Investigative Case Management offers a centralized
information storage, a collaborative process
management and capabili ties to relate enti ties and thus
to deri ve intell igence from that.
Hi gh- Level Capabi l i t i es:
Support of initial and further investi gation processes
with inci dents, i nvesti gative leads and cases
Investigation case processing, i.e. intelligence and
information sharing, eval uati on of i nformati on & source
reliabi lity, organize securit y force operations and
support l aw enforcement
Central storage for suspects, victi ms, witnesses as well
as objects and locations. Support of compl ex
rel ationships between master and transactional data.
Suspects
Locations
Relations
Objects
Record
Documents &
Forms
Incident
Lead
Operations
Staff & Units
Case
Tr ade Pr omot i on Management
CP companies on an average spend 18% of
their sales revenue on funding trade
promotions. In the current economic climate
understanding which promotions are
effective is more important than ever before.
New capabilities to improve usability:
Promotion totals on overview page, key
figures added to calendar, etc
Improved claims management capabilities
Improved funds determination
Enhanced TPM Capabilities for mobile users
visualization of:
Trade Promotions with Product Segments,
display pallets, etc
Funds used to manage Trade Promotions
I ndust r y-Spec i f i c Sc enar i os (2/3)
Tr ade Pr omot i on Management
Pl ease r ef er t o Mar k et i ng sec t i on of t hi s
pr esent at i on f or mor e det ai l ed i nf or mat i on.
I ndust r y-Spec i f i c Sc enar i os (3/3)
Loyal t y Management (Tr avel / Tr anspor t at i on)
Ser vi c e Or i ent ed Arc hi t ec t ur e i n CRM (1/2)
Ent er pri se Ser vi c es
CRM is a prime platform for customers to
drive value from SAPs Service Oriented
Architecture.
SAP CRM 7.0 provides a broad service
enablement across Marketing, Sales and
Service with productized Enterprise
Servi ces to cover
Composi te application scenari os (incl.
Interactive Forms)
Inter-company and cross-company
system integration scenarios
Enterprise Services are delivered through
Servi ce Bundles with a high coverage of
the CRM Solution Map scenarios across
Marketing, Sales, Service, and Web Channel
Web Service Tool (already introduced in
older releases) to enable modeling of
individual services on the fly by following a
user-friendl y wi zard
Ser vi c e Or i ent ed Arc hi t ec t ur e i n CRM (2/2)
Ex ampl e: Ent er pr i se Ser vi c es f or CRM Ser vi c e
Before Slow, error-prone processes for
requesting services, communicating
changes, confirming work done.
After Transparent, fast, and accurate
service order management processes
Transparent, streamlined, integrated
service processing
Delayed processing of service
orders, quotations and
confirmati ons communicated
via phone or E-Mail
Error-prone entry of data no
automation, no self-service
No visibili ty for customers regarding
current status of processing
Pr oc ess
Not havi ng an i ntegrated CRM system,
customer has to call IT service provi der to
request services
IT service provider creates service order
manuall y i n the CRM system
Customer has to call IT service provi der to
request current status of servi ce order

Pr oc ess
Customer uses customer-specific web
service to create service order in IT service
provi ders CRM system
Incomplete product data can be
verified/standardi zed within the CRM system
Current status of servi ce documents can be
requested at any time via a web service

SAP 2007 / Page 35
Dat a Qual i t y Management
Capabi l i t i es:
Integrated duplicate check as a technicall y integrated
solution, including dupli cate i denti fi cation and duplicate
merge, usi ng SAP software or a third-party add-on.
External duplicate check by a service provider (agency),
including export of data records, upl oad of results, and post-
processing of results (merge).
External postal address validation (syntax validation) using an
external service provider, wi th export of data records and
upload of results.
External content vali dati on for rel ocation and necrol ogy usi ng
a servi ce provider (agency), wi th export of data records and
upload of results.
Data qual ity management tasks are performed for a whole validati on
group. A vali dati on group is a set of busi ness partners and is
represented by a target group or a profile. Vali dati on groups are built
using the segmentation functionalit y avail able i n CRM Marketing.
Target
Group
Transfer
Data
Identify
Dupli cates
Create Cleansi ng
Cases
Merge
Automaticall y
The Data Quality Management framework provides a
set of powerful tasks designed to
eliminate dupli cate business partner data records
ensure a consistentl y high standard of data quality
Dashboar ds and I nt er ac t i ve Repor t i ng
Business Objects has opened a new window of
opportunity for improvement in the area of CRM
Anal ytics. CRM Dashboards integrate Business
Objects Xcelsius in CRM 7.0 with a visual
User Interface and interactive analytics.
CRM 7.0 provides a framework to create easily
Business Objects Xselsius Dashboards
based on pre-defined CRM-interactive reports.
Capabi l i t i es:
Create your own custom CRM
dashboards using Business Objects
Xcelsius Enterprise
Wizard driven dashboard builder tool
provides possibility to upload the
Xcelsius Dashboards and embed it
within the CRM WebClient
Share Xcelsius dashboard with other
CRM users