SAP CRM 基础培训[优质文档]

有限公司企业标准文件编号：S A P软件基础操作培训手册1. 概述本手册适用于SAP系统入门者和系统操作不熟练者,包括SAP系统的基本操作和部分操作技巧,希望每个初学者能仔细阅读此份文档,同时结合模块的各业务操作手册,这样可以更加有效、准确的掌握SAP系统的使用操作。

2. 范围适用于XXXX集团（1000）下辖总部工厂（1100）、XXXX（1200）、XXXX（1300）的关键用户。

3.定义和引用标准不涉及4.职责和权限不涉及5.工作程序5.1 登录/注销SAP使用SAP前需要先登录，要结束SAP操作时需要注销。

需要在初次登录SAP系统时或者定期修改登录密码。

5.1.1 登录1.双击电脑桌面或开始菜单中的SAP图标2.显示SAP登录选择界面（1）选择”连接”(图1-1)（2）点击需要登录的连接(图1-1),测试阶段选择:PANL_DEV版本。

(图1-1)（3）显示登录界面(图1-2)，输入账号和密码，点击“Enter”键。

（4）首次登陆需要进行密码修改，如图：1-3，点击“√”进入图1-4界面3.登录成功后界面：图1-54.注销注销可以在 SAP 的任意画面进行。

注销有 4 种方法：（1）在菜单栏中选中“系统”，然后选择“注销”（图1-6），会提示对话框（图1-7），确定已保存了所有想要保存的数据时，选择「是」；不确定已保存了所有数据而想要取消注销时，点击「否」。

对话框消失，重新回到进行作业的画面。

（2）点击所有打开画面右上角的，关闭最后一个画面时，提示对话框(图1-7),点击是，注销系统。

（3）在打开的任意画面输入【/nend 】(图 1-9)，提示对话框(图1-7)，点击是，注销系统。

使用）。

5.2 SAP主界面SAP 登录成功后，显示 SAP 主界面。

SAP 主界面主要包含：菜单栏(1)、标准工具栏(2)、事务代码栏(3)、功能按钮栏(4)、SAP 菜单或者用户菜单栏(5)、状态/信息栏(6)、系统信息栏(7)等。

SAP CRM1.WebClient UI发展历程：⏹GUI-> PCUI-> IC WebClient -> WebClient最新功能：⏹CRM WebClient User Interface (UI)，可以在GUI中使用CRM_UI直接登录WebClient. CRM7.0新功能⏹使用SAP BSP/BOL技术和HTTP协议，通过网页浏览器登陆实现对SAP CRM的访问特点解析：⏹CRM从CRM2007版本开始，替换SAP GUI而采用WebClient作为用户工作平台，目前最新的版本是CRM 7.0 EHP1⏹为销售，服务，和市场的用户定做⏹用户界面个性化⏹直观的导航和界面⏹快速创建，维护，和查看信息WebClient UI元素介绍：⏹抬头和导航条 Header and navigation bar⏹主页 Home page⏹工作中心页 Work center page⏹搜索页 Search page⏹概览页 Overview page⏹编辑页 Edit page⏹编辑清单页 Edit list page⏹自由格式程序页 Freestyle application page⏹搜索帮助对话框 Search help dialog box⏹值帮助对话框 Value help dialog box⏹个性化帮助对话框 Personalization dialog boxL-Shape：简而言之，是CRM用户操作界面的一种固定格式，L-Shape提供给用户快捷进入所需功能的方式。

下图，将抬头与导航条固定在了Webclient中。

L-Shape特性●固定的位置和大小●可按照用户角色个性化导航条可包括●应用程序搜索●URL●SAP BI报告和分析●到其他系统Entry Pages：包括以下几点Home:主页为每个用户进入的起点，包括与用户相关的任务，报表等信息Calendar:日历页提供了有关今日预约乃至任务的图形化界面。

sap 培训计划一、培训目标本次SAP培训旨在帮助员工掌握SAP系统的基本操作及相关知识，提高员工的业务操作能力，提高工作效率和质量。

具体包括以下几个培训目标：1. 掌握SAP系统的基本操作，包括登录、查询、维护、报表生成等功能；2. 熟悉SAP系统的相关业务流程，包括采购、销售、财务等流程；3. 了解SAP系统的核心模块及其应用，包括FI、CO、MM、SD等模块；4. 掌握SAP系统的基本维护和故障处理方法；5. 掌握SAP系统的相关技术和工具的使用方法，包括ABAP、SAP HANA等。

二、培训内容1. SAP系统基本概念及架构介绍- SAP系统介绍- SAP系统架构- SAP系统应用场景2. SAP系统基本操作- SAP系统登录与退出- SAP系统界面与功能区域介绍- SAP系统菜单操作与快捷键3. SAP系统基本功能- SAP系统数据查询与修改- SAP系统报表生成与导出- SAP系统数据导入与数据清理4. SAP系统业务流程- SAP系统采购流程- SAP系统销售流程- SAP系统财务流程5. SAP系统核心模块- SAP FI模块介绍与应用- SAP CO模块介绍与应用- SAP MM模块介绍与应用- SAP SD模块介绍与应用6. SAP系统维护与故障处理- SAP系统日常维护- SAP系统常见故障及处理方法7. SAP系统相关技术与工具- SAP ABAP介绍与应用- SAP HANA介绍与应用- SAP系统集成与扩展方法三、培训方法1. 理论讲解：通过上课形式进行SAP系统的基本概念讲解，介绍SAP系统的相关功能和技术。

2. 案例分析：通过实际案例分析，讲解SAP系统的应用方法，帮助员工理解并掌握SAP 系统的操作流程。

3. 实操演练：通过实际操作，让员工熟悉SAP系统的操作界面和功能，提高操作技能。

4. 课后练习：布置课后作业，让员工巩固所学知识，提高学习效果。

四、培训计划1. 第一阶段：SAP系统基本概念- 课时：2天- 培训内容：SAP系统介绍、SAP系统架构、SAP系统应用场景2. 第二阶段：SAP系统基本操作- 课时：2天- 培训内容：SAP系统登录与退出、SAP系统界面与功能区域介绍、SAP系统菜单操作与快捷键3. 第三阶段：SAP系统基本功能- 课时：2天- 培训内容：SAP系统数据查询与修改、SAP系统报表生成与导出、SAP系统数据导入与数据清理4. 第四阶段：SAP系统业务流程- 课时：3天- 培训内容：SAP系统采购流程、SAP系统销售流程、SAP系统财务流程5. 第五阶段：SAP系统核心模块- 课时：3天- 培训内容：SAP FI模块介绍与应用、SAP CO模块介绍与应用、SAP MM模块介绍与应用、SAP SD模块介绍与应用6. 第六阶段：SAP系统维护与故障处理- 课时：2天- 培训内容：SAP系统日常维护、SAP系统常见故障及处理方法7. 第七阶段：SAP系统相关技术与工具- 课时：2天- 培训内容：SAP ABAP介绍与应用、SAP HANA介绍与应用、SAP系统集成与扩展方法五、培训考核为了确保培训效果，将对员工进行培训考核，培训考核包括以下内容：1. 理论考核：考核员工对SAP系统的基本概念和相关知识的掌握情况。

About the T utorialSAP Customer Relationship Management (SAP CRM) is key component of SAP Business Suite and it is used not only to add ress an organization’s short term goals, but it also helps in reducing cost and increase the decision making ability by defining future strategy. SAP CRM also helps in achieving differentiated capabilities to compete effectively and to meet long term objectives.This is a fundamental tutorial that covers the basics of SAP CRM and how to deal with its various components and sub-components.AudienceThis tutorial has been prepared for those professionals who wish to learn the basics as well as the refinements of SAP CRM and execute it in practice.The SAP CRM system is used to support all customer focused business areas like service, marketing, sales, etc. It is also implemented for different customer interaction channels, such as Interaction Centers, Internet, and mobile for E-Commerce.This tutorial is planned to make the reader at ease in getting started with the SAP Customer Relationship Management and its several other utilities.PrerequisitesIt is an uncomplicated and simple tutorial which the readers can easily understand. The conceptions are explained here with a basic knowledge of how a company or an organization deals with its CRM System. However, it will help if you have some prior exposure to customer service, assistance related to sales, complaint handling and other related activities.Copyright and DisclaimerCopyright 2018 by Tutorials Point (I) Pvt. Ltd.All the content and graphics published in this e-book are the property of Tutorials Point (I) Pvt. Ltd. The user of this e-book is prohibited to reuse, retain, copy, distribute or republish any contents or a part of contents of this e-book in any manner without written consent of the publisher.We strive to update the contents of our website and tutorials as timely and as precisely as possible, however, the contents may contain inaccuracies or errors. Tutorials Point (I) Pvt. Ltd. provides no guarantee regarding the accuracy, timeliness or completeness of our website or its contents including this tutorial. If you discover any errors on our website or inthistutorial,******************************************T able of ContentsAbout the Tutorial (i)Audience (i)Prerequisites (i)Copyright and Disclaimer (i)Table of Contents .................................................................................................................................... i i 1.SAP CRM – INTRODUCTION . (1)SAP CRM – Overview (1)Features of SAP CRM (2)2.SAP CRM – ARCHITECTURE (3)Installable Components of SAP CRM (4)Content Types (5)3.SAP CRM – CAPABILITIES (7)4.SAP CRM – INTEGRATION WITH SAP SD (9)Maintaining Divisions in CRM (9)Define Divisions and Distribution Channels for CRM (10)Define Combination of Distribution Channels and Divisions (10)5.SAP CRM – GUI (12)6.SAP CRM – WEBCLIENT UI (14)How to Login to SAP CRM WebClient? (14)WebClient UI Components (16)Header Area (17)Navigation Area (19)Work Area (20)Overview Pages (22)7.SAP CRM – WEB UI CONFIGURATION (24)Configuration of the Navigation Bar (27)8.SAP CRM – SALES (33)CRM Sales Channels and Functions (33)SAP CRM – Sales Functions (33)9.SAP CRM – ACCOUNT PLANNING (35)Key Features of Account Planning (35)General Data in Account Planning (35)10.SAP CRM – ACTIVITY MANAGEMENT (39)Activity Management for Employees (40)11.SAP CRM – OPPORTUNITY MANAGEMENT (41)Classification in Opportunity Management (41)Opportunity Hierarchy (42)What is a Lead in SAP CRM? (43)12.SAP CRM – QUOTATION AND ORDER MANAGEMENT (44)Activity Management for Quotation (44)13.SAP CRM – OUTLINE AGREEMENTS (46)Availability Check (47)14.SAP CRM – TAXES (48)Rebate Processing in CRM Sales (49)15.SAP CRM – MARKETING (51)SAP CRM – Marketing Overview (51)16.SAP CRM – MARKETING PLANNING (53)17.SAP CRM – MARKETING CALENDAR (56)Setting up Views in Marketing Calendar (58)18.SAP CRM – CAMPAIGN MANAGEMENT (60)Campaign Execution (60)19.SAP CRM – SERVICE (61)20.SAP CRM – SERVICE REQUEST MANAGEMENT (64)Service Tickets (64)Service Requests (65)Service Tickets Vs. Service Requests (68)21.SAP CRM – SERVICE CONTRACTS (70)What Does a Service Contract Include? (71)22.SAP CRM – SERVICE ORDER MANAGEMENT (75)Complaints and Returns Management (75)Workflow and Escalation Management (76)Warranty Claim Services (77)23.SAP CRM – INTERACTION CENTER (79)Key Functions of SAP CRM IC (79)Interaction Center Agent Functions (79)Interaction Center Components (80)24.SAP CRM – IC PROFILES & CONFIGURATION (82)Integration of SAP CRM IC (84)IC Manager Profile (85)25.SAP CRM – PRODUCT MASTER (87)Product Information in Product Master (87)Product Relation / Linkages (88)Categories and Hierarchies (91)26.SAP CRM – BUSINESS TRANSACTIONS (92)Business Transaction Types and Categories (92)Business Transaction Functions (96)27.SAP CRM – PRICING (98)Pricing Process (99)Pricing Condition (101)Pricing in CRM WebClient (103)28.SAP CRM – BILLING (106)Billing Documents in a CRM WebClient (106)29.SAP CRM – WEB CHANNEL (111)B2B Scenario (111)B2C Scenario (113)SAP CRM 1 SAP CRM is one of the key modules in an organization which deals with handling customers effectively and efficiently. In t oday’s competitive market environment, it is necessary that companies make changes in a dynamic environment and take care of all the key activities related to customer service.SAP Customer Relationship Management is known as integrated customer relationship management module by SAP that helps any organization to achieve their business goals and allows them to perform all Customer Relationship tasks efficiently. CRM is one of the key components for making business strategy for medium and large scale organizations and it also helps in understanding the customers, their needs and customer service effectively.SAP CRM is part of SAP ERP (Enterprise Resource Planning) business suite and is used to implement customize business processes related to Customer Relationship management CRM and to integrate with SAP and non –SAP systems. SAP CRM allows an organization to achieve customer satisfaction by meeting the service expectation and providing products required by customers.SAP CRM – OverviewSAP Customer Relationship Management (SAP CRM) is key component of SAP Business Suite and it is used not only to address an organization’s short term goals , but also helps in reducing cost and increasing decision making ability by defining future strategy. It also supports in achieving differentiated capabilities to compete effectively to meet long term objectives.SAP CRM includes the following sub modules that support key functions of the Customer Relationship Management:∙SAP CRM Sales ∙SAM CRM Marketing ∙SAP CRM Analytics ∙SAP CRM Service ∙SAP CRM Web Channel (E Marketing, CRM Mobile, etc.) ∙SAP CRM Interaction Center IC ∙ SAP HybrisSAP CRM provides you with several benefits, some of which are:∙ It allows you to use cross-industry and industry-specific end-to-end business processes.∙You can use flexible and process-based deployment options.1.SAP CRM ∙It provides you an open adaptable technology platform powered by SAP NetWeaver.Note: With the acquisition of Hybris, SAP CRM Web Channel is no longer in use. All the companies that has CRM Web Channel WCEM license that is valid till Dec 2020 and SAP recommends to use SAP Hybris to manage E-Commerce and Marketing needs. Features of SAP CRMSAP CRM is one of the key component of SAP Business Suite to manage customer relationship related activities. It is used to support all customer focused business areas like service, marketing, sales, etc.This SAP CRM is implemented for different customer interaction channels, such as Interaction Centre, Internet, and mobile for E-Commerce.It has one component known as CRM Analytics that allows an organization to analyze all the information related to ley tasks associated with customer management and use this analytical information for decision making and defining future strategy by providing customers the products that they need, quality of service, assistance in sales related activities, complaint handling etc.CRM Version History∙SAP CRM 2008 (7.0) released in 2009 as part of SAP Business Suite 7.0.∙SAP CRM 2007 (6.0) released in 2007.∙SAP CRM 2006 (5.0) released in 2005.2SAP CRM 3SAP CRM consists of various components that allow you to integrate the CRM module with other SAP and non-SAP modules, internet, mobile devices like smartphones, tablets, and enterprise portal.In the center, it has SAP CRM server which has sub components like: ∙CRM Enterprise Functions ∙ CRM MiddlewareThen there are adapters to communicate with hand held devices and internet. The SAP ECC/R3 system is used for backend, SAP BI system is used for analytical reporting and SAP SCM is used to enhance the capabilities of SAP CRM module.You can also see the SAP CRM architecture and all its listed key components in the following image:∙SAP ERM Server (CRM Enterprise, CRM Middleware, Adapter) ∙SAP ECC as backend system ∙SAP BI for Analytical Reporting ∙SAP SCM ∙Mobile and hand held devices ∙Internet ∙ Enterprise Portal2.SAP CRM4Installable Components of SAP CRMThere are various components that get installed with SAP CRM and provide a large set of functionalities to manage customer relationship.∙CRM Core: This includes the components that are mandatory for CRM system landscape, which includes: ∙o CRM Application Server ABAPo CRM Application Server JavaoSAP GUI and∙CRM Web Client UI.∙CRM Mobile Components: This component is used for a mobile system landscape.∙CRM Handheld Integration: This component is used for CRM handheld integration.Workforce DevelopmentStandalone Components: These components are used to provide additional functionalities. They are optional components shown at the time of installation.Application System:This contains OLTP backend system, BI in NetWeaver, SAP SCM and SAP SRM server.SAP Solution Manager: This is one of the key components for SAP CRM implementation.Content T ypesDifferent content types are available for different components. For example: Content for System landscape directory.The installation program SAPinst can install the CRM Application Server ABAP, CRM Application Server Java and the underlying SAP NetWeaver Application Server in a single installation run. CRM Application Server ABAP and CRM Application Server Java can run in one system using the same database.You can also install the CRM Application Server ABAP and CRM Application Server Java in separate systems.56SAP CRM7The SAP CRM components provide different capabilities. SAP CRM is a complete software suite and is part of the SAP Business software.CRM CoreThe core functions in SAP CRM are provided by CRM Application server ABAP and CRM Application server Java. You can further enhance the core functions by adding other software units. CRM Application server and Java application server enables you operate large range of business processes.To enhance the capabilities, you can add other software like CRM Mobile application to enable use of marketing, sales and service functionalities in offline mode or use of Business Intelligence SAP NetWeaver for analytical reporting.The SAP CRM Application server ABAP consists of the following components:∙ SAP CRM ABAP 6.0 ∙ SAP AP 7.00∙ SAP WEB AS 7.00 (SAP NetWeaver 7.0 Application Server ABAP) ∙SAP CRM UIF 6.0SAP CRM Application Server Java consists of the following components:∙ SAP JAVA data dictionary 5.0 ∙ CRM IPC Mobile 6.0 ∙ CRM IPC MOBILE 6.0∙ CRM JAVA APPLICATIONS 6.0 ∙ CRM JAVA COMPONENTS 6.0 ∙ CRM JAVA WEB COMPONENTS 6.0 ∙ SAP SHARED JAVA APPLIC. 6.0 ∙ SAP SHARED JAVA COMPONENTS 6.0 ∙ SAP SHARED WEB COMPONENTS 6.0 ∙TEALEAF 4.5 (Optional)The SAP NetWeaver Application Server Java consists of the following component:∙SAP WEB AS 7.00You can easily differentiate between CRM core Java components and CRM core non Java components. For a few business processes, you don’t need CRM Application server Java components as they can run on Application Server ABAP components.You should have SAP Core with CRM Java Components (JCRM) for the following business scenarios in SAP CRM:3.SAP CRM CRM Web Channel WCEM: Business scenarios in which you want to use the product configuration. For example: the business process Sales Order Processing in CRM.User Interfaces: The CRM web client is an integrated, clearly arranged web based user interface. You can perform the following functions in the user interface: ∙Clearly arranged page layout∙Flexible and easy-to-use interface configuration∙Toolbar for functions∙Terminology that is suited to the new user interface∙Simple and intuitive navigation∙Easy-to-use personalization∙Enhanced search concept∙Access online help and tutorialsCRM Web Client is based on a web browser, so you would need to install a web browser on the client side. The CRM Web Client is fully based on the CRM Application Server ABAP using Business Server Page (BSP) technology. On the server side, the CRM Web Client is based on a multilayer architecture:∙Presentation Layer∙Business Object Layer∙At the top CRM Web Client UI8SAP CRM9The SAP ECC and CRM are closely integrated with each other and they have to be synchronized in some configurational areas like Sales, Customer master records, Organizational model, etc.Example: An organization model defines the sales area you should use in CRM and check in SAP ECC system. Sales area contains the following components:∙ Sales Organization ∙ Distribution channel ∙DivisionsYou download the data from sales area to ECC system and this is performed when you configure the CRM module. You need to verify the configurational data in ECC before setting up in the CRM.Maintaining Divisions in CRMYou can select if you want to work with divisions in SAP CRM. When you are using CRM with ECC, there is a need to maintain a dummy division or you can also use a header division in CRM so that dummy division for data transfer is not required.Go to CRM -> Master Data -> Organizational Management -> Division Settings -> Define Use of Division and Dummy Division.If you don’t want to define a division in CRM, you can select the check box – “Division not act”. In this case , you would need to enter a dummy division. The division that you enter in this window should be available in the ECC system.To use this division at header level in business transactions in CRM, you can select the indicator- “Header Div Act”.4.Define Divisions and Distribution Channels for CRMYou can also define divisions for CRM in addition to divisions copied from the ECC system. If your CRM system is standalone, then divisions are maintained manually.To define division in CRM, go to CRM -> Master Data -> Organizational Management -> Division Settings -> Define Divisions.In a similar way, you can define distribution channels in Organizational Management as well.Go to CRM -> Master Data -> Organizational Management -> Organizational Data for Sales Scenarios -> Define Distribution Channels.Define Combination of Distribution Channels and DivisionsYou can also define combinations of distribution channels and divisions that can be assigned as attributes to the sales organization to define a sales area.To define a combination of division and distribution channel, go to CRM -> Master Data -> Organizational Management -> Organizational Data for Sales Scenarios -> Define Combination of Distribution Channel and Division1011SAP CRM12The SAP GUI is a front-end tool and is used for system administration and customization in SAP Implementation guide (IMG). There are a few administration tasks and transactions which are available in SAP GUI and are accessible from SAP Easy access. Some of these transactions available in SAP Easy access are discussed below.CIC0: Customer Interaction Center5.SAP CRM COMMPR01: Maintain Products13SAP CRM14SAP GUI is used to perform administration tasks in SAP CRM. To perform customization and configuration of CRM activities, a client tool is recommended by SAP which is known as SAP CRM WebClient User Interface.How to Login to SAP CRM WebClient?You can login to SAP CRM WebClient via SAP GUI. To open the login window, you can use the following transaction code: T-Code: CRM_UI and press Enter.If nothing happens, it shows that you are using an older version of SAP CRM.6.Once you click allow, you will see the following screen with login details.Use Transaction code: BSP_WD_CMPWB and enter the name in the Component field and click Execute.15When you click Execute, you will see the login screen of CRM WebClient UI. Enter the user name and password to login.WebClient UI ComponentsThis SAP CRM WebClient is used to access only those applications for which a user role is assigned and have the authorization. In case there is a user with a single role added to his profile he/she can only login with that role and does not get an option to select the role on the login page.When there are multiple roles assigned to a user, he/she can select one of the available roles in order to log-in to the CRM Web UI.SAP CRM WebClient is divided into three parts, which are:∙Navigation bar∙Header Area∙Work AreaThe entire frame in UI WebClient is known as the Navigation bar. You can navigate to different pages in this Navigation bar. The Header area is at the top and contains the system links, work area title, saved searches, history, etc.16The Work area is a place where changes happen with user actions and where user works. The work area also contains work center groups, overview pages, email inbox, etc.The following is a list of all the components in a SAP CRM WebClient UI: ∙Header and Navigation bar∙Home page∙Work center page∙Search page∙Overview page∙Edit page∙Edit list page∙Search help dialog box∙Value help dialog box∙Personalization dialog box∙Freestyle application pageHeader AreaThe Header area is at the top and its position is fixed in the SAP CRM Web Client. You can also set its height in the CRM as per your requirement.The following are the components that are present in the Header area: ∙System Links in sequence∙Work Area Title∙Page History∙Saved Searches17SAP CRMEnd of ebook previewIf you liked what you saw…Buy it from our store @ https://18。

SAP CRM客户关系管理在目前极富挑战性的业务环境中，那些运营状况卓越的公司要比以前任何时候都关注他们最宝贵的资产，即他们的客户。

各公司都在想办法留住自己最好的客户。

无论客户是在销售、服务还是营销环节与公司互动，公司都希望能最大限度地提高每一次客户互动的效力。

有别于其他CRM 软件，作为SAP Business Suite 成员之一的SAP 客户关系管理(SAP CRM)，既能帮助您解决迫在眉睫的问题（即降低成本和提高决策能力），又能帮助您的公司实现差异化，以便获得长期的竞争优势。

SAP 客户关系管理(SAPCRM)是唯一的完整的、以客户为中心的、电子商务解决方案。

这项解决方案旨在为客户提供满意、忠诚的服务。

它有助于提高竞争优势，带来更高利润。

通过SAP CRM，您的员工、生产过程及信息将与客户保持着平稳、无间断的联络--遍及整个网络。

通过以下创造有价值客户的领导关系：·以客户为焦点、创新的产品和服务·以客户为中心、更高层次的生产过程·持久有益的客户关系全方位获取持久信息SAPCRM交互中心可以使您通过任何方式（电话、传真、E-mail或网站）与您的客户保持联系。

你可以通过移动设备如便携式电脑、手机和PAD使用SAPCRM。

而且，SAPCRM给您的员工提供各方面途径获取市场数据、分析数据以及应用程序等。

因此销售、营销、客户服务和管理的员工可获取他们需要的信息来建立客户关系。

可操作、可分析、可协作的CRM可操作的CRM管理客户交互，并在销售、营销、服务过程中与客户交互保持同步。

可分析的CRM帮助您优化信息来源以便您更好的了解客户动向。

可协作的CRM让您协同供应商、合作伙伴和客户一起合作来完善生产过程、满足客户需求。

租赁资源管理的解决方案如果您是一家租赁公司，您可以利用租赁资源管理的解决方案。

这项强大有利的解决方案将全面的CRM功能与综合的财务功能结合起来致力于满足理财公司处理大量的租赁合同的需要。