New in SAP CRM Mobile Sales 2.0

Version 2.0 of Mobile Sales for SAP CRM has been released in the AppStore today, so a great time to look at the new features.

I will compare the functionality to the 1.x versions of the app. For more information on the 1.x version, check also this blog.

Territory Management – The Basics

There are several scenarios for which you can use Territory Management (TM).

Territory Management is used most for reporting and for the determination of the employee responsible within business transactions.

You start by creating a hierarchical territory structure that describes your sales areas. You can describe the territories using attributes like sales organization, country of the Business Partner (BP) and postal code of the BP.

After creating your territory structure you can assign positions of the organizational model to your territories. The system will determine Business Partner assigned to the positions and link them to the territory. This way you are able to link persons to their responsible territories.

The 'Switch' in 'Enhancement & Switch framework'

I had been wondering if the switch framework could be something I could use to structure enhancements I do to the system.

So, at TechEd in Madrid, I decided to learn more about the framework, and I would like to share that with you.

Enhancing the Account Search

Case

Let's start with a business example.

You are in a B2B environment, and some of your customers operate under several names. Sometimes, they identify themselves with a brand instead of the actual official registered name of the company. How should we properly deal with this scenario, without having to implement expensive 3rd party tooling or creating multiple business partners who actually represent the same partner in real life?

Central Sharing Tool in SAP CRM (EhP1)

As per EhP1 of SAP CRM 7.0, the 'Central Sharing Tool' has been made available.

This article describes how to customize and use the central sharing tool.

The central sharing tool enables users to share some objects they think are also of interest for other people in the organisation.