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BW Analytics

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ojal
9 diapositives · 231 Views · Aug 14, 2014

This document outlines how to configure the SAP NetWeaver BW system for effective data analysis from SAP CRM. It highlights the benefits of timely data integration and reliable reporting tools that enhance decision-making across all organizational levels. Key reporting areas include Customer Interaction Center, Marketing (Lead Analysis), Sales, and Service. It provides detailed insights into pivotal queries for analyzing leads, customer interactions, sales orders, and service complaints, promoting a comprehensive understanding of customer relationships and operational effectiveness.

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  1. BW Analytics SAP Best Practices

  2. Purpose, Benefits, and Key Process Steps • Purpose • This scenario describes how to configure the SAP NetWeaver BW system in order to be able to analyze data from SAP CRM. • Benefits • Analyzes, integrates, and distributes timely information that supports decision-making at all levels. • Provides you with reliable tools for creating individual applications. • Key Process Steps • Reporting for the following areas of SAP Best Practices for CRM • Customer Interaction Center • Marketing (Lead Analysis) • Sales (including sales order data from ERP) • Service

  3. Required SAP Applications and Company Roles • Required • SAP NetWeaver BW • SAP CRM 7.0 EhP1 • SAP ECC 6.0 • Company roles involved • Business user responsible for data analysis • To give you an overview of the scenario presented in this document, the main reports are described on the following slides. All the reports listed here are configured to be displayed directly in the CRM system.

  4. Queries for CRM Analytics • CRM Marketing Analysis (Leads Analysis) • Leads Won and Lost: • This query describes the actual number of open, won, and lost leads for a selected time period. While open leads are calculated based on the assigned start date of the lead, won and lost leads are based on the “closed” date, which is the date the lead status was set to Won or Lost. • Lead Origin: • This query shows the summary of the percentage of leads originating from different sources or channels, such as trade fairs, external partners, road shows, or telephone enquiries.

  5. Queries for CRM Analytics CRM Customer Interaction Center (CIC) Analysis Interactive Scripting Evaluation: This query displays the number of times (hits) a response was chosen in an interactive script. Reported Service Requests: This report displays the created service requests for further analysis.

  6. Queries for CRM Analytics CRM Sales Analysis Incoming Orders: This query displays incoming order data for specific customers. Intensity of Customer Care (Top 10 Act. Partners): This query displays the number of completed activities and the amount of time spent in actual contact with the activity partners over the last 12 months. The data is shown for the top ten activity partners that have been assigned to the sales manager. The top ten activity partners are those that have the highest cumulated face-to-face contact duration times in the past year. Opportunity Pipeline Analysis: This query provides an overview of the opportunities that are expected to be closed within the next six months. It takes values from opportunities with the statuses Open or In process. Opportunity Funnel: This query displays the sales documents that originate, either directly or indirectly, from an opportunity. It can display, for example, the quotations and sales orders that were created as follow-on documents from an opportunity. The query displays all the opportunities for the sales organization and they are filtered according to the opportunity start date. Sales Pipeline: This query provides an overview of the planned sales, opportunity value, quotation value, and contract value for the last four quarters.

  7. Queries for CRM Analytics CRM Service Analysis Number of Service Complaints: This query shows the top five reasons for service-related complaints, and the number of complaints made. Complaint Ratio by Product: This query shows the five service products with the highest complaint ratio. Service Order Reports: These reports show the open orders, the rate of order completion and the average order volumes.

  8. Queries for CRM Analytics Additional Queries: More queries for CRM Analytics can be found in the SAP online documentation (choose open Hyperlink from the context menu): http://help.sap.com/saphelp_nw70ehp1/helpdata/en/af/ed833b2ab3ae0ee10000000a11402f/frameset.htm