Q
Problem solve Get help with specific problems with your technologies, process and projects.

Tracking clients in SAP CRM 4.0

I need to track all clients in the system registered in the last month to contact them and offer them new services. Some clients may tell us to contact them in a specified date so we need to track this information as well as what they purchase. Is there some way to do this in SAP CRM 4.0?

I need to track all clients in the system registered in the last month to contact them and offer them new services.

Some clients may tell us to contact them in a specified date so we need to track this information as well as what...

they purchase. Is there some way to do this in SAP CRM 4.0?

You can search the customer database using "created by" date field range. Alternatively, you can also search customers created within 30 days.

You should use activity management to create activities with the category "customer call" with the date and time. You can integrate with outlook to update the calendar with the activities created.

This was last published in December 2007

Dig Deeper on SAP CRM software

PRO+

Content

Find more PRO+ content and other member only offers, here.

Have a question for an expert?

Please add a title for your question

Get answers from a TechTarget expert on whatever's puzzling you.

You will be able to add details on the next page.

Start the conversation

Send me notifications when other members comment.

By submitting you agree to receive email from TechTarget and its partners. If you reside outside of the United States, you consent to having your personal data transferred to and processed in the United States. Privacy

Please create a username to comment.

-ADS BY GOOGLE

SearchManufacturingERP

SearchOracle

SearchDataManagement

SearchAWS

SearchBusinessAnalytics

SearchCRM

SearchContentManagement

SearchFinancialApplications

Close