We are implementing the "sales cycle" management (leads, opportunities and business activities). The users like to manage all the documents associated with the transactions. How can we implement document management in CRM (except the regular attachment)?
The answer is based on the assumption that your SAP CRM system release is 3.1 or 4.0. Looks like you need to install and implement CRM content management. Content management is part of the WAS6.20 server.
The caveat is content management documents are not available during the transfer of business transactions (e.g. Sales orders) to R/3 back-end system if you have an integrated system landscape.
Go to IMG -> Customer Relationship management -> Basic functions -> Content management for various configuration steps associated with Content management.
Learn more about CRM document management and specific CRM products on 20/20software.com.
Dig Deeper on SAP CRM and customer experience
Related Q&A from Srinivasa Katta
Our company is deploying SAP CRM and SAP ECC. Which is a better application for entering sales orders? Is SAP CRM robust enough for EDI sales orders?... Continue Reading
Expert Srini Katta explains to a reader how to transfer employee data to SAP CRM 5.0. Continue Reading
I am a graduate with an MBA in sales and marketing and 8 years of hands-on experience in sales. I only have basic knowledge about the IT environment ... Continue Reading