SAP CRM online tutor-led training course

Free server access, Class recordings, Certification guidance, Job & Interview assistance, Course Completion Certificate



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£400 inc VAT (was £800)
Or £66.67/mo. for 6 months... Read more
Offer ends 31 August 2020
Study method
Online with live classes
40 Hours, Part-time
No formal qualification
Additional info
  • Tutor is available to students
  • Certificate of completion available and is included in the price

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Uplatz offers comprehensive training on SAP CRM module. This is instructor-led online course.

The SAP CRM application is an integrated Customer Relationship Management (CRM) software developed by SAP SE that targets business software requirements of midsize and large organizations in all industries and sectors.

What Will Students Learn?
• The terms and benefits of CRM on a company’s bottom line
• Analyze the different components of a CRM plan
• Develop a checklist for readiness and success in CRM
• Describe how CRM creates value for organizations and customers
• Consider developmental roles that have the greatest impact on CRM



SAP CRM Course Curriculum

Solution Overview (Introduction)

  • Overview of SAP ERP and SAP CRM
  • Introduction to SAP CRM
  • Overview of CRM 2007 Architecture
  • Channel of CRM
  • CRM Application
  • Role in my SAP CRM

SAP CRM Web User Interface (WEB UI)

  • Architecture of WEB UI
  • UI Concept & UI Component Concept
  • Navigation Bar & Business Roles
  • UI Configuration
  • Personalization
  • Additional Features in Web UI

Base Customization/Master Data

• CRM Business Partner (BP)
- Creation of BP on Category
- Basic setting on Field grouping & No ranges
- BP Relationships
- BP Roles
- Mapping BP Classification & Account Group from R3 CRM

• Organizational Management
- Fundamentals of SAP CRM Org Structure
- Organizational Data determination
- Mapping Org Model & Enterprise Structure from R3 CRM

• Territory Management
- Hierarchy Levels, Hierarchy ID
- Assign employee to Hierarchy

• Product Master
- CRM Product Types
- Creation of Hierarchies & Categories
- Creation of Attributes & Set Types
- Mapping Product Master & Material Master from R3 CRM

• Transaction Processing
- Transaction Processing for Enquiry, Quotation & Order
- Customization of Transaction Types
- Assignment of Item Category Determination
- Mapping Transaction Types & Sales doc Processing from R3 CRM

• Activity Management
- Business Activity / Task
- Activity Monitor

• Partner Processing
- Partner determination Procedure

• Action Profile

• Pricing Fundamental (SAP CRM)
- Configuration setting for Pricing Procedure
- Pricing fundamentals (ECC 6.0)
- Condition technique and pricing procedure determination (ECC 6.0)

CRM Billing

  • CRM Billing Fundamental (ECC 6.0)

CRM Sales

  • Introduction to Sales architecture
  • The Sales cycle Process flow
  • Opportunity Management
  • Process flow of Quotation and Order Management
  • Configuration of Quotation and Order Management
  • Special Functions in Quotation and Order Management
  • Product determination/Material determination
  • Product Listing/Exclusion
  • Free goods pricing Procedure
  • Copying Controls
  • Contract Management
  • Credit Management {integration with FSCM}
  • Business Transactions processing for order types
  • Mapping Sales Transaction between SAP ERP and SAP CRM


  • Overview on SAP CRM Sales
  • Marketing planning & Campaign management
  • Marketing Calendar
  • Marketing Analytics
  • Segmentation of business partners
  • Segment builder tool
  • Personalized mail forms
  • External list management
  • Product Proposal
  • Lead Management


  • Overview of CRM Service
  • Installed Base Management and Individual Objects
  • Service Agreements and Service Contracts
  • Service Plans
  • Service Order Management
  • Product Service Letters
  • Complaints and Returns Management
  • Warranty Claim Services
  • Inhouse repair Management
  • Case Management
  • Couponing
  • Mapping Transaction from R3 CRM


  • CRM Middleware Overview
  • Concepts of Middleware
  • Administration Console
  • Adapter Objects
  • Initial Load, Delta Load
  • BDocs and types of BDocs
  • BDoc Modeler
  • Data exchange between R/3 backend
  • Monitoring and Error handling

WORKSHOP (Project Orientation Training)

  • Overview of Solution Manager
  • ASAP Methodology
  • Project Orientation – Business Blue Print
  • Functional Specification
  • End user Manual
  • Resume Preparation
  • Overview on ABAP Concepts
  • Business Cases

Who is this course for?

  • SAP CRM Consultants
  • SAP CRM End Users
  • SAP CRM Functional Leads
  • Customer Relationship Managers
  • Customer Experience Managers
  • Marketing & Sales Professionals
  • CRM Analysts
  • Individuals aspiring to make a career in SAP
  • Individuals aspiring for a career in CRM, Marketing, Sales
  • Project Leads and Project Managers
  • Digital Marketing Executives
  • Beginners and newbies
  • Business Analysts/Consultants


Passion and determination to achieve your goals!

Career path

  • SAP CRM Consultant
  • CRM Manager
  • SAP CRM Functional Lead
  • SAP SD Business Analyst
  • SAP C/4HANA Consultant
  • SAP P2P Super User
  • SAP C4C Consultant
  • Project Manager
  • Relationship Manager
  • Business Consultant
  • Digital Marketing Executive
  • Product Marketing Manager
  • SAP SD Consultant
  • Sales Professional
  • Lead Generator
  • Email Marketer

Questions and answers

No questions or answers found containing ''.

Neal asked:

Is this course self-paced or only at 3 hour weekly intervals? Also when does the next class begin? Thanks


This is instructor-led online training course with live sessions with the instructor. The next class starts on 20th June. Team Uplatz

This was helpful. Thank you for your feedback.

Kirsty asked:

Hi, I would like to do the course in January, if poss, but I wouldn’t be back to start until the 18th Jan


No worries, Kirsty. Just let us know once you are ready. Team Uplatz

This was helpful. Thank you for your feedback.

Kirsty asked:

Hi, I was unable to attend the Oct course. Is there one starting next year, although I do have a holiday booked and I am not back until 13th Jan 20


Hi Kirsty Please let us know a tentative date when you want to start and we can suggest the closest batch starting during that time. We have new batches every month for this course so definitely can set you up for the one that suits you best. Team Uplatz

This was helpful. Thank you for your feedback.

Kirsy asked:

Sorry, I did this has been asked, but I wanted to be sure it wasn't regarding an old course. It states this starts 11/5, is that 11/5/2020, Sat 10-1


Hi Kirsy, This course start date is 26-Oct-2019, Saturday, at 10 AM to 1 PM UK Time. The course will run for 10 weeks on Saturday only class. If the above date is not suitable, We can also offer different dates or times as per your availability. Looking forward to hearing soon. Thanks Regards Uplatz team

This was helpful. Thank you for your feedback.

Tansy asked:

When does this course start


11th May, Saturday. 10 am - 1 pm UK time. This course will run every Saturday same time for 8 weeks. Please book by Thursday eod to confirm your place. Regards Indu Uplatz

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What does study method mean?

Study method describes the format in which the course will be delivered. At courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

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CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on, many of which can be completed online.

What is a ‘regulated qualification’?

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

What is an ‘endorsed’ course?

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body’s logo if they wish. Certain awarding bodies - such as ABC Awards and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.


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