SAP CRM Lösungen für das Marketing – eine
Transcription
SAP CRM Lösungen für das Marketing – eine
SAP CRM Lösungen für das Marketing – eine Übersicht SAP CRM Webinar Serie – Teil 3 3. Juli 2012 SAP CRM Webinar Serie Titel Termin Einführung in das aktuelle SAP CRM Release Fr, 29. Juni 2012, 10:00 bis 11:30 MEZ SAP CRM Lösungen für den Vertrieb – eine Übersicht Mo, 2. Juli 2012, 10:00 bis 11:30 MEZ SAP CRM Lösungen für das Marketing – eine Übersicht Di, 3. Juli 2012, 10:30 bis 12:00 MEZ SAP Web Channel Experience Management Mi, 4. Juli 2012, 10:30 bis 12:00 MEZ SAP CRM Lösungen für den Service – eine Übersicht Do, 5. Juli 2012, 10:00 bis 11:30 MEZ Anmeldemöglichkeit und Webinar-Aufzeichnungen im Service Marketplace: http://service.sap.com/innovation-webinars © 2012 SAP AG. All rights reserved. Internal 1 Agenda Überblick: SAP CRM Lösungen für das Marketing CRM Upgrade in der Praxis © 2012 SAP AG. All rights reserved. Internal 2 SAP CRM Lösungen für das Marketing Inge Breuer LOB Marketing Solutions, SAP AG Agenda • Challenges and Opportunities for Marketing • The Marketing Solution today • Marketing Resource Management/Marketing Operations • Collect and Target • Decide and Execute • Measure Marketing Performance • Future Direction of the Solution © 2012 SAP AG. All rights reserved. 4 Legal Disclaimer The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAP has no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP's strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errors or omissions in this document, except if such damages were caused by SAP´s willful misconduct or gross negligence. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. © 2012 SAP AG. All rights reserved. 5 Challenges and Opportunities for Marketing The Good Old Days Now Customers have megaphones Data explosion 2.8 million emails per second* 200 million tweets per day 800 Million active Facebook users Only 4 out 10 top brands retain 50% of “highly loyal” consumers year over year* Customer loyalty? “Losing Loyalty: The Consumer Defection Dilemma”, CMO Council 2009 Connected Marketers Social channel coordination Harvest customer insights True customer loyalty Marketing and sales alignment The Marketing Solution SAP LoB Marketing Solution Overview Decide & Execute Collect & Target Measure ■ Consumer & Customer Insights ■ Multi-Channel Campaign Management ■ Marketing Performance Management ■ Market Insights ■ Loyalty Management ■ Marketing Analytics ■ Segmentation ■ Lead Management ■ Targeting ■ Real-Time Offer Mgmt Marketing Resource Management/Marketing Operations ■ Planning and Financial Management: Marketing Planning, Budgeting & Expense Tracking, Integrated Marketing Calendar, etc. ■ Creative Production Management: Integrated Marketing Calendar, Marketing Program Management (tasks, workflows, templates), Collaboration, etc. ■ Knowledge Management and Marketing Fulfillment: Digital Asset Management, Collaboration, etc. © 2012 SAP AG. All rights reserved. 15 Marketing Resource Management/ Marketing Operations SAP is a Leader in 2012 Gartner MRM MQ “SAP provides an integrated Marketing solution with broad set of marketing capabilities….” “SAP continues to transform its MRM vision and products by listening to its customers and actively leveraging its "CMO Community," a professional community of chief marketing officers (CMOs)..” “Gartner believes that marketing could be the No. 1 CRM application sold by SAP in 2012” “SAP is a leader for its broad and robust set of MRM capabilities and improved execution. SAP customers and prospects looking for MRM capabilities should consider SAP CRM” - Kim Collins , Research Vice President, Gartner Marketing Operations/Marketing Resource Management Manage marketing resources and align your organization Solution Highlights Manage marketing plans and budgets and closely track marketing spend Better manage and optimize the use of your marketing resources Manage marketing programs more efficiently using task management, templates and workflows Provide visibility to marketing activities across the organization using the interactive marketing calendar Manage, organize and distribute rich media files Collaborate with marketing, sales and external agencies Key Benefits Increase cost control and tracking of marketing spend Improve alignment and visibility into all marketing activities Ensure consistent brand collateral usage Customer Examples Triumph Desigual Coop Vitra © 2012 SAP AG. All rights reserved. 18 Marketing Operations/Marketing Resource Management Integrated Marketing Calendar & Templates © 2012 SAP AG. All rights reserved. 19 Marketing Operations/Marketing Resource Management Budgeting & Expense Tracking © 2012 SAP AG. All rights reserved. 20 Process Overview CRM Marketing CRM Funds Management Funds Plan determined/ Specified on campaign Funds Plan Fund • Fund type • Customer • Product • Marketing Organization Fund determination Campaign • Validity period • Customer • Product(s) • Marketing spend(s) • Planned cost ERP Financials Fund Usage Header • Campaign • Expense Type Items • Fund • Product • Amounts (in FM docs) Creation/Updating Expenses Accrual Run Accruals Calculate and Post Transfer Accruals SAP DAM 7 Complete Media Lifecycle Management Comprehensive Metadata, Workflows and Video Management SAP DAM – SAP CRM 7 Integration Scenario: Marketing Resource Management © 2012 SAP AG. All rights reserved. 23 SAP DAM – SAP CRM 7 Integration Where-Used List © 2012 SAP AG. All rights reserved. 24 Collect and Target Customer Insights, Segmentation & Targeting Create targeted segments for products and services Solution Highlights Gain insights into your customer data Segment and create optimal target groups Better understand your customers to create targeted and personalized campaigns that they will value Leverage high volume segmentation capabilities Key Benefits Increase conversion rates and revenue by reaching customers and offering them products based on their needs Enhance marketing productivity by creating target groups on millions of customers very quickly Reduce campaign execution costs by creating campaigns for most relevant customers and increase ROI Customer Examples © 2012 SAP AG. All rights reserved. 26 High Volume Customer Segmentation with BW and BW-A EHP2 for SAP CRM 7.0 Native Access to BW in High Volume Scenarios Based on BW/BWA Aggregation on the fly whilst segmenting Data Uploads no longer required Segmenting on most recent data New Analytical Features Treemaps to visualize key figures in a multidimensional way System based proposal of filter ranges UI Enhancements Drag & Drop from chart to staging area & apply as filter Dynamic attribute hierarchies Enhanced F4 Help to find filter values Execution Plan © 2012 SAP AG. All rights reserved. 28 SAP HANA for Big Data Marketing Breakthrough innovation with in-memory computing In-memory computing is a technology that analyses massive quantities of data in local memory so that the results of complex analyses and transactions are available at your fingertips – and business decisions can be executed without delay With in-memory technology integrated in your business, you’ll see immediate benefits Gain Real-Time – know it when it happens Go Deeper – ask any question on any data Act Broadly – manage large volumes of data Run Faster – analyze at the speed of thought Get Flexibility – eliminate pre-fabrication requirements SAP HANA is the fastest growing product at SAP in its history We leverage this groundbreaking technology to address the top concern of CMOs around the globe: BIG DATA © 2012 SAP AG. All rights reserved. 32 35M customers in US 60x faster performance © 2012 SAP AG. All rights reserved. 33 Options for HV SAP CRM Customer Segmentation Option Components Target Market Availability (CRM) SAP HANA Accelerator* SAP CRM EhP1 SP06, NW 7.02 SP10 SAP HANA 1.0 Customers with high volumes of data and no SAP BW involved GA since Nov 2011 SAP BW-Accelerator (BW-A) SAP CRM EhP2 SP03 SAP BW 7.30 SP04 SAP BW-A 7.20 v8 Customers with high volumes of data and SAP BW involved that currently have no plans for BW powered by SAP HANA GA since May 2012 SAP BW powered by SAP HANA SAP CRM EhP2 SP03, SAP BW powered by SAP HANA Customers with high volumes of data and SAP BW involved with plans for BW powered by SAP HANA GA since May 2012 *RDS available © 2012 SAP AG. All rights reserved. 34 Rapid Deployment Solutions Software SAP RAPID DEPLOYMENT SOLUTIONS Content SAP best practices, templates and tools make solution adoption easier Software Service Quickly address the most urgent business processes Content Enablement Enablement Guides and educational material speed end user adoption Service Fixed scope and price provides maximum predictability and lowers risk © 2012 SAP AG. All rights reserved. Confidential 35 Rapid Deployment Solution for Marketing: SAP Customer Segmentation Accelerator Segmentation at the Speed of Thought The power of SAP HANA combined with SAP Customer Relationship Management allows your marketing department to analyze and segment in ways that were previously unimaginable. It provides complete customer data, enables deep customer insights, and empowers marketers to process high volumes of customer data at unparalleled speeds. Real Time Customer Data Leverage latest customer information Improve segmentation accuracy Make confident business decisions Deep Insights Discovery Enable 1:1 Marketing Identify hidden trends Provide best offers for customers Accelerate business impact Increase marketing agility Streamline marketing processes Empower marketers © 2012 SAP AG. All rights reserved. Confidential 36 Decide and Execute Marketing Loyalty and Campaigns Loyalty Management Build a profitable and loyal customer base Solution Highlights Enable multi-channel customer-centric loyalty strategy Flexible rewards platform Leverage partner network Build long-term customer loyalty with multichannel customer-centric strategies Key Benefits Increase marketing ROI by leveraging customer insight to deliver targeted offers Increase Customer Engagement by enabling more opportunities to participate in the loyalty program Increase customer satisfaction and reduce customer churn rate by delivering a superior customer experience Customer Example © 2012 SAP AG. All rights reserved. 38 Loyalty Management Functional Overview Program Execution Program Design & Setup Program Management Partner Management Reward Rules Management Membership Handling Processing Engine Tier Management Robust Rule Modeling Partnership Handling Membership Models Membership Benefits High Volume Processing Engine Points Management Version Management Member Registration by Partner Member Tier Management Voucher Handling Online Member Activity Processing Tier based Point Expiration Template & Expert mode maintenance Buying/Selling Points to Partners Member Activities Temporary Card Handling Batch Member Activity Processing Program Creation Rule Scheduling Partner Billing Member Profile Maintenance Benefits Partner Sponsorship Earn Points for Partner Products Point Account Management Point Expiration Processing Dynamic Attributes Campaign Integration Redeem Points for Partner Product Loyalty Card Handling Simulation of Rule Processing Outbound Correspondence Tier Evaluation Processing Integrate / Collaborate Loyalty API Connectivity Sales Order Integration © 2012 2011 SAP AG. All rights reserved. IC Integration Web Channel Integration PCM Integration POS Integration Loyalty Analytics Customer 39 4M loyalty members +37% revenue in 2010 © 2012 SAP AG. All rights reserved. Confidential 40 Loyalty Campaign (Example) Leveraging Loyalty Program information within Campaigns © 2012 SAP AG. All rights reserved. 41 Multi-Channel Campaign Management Orchestrate coordinated customer interactions across channels Solution Highlights Comprehensive Campaign Planning and Development Integrated customer interaction channels for multichannel campaign execution Automated campaign execution to support dialog marketing (campaign automation) Streamline the campaign planning, development and execution processes across all interaction channels Key Benefits Treat customers consistently across the enterprise to increase marketing success and customer satisfaction Build customer intimacy with every interaction by making all follow up interactions relevant Increase customer conversion and response rates by providing the right information through the right channels at the right times Customer Examples © 2012 SAP AG. All rights reserved. 42 Integrated Marketing Permissions Permission per Communication Channel Marketing permissions per communication channel, such as telephone or e-mail Available for Accounts, Contacts and Marketing Prospects, also supported for import & update scenarios via External List Management SAP CRM marketing processes can be designated as Opt-In or Opt-Out processes Permissions are checked marketing processes like segmentation, campaign execution and in related activities like Interaction Center processes Benefits Increases effectiveness of marketing Increases customer satisfaction Reduces costs caused by violations of country-specific regulations (fees for Cold Calls!) © 2012 SAP AG. All rights reserved. 43 High Volume Campaign Execution Starting with CRM7.0, campaign execution has been enhanced to address high volumes of business partners and marketing prospects. Two Execution Channels for High Volume High Volume File Export: CSV generation High Volume Email: CSV generation plus e-mail with placeholders for attributes © 2012 SAP AG. All rights reserved. 44 CRM Marketing allows integration with 3 rd Party Marketing Solutions (Example) Define & execute high-volume campaigns in CRM while the actual e-mail authoring and sending process is done externally, e.g. by an on-demand e-mail services provider. © 2012 SAP AG. All rights reserved. T his presentation and SAP„s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. T his document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 45 Complement Example Enhanced Campaign Management with ExactTarget Business Benefits Drive relevant messaging to customers through multiple execution channels (incl. Social and Mobile) Get a 360º view of the customer including behavioral data through integrated tracking Simplified campaign development & execution View and act on campaign performance data that feeds back into planning © 2012 SAP AG. All rights reserved. 46 Simplified Campaigns © 2012 SAP AG. All rights reserved. 47 Social Media Cockpit – Twitter Example Listen, identify, react from CRM SOCIAL MEDIA COCKPIT CUSTOMER CHALLENGES – Serve consumers, who are embracing social media at an alarming rate – 360 degree view/understanding including social media – Improve operational efficiencies and own customer experience – Find new innovative channels to engage with customers CUSTOMER BENEFITS – Effectively mine conversations in millions – Delight them by triggering core SAP CRM processes – Empower decision makers with 360 degree view of CRM content together with social networks content – Improved customer service and customer channels – Innovative way to gather Voice-of-the-customer – – – DELIVERY Involvement of GDC : 20 Implementation duration: 60 Customer impl. effort: 10 © 2012 2011 SAP AG. All rights reserved. Customer Service • Can search for tweets that provide feedback on a service or product • Filter tweets on Sentiment (Sentiment Analysis) to address critical issues on priority • Reply to the customer by posting a tweet in response • Create Service Ticket to address the customer complaint against the tweet • Can monitor the progress of customer service through Service dashboard • View the variations in Customer Sentiment • Report the status/progress to higher authorities / management within the organization. Marketing • Create Marketing Campaign • Post the Marketing Campaign as a tweet • Can monitor the effectiveness of a Marketing Campaign • Can perform comparison of Marketing Campaigns Customer 48 Campaign Management integration – Facebook Example Post Campaigns from CRM MARKETING TO FACEBOOK Facebook Connector Authorization engine Connection to Facebook API engine Send Facebook Wall posts Marketing Campaigns Send messages to Facebook Integration into CRM Campaign Management Enabling of product and image campaigns Integrate hyperlinks Flexible usage of different communication channels possible © 2012 SAP AG. All rights reserved. 49 Loyalty Management integration – Facebook Reward your loyal customers for self-service and word-of-mouth marketing TRUE CUSTOMER LOYALTY © 2012 2011 SAP AG. All rights reserved. Customer 50 Measure Marketing Performance Marketing Performance Management & Analytics Gain insights into marketing effectiveness and drive better decision making Solution Highlights Pre-built Marketing Performance Dashboards and BW Reports Gain actionable insights to drive intelligent decisions Interactive CRM reports for short term reporting Customer analytics to gain insights into customer profiles, purchase behaviors, profitability, and segments. Key Benefits Accurately predict and plan campaigns, and improve campaign response rates Provide complete insights into budget situation and campaign performance Measure results and support marketing revenue contributions Customer Examples Hyundai Agilent Technologies Heineken Beam Global Spirits & Wine © 2012 SAP AG. All rights reserved. 52 SAP CRM Marketing Role-Based Analytics Dashboards © 2012 SAP AG. All rights reserved. 53 Leading companies use SAP marketing …and their customers are becoming strong advocates © 2012 SAP AG. All rights reserved. T his presentation and SAP„s strategy and possible future developments are subject to change and may be changed by SAP at any time for any reason without notice. T his document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement 59 Future Direction Overview for LoB Marketing – Planned Innovations Audience Discovery and Targeting Predictive Analytics Digital Marketing Hub WebAnalytics SAP RDS SAP HANA Market Research Database (Find Grid) Consumer Insights & Targeting Digital/ Mobile marketing Consumer Mobile Marketing Social Content Marketing Campaign Portfolio Optimization Marketing Performance Management Marketing Resource Management Enhancements Marketing Planning (Annual Planning) 'SAP for Advertisers’ (Media Planning & Procurement) Marketing Mix/Spend Optimization Collaboration (SAP StreamWork) FUTURE DIRECTION © 2012 SAP AG. All rights reserved. 63 Are you considering implementing SAP CRM or upgrading your current SAP CRM implementation? NOW YOU HAVE THE OPPORTUNITY TO TEST DRIVE SAP CRM 7.01 AND EXPLORE ITS POTENTIAL TO CREATE GREAT CUSTOMER AND USER EXPERIENCES – FREE FOR 30 DAYS Get Your PERSONAL FREE ACCESS to a live SAP CRM 7.01 test drive system today! Experience Sales, Service and Marketing functionality based on SAP CRM RDS Discover the web-based User Interface and how easy it is to tailor it to your needs SIGN UP TODAY @ www.sap.com/mk/get/crmtestdrive © 2012 SAP AG. All rights reserved. 64 Weitere Informationen Service Marketplace SAP CRM Upgrade: http://service.sap.com/upgrade-crm SAP Upgrade Services: http://service.sap.com/upgradeservices SAP CRM: http://service.sap.com/crm SAP CRM Ramp-up Knowledge Transfer (RKT): http://service.sap.com/rkt-crm Partner Shipment via Partner Portal: http://service.sap.com/partnerportal/rampup Weitere Quellen SAP Web: http://www.sap.com/crm Help Portal: http://help.sap.com/crm SAP Solution Browser: http://www.sapsolutionbrowser.com © 2012 SAP AG. All rights reserved. 65 SAP CRM Upgrade in der Praxis Agenda Häufige Fragen in einem Upgradeprojekt Upgradepfade zu SAP CRM 7 Neuimplementierung als Alternative Typische Schritte in einem Upgradeprojekt Unterstützung durch SAP Consulting Tipps für Ihr Upgrade © 2012 SAP AG. All rights reserved. 67 Häufige Fragen in einem Upgradeprojekt Wie kann ich unser System aktualisieren? Was ist die beste Herangehensweise für unser System? Wie gehe ich mit kundeneigenen Entwicklungen um? Welche Vorteile und Verbesserungen bringt das neue SAP CRM 7 für meine Prozesse mit? Wie kann ich diese unseren Benutzern zu Verfügung stellen? Welche Aufwände und Kosten entstehen? Wie kann ich mit einem Upgrade zusätzlich auch noch Kosten sparen? © 2012 SAP AG. All rights reserved. 68 Upgradepfade zu SAP CRM 7 SAP bietet einen direkten Upgradepfad für Kunden mit einem SAP CRM 4.0 (inklusive 2004 Edition), SAP CRM 2005 (CRM 5.0), SAP CRM 2006s/2 (CRM 5.2) und SAP CRM 2007 (CRM 6.0) Für Kunden mit einem SAP CRM <4.0 (nicht abgebildet) oder SAP CRM 5.2 werden indirekte Upgradepfade angeboten. Die Adaption der neuen UI-Technologie (SAP CRM WebClient UI) erfolgt nach dem technischen Upgrade CRM 4.0 Adaption des SAP CRM WebClient UI CRM 5.0 CRM 5.1 CRM 5.2 CRM 5.2 CRM 7 CRM 2007 © 2012 SAP AG. All rights reserved. 69 Neuimplementierung als Alternative SAP CRM Rapid Deployment Solution - Modulare Beratungspakete als Baukastensystem In Einzelfällen ist eine Neuimplementierung dem technischen Upgrade vorzuziehen. Dieses kann durch den Einsatz von SAP CRM Rapid Deployment Paketen beschleunigt werden. SAP CRM RDS für Marketing SAP CRM RDS für Vertrieb Lead Management Opportunity und Pipeline Performance Management Kam pagnenmanagement Integriertes ERP-Angebotsund Auftragsmanagement SAP CRM RDS für Service Interaction Center Serviceanforderungsabwicklung SAP CRM Basis SAP CRM Kernsystem Account- und Kontaktmanagement Aktivitätenmanagement Interaktives CRM-Reporting (optional) * Preise zzgl. MwSt. und Nebenkosten einzelnes Paket © 2012 SAP AG. All rights reserved. 70 Typische Schritte in einem Upgrade-Projekt 6 Go-Live 5 1 Test- & Abnahme Evaluierung 4 2 Funktionales Upgrade Planung 3 Technisches Upgrade © 2012 SAP AG. All rights reserved. 71 Unterstützung durch SAP Consulting Evaluierung Planung Technisches Upgrade Funktionales Upgrade Test- & Abnahme Go-Live Quick Upgrade Analysis Upgrade and Migration Assessment Services zum Festpreis Technical Upgrade Service Solution Migration Upgrade Architekt / Coach (funktional und / oder technisch) Quality Assurance © 2012 SAP AG. All rights reserved. 72 Tipps für Ihr Upgrade Informieren Sie sich ausführlich über neue Funktionalitäten und Möglichkeiten mit SAP CRM 7 – Nehmen Sie an den Webinaren zu SAP CRM 7 teil – Nutzen Sie die Informationen im Service-Marktplatz – Nutzen Sie das Schulungsangebot der SAP Education und der SAP Consulting – Nutzen Sie das Test Drive Angebot um SAP CRM 7 live kennenzulernen Setzen Sie bei einem Upgrade auf erfahrene SAP CRM 7 Experten Ersetzen Sie kundeneigene Entwicklungen (auch Modifikationen) durch neue Standardfunktionalitäten – Sparen von internen Wartungskosten (z.B. bei SP-Einspielung) – Verringern der Systemkomplexität – Sicherung der Innovationsfähigkeit durch die Verwendung von Standardobjekten © 2012 SAP AG. All rights reserved. 73 Fragen & Antworten Kontaktdaten: Inge Breuer SAP AG Inge.breuer@sap.com Jürgen Kieser SAP Deutschland AG & Co.KG Juergen.kieser@sap.com ? Vielen Dank! 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