Topic overview

The Relationship Management in Comarch ERP Enterprise includes functions such as planning, assessing, and tracking sales projects such as opportunities and sales campaigns. Successful sales rely on knowing the client and other people involved in the sales project and their influence on the purchasing decision.

Relationship Management thus enables you to record addressees, assign contacts, and highlight the interrelationships between the people involved via partner references.

Campaign Management is a part of the operative Relationship Management in Comarch ERP Enterprise. With sales campaigns, possible interested people or customers are addressed with concrete (sales) objectives through varying communication channels. Campaigns are generally based on several addressees.

Typical examples of sales campaigns are:

• Winning new customers,
• Preparing sales actions,
• Evaluating market opportunities,
• Identifying target groups from contact addresses,
• Customer loyalty actions or
• Targeted and systematic contacting of existing customers for cross-selling.

This document describes the structure of how sales campaign types can be displayed in the system and how the application of the same name is structured. Also read the roles sales campaign types play in the editing of sales campaigns.

Instructions for working with sales campaign types, such as how to enter or process sales campaign types, can be found in the document Procedures: Sales campaign types.

Definitions of terms

Sales Campaigns – Sales campaigns are limited-time sales promotions directed at existing or potential customers using various media. Sales campaigns provide concrete information about existing or potential customers. They also target customers and increase sales of products and services.

Sales Campaign Types – Sales campaign types are used to identify sales campaigns. They include a number range that controls the automatic assignment of a number for new sales campaigns. The sales campaign types also include settings that influence the further processing of the sales campaigns.

Application description

Sales campaign types identify sales campaigns. The Sales campaign types application is not divided into identification and work pane. It has input fields.

Input fields

The entry in theType field identifies the sales campaign type uniquely. In addition, a Description for the sales campaign type is entered.

Detailed description of fields:

The entry in theType field identifies the sales campaign type uniquely. In addition, a Description for the sales campaign type is entered.

Detailed description of fields:

• Type – the Type field displays the unique identification of the sales campaign type. This identification can comprise of numbers, letters or a number-letter combination.
  
  Note

  If a number range for sales campaign types is entered in the Customizing application, the system recommends an identification that was generated according to the rules of this number range. You can replace this default.
  The identification of the type is useful in using the correct sales campaign type in other applications and queries such as assigning a sales campaign the correct type.
• Description – The description serves as an additional distinguishing characteristic. Its text can be chosen by the user. Enter a descriptive and as unique a description as possible to facilitate searches for it.
• Number range – Same as for all vouchers, a number range is selected in the sales campaign type, which the system uses to automatically generate a number for new sales campaigns based on a defined pattern. The number range is entered in the Base framework for sales campaigns beforehand.
  See the documentation Number Ranges.

Customizing

Relationship Management can be switched on or off as a whole in the Customizing application under Relationship Management function.

You can store a number range for Campaign types, Number range under Relationship Management in Customizing. If a number range is stored for the sales organization selected in the workflow bar, the next number in this number range is provided as a default when a new type is created.

Business entities

The following business entity is relevant for the Sales campaign types application that you use, for instance, for:

• Assigning authorizations,
• Providing activity definitions or
• Importing or exporting

Sales campaign type: com.cisag.app.crm.obj.CampaignType

The business entity is part of the following business entity group: com.cisag.app.crm.OrderData

Authorizations

Authorizations can be assigned by means of authorization roles as well as by assigning an organization. The authorization concept is described in the technical documentation Authorizations.

Special capabilities

The Sales campaign types application has no special capabilities.

Organizational assignments

If the Content-based authorizations function is activated in the Customizing application, a person can only view the Sales campaign types application if an organization that is linked to at least one of the following structures has been assigned to him or her in the partner master data:

• Sales

The Sales campaign types application includes the Authorizations table. In order for a person to use a sales campaign type, he or she must be assigned in the partner master data to at least one organization entered in the Authorizations table of the respective sales campaign type.

Special features

There are no features for the Sales campaign types application.

Authorizations for business partners

The Sales campaign types application is not released for business partners.