Title: Management Summary
1The optimum path to direct customer contact
ProSales Marketing andmySAP CRM
2Agenda
- The Banking Lifecycle
- The scenario ProSales Marketing and mySAP CRM
- Campaign planning with mySAP CRM
- Target group definition with mySAP CRM
- Campaign steering by ProSales marketing
- Campaign execution by ProSales Marketing
- Campaign reporting in ProSales Marketing
- Campaign reporting in mySAP CRM
- Customers benefit
- Factors for success and services of
- Wincor Nixdorf
- SAP Deutschland AG Co. KG
3Bank transactions in Europe 2010 Distribution
of the sales channels
Quelle Celent, An overview of the European
Branch Technology 05/2004
4The Banking Lifecycle
5Process description of ProSales Marketing and
mySAP CRM
6Steps and requirements in detail - I
7Steps and requirements in detail - II
8CRM Marketing Process
mySAP CRM
1.
2.
Marketing- and Campaign planning
Target group selection
- Analyse
- Planning
- Budgeting
- Controlling
- Modelling
- Profiling
- Selection
3.
4.
Campaign execution
Campaign analysis
ProSales Marketing
Leads,activities
mySAP BI
SB-Terminal
branch bank
Costs and turnover
Contact trace
Project System, Financials, Accounting
SAP R/3
9Marketing Planner
Entrance via marketing Planner for planning the
campaign.
10Marketing Planner
11Selektion of the campaign and view of the
detailed information.
12If the campaign realization should occur through
an external system (ProSales marketing), the
export canal must be chosen as a communication
medium.
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14Segment Builder
Entrance in the segment Builder for the creation
of a target group.
15Entrance in the segment Builder for the creation
of a target group.
16Announcement of the attributes available for the
selection.
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30View of the target group
View of the built up target group
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32Back in the campaign for assigning the target
group
33Selektion of the target group and assignment to
the campaign.
34Allocation target group to the campaign
Selektion of the target group and assignment to
the campaign.
35Now the target group is assigned to the campaign
36The campaign is begun and handed over to "
ProSales Marketing .
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39mySAP CRM and ProSales Overview of the
architecture
40ProSales Marketing-Architecture in detail I
41ProSales Marketing Architecture in detail II
CRM-System of the bank
SB- Client
J2EE Application Server
Advertisment http request
Web enabling layer
XML/CSV
http response
ProSales Marketing
Customer response
- Interfaces
- Import Customer data
- Import Campaigns
- Export Customer response
html / xml content
ads
- Database system
- Oracle gt V8
- DB2 7
- MySQL
-
Marketing Database
42Imported target groups in ProSales Marketing
43Target groups details
44Campaign status list
45Allocation of the sights, target groups,
announcement frequency and priorities
46Simulation of the campaign "investment
consultation"
47Creation of individual reports
48Behind the scenery of ProSales Maketing
49ProSales Marketing/Building loan contract
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50ProSales Marketing/Investment advisory
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51ProSales Marketing/Default-Advertisment
52Import of the results in mySAP CRM
- The results from ProSales marketing are loaded
via the External List Management (ELM) in mySAP
CRM besides, Leads are automatically put on (per
business partner from the target group one Lead).
- According to reaction of the customers the Leads
can be automatically qualified (e.g., in Hot,
Warmly, Cold Leads). - Based on this status of the Leads an activity can
be automatically generated. e.g., all "Hot Leads"
should be contacted by the Call centre.
53Leads are automatically generated.
54Customers benefit
- Use of the data by integrating the self-service
canal in the customer management of the bank - Analysis of the customer behavior on the
self-service device - Use of the self-service canal for the campaign
management of the bank - Direct, personal sales pitch on the
self-service device - Use of the self-service canal as a distribution
and interaction canal - Revaluation of the self-service canal of the pure
service canal to the real distribution canal and
with it from the cost unit to the profit resource
of the bank
55Results by mySAP CRM and ProSales Marketing
- Increase product sales by utilizing all cross-
and upselling potential - Grow the share of wallet through offers targeting
specific situations and needs - Win new customers, for instance, by promoting
services to non-banking customers using
self-service terminals - Enhance customer loyalty through offers targeting
customer needs - Reduce costs through targeted customer contact
and minimize stray losses through the use of the
self-service channel
56Successful factors and services of the Wincor
Nixdorf
- Wincor Nixdorf is one of the leading suppliers of
IT services and solutions for the retail and
banking sector - 19 of the 25 European top banks are our customers
- Certified mySAP service partner of the SAP AG
- Wincor Nixdorf disposes of an excellent SAP
know-how and a huge number of references in the
retail and banking sector - Wincor Nixdorf offers a complete consulting
package which also encloses the implementation
and project management beside the process and
organisational consulting. - Thus we guarantee a successful introduction and
efficient use of the software ProSales Markting
and mySAP CRM.
57Main Consulting Activities
58Why banks use mySAP CRM?
Manufacturer vision
The SAP CRM vision goes out a pure front
office-functionality. She allow industry specific
End-to End customer processes above the whole
enterprise and allows the adaptable picture of
changing commercial requirements.
Manufacturer reliability
SAP is the only manufacturer who can
guarantee lasting developing investments for
years away to bring into line the CRM solution
and the underlying platform to the market
requirements of the future
Product functionality
mySAP CRM has entire CRM processes and
efficient analysis functionalities. Only mySAP
CRM offers a seemless integration with Core
Banking applications, Financials and Human
Resources out of the box.
mySAP CRM is based on the efficient SAP
NetWeaver platform and offers One stop shopping
for the integration of human beings, information
and processes. SAP's massive investments in the
development extend the technology for the
customer.
Product, technology, architectur
SAP offers an unmatched Service-and Support
offer - exactly like a big partner ecological
system and allows quick implementing with low
risk by Best Practices on the basis of the SAP
Solution manager.
Partner and manufacturer services
SAP offers an adaptable and clear prize
system - not only for CRM, but for the whole
Enterprise solution. SAP NetWeaver allows a low
TCO and quick adaptation possibilities in
commercial requirements, for the protection of
effected investments.
Costs and prices
ProvenTrack Record
Many independent ROI studies with customers
prove that mySAP CRM brings real and concrete
business benefit.
59SAP at a glance
- SAP AG annual turnover 10 Mrd. USD
- 91,500 installations overall
- more than 26,150 companies run SAP
- SAP offers more than 25 industrial solutions
- 35,022 SAP employees
- 14,000 of it in the area of Service and Support
- 11,000 of it in the area or research
development - Größtes RD Investment in der gesamten
- Industrie
- Mehr als 1,500 Partner
- 12 Millionen Anwender in 120 Ländern
- Integration von Geschäftsprozessen
- Ausbau von Wettbewerbsvorteilen
- Optimierung des Return on Investments bei
- gleichzeitiger Reduzierung der Total Cost of
- Ownership
- Weltweit 1 Enterprise Application Solution
Provider