What is goal template in SAP CRM-CEC - Collaborative E-Care Management?

SAP Term: goal template

• Component: CRM-CEC

• Component Name: Collaborative E-Care Management

• Description: A default set of tasks that facilitates the creation of one or more goals.

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• Key Concepts: 
  A goal template is a feature of the Collaborative E-Care Management (CRM-CEC) component of SAP. It is used to define goals and objectives for customer service representatives (CSRs) to achieve when interacting with customers. The goal template allows CSRs to quickly and easily create goals that are tailored to the customer’s needs and preferences. 
  
  How to use it: 
  To use the goal template, CSRs must first select the customer’s profile from the CRM-CEC system. Once the profile is selected, the CSR can then create a goal template for that customer. The goal template includes fields for defining the goal, setting a timeline for completion, and assigning resources to help achieve the goal. The CSR can also add notes and comments to the goal template to provide additional information or guidance. 
  
  Tips & Tricks: 
  When creating a goal template, it is important to be as specific as possible. This will help ensure that the CSR understands exactly what needs to be done in order to achieve the goal. Additionally, it is important to set realistic timelines for completion of the goal in order to ensure that it is achieved in a timely manner. 
  
  Related Information: 
  The goal template feature of CRM-CEC is closely related to other features such as customer segmentation and customer journey mapping. These features allow CSRs to better understand their customers’ needs and preferences in order to provide more personalized service. Additionally, these features can be used in conjunction with the goal template feature in order to create more effective goals and objectives for customer service representatives.