1. SAP Glossary
  2. Customer Relationship Management
  3. fact sheet


What is fact sheet in SAP CRM - Customer Relationship Management?


SAP Term: fact sheet

  • Component: CRM

  • Component Name: Customer Relationship Management

  • Description: A condensed form of information about a business partner taken from several sources, such as master data or statistical data.


Smart SAP Assistant

  • Key Concepts: 
    A fact sheet is a feature of SAP Customer Relationship Management (CRM) that provides a comprehensive overview of customer data. It includes information such as contact details, account history, and sales opportunities. It also provides a snapshot of the customer’s current status and any recent activities. 
    
    How to use it: 
    The fact sheet can be accessed from the CRM system by selecting the customer’s name from the list of contacts. Once selected, the fact sheet will appear with all relevant information about the customer. This information can then be used to make decisions about how to best serve the customer. 
    
    Tips & Tricks: 
    When using the fact sheet, it is important to keep it up-to-date with any changes in customer data. This will ensure that all decisions made are based on accurate information. Additionally, it is important to review the fact sheet regularly to ensure that all relevant information is included. 
    
    Related Information: 
    The fact sheet is just one of many features available in SAP CRM. Other features include contact management, sales opportunities, and analytics. All of these features can be used together to provide a comprehensive view of customer data and help make informed decisions about how to best serve customers.
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