1. SAP Glossary
  2. Customer Relationship Management
  3. partner team


What is partner team in SAP CRM - Customer Relationship Management?


SAP Term: partner team

  • Component: CRM

  • Component Name: Customer Relationship Management

  • Description: A group of individuals or organizations which you specify in documents on a project-specific, or even document-specific, basis. Teams, like the buying center in Opportunity Management, help you plan sales strategies by keeping track of who is involved in a project, either on your side or your customer's side, and of what roles these people have. Because this information is document- or project-specific, it has no effect on master data for business partners. Once you have specified who is on a team, you can define relationships between team members, such as "A advises B", assign characteristics to the members and to the relationships themselves, and rate the characteristics. For example, "influence on the budget" could be a characteristic assigned to a team member, and the rating could be "little", "some" or "a lot".


Smart SAP Assistant

  • Key Concepts: 
    Partner team is a feature of SAP CRM Customer Relationship Management that allows users to create and manage teams of partners. It enables users to assign tasks to partners, track their progress, and collaborate with them in real-time. The partner team feature also allows users to assign roles and responsibilities to each partner, as well as set up notifications for when tasks are completed or deadlines are approaching. 
    
    How to use it: 
    To use the partner team feature, users must first create a team of partners. This can be done by selecting the “Create Team” option from the main menu. Once the team is created, users can add partners by selecting the “Add Partner” option from the main menu. Once a partner is added, users can assign tasks to them by selecting the “Assign Task” option from the main menu. 
    
    Tips & Tricks: 
    When creating a partner team, it is important to assign roles and responsibilities to each partner. This will help ensure that tasks are completed in a timely manner and that everyone is aware of their responsibilities. Additionally, it is important to set up notifications for when tasks are completed or deadlines are approaching. This will help ensure that everyone is kept up-to-date on the progress of the project. 
    
    Related Information: 
    For more information on how to use the partner team feature in SAP CRM Customer Relationship Management, please refer to the official SAP documentation. Additionally, there are many online tutorials and videos available that provide step-by-step instructions on how to use this feature.
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