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User Experience DE

CRM User experience
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Hello:
You are invited to participate in our survey CRM User Experience. In this survey all CRM Key Users will be asked to complete a survey that asks questions about User Experience in SAP CRM by Lapp. We would like to adjust the CRM website to your preferences and assure the shortset time needed to use its functions. It will take approximately 20 minutes to complete the questionnaire.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.
 
 
 
 
*
We would like to adjust the first search view to your needs and limit the direct showed options to minimum to make the search more convienient for you. So please mark only these options, which you are using mostly. So our suggestion will be for example a shorter list of criteria in such an order, that the most important criteria are first in the list, for example:

The other options which you do not mark will be still available under scrolling.

Which criteria do use mostly while searching for Accounts in CRM?
 
Account Group
 
Search Term
 
Name 1 / Last Name
 
Account ID
 
Postal Code
 
City
 
Country
 
Employee Resp. - Last Name
 
Employee Responsible ID
 
Belonging To (Party Involved)
 
Tax Number
 
To Be Archived
 
Address Versions
 
External Number
 
Industry Sector
 
Weighted Potential
 
Potential determined at
 
Role
 
Contact - First Name
 
Contact - Last Name
 
E-Mail
 
Name 2 / First Name
 
Employee Resp. - First Name
 
Region
 
Relationship
 
Relationship Partner ID
 
Street
 
Phone
 
Web Site
 
Marketing Attribute
 
Created on
 
Life Cycle Stage
 
Marketing Permission - Status
 
Marketing Permission - Channel
 
Category

 
 
 
* Which criteria do you use mostly while searching for contacts?
 
Account Name
 
Last Name
 
First Name
 
City
 
Country
 
To Be Archived
 
Address Versions
 
Contact ID
 
Account ID
 
Function
 
Department
 
E-Mail
 
Search Term
 
Postal Code
 
Region
 
Street
 
Phone
 
Marketing Attribute
 
Contact Relationship
 
Created on
 
Marketing Permission - Status
 
Marketing Permission - Channel
 
Changed On

 
 
 
* Which criteria do you use mostly while searching for activities?



 
Activity Type
 
Belonging To
 
Employee Responsible Last Name
 
Account Name
 
Contact Last Name
 
Status
 
Account ID
 
End Date
 
Sales Organization ID
 
Sales Group
 
Sales Office
 
Category
 
Partner function
 
Partner Number
 
Employee Responsible
 
Timeframe
 
Topic
 
Activity ID
 
Start Date
 
Description
 
Importance
 
Valid From
 
Segment
 
SBU
 
Design In
 
Created By
 
Created on
 
New customer visit
 
Campaign ID
 
Campaign Description

 
 
 
* Which options would you like to have under fast CREATE? You can choose more of them and add anew one as well -> for example: Prospective Account/Contact7....
 
Appointment
 
Interaction Log
 
Task
 
E-Mail
 
Lead
 
Opportunity
 
Other
 

 
 
 
* Which CRM area/topic does require any training documents to be unterstood by you better?
   
 
 
 
* Which SAP ECC transactions, which you are using often and are not yet present in CRM would you like to have it directly in CRM without a must to log in extra in ECC?
   
 
 
 
Do you have any own suggestions for improvements in CRM?
   
 
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