Save Time and Prevent Errors with a Customer Fact Sheet

  • by Susana Messias, SAP CRM Consultant, BBKO Consulting
  • July 15, 2006
By using a customer fact sheet (CFS), you can group important information about a business partner in one area for quick reference. Find out how to set up a CFS and see how you can change the available information based on user roles.
Key Concept
The customer fact sheet provides users with key business partner data that you capture from different sources, such as business partner master data, transaction data, and statistic information.

Imagine that you have planned a visit to a customer. Before you go, you would like to know who else has been in touch recently with that customer. You can call up a customer fact sheet (CFS) and view the last 20 sales activities for the customer. Moreover, you can see the open opportunities and view relevant marketing attributes for the customer as you prepare for your visit.

CFS is a versatile tool that you can configure in mySAP CRM to provide a central point of summarized business partner data that is essential for the users while performing their tasks. Without it, you would need to open and execute several transactions in different systems to gather all the necessary information to perform an action in the CRM system. CFS is available with mySAP CRM 3.0 and above.

This tool saves you time while preventing errors because all the information is available in just one transaction. Links permit users to access detailed information for each document displayed in it, whether the information comes from mySAP CRM or from R/3 (Release 4.0 and later) and BW (Release 3.0 and later) integrated systems.

Susana Messias

Susana Messias has an administration academic background and has been a CRM business consultant since 2002. She has participated in several CRM projects implementing interaction center solutions with sales, service, and marketing functionalities, and she is certified in these solutions.

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