SAP CRM 专业术语及词汇.doc

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1、SAP CRM 专业术语及词汇CRM市场营销:l closing rate 签单率l account planning 客户计划l lead 线索l Ac_countFact-Sheet客户情况说明l contact persons 联系人l turnover转换l distribute 分派或分发l Group Ac_count团体客户l Case 案例l Service Arrangements 服务安排，看具体情况l Buying Center 采购中心l Opportunity-Level 商机级别l Ac_countLevel 客户级别l Ac_countFact Sheet 客户情

2、况说明l ramp-up time 缩短新的销售上手的时间l Cleansing Cases 清洗的案例l Schedule condition 、start condition 设定日程条件，启动条件l Action tab 活动页l Transaction header and item 事务头和项目l Action Profile 活动资料l context class 不用翻l Action Definition flag 活动定义标记l customer hierarchy 客户层次结构l Access Sequence 访问序列l General data 通用数据l Alert

3、告警l campaign manager 营销活动经理l Handheld solutions 掌上设备解决方案l Interaction Log 交互日志l Activity Journals 活动日志l transaction types 事务类型或交易类型l delivery time交付时间 delivery：交付l Lead qualification 线索资格l Billing 账单l leading business transaction category 主要业务类别l Authorization key 授权键值l transaction documents 交易文档l r

4、eleases contract核准合同 release products 发放产品l contract inquiry 合同草样l Credit Management 信用管理l Possibility to check credit with either requested or confirmed quantity 可以根据每一个被请求的或确认的数量来进行信用检查l Schedule Job设定工作日程l user statuses 用户状态l Identify Duplicates Internally 内部标识出重复记录l Position 职位l Holder担任人l Sales

5、 office 销售办事处l responsibilities职责l Qualifies a lead as a hot lead验证一个销售线索为好的线索l Lead-to-Opportunity Workflow销售线索-到-商机 工作流l lead qualification level线索验证级别l Package Quotations套件报价 Packages in service quotations服务报价中的套件l Ingredients Starter Set产品组件的试用套件l CRM Product Proposal产品建议书l Return Items返还项目l Sca

6、les with different scale bases 不同等级基数的范围 scale values等级值l Country-specific特定国家的l transport requests运输请求l Employee Assignment Block员工任务块l Billing Documents开票单据 billing process开票流程ltransaction document交易凭证lDifferential Invoicing分级开具发票 Original Invoice原始发票l Periodic Declarations Intrastat/Extrastat周期性的

7、内部/外部状态声明l Billing Engine Framework开票引擎架构l Multilevel intercompany billing多层次公司间开票l set type集合类型l Visit Planning拜访计划l post processing framework后置处理架构l Earnings Period获得周期l rebate base减免基准l Balance Rollover余额续期 Reason Codes原因代码l accrual rate增加率l BW Extract and Content Volume based EntitlementsBW抽取并包含

8、基于授权的数据量l Inheritance considered考虑到继承l Rate Plans 资费计划 Incentive Products折扣赠品l Activation fee开通费用 Deactivation fee 停机费用l Ingredients Starter Set产品组件的试用套件-CRM channel （渠道管理）： l Financial Accruals 财务应计项l Reimbursement Rate concept 退还率概念l MDF Reservation MDF 准备金l MDF Claim MDF 索赔l MDF Initiative MDF活动l accrual profile 应计项目资料l Budget Postings 预算过账l MDF Special Program MDF特别项目l Hosted order management 托管的订单管理 Catalog usage目录使用l Business On-Behalf 代为执行业务 order on behalf代为下订单l Working Context 工作环境l Cross Order Off-Invoice Caps 跨订单的费用扣除上限l split factors 拆分因子