Académique Documents
Professionnel Documents
Culture Documents
Overview Presentation
Enhancement Package 3 for SAP CRM 7.0
Agenda
85%
of sales meetings do not meet
customer expectations.
INDUSTRIES
PREDICTIVE ANALYTICS
HANA AS A PLATFORM
Market Perspective - Sales
Sales
Effectiveness Social Business
Technology Partners
System Integrators
SAP provides innovative tools which help sales reps and sales managers sell more!
Sales Managers Sales Reps Sales Operations
“Shift the quota bell curve”, Easily identify how much you Optimize your sales territories
provide reliable planning and can sell to whom, and be more and sales compensation,
forecasts and measure your productive by making your provide powerful forms and
success effectively network work reports
Forms
• Strategic planning for sales and • Key account management • Sales analytics
marketing:
• Territory management
- Objectives (what, where, to whom)
- Goals (market share, profit, revenue) • Workforce management
- Strategy (leadership, market
penetration) • Sales
- Leads - Orders
• Operational - Activities - Contracts
- Demand forecasts - Opportunities - Listings
- Resources - Quotations
- Sales tasks (what, where, to whom)
- Sales processes (how to sell)
• Holistic 360° view • Segmentation divides prospects and customers into different
segments based on a common characteristics (e.g. income,
• Focus on your most
profitable customers occupation,...) for relevant targeting of sales or marketing activities
• Maintain satisfaction and • Data Quality Tools ensure accuracy of sales, account, and contact
loyalty information dramatically improving overall sales efficiency
• Consistent interaction
• Leverages state-of-the-art communication technologies
across all channels
• Provides the framework for presenting sales projects from the very start
and tracking their progress
• Enables control of the sales process
• Provides the basis for optimizing your enterprise with analysis and
sales forecast functions
• Facilitates the following:
- Planning the sales approach
- Estimating a close date
- Estimating potential to buy
- Identifying the decision maker
Wizard-based tool for the quick creation of A framework to create sales dashboards –
CRM-interactive real-time reports: using Business Objects Xcelsius Enterprise®:
Insight into sales effectiveness, opportunity Wizard-driven dashboard builder to upload the
management, and sales activities – with direct dashboards and embed within the CRM
drill down to opportunities and accounts for WebClient - and share the dashboards with
actionable intelligence. other CRM users.
• Plan quotas, revenue or unit based, and manage pipeline activity to achieve
targets.
• Four chart types:
- Target To Date View
- Sales Pipeline View
- Closing Date View
- Sales Pipeline Change View
• Present opportunity data in context with pipeline analytics to easily identify gaps
and critical opportunities.
• Identify critical opportunities and gaps between actual revenues and planned
quotas with interactive real-time charts and editable opportunity list.
• Easily maintain sales targets with integrated sales quota planning revenue or
unit based.
The integration of SAP Jam groups and feeds into the Account enables employees to integrate
with internal colleagues and external customers and partners
• Assignment blocks “SAP Jam Groups” and “SAP Jam Feeds” now available in the Account
Overview Page
─ View groups created in SAP Jam and navigate to them
─ Initiate new groups and respond without leaving the CRM WebClient UI, create a new item
(file, text) for a group, assign or unassign groups
─ View the feeds for these groups, reply to a feed
• Start following an account in the Account Overview Page
Benefits
• Customers that work together with external partners and employees with no access to SAP
CRM benefit from the SAP Jam integration as their users can collaborate without disruption
and stay connected easily
• Enable customer-focused collaboration for better decision-making and reduced sales cycle
times
• Increase customer satisfaction by improving responsiveness
• Leverage the collective wisdom of your sales team and stakeholders
The following generic enhancements are applicable for Sales in SAP EHP3 for SAP
CRM 7.0
• Usability enhancements
Benefits
With the fuzzy search and duplicate check based on TREX, usage of this
functionality comes at a lower cost
Dependent on their needs, customers may decide to use highly sophisticated
tools, such as DQM for SAP, which usually include additional features, such as
address validation
In the case of basic needs, the fuzzy search and duplicate check based on TREX
can be sufficient
The fuzzy search and duplicate check on TREX can now be set up faster due to
central access to all necessary information, plus a guided set-up
Account Status and Contact Status to help sales representatives search for the correct
account
“Account Status”, “Contact Status” (active / inactive) available as search terms in the account and contact
search
Users can search for active or inactive accounts using the status
Several statuses can be summarized to define an active account / contact
Optional inclusion of (sales-area dependent) blocking reasons into the definition
The simple search for accounts and contacts helps you find your search content
more quickly - just enter what you know in one field
Find the right accounts and contacts even if you only have limited information - or
if you just want to search as in Google
A single search field is provided to enter all search attributes
Switch to the “Advanced Search” if a more specific search is needed
• Display point-of-sale (POS) transaction data from retail in the interaction center
and the Web shop
─ IC agents can search for, and display, customer POS transactions
─ Web shop customers can access their account information in the Web shop
to display their complete purchase history, including their POS transactions.
• Provide a unified view of customer order data, including retail store transactions
• Enable centralized analytics and queries as sales information of retail customers
resides in one database
• Faster retrieval of data from large quantities of records as sales information is
stored on a HANA database
Receive notifications for Business Objects (BOs) as a feed in SAP Jam to inform
you that a change has been made to the BO, or a follow-up transaction has been
created
Applies to all BOs that are integrated with SAP Jam, with the exception of
segmentation models.
Follow the BO to receive a feed
Feeds are generated every time the BO is saved – meaning you receive all
changes that are made before the BO is saved in one single feed
Define in Customizing, which changes and which follow-up transactions generate
feeds
View feeds in SAP Jam and on the homepage of the WebClient UI in the Feeds
assignment block
“
““SAP enters the Leaders quadrant for the first time. The Gartner
2012 Magic Quadrant for Sales Force Automation
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available
upon request from SAP. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those
vendors with the highest ratings. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner
disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose
SAP delivers additional business value to the entire customer sales organization
1 through a comprehensive set of applications
SAP CRM Sales helps companies to become the strategic seller, make selling
2 easier, and make fact-based decisions
4 SAP CRM 7.0 is the first SAP Business Suite Application on SAP HANA
SAP Cloud for Sales powered by HANA with significantly enhanced scope – through
5 rapid innovation with quarterly releases
Orchestration is a key topic for SAP: SAP Hybrid CRM Approach for true end-to-end
7 processes with seamless integration and single vendor accountability for your end-
to-end value chain – across On-Premise, Cloud and packaged solutions
© 2013 SAP AG. All rights reserved. RKT 51
© 2013 SAP AG. All rights reserved.
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG.
The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or
warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group
products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing
herein should be construed as constituting an additional warranty.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in
Germany and other countries.
Please see http://www.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices.