How to create Sales Assistant for Opportunity Management..

The sales assistant in SAP CRM helps sales employees by supporting him/her in planning his sales activities. The sales assistant provides the sales employee with a checklist of recommended activities and tasks that he should execute during a predefined phase of a sales transaction. This document would explain the way in which sales assistant feature can be leveraged in Opportunity Management.

Let’s assume that the sales representative (sales employee) of a firm is recommended to perform the following tasks at each stage of the opportunity.

How to configure the solution?

In SAP CRM , the above functionality can be configured using the action profile definition.

Step 1: Action Definition

Actions here are nothing but the activities/tasks that the sales representatives  are recommended to perform for a particular sales stage in opportunity. Define the actions as shown below along with the description. Maintain the parameters as displayed below:

Note: Z001 in this case is the desired transaction type.

Step 2: Create/Define Conditions

This is where we assign conditions to all the actions. Condition in this case would be the sales stages at which a particular activity is recommended to be performed.

a)      Schedule Condition

Select the action for which the condition needs to be defined. Click on Edit Condition button.

Select sales stage as the expression 1 as mentioned below. Then  search for the particular sales stage and set it as expression 2. In this case, ZS1 .

This action would mean that if sales stage = ZS1 (Qualification); the selected activity would be recommended for the sales representative.

Similarly, we need to define the conditions for all the other activities as shown in Fig1.

## Also make sure not forget to assign the action profile to the opportunity transaction type after the action definition and condition definition have been done.