Watch this video to see how you can use SAP Cloud for Sales to accelerate sales cycles by collaborating with your sales team, internal experts, customers, and partners — all in the context of your accounts and opportunities – with built-in integration to SAP Jam.
Here’s how SAP Cloud for Sales can give a salesperson the insights he needs to prepare for his day. With a complete view on accounts and opportunities – and the ability to collaborate with the right people on his sales team – he can sell smarter.
To get started, he sees a full view into one of his opportunities – from the latest account information to any open service tickets. With native integration to SAP ERP, he no longer has to hunt for back-office information like sales orders or invoices. It’s all there.
He can have relevant conversations with the customer – anytime, anywhere – so there are no surprises. He can easily create a customer fact sheet to prepare for a meeting – all with the tap of a button.
Next, he looks at all the other opportunities he’s working on for the account. He gets a complete list and can drill down to get the specifics. He can decide what opportunities get published to the sales forecast and decides to add this one.
He also needs to prepare for his meeting. A decision-maker named Paula will be there with her team. He sees a list of people who Paula has worked with before and recognizes Eric in logistics. He decides to get Eric in the loop and add him to the sales team. With SAP HANA, he can use predictive analytics to find top deal influencers and connect with them.
Now that he’s assembled his sales team, he sets up a deal room where they can collaborate and close the opportunity. With integration between SAP Jam and SAP Cloud for Sales, he can invite anyone to his team – even those outside sales like legal and logistics.
To his deal room, he adds all the relevant information like opportunity details, customer-related documents, RFPs, and presentations. He’s able to collaborate and build the best sales strategy by creating polls and discussions. He can involve other teams selling into the same industry – or against similar competitors – so they can learn from each other.
Based on the team’s input, he can choose the best products and solutions to propose to the customer. He can also get immediate feedback from his manager, allowing him to work on the proposal immediately.
He’s now ready to set up a meeting with the customer, so he creates create an appointment. He gets an email from his customer confirming that they’re ready to meet. With integration into productivity apps like Microsoft Outlook, Google Gmail, and Lotus Notes, SAP Cloud for Sales allows him to link all email conversations to specific opportunities, or even create a new opportunity – and all relevant conversations stay in one place.
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