Intelligent sales automation with SAP Sales Cloud
Sales automation with the key to more efficiency and higher revenues
For successful and outstanding sales, a deep understanding of customers and sales opportunities is needed. This calls for customer relationship management (CRM) that focuses on the relevant information and proactively highlights opportunities and changes. The SAP Sales Cloud (version 2), as part of the SAP Customer Experience, can provide the extensive insight you need, along with AI-supported processes. In conjunction with SAP Configure Price Quote and SAP Intelligent Product Recommendation, you can efficiently streamline your quotation process and improve your response times. The SAP CX AI Toolkit provides additional assistance with the sales process, functioning as an AI agent.
The advantages for you and your customers with SAP solutions in Sales
More efficient sales processes
With guided selling and more, you can offer your employees interactive and AI-supported assistance in the sales process. For shorter sales cycles and more business.
More insights and real-time analyses
With predictive intelligent real-time forecasts you can increase process accuracy and reach your specific target group.
An end-to-end process
Integration between S/4HANA, SAP CPQ and more besides can speed up the lead-to-cash process, reduce the number of mistakes during order entry and improve quote validity.
Improved sales experience
For customers and users. In addition to AI, the modern UX provides a clear overview of customer, pipeline, etc. even for smartphones when you’re away from the office.
The tools and their features in detail – an incomparable sales experience for your team and your customers
Speed up time-consuming tasks with contextual AI-support throughout the entire sale process. Optimize your workflows with system-supported suggestions and use the time you save to concentrate on your customers. With the right tools, you can quickly and easily keep an eye on all the relevant information about customers and new leads, strengthening sales.
More on the cloud solutions that can help your sales achieve unprecedented performance and information on the transition from SAP Sales Cloud V1 to V2:
SAP Sales Cloud
The SAP Sales Cloud (version 2) is the tool for digitally transforming your sales department. Thanks to predefined processes and AI-support, you can automate a variety of areas and enormously reduce your employees’ workload in their day-to-day tasks, such as lead and opportunity management.
Then, more time can be invested in central tasks due to sales automation. The modern and intuitive user interface ensures a high level of user acceptance and gives you deep insight into all relevant customer and sales forecasts—flexibly, on all terminal devices, anywhere, and at any time.
With the new version of the SAP Sales Cloud, you have a modern, cloud-based, and future-proof CRM solution at your disposal with data-protection-compliant AI integration.
The functionalities of SAP Sales Cloud version 2 – an overview
Forecasting and intelligent pipeline management
With real-time forecasts and visual pipeline and AI analysis, the system can help you to exploit sales opportunities proactively and estimate sales for the coming quarters. Thanks to intelligent opportunity scoring approaches, promising sales opportunities can be identified by means of machine learning and rapidly prioritized and systematically developed.
The pipeline manager dashboard offers a clear summary with a variety of views to choose from for rapid and comprehensive insight into your sales pipeline.
The forecast tracker displays revenue forecasts based on sales opportunities compared with a set revenue target. It also allows you to simulate the pipeline and submit a forecast to your supervisor.
Real-time analysis and guided selling
Be always one step ahead with analysis and KPIs in real time, AI-generated summaries, and suggestions. You can submit your quote at the best time, with the ideal product and at the best price. Respond more rapidly to customer requests and contact prospects at the right time in the customer journey. With the Sales Cloud, you can use detailed customer insights and specific recommendations for action based on guided selling (combinable and prescriptive sales workflows) to increase your success rate and your revenue.
Guided selling uses AI and workflows predefined in individual playbooks to support your sales team throughout the entire process. Recommendations for action are output in the tile view, for example.
Even easier SAP ERP or SAP S/4HANA integration
With version 2, native and seamless integration into the SAP back end is made even easier. It gives sales employees direct access to all relevant data and the entire sales process. This enables them to respond to delays in delivery at an early stage, for example. Sales potential can be exploited more effectively, as information from networked SAP systems concerning offers, customer orders, service offers and orders, and more can be accessed quickly and easily.
Thanks to the native integration into SAP S/4HANA, your sales employees can view information on delivery times or pending service orders directly.
Improved collaboration
Integration in collaboration tools, such as Microsoft Teams, helps to significantly increase sales productivity. Email integration—in the likes of Microsoft Outlook—also shortens the response time and reduces manual maintenance effort.
Thanks to the Outlook add-in, new contacts can be created directly, information about the sender can be accessed, and emails can be assigned to business items (lead, opportunity, offer, etc.) or created.
Full functionality even on mobile devices
Working away from the office without compromise is a reality with the SAP Sales Cloud mobile app. Access the SAP Sales Cloud version 2 at any time to manage customer appointments, access customer and account information, or plan or tackle the next steps as part of guided selling.
The native application boasts a clearly organized dashboard and optimized functions specifically for mobile use, as shown here with the example of “Visit”.
Your road map for the transition from SAP Sales Cloud V1 to V2
Has the SAP Sales Cloud V2 impressed you with its extensive new functions and AI features, and you’re wondering if you should change from V1 to V2, and if so, when? Don’t hesitate any longer and discuss the issue with us.
Good advice and planning from the outset
Thanks to our expertise and many years of experience in CX, we can support you in your migration to version 2 with a constant focus on your individual needs and specifications. We work with you to tackle the evaluation and issues related to the process design. To develop the right road map for your transition, we make use of our tried-and-tested process and also take into account the SAP transition journey.
A simple switch
Thanks to our extensive preparations, we can make the migration and the integration into your existing IT landscape as easy as possible for you, supporting you in the configuration and in the data migration and training of your employees. This makes a seamless transition to V2 possible without any loss of efficiency.
Are you already using SAP Sales Cloud V1? With our specially developed tool and a gradual transition to V2 is a series of stages, your switch can be implemented quickly and simply, even with parallel use of V1. Feel free to contact us.
SAP CX AI Toolkit
SAP CX AI Toolkit gives you a rapid introduction to using AI functionalities (even in connection with SAP Sales Cloud V1 and SAP Cloud for Customers). With a standalone application based on SAP BTP and SAP Joule, it can provide you and your sales team proactive and contextual support in automating routine tasks, analyses, and summaries, with full compliance with data protection regulations. Use support in creating your own prompts or create your own AI agents tailored to your specific needs.
The following functions can help you make your day-to-day sales work more efficient:
- AI-generated summaries, for example of accounts or opportunities, based on business data and customer-related data for a faster and better overview.
- Use the intelligent email wizard to create customizable emails and reduce your response times.
- Optimize appointment arrangements with AI-supported answers.
SAP Configure Price Quote (CPQ)
A better service for a customized product. An important decision-making factor here is flexible quote design by means of rapid product configuration (Configure Price Quote, CPQ).
With the smart SAP CPQ software, the quotation process for complex products to the customized solution is shifted from the back office to the field service, making it significantly shorter.
Perfect product recommendations for configurable products with SAP Intelligent Product Recommendation (SAP IPR)
Using SAP Intelligent Product Recommendation in combination with the Sales Cloud can enable your sales team to address customer requirements even faster and more precisely in relation to products or configurations that are complex or that have many variants.
IPR uses artificial intelligence (AI) to offer you precise product recommendations that are seamlessly integrated into the sales process of the Sales Cloud and SAP CPQ. This not only optimizes product selection but also automates sales processes and reduces errors.
Our interface to ORBIS TEM for your trainung & event management
A 360-degree customer view also includes information about which of your customers participated in which events. Maybe you want to include this information in your next customer meeting or prepare thoroughly for this customer at the next event? The integration of the ORBIS Training & Event Management solution TEM into the SAP Sales Cloud enables you to do all this.
Would you like to get started with your sales project? Our #ExperienceSales starter packages provides you with all the functionalities you need to make your current sales processes even more efficient – at a fixed price.
A smart and holistically implemented sales solution harnesses new potential for your business
In times of digitalization and networking, the silo mindset is detrimental to your business’s success. The Sales Cloud lets you make island landscapes a thing of the past and create ideal interfaces between the individual subdivisions in the company. The advantage of this is that it enables you to leverage synergy effects between your sales and marketing technologies in the cloud and work more efficiently thanks to automation.
Marketing, customer service and sales combined
We aren’t just specialists when it comes to sales topics; instead, we believe we should focus on producing synergy effects in marketing, service and sales activities. We promise to contribute this overarching understanding to make your SAP Customer Experience solution profitable.
Every company is its own unique enterprise – here are a few examples of our success
Success really can be that simple. With our expertise, we make it easier for you to implement and maintain your SAP Customer Experience solutions. Would you like to know what success looks like?
