SAP CRM Sales 2.0 Mobile Application

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1 SAP CRM Sales 2.0 Mobile Application

2 Mobilizing Sales Increases Sales Effectiveness A typical sales cycle is longer without mobile access to sales information Sales Ops Planning and Targets Marketing Demand & Lead Generation Mobile field sales Sales process support Sales Tools Capture follow-up actions

3 Current Situation Sales Rep loses field time while trying to get information Calendar not synchronized Appointments not synchronized Overlapping appointments No Sales Tools Incorrect sales assets Out-of-date content No offline support No offline Support Information in several systems No checklist Missed items from last meeting Not carrying right product information No Reports Out-of-date information No 360 degree view of customer Limited Process Support NO Sales process support No follow-ups Unable to create Quote or Order Unable to provide discounts Business Impact: Lost productivity and loss of field time for Sales Rep

4 Did you know? Over 40% of salespeople fail to hit quota 30% of salespeople turnover each year It takes on average, seven months to ramp-up a salesperson 65% of a salesperson s time is spent not selling 30 hours are spent searching for or creating their own sales materials? Source: Forrester & IDC

5 SAP CRM Mobile Sales Increase Sales Rep productivity & Accelerate Sales cycles Sales Tools* Download latest Sales Assets Maintain Marketing Attributes Simplified View CRM Calendar Customer Factsheet Reports Surveys Offline Capabilities Both offline & online Support Information system transparent Strong Process Support Lead, Opportunity, Account, Contact, Activity Management Quote and Order Management Follow-up actions Provide Discounts Business Value: Accelerated Sales Cycle and improved productivity for Sales Rep

6 SAP CRM Sales Mobile I just received a new lead assigned to me Customer is requesting a quote I can add a marketing attribute to this account as reference in my territory Let me check my afternoon calls calendar Surveys helped me not to miss critical business steps I need to update my opportunity status Reviewing 360 degree view of customer using Account Factsheet For customer executive meeting, I need latest sales collaterals Which customers or leads are Near-Me? Different Sales users needs, same comprehensive mobile app SAP CRM Sales mobile application enables Sales reps use their favorite mobile device to increase sales productivity and accelerate sales cycle from anywhere

7 SAP CRM Sales 2.0 Sales Entities Sales Tools Device Support Accounts Contacts Leads Opportunities Activities Quotes Orders Analytics Account Factsheet Attachments CRM Calendar Discounts (% & Absolute $$) Follow-up Transactions Marketing Attributes Recommended Products Sales Asset Download (SAVO) Search Surveys Features Air Print (ios) Near Me Mapping Auto-Logging Eight Languages Supported BlackBerry phones (touch & non-touch) ios (iphone and ipad) Win32 (no phones) Android Tablets* (no phones) CRM Sales mobile Near Me (Map) Marketing Attributes Single Click Follow-up Account Contact Lead Opportunity Calendar Activity Download Sales KM Visit Customer Create Quote / Order Quote & Order ERP Process Instant Updates Survey Auto-Logging SAP ERP

8 SAP CRM Sales Sales Entities Sales Entities provide information to Sales reps to carry on critical tasks Account & Contacts: Search, create and update Accounts & Contact information Create lead, opportunity, quote and order for an account & contact Create single-click follow-up transactions Leads & Opportunities: Search, Create and Update Leads and Opportunity information Maintain Lead & Opportunity Statuses and pipeline information Recommended Products Create single-click follow-up transactions Activities: Search, Create and Update activity information Create single-click follow-up activities Auto-log activities Quotes & Orders: Search and Create Quotes or Order information Create single-click follow-up Quote or Order from Opportunity and Lead Recommended Products Analytics & Reporting: Viewing reports and editing report criteria Provide critical sales reports and analytic visual aids

9 SAP CRM Sales Sales Tools Sales tools improve productivity Sales reps productivity Account Factsheet: Provides view of the customer CRM Calendar: Provides single CRM calendar view Call Preparation & Execution: Provides single click follow-up transactions and intuitive way to prepare for customer visits and wrap-up actions Sales Asset Download: Provides ability to carry sales assets on device Surveys: Provides ability to run shelf-check or visit specific survey Marketing Attributes: Provides ability to execute CRM Marketing attributes from mobile device for customer segmentation

10 SAP CRM Sales Sales Device Support Device Support for Sales enables Sales rep to discover information Near Me : Mapping: Provides ability to identify Accounts, Contacts, Leads, and Opportunities near Sales Rep s location Provides mapping information for key Sales entities Seamless integration with device GPS for driving directions Device Supported: BlackBerry Phones (touch & non-touch) ios (iphone & ipad) Windows (Tablets) ++ Android(Tablets)* *Android Edition Available on Android Honeycomb tablets + + Windows Tablet mobile app will also run on Windows Laptop, Desktop supporting Windows 7, Vista and XP

11 Rapid deployment solution for SAP CRM Sales Rapid delivery in as little as 11 weeks Fixed scope implementation Affordably priced solution A clear path to your full mobility vision More Info:

12 Think Big & Start Small

13 SAP CRM Sales DEMO Review Factsheet & Create Follow-ups Surveys & Marketing Attributes Recommended Products & Universal Search Quotes & Orders Management Near Me Transactions Types & Note Types

14 Thank You!

Effiziente Kundenbetreuung auch von unterwegs: SAP CRM Sales. Michael Wallenczus, SAP (Schweiz) AG 17. April 2012

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