Mobilizing Sales Increases
Sales Effectiveness
Marketing
Demand & Lead Generation
Sales Ops
Planning and Targets
Mobile field sales
Sales process support
Sales Tools
Capture follow-up actions
Current Situation
Sales Rep loses field time while trying to get information
Appointments not synchronized
Overlapping appointments
Calendar not synchronized
Missed items from last meeting
Not carrying right product information
No checklist
Out-of-date information No 360 degree view of customerNo Reports
NO Sales process support
No follow-ups
Unable to create Quote or Order
Unable to provide discounts
Limited Process Support
No offline Support
Information in several systems
No offline support
Business Impact: Lost productivity and loss of field time for Sales Rep
Incorrect sales assets
Out-of-date content
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
?
SAP CRM Mobile Sales
Increase Sales Rep productivity & Accelerate Sales cycles
CRM Calendar
Customer Factsheet
Reports
Surveys
Simplified View
Both offline & online Support
Information system transparent
Offline Capabilities
Business Value: Accelerated Sales Cycle and improved productivity for Sales Rep
Lead, Opportunity, Account, Contact, Activity Management
Quote and Order Management
Follow-up actions
Provide Discounts
Strong Process Support
Download latest Sales Assets
Maintain Marketing Attributes
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
SAP CRM Sales 2.0
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)
Sales Tools
Account Factsheet
Attachments
CRM Calendar
Discounts (% & Absolute $$)
Follow-up Transactions
Marketing Attributes
Recommended Products
Sales Asset Download (SAVO)
Search Surveys Accounts Contacts Leads Opportunities Activities Quotes Orders Analytics
Sales Entities
Device Support
Account Contact Opportunity Lead Calendar Activity Download Sales KM Create Quote / Order Quote & Order Visit Customer Near Me (Map) Instant Updates
SAP ERP
ERP Process Survey Marketing Attributes Auto-Logging Single Click Follow-upCRM Sales mobile
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
SAP CRM Sales
Sales tools improve productivity Sales reps’ productivity
Account Factsheet:
Provides 360
0
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
SAP CRM Sales
Device Support for Sales enables Sales rep to discover information
“Near Me”:
Provides ability to identify Accounts, Contacts, Leads, and
Opportunities – near Sales Rep’s location
Mapping:
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)*
SAP CRM Sales
Sales Device Support
*Android Edition – Available on Android Honeycomb tablets
