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SAP CRM Sales 2.0 Mobile Application

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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

(3)

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 Out-of-date information  No 360 degree view of customer

No 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 Out-of-date content

(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

?

(5)

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

(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

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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-up

CRM Sales mobile

(8)

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

(9)

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

(10)

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

(11)

Rapid delivery in as little as 11

weeks

Fixed scope implementation

Affordably priced solution

A clear path to your full mobility

vision

More Info:

http://service.sap.com/rds-crm-mobile

Rapid deployment solution

for SAP CRM Sales

(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

(14)

References

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