SAP CRM SALES MOBILE

Bogot, 26 Abril 2013

SAP Mobile Sales rapid-deployment solution - Process Flow

Sales Entities
Accounts Contacts Leads Opportunity Activities Analytics

SalesTools
Account Fact Sheet Attachments CRM Calendar Follow Up Transactions Marketing Attributes Search

Device Support
Native App Integration (eg Map) Auto Logging iOS (iPhone, iPad)

Survey
Recommended Products

CRM Sales mobile

Marketing Attributes Calendar

Account Contact

Lead

Opportunity

Activity

Analytics

Near Me (Map)

Attachments

Survey

Account Management
Account Management
Account Management allows your salespeople to quickly access all information necessary to manage sales accounts from a single, comprehensive view.

Key Process Flows covered

Search a specific account. Modify/Update an existing account. Create a new account. It allows 2 types of accounts: Corporate, Individual. View the account address on a map. Quickly communicate (Call or E-mail) from the account screen. View/Maintain the account details, e.g., Web site, Phone, Fax, Notes. View/Maintain relationships (e.g. employee responsible, contact person) for the account. View/Maintain Marketing Attributes for the account. Capture, monitor and track transactions (e.g. activities, leads, opportunities) for the account. View attachments and interactions for the account. Generate Factsheet for the account. Once generated, it appears in the attachment section.

Contact Management
Contact Management
Contact management provides your salespeople with rapid access to an overview of key customer contact information. They can search, create and update contacts directly on their mobile devices. It also provides them with other key contact-related information such as associated account, leads, opportunities, interactions, and notes.

Key Process Flows covered

Search a specific contact. Modify/Update an existing contact. Create a new contact. View/Maintain relationships (e.g. associated account). View/Maintain address and communication information for the contact. View the contact address on a map. Quickly communicate (Call or E-mail) from the contact screen. View/Maintain Marketing Attributes for the contact. View interactions for the contact. Capture and track notes for the contact. Capture, monitor and track transactions (e.g., activities, leads, opportunities) for the contact.

Lead Management
Lead Management
CRM Sales Mobile enables marketing to deliver new leads directly to sales in the field. New leads appear instantly as they are assigned in the core SAP CRM system. It also allows Sales to create and update leads directly on their mobile devices thus providing a valuable feedback loop back to marketing.

Key Process Flows covered

Search a specific lead. Modify/Update an existing lead. Create a new lead. It supports multiple types of lead. View/Maintain Status, Start Date, End Date, Notes for the lead. View/Maintain Sales Prospect, Contact Person, Employee Responsible , Sales Representative for the lead. View attachments for the lead. View related transactions for the lead. Create a follow up transaction(e.g., activity, lead, opportunity) for the lead. Run Survey for the lead. Search/Maintain products and recommended products

Opportunity Management
Opportunity Management
CRM Sales Mobile enables your salespeople to view and manage opportunities without booting up a laptop or PC. Both new opportunities and any updates appear instantly as they are assigned in the SAP CRM system. It also allows them to create and update opportunities directly on their mobile devices.

Key Process Flows covered

Search a specific opportunity. Modify/Update an existing opportunity. Create a new opportunity. It supports multiple types of opportunity.

View/Maintain Status, Start Date, End Date, Sales Stage, Expected Sales Volume, Currency, Note for the opportunity.
View/Maintain Sales Prospect, Contact Person, Employee Responsible, Sales Representative, Sales Manager, Sales Assistant, Attendee, Competitors for the opportunity. View attachments for the opportunity. View related transactions for the opportunity. Create a follow up transaction(e.g., activity, opportunity) for the opportunity. Generate Factsheet for the sales prospect (account) associated with the opportunity. Once generated, it appears in the attachment section. Run Survey for the opportunity. Search/Maintain products and recommended products

Activity Management
Activity Management
Activity Management allows your salespeople to manage their schedule and activities from their mobile devices. All information is synchronized with the SAP CRM to ensure data consistency throughout the organization. They can search, create and update activities directly on their mobile devices. They can also view recent and todays activities at their finger-tips.

Key Process Flows covered

Search a specific activity. Modify/Update an existing activity. Create a new activity. It support various types of activities. View/Maintain associated activity partner, status and contact persons. View/Maintain attendee and owner for the activity from your own organization. Capture and track note, preparation and report for the activity. View attachments for the activity. View related transactions for the activity. Create a follow up transaction(e.g., activity, lead, opportunity) for the activity. Generate Factsheet for the activity partner (account) associated with the activity. Once generated, it appears in the attachment section. Run Survey(e.g., pre-call preparation checklist) for the activity.

Analytics
Analytics
The Analytics of Mobiles Sales provides you with multiple chart types for each of the reports: column charts, bar graphs, and line charts.
The reports display the most current Mobile Sales data from SAP CRM backend based on the default report criteria. You can edit the reports based on a set of predefined criteria such as status, closing date, period, or sales employee. If you save a report with a new name, it appears in My Reports. You must have network connectivity to view reports.

Key Reports provided

Pipeline Analytics Top Opportunities Top Risk Opportunities

Native App Integration

Native App Integration
CRM Sales Mobile integrates smoothly with the native functionalities of a mobile device thus driving improved user experience and adoption. You can directly place a call, send an email and view an address on the map. You can see the driving direction.

Key Process Flows covered

Call and e-mail a contact or account. View a contact address on a map and display driving directions to a contact. View activities on CRM Calendar. Auto-log calls as activities.

Maps:

For iPhone/iPad, the default map provider is Google Maps.