delta overview sales

8/13/2019 Delta Overview Sales

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The SAP EHP1 for SAP CRM 7.0 enhancements all support various building

blocks of SFA. We will go into more detail in the coming slides, but as you can

see, the SAP EHP1 for SAP CRM 7.0 release includes additional or enhancedfunctionality in many areas.

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As of SAP enhancement package 1 for SAP CRM 7.0, SAP CRM offers an

option to easily create new accounts on the fly. This means the user can edit an

opportunity and wants to assign an account. Now he can quickly create thisaccount with some basic data without leaving the edit-page of the opportunity.

This makes this process much more flexible.

In addition SAP CRM now has integrated assignment blocks for ERP

documents within the account overview page. These assignment blocks offer

all the functionality the user already knows from other SAP CRM-specific

assignment blocks. So it is possible to directly create new ERP sales orders,

ERP quotations or ERP contracts starting from the account overview page; it is

possible to navigate to the related overview page of the ERP document; it isalso possible to navigate to the edit page.

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This Screenshot illustrates how to quickly create an account starting from the

Opportunity Create screen. Pressing Save saves the account. The field

Prospect within the Opportunity Create screen is now filled with the name ofthe newly created account.

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As of SAP enhancement pack 1 for SAP CRM 7.0, SAP CRM offers two

different ways of integration into groupware platforms. According to their needs

customers can choose between the server-based integration and the client-based integration.

The major groupware platforms of Microsoft Outlook and Lotus Notes are

supported.

Whereas functions were added to the SAP CRM 7.0 release exclusively for MS

Outlook, all enhancements of SAP EhP1 for SAP CRM 7.0 do support both

platforms.

The major enhancements are:

Automatic synchronization between SAP CRM and MS Outlook or Lotus NotesServer sync profiles

Single Sign-On support

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Automatic synchronization:

In earlier releases the synchronization had to be manually started every time by

the end-user by clicking on the Synchronization button. This was an importantrequirement to allow smoother operation of the integration.

Users now can define on their local computer if they want to use manual or

automatic synchronization, and give more details in regards to timeframe,

weekdays of synchronization and data conflict handling. This can be done in

the standard local user settings dialog where a new tab covering this feature

was included.

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Server synchronization profiles:

The idea behind server synchronization profiles is to allow administrators a

much better control over what end users can maintain on their local computer.The server profiles can be maintained language and country specific and keep

the complete set of local properties. Administrators can use a new application in

the SPRO Customizing to define for each property if they allow users to change

them or not, define defaults like deactivating certain local features. The

replication run always validates the local settings against the most recent

server profile which means that even after completing the rollout of the client

groupware integration administrators can still apply changes where necessary

remotely with low effort.

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Single Sign-On support:

As of SAP EhP1 for SAP CRM 7.0 the client GWI is fully Single Sign-On

capable. Being able to sign on with this method is essential for users runningSAP CRM for example via a portal and wanting the use auto synchronization in

combination. Therefore, a valid certificate needs to get assigned to the local

application.

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Understand key trends in the effectiveness of the sales force at progressingdeals through the sales cycle and identify opportunities for overall performanceimprovementUnderstand the performance of top customers and identify the need forexecutive calls or sponsorship.

Sales Managers are provided with insight to help them:Ensure their team is tracking to plan and identify potential shortfallsUnderstand the effectiveness of each of their team members and the team asa whole at converting leads and progressing deals through the sales cycle.Identify top and bottom performers within their team and proactively identifycoaching opportunities in areas where improvement is needed.

Sales Reps are provided with insight to help them:Understand their current and projected quota attainmentUnderstand the performance trends of customers within their territoryLaunch directly to their top leads, customers, opportunities or quotes

committed to providing knowledge workers with the information they need tomake

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These screenshots show two example sales dashboards.

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There are 16 standard Xcelsius dashboards available for SAP CRM Sales

Force Automation.

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In SAP EhP1 for SAP CRM 7.0 the report areas for opportunities and activities

have been enhanced. These report areas now include now Territory and

Partner Channel Management related fields.Sales quotations, sales orders and sales contracts are enabled for interactive

reporting. So it is possible to create reports for these objects in the CRM

WebClient UI with the help of the CRM interactive reporting wizard, where fields

to be displayed, input parameters, static filters, and key figures can be

specified. A combined opportunity-sales order report area is now also available.

This allows combinations of opportunity key figures and sales order key figures,

based on common dimensions such as account, sales organization, period, etc.

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In step three of the wizard it is possible to define top or bottom conditions.

The following conditions are supported:

Top N Bottom N

Top %

Bottom %

Top Sum

Bottom Total

Examples:

Top 5 prospects by opportunity expected sales volume

Lowest revenue generating products during the current quarter

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By using SAP Business Objects data exploration solution Explorer

customers can find patterns, forecast trends and enjoy a number of business

benefits:

Higher-performing organizations, thanks to pervasive BI and fact-based

timely decisions

Empowered employees with BI that everyone can use no data knowledge

required

Self-service BI for more users no training or preparation work required

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This screenshot shows an example of how to explore opportunities.

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Accelerating Lead-to-Cash value scenario focuses on streamlining end-to-endprocesses from sales planning, campaign management, lead process to cash. SAP

EhP1 for SAP CRM 7.0 helps to enhance productivity of professionals across all thebusiness process and focus on efficiency.

For Marketing ProfessionalsMarketing professionals can better control the planning activities with new a newmarketing calendar allowing:New visualization in terms of planning time frame, activity type and capability toleverage templatesInteractive planning tool with visualization of time dependencies, template library toeasily create new marketing projects via drag and dropBetter control in the campaign execution is also provided with campaign To-Dos list. Itoffers a graphical overview and an integration with Microsoft Outlook via the standardSAP CRM Groupware integration.

Marketing professional can increase efficiency and streamline the marketingprocesses with best practices for Campaign Management.

For Sales ProfessionalsSales professionals get a better support with pop-up determination for partners, quotesand quotes within SAP ERP quote and sales order in CRM Web UI. It increasescustomer satisfaction by reducing errors in sales documents and thus speeding up thequote to cash process.

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This is a screenshot of the account overview page in SAP EhP1 for SAP CRM

7.0 including three assignment blocks for ERP documents.

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The Usability enhancement with SAP EhP1 for SAP CRM 7.0 continues to

increase the end users effectiveness and efficiency. Features like a Goto

menu or the possibility to define favorites let the user work faster with thesystem.

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The Favorites feature allows users to mark any SAP CRM object as a

favorite. Favorites can be organized in a folder structure and shared with the

community. The user's favorites are displayed in a tree hierarchy on thehomepage and a user can personalize them as he wishes.

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In SAP EhP1 for SAP CRM 7.0 an additional tray is available on the homepage

that contains all objects that have been tagged on various overview pages. A

user can tag any CRM object from its corresponding overview page. From thehomepage, the user can also simply click on a tag to navigate to a result list

containing all objects linked to this tag. From there he can navigate to an object

overview page by selecting a line. The tags can be freely defined by the user.

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In SAP EhP1 for SAP CRM 7.0 a Goto menu has been added to every

overview page. It allows the user to directly navigate to an assignment block by

selecting an entry from a list showing all assignment blocks available on theoverview page.

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SAP EhP1 for SAP CRM 7.0 provides enhanced features to easily add

mockups in any overview page. Mash-ups allow the end user to combine data

from the existing business applications and third party data sources andservices. The provided framework tools, facilitate fast integration and innovative

approaches that yield completely new functionalities. An example of a mash-up

is the use of Google Maps together with SAP CRM business partner data to get

directions to the corresponding contact. The result is a distinct service that was

not originally provided by either source.

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In SAP EhP1 for SAP CRM 7.0 data retrieval parameters can be defined in

configuration in order to pre-filter the content of assignment blocks. In this

expamle you can see the data retrieval parameter for the Activity assignmentblock of the account overview page.

Its possible to define a timeframe, but also maintain values for the transaction

type, status and importance. With this it is possible to reduce the content of this

assignment block (e.g. only display activities with the status In Process or In

Processing at Partners which are classified with high importance.

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It is possible to paste multiple values for example from a MS Excel file as

search criteria into the advanced search. In addition, these entries are grouped.

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Possibility to fix columns in tables:

The fixed column feature will allow the users to fix several columns to the left orright of the table. This feature is only visible on horizontally scrollable tablesand accessible through the combo dropdown box of the column header alongwith the filtering and sorting options.

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Multiple Table Personalization Table View Switch:

The table view switch is a feature allowing end users to create and switchbetween multiple table views (layouts or personalization) at runtime. Itoffers users the possibility to create, rename, or delete a personalization.

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Here are links to publicly available resources on SAP CRM and the capabilities

for Sales.

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delta overview sales

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