Sales – Pipeline Performance, Opportunity, and Lead Management: Product Demo

Learn how the SAP Customer Relationship Management rapid-deployment solution – pipeline performance, opportunity, and lead management features – can help you more efficiently support the sales function by monitoring the pipeline and managing opportunities and leads through the sales process.

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    • In this example, I’m a sales representative. I want to look at the details of the Media Store opportunity, so I click to bring up the briefing card. That shows me all of the account activities, who’s on the sales team, and some of the contacts I’m working with on this deal. In this example, I’m a sales manager. I can see what products are being offered and who the contacts are. And, I see that the decision maker, Michael Becker, is not included in the relationship view. I decide to add a relationship between Michael Becker and some of the other contacts. Since he is the decision maker, I indicate that Michael is the supervisor of John Taylor. By building in relationships between the contacts, I can show their levels of influence. I know that there is a technical expert that has not been assigned to this deal yet. So I add the technical expert, Martin Curtis, to the opportunity. Now Martin will be able to see this opportunity and help the sales team work on closing this deal. I want to get all the team members together to discuss the opportunity. So, I create a fifteen minute call for tonight to discuss it. Now, I take another look at the pipeline to see how close this will get us to hitting our target. As you have seen, the SAP CRM rapid-deployment solution enables you to manage sales activities so you can update forecasts and opportunities, build a sales plan, and manage sales activities in real time.
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  • video Sales – Pipeline Performance, Opportunity, and Lead Management: Product Demo