SAP CRM – Increasing the Transparency of Your Revenue Pipeline: Product Demo

See how SAP CRM enables you to perform target-to-date analysis, simulate changes to opportunities, analyze the pipeline by sales stage, monitor changes in the sales pipeline, access informative sales dashboards, and optimize pipeline performance management.

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  • http://global.sap.com/demos/mmov/demos/sap-crm-increase-revenue-pipeline-transparency-demo-us.mp4
    • SAP CRM: Increasing the transparency of your revenue pipeline. In this demo, you'll see how SAP CRM enables you to perform target-to-date analysis, simulate changes to opportunities, analyze the pipeline by sales stage, monitor changes in the sales pipeline, access informative sales dashboards, and optimize pipeline performance management. Let's start by getting familiar with the SAP CRM user interface, and the usability that sales managers and sales reps have at their fingertips. The main portion of the screen is the SAP CRM homepage, or the main workspace. On the left is a navigational pane, with all my menu options. With just one click, I can very quickly move around within SAP CRM. For example, if I need to look at my accounts or contacts, I can quickly do that. The homepage is where I keep my most frequently used features. For instance, I can keep my open tasks right in front of me. So every day I can quickly see what I need to do, and I can click right into a transaction. I can also see my saved searches. These might be certain accounts in my geography. If I'm a sales manager, they could be searches based on my team's accounts. Whatever I want to filter on, I can save those searches to reduce the time it takes to get to my data. I can also see all my appointments for today. I can easily drag and drop items to organize the screen the way I want. For example, I might want to move my reports to the bottom of the screen and place my appointments at the top of the screen, where I can easily see them. Now let's look at the calendar functionality. I have seamless integration with e-mail applications such as Microsoft Outlook and Lotus Notes. So, I can easily see all my appointments. And I can simply drag and drop to change appointments. Now let's talk about pipeline performance management. Let's start with target-to-date analysis. SAP CRM provides a highly interactive, analytical application for pipeline performance management It enables sales managers and sales reps to plan their quotas, manage their pipeline, and achieve their goals. It's all real-time, so as I'm looking at the data I can make changes on-the-fly, and those changes will automatically affect my targeted sales, my expected sales, and so on. I have a graphical view that shows sales performance by quarter. I can see that in the first quarter we did very well. Green is what we won, blue is what's expected, and yellow is the difference between expected sales and targeted sales. But when I look at the second quarter, I see that we're no longer performing well. As a sales manager, I want to look more closely at that. Simply clicking on the bar filters the opportunities listed at the bottom of the screen to show those that make up expected sales for the second quarter. If I want, I can easily filter further to see just the opportunities that will close in the next 30 days. The list is currently sorted by expected sales volume. Clicking on any of the columns re-sorts the list in ascending or descending order. I'm going to filter down to see the stalled deals, because those are the ones I need to work on. I decide to look at a stalled opportunity for a prospect called Media Store. Simply clicking on the information block opens the briefing card for the opportunity. So, I'm in the target-to-date analytical report, but I can quickly and easily see the briefing card for a particular opportunity. I can see activities associated with the opportunity, who the sales team is, any contacts
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