SAP Customer Financial Fact Sheet: Product Demo

Learn how the SAP Customer Financial Fact Sheet mobile app helps sales people on the road access pertinent financial customer information from the back office. Putting key information in their hands to help better negotiate with customers, drive down days sales outstanding, and provide faster customer service.

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  • http://global.sap.com/demos/mmov/demos/sap-customer-financial-fact-sheet-work-smarter-with-quick-access-to-back-office-finance-information-anytime-anywhere-demo-us.mp4
    • SAP Customer Financial Fact Sheet Work smarter with quick access to Back-office finance information,anytime, anywhere
    • In this demo, you’ll see how the SAP Customer Financial Fact Sheet mobile app helps sales reps, account execs, and other stakeholders access financial information for customers, anytime, anywhere.
    • Nancy is a sales rep who is on the road and needs to check information about her customers.
    • She can compare customers based on sales volume, overdue amounts, or credit limits.
    • She received an alert about a customer with negative-trending payments, and the customer has not responded to collection and dunning notices.
    • This is important for her to know when planning her next customer negotiation.
    • With the mobile app, she gets summary information about outstanding and overdue amounts, and promises for future payments.
    • She can see the number of ongoing disputes as well as the standard payment terms that have been negotiated with the customer.
    • She can see key credit information to make sure the customer’s credit limit is high enough to close the next deal.
    • And she can see information on payments.
    • Since Nancy’s commission is tied to payments, this is important information for her.
    • Nancy can view or resend a dunning letter directly from the app without having to call the back office.
    • Using the notes function, she can collaborate with the back office and rest of the sales team about a customer’s payment behavior.
    • She can view trends in the customer’s payment behavior and sales volume, and see when a customer’s current invoices are due.
    • She can view all of a customer’s invoices, and as she talks with the customer, she can write a note about a promised payment or enter more information on a customer dispute: this is automatically integrated with the SAP ERP application.
    • She can e-mail a copy of an invoice to the customer on the fly, reducing postage, paper, and administrative costs.
    • Even when she’s away from the office, Nancy has all of the tools she needs to make sure she can provide high-quality customer service.
    • And she can document promises to pay for invoices so the back office knows when payments can be expected.
    • This helps to improve her company’s cash management forecasting and liquidity planning.
    • Nancy can also save important customer-specific documents in her company’s customer files – so all of the office documents will be available in one place and accessible whenever she needs them.
    • With this app, sales reps like Nancy don’t need to call the accounting back office to learn about the credit status of their customers.
    • Accounting clerks don’t have to mail out invoice copies to sales reps anymore – and e-mails chains to resolve customer disputes are a thing of the past.
    • SAP Customer Financial Fact Sheet puts key financial information in the hands of your sales reps to help them better negotiate with their customers, drive down days sales outstanding, and provide faster customer service.
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