SAP Solutions for Mobile Business. SAP Mobile Sales Online with mysap CRM

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1 SAP Solutions for Mobile Business SAP Mobile Sales Online with mysap CRM

2 SAP Solutions for Mobile Business SAP Mobile Asset Management SAP Mobile Sales SAP Mobile Service SAP Mobile Procurement mysap PLM mysap SRM mysap ERP Financials Human Resources Corporate Services Operations mysap CRM SAP Mobile Direct Store Delivery SAP Mobile Time & Travel mysap SCM SAP NetWeaver SAP AG 2004, SAP Mobile Sales Online with CRM / 2 Mobile BI Capabilities Mobile Warehouse Management Capabilities

3 SAP Mobile Sales With SAP Mobile Sales, sales personnel can view and update key information throughout the sales life cycle. They can capture sales orders on a mobile device or maintain information related to activities and opportunities. Multiple versions ensure the best solution for the user role and or industry Business Pains: Unprepared sales representatives calling customers, prospects, or partners with limited insight into an account's history, account decision-makers, timelines, etc. Poor customer data quality, such as wrong contact person information, inaccurate pipeline, etc. Non documented sales activities, such as visit reports, resulting in inaccurate resource planning, incomplete account handover, etc. Disconnect of sales and marketing departments: sales teams are not informed properly of events and marketing promotions. Consequences are wasted resources, poor response to events and promotions, and longer execution times of marketing campaigns. SAP Mobile Sales Solution Benefits: Close more business faster: Sales representatives are better prepared for meetings and customer calls (e.g. insight in existing leads, terminating contracts etc.) which leads to an improvement in the conversion rate of leads into opportunities, and finally closing deals. Additionally, response times to customers are better resulting in shorter sale cycles. High quality data: Ability to update information online in the field, leading to better pipeline data, lead funnel analysis, resource utilisation, etc. Improved coordination between sales and marketing: Marketing are able to inform sales teams in a timely manner leading to improved execution of marketing campaigns, and better customer response to marketing actions (events, promotions etc.) SAP AG 2004, SAP Mobile Sales Online with CRM / 3

4 SAP Mobile Sales SAP Mobile Sales Available application versions: SAP Mobile Sales: online version SAP Mobile Sales: handheld version SAP Mobile Sales: laptop version SAP Mobile Sales: tailored for Pharma A standardized application available to fit your specific business needs. SAP AG 2004, SAP Mobile Sales Online with CRM / 4

5 SAP Mobile Sales Online (MSOn) Details Access and update information from mysap CRM via smart phone Provide field sales agents with an easier and more efficient way to manage customer accounts Ensure customer satisfaction by checking the status of open orders on-the-spot Access information anytime, anywhere - no manual synchronization needed Target group SAP Installed base Smart phone with push + mysap CRM Plattforms: Inernet Explorer PPC2003, Siemens SK65, RIM BBerry User Group: Sales- & Key Account Manager, Top Management (Executives) Supported countries: US, Canada, Germany, Switzerland, France, United Kingdom Functional scope Extended CRM business processes & analytic reports Account-, Activity/Task- and Opportunity Management, Sales Documents, CRM Analytics reports SAP AG 2004, SAP Mobile Sales Online with CRM / 5

6 SAP Mobile Sales Online - Value Proposition Increase sales opportunities and wins Keep users securely connected to mysap CRM and their corporate system, enabling sales professionals in the field to be more responsive to evolving opportunities. With automatic, push delivery of information, field sales professionals can act on the hottest new leads to engage prospects and close deals ahead of the competition. Enhance customer satisfaction Improve customer relationships by putting account, opportunity (leads) and order information in the hands of sales professionals while they re at customer offices. Access to the latest information helps ensure sales forces deliver the best customer experiences possible by providing customers with timely and accurate answers. Streamline sales processes Close more business and reduce the cost of sales by giving sales forces immediate access to the knowledge required to make sales. Organizations are able to address customer inquiries faster and more accurately, helping to shorten sales cycles and allowing organizations to maximize their profitability. Improve sales forecasting Provide wireless access to mysap CRM encouraging sales professionals to input sales funnel information that management can use to identify market trends, competitive pressure points and close rates. SAP AG 2004, SAP Mobile Sales Online with CRM / 6

7 SAP Mobile Sales Online Touch points Sales Planning & Forecasting Account & Contact Management Activity Management Opportunity Management Contract Management Customer Analytics Sales Analytics SAP AG 2004, SAP Mobile Sales Online with CRM / 7

8 SAP Mobile Sales Online - Process Overview View & Account Management update Create Activity/Task Management View & update Create View CRM Analytics reporting Opportunity Management (header data) View only only Sales Order & Contract View (header data) View only SAP AG 2004, SAP Mobile Sales Online with CRM / 8

9 MSOn: Start Application Blackberry Web Browser Select the SAP MSOn icon from the Blackberry Main Menu SAP AG 2004, SAP Mobile Sales Online with CRM / 9

10 MSOn: User Authentication Authenticate against the SAP Web Application Server with a MSOn user and password SAP AG 2004, SAP Mobile Sales Online with CRM / 10

11 MSOn: Activity Management Activity Management administers all communication transactions such as telephone calls, customer visits, private reminders, and general tasks. Activity Management View activity information with details Create new activities Search Search activities by ID, type, category, name, date, priority, etc... Edit Edit Activity Information SAP AG 2004, SAP Mobile Sales Online with CRM / 11

12 MSOn: Activity Management Search Example View details and make updates! Enter/Select search criteria and select Submit Select the Activity from the list of Activities that meet your search criteria. SAP AG 2004, SAP Mobile Sales Online with CRM / 12

13 MSOn: From Activity Management to Account Details Use the integrated Blackberry menu to Call or SMS the contact Switch from the details of the activity to the details of the account Review the account details SAP AG 2004, SAP Mobile Sales Online with CRM / 13

14 MSOn: Account Management Account Management administers all transactions related to a business partner. An account can be a person, a group, or an organization. Account Management View account information with details Create new accounts Search Search accounts by account number, name, city, country and Edit Edit account information SAP AG 2004, SAP Mobile Sales Online with CRM / 14

15 MSOn: Account Management Create Account You can then search on the account number to display the details Enter/Select account details and select Submit Message displaying the confirmation in the form of a new account number SAP AG 2004, SAP Mobile Sales Online with CRM / 15

16 MSOn: Opportunity Management An opportunity is a recognized possibility for an enterprise, such as a sale for products or services. It describes the customers, the requested products or services, the quantities, and the estimated sales probability. With MSOn a user can display important header data about opportunities maintained within mysap CRM. Opportunity Management View opportunities maintained withing mysap CRM Search Search activities by ID, type, description, status, priority, etc... SAP AG 2004, SAP Mobile Sales Online with CRM / 16

17 MSOn: Sales Contract Management The Sales Contract is an agreement between the vendor and the client that provides information about which products are available at a certain price and for a certain period of time. Sales Contract Management allows a user to view essential details for a sales contract. Sales Contract Management View Sales Contracts Search Search contracts by ID, type, description, status, phase, name, role, date, etc... SAP AG 2004, SAP Mobile Sales Online with CRM / 17

18 MSOn: Sales Order Management The Sales Document is typically a sales order which allows a client to buy products or services at a certain price and to request delivery at a certain time. Sales order management allows a user to retrieve vital information and details about a sales order. Sales Orders Management View Sales Orders Search Search contracts by ID, type, description, status, phase, name, role, date, etc... SAP AG 2004, SAP Mobile Sales Online with CRM / 18

19 MSOn: CRM Analytics Reporting CRM Analytics Reporting applies Business Intelligence and reporting methodologies such as data mining to the CRM applications. These applications are customized to analyze, report, and predict customer behavior. CRM Analytics Reporting Time Lines Incoming Orders Completed Sales Contracts Open Sales Orders and more SAP AG 2004, SAP Mobile Sales Online with CRM / 19

20 MSOn: Administration Console General Configuration General Configuration and Role Configuration Customizing Data Backend Connections Screen Configurations Mobile Browser Configuration Main Menu Configuration Add/Remove functions, actions, and associate the two Activate/Deactivate by role and associate roles to functions Menu order by roles General Report Configuration SAP AG 2004, SAP Mobile Sales Online with CRM / 20

21 MSOn: Administration Console General Configuration General Configuration General browser and role setting Backend customizing to manage groups Backend connections to manage JCo connections to mysap CRM Screen configuration to customize the end user interface SAP AG 2004, SAP Mobile Sales Online with CRM / 21

22 SAP Solutions for Mobile Business SAP Mobile Sales Online with mysap CRM on RIM Blackberry SAP AG