SAP CRM Sales 2.0 Mobile Application

Mobilizing Sales Increases Sales Effectiveness

Marketing

Demand & Lead Generation

Sales Ops

Planning and Targets

Mobile field sales

Sales process support

Sales Tools

Capture follow-up actions

A typical sales cycle is longer without mobile access to sales information

Current Situation Sales Rep loses field time while trying to get information

Appointments not synchronized Overlapping appointments

Calendar not synchronized

Missed items from last meeting

Not carrying right product information

No checklist

Out-of-date information

No 360 degree view of customer

No Reports

NO Sales process support No follow-ups Unable to create Quote or Order Unable to provide discounts

Limited Process Support

No offline Support Information in several systems

No offline support

Business Impact: Lost productivity and loss of field time for Sales Rep

Incorrect sales assets Out-of-date content

No Sales Tools

Did you know? • Over 40% of salespeople fail to

hit quota

• 30% of salespeople turnover each year

• It takes on average, seven months

to ramp-up a salesperson

• 65% of a salesperson’s time is spent not selling

• 30 hours are spent searching for or creating their own sales materials

?

Source: Forrester & IDC

SAP CRM Mobile Sales Increase Sales Rep productivity & Accelerate Sales cycles

CRM Calendar Customer Factsheet Reports Surveys

Simplified View

Both offline & online Support Information system transparent

Offline Capabilities

Business Value: Accelerated Sales Cycle and improved productivity for Sales Rep

Lead, Opportunity, Account, Contact, Activity Management

Quote and Order Management Follow-up actions Provide Discounts

Strong Process Support

Download latest Sales Assets Maintain Marketing Attributes

Sales Tools*

SAP CRM Sales Mobile

• “I just received a new lead assigned to me”

• “Customer is requesting a quote”

• “I can add a marketing attribute to this account as reference in my territory”

• “Let me check my afternoon calls calendar”

• “Surveys helped me not to miss critical business steps”

• “I need to update my opportunity status”

• “ Reviewing 360 degree view of customer using Account Factsheet”

• “For customer executive meeting , I need latest sales collaterals”

• “Which customers or leads are Near-Me?”

Different Sales users needs, same comprehensive mobile app •

• SAP CRM Sales mobile application enables Sales reps use their favorite

mobile device to increase sales productivity and accelerate sales cycle from

anywhere

SAP CRM Sales 2.0

Features “Air Print” (iOS)

“Near Me”

Mapping

Auto-Logging

Eight Languages Supported

BlackBerry phones (touch & non-touch)

iOS (iPhone and iPad)

Win32 (no phones)

Android Tablets* (no phones)

Sales Tools

Account Factsheet

Attachments

CRM Calendar

Discounts (% & Absolute $$)

Follow-up Transactions

Marketing Attributes

Recommended Products

Sales Asset Download (SAVO)

Search

Surveys

Accounts

Contacts

Leads

Opportunities

Activities

Quotes

Orders

Analytics

Sales Entities Device Support

Account Contact Lead

Opportunity

Calendar Activity

Download Sales KM

Create Quote / Order

Quote & Order

Visit Customer

Near Me (Map)

Instant Updates

SAP ERP

ERP Process

Survey

Marketing Attributes

Auto-Logging

Single Click Follow-up

CRM Sales mobile

Sales Entities provide information to Sales reps to carry on critical tasks

Account & Contacts:

Search, create and update Accounts & Contact information

Create lead, opportunity, quote and order for an account & contact

Create single-click follow-up transactions

Leads & Opportunities:

Search, Create and Update Leads and Opportunity information

Maintain Lead & Opportunity Statuses and pipeline information

Recommended Products

Create single-click follow-up transactions

Activities:

Search, Create and Update activity information

Create single-click follow-up activities

Auto-log activities

Quotes & Orders:

Search and Create Quotes or Order information

Create single-click follow-up Quote or Order from Opportunity and Lead

Recommended Products

Analytics & Reporting:

Viewing reports and editing report criteria

Provide critical sales reports and analytic visual aids

SAP CRM Sales Sales Entities

Sales tools improve productivity Sales reps’ productivity

Account Factsheet: Provides 3600 view of the customer

CRM Calendar: Provides single CRM calendar view

Call Preparation & Execution: Provides single click follow-up transactions and

intuitive way to prepare for customer visits and wrap-up actions

Sales Asset Download: Provides ability to carry sales assets on device

Surveys: Provides ability to run shelf-check or “visit” specific survey

Marketing Attributes: Provides ability to execute CRM Marketing attributes

from mobile device for customer segmentation

SAP CRM Sales Sales Tools

Device Support for Sales enables Sales rep to discover information

“Near Me”:

Provides ability to identify Accounts, Contacts, Leads, and

Opportunities – near Sales Rep’s location

Mapping:

Provides mapping information for key Sales entities

Seamless integration with device GPS for driving directions

Device Supported:

BlackBerry Phones (touch & non-touch)

iOS (iPhone & iPad)

Windows (Tablets)++

Android(Tablets)*

SAP CRM Sales Sales Device Support

*Android Edition – Available on Android Honeycomb tablets + + Windows Tablet mobile app will also run on Windows Laptop, Desktop supporting Windows 7, Vista and XP

Rapid delivery in as little as 11

weeks

Fixed scope implementation

Affordably priced solution

A clear path to your full mobility

vision

More Info: http://service.sap.com/rds-crm-mobile

Rapid deployment solution for SAP CRM Sales

Think Big

Start Small

&

SAP CRM Sales

DEMO • Review Factsheet & Create

Follow-ups

• Surveys & Marketing Attributes

• Recommended Products &

Universal Search

• Quotes & Orders Management

• “Near Me”

• Transactions Types & Note

Types

Thank You!